Is Colibri.ai or Zocks better for AI meeting notes?

It depends on your workflow. Colibri.ai is strong for sales call coaching and review, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.

How do Colibri.ai and Zocks compare on price?

Colibri.ai is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.

Can I use both Colibri.ai and Zocks?

You can — some teams pair them when each covers a different part of the meeting workflow.

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Colibri.ai vs Zocks

Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.

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Final recommendation

Shortlist Colibri.ai when sales call coaching and review matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.

Colibri.ai

CustomAI Sales Meeting Assistants

Real-time meeting notes and live sales coaching/conversation intelligence

AI summaries and action itemsConversation intelligence and analyticsCRM integrations

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Zocks

CustomAI Meeting Assistants

Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.

AI-drafted follow-up and client response emails

About Colibri.ai

Colibri.ai is an AI meeting assistant and conversation-intelligence tool aimed primarily at sales and customer-facing teams. It records and transcribes calls across major conferencing platforms, generates summaries and action items, and offers live cue cards and real-time guidance to help reps during conversations. Beyond individual notes, Colibri analyzes calls at the team level, tracking topics, talk-time, and other signals so managers can coach reps and understand what happens across the pipeline. It integrates with CRMs and other sales tools so call data and follow-ups land in existing systems automatically. The product blends in-call assistance with after-call intelligence, which makes it useful both for reps who want help in the moment and for leaders who want visibility into conversations. Colibri is typically adopted by sales organizations that want a single tool for recording, coaching, and CRM-connected meeting notes. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.

Best suited for

Sales call coaching and review
Live guidance during calls
CRM-connected meeting notes

About Zocks

Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.

Best suited for

Documenting client review and discovery meetings for compliance and records
Auto-populating CRM records and planning tools after advisor meetings
Pre-filling intake and account-opening forms from meeting conversations

Feature	Colibri.ai	Zocks
Core capability	Recording and live transcription	AI note-taking with speaker attribution for client meetings
Standout feature	AI summaries and action items	Live meeting analysis during calls
Team usage	Real-time cue cards	Automatic form filling for intake, fact-finder, and account-opening documents
Integrations	Conversation intelligence and analytics	CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney
Languages & capture	CRM integrations	AI-drafted follow-up and client response emails
Best-fit workflow	Recording and live transcription	Pre-meeting preparation with agendas and client profiles

Colibri.ai vs Zocks

About Colibri.ai

About Zocks

Pricing comparison

Feature table

Best for

Pros & cons

FAQ

Is Colibri.ai or Zocks better for AI meeting notes?

How do Colibri.ai and Zocks compare on price?

Can I use both Colibri.ai and Zocks?

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