Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Comulytic Note Pro when capturing and summarizing in-person client and sales meetings matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Comulytic Note Pro is a portable, credit-card-thin AI voice recorder paired with a companion mobile app that records conversations and turns them into transcripts, summaries, and actionable notes. The device captures audio from meetings, calls, interviews, and lectures using a multi-microphone array with AI noise reduction, stores recordings on 64GB of local storage, and syncs to the app over Bluetooth or Wi-Fi. The companion app handles transcription, generates summaries and meeting minutes, identifies multiple speakers, and extracts action items and to-do lists. It supports transcription across more than 100 languages and includes premium AI tools such as deeper analysis and an Ask-the-assistant chat feature, as well as client-focused capabilities like aggregated contact insights for sales and relationship tracking. The product positions itself as a professional engagement assistant rather than a basic dictaphone, marketed to salespeople and professionals who want to capture and review conversations without manual note-taking. The hardware is sold through the company's online store and on Amazon, and the device offers extended continuous recording on a single charge. A free tier covers basic transcription and summaries, with optional paid plans unlocking advanced AI features. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Comulytic Note Pro is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Comulytic Note Pro | Zeplyn |
|---|---|---|
| Core capability | Portable card-thin AI voice recorder with multi-microphone array and AI noise reduction | Recording-free structured note capture from client meetings |
| Standout feature | Companion mobile app for transcription and AI summaries | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automatic meeting summaries, minutes, and action-item extraction | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Speaker identification for multi-person conversations | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Transcription across 100+ languages | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | 64GB local storage with app syncing over Bluetooth/Wi-Fi | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Comulytic Note Pro
Choose Comulytic Note Pro if you need capturing and summarizing in-person client and sales meetings — strengths include dedicated hardware captures in-person meetings and calls without relying on a laptop or call bot.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Comulytic Note Pro
Zeplyn
It depends on your workflow. Comulytic Note Pro is strong for capturing and summarizing in-person client and sales meetings, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Comulytic Note Pro is a free tier with paid upgrades and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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