CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CraftNote when automatically transcribing and summarizing online meetings across multiple platforms matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
CraftNote is an AI-powered meeting assistant available on the web, iOS, and Android that captures, transcribes, and analyzes conversations in real time and converts them into organized notes. It generates structured summaries suited to follow-ups and action items, identifies speakers, and supports a wide range of languages with automatic detection. A meeting bot can join calls on platforms including Google Meet, Zoom, Microsoft Teams, Slack Huddles, Webex, and Discord to capture full transcripts and summaries automatically, and the browser-based app lets users record, transcribe, and summarize without a download while syncing across phone and tablet. CraftNote also offers customizable note templates such as to-do lists, minutes, and executive briefs, an AI chat interface for querying recorded content, and export options including PDF, DOCX, and shareable links. The app is developed by Joyolabs and became available on Google Play in mid-2025. It is positioned for busy professionals who want meeting documentation handled automatically across both online calls and in-person conversations, with encrypted storage and privacy protections for stored content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
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
CraftNote is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CraftNote | Zocks |
|---|---|---|
| Core capability | Real-time transcription and AI-generated summaries | AI note-taking with speaker attribution for client meetings |
| Standout feature | Meeting bot for Google Meet, Zoom, Microsoft Teams, Webex, Slack Huddles, and Discord | Live meeting analysis during calls |
| Team usage | Speaker identification and multi-language support with auto-detection | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Customizable note templates such as minutes, to-do lists, and executive briefs | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI chat for querying recorded content | AI-drafted follow-up and client response emails |
| Best-fit workflow | Export to PDF and DOCX and shareable links; web, iOS, and Android apps | Pre-meeting preparation with agendas and client profiles |
CraftNote
Choose CraftNote if you need automatically transcribing and summarizing online meetings across multiple platforms — strengths include works across web, ios, and android with cross-device sync.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
CraftNote
Zocks
It depends on your workflow. CraftNote is strong for automatically transcribing and summarizing online meetings across multiple platforms, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CraftNote 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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