Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cuebo when reps practicing pitches and full demos against video-avatar buyers matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Cuebo is an AI-powered sales coaching platform, founded in 2024, that combines roleplay practice, automated training content, and call analysis to help sales teams improve through continuous, on-demand coaching. Its AI Roleplay Arena lets reps practice with customizable buyer personas that have voices and video avatars, built from real customer conversations, and provides instant post-call feedback and scoring; reps can even share their screen to practice full demos. A separate AI Trainer capability automatically generates bite-sized, conversational learning modules from uploaded content such as decks, PDFs, and playbooks, organizing them into role-based training paths with assessments. Cuebo's Smart Coach focuses on personalized coaching for individual skill gaps, with objection-handling drills, verbal feedback, and call memory that tracks patterns across sessions, while its conversation intelligence records and transcribes sales calls so managers can review how reps interact with customers. The platform adds gamification, management dashboards with team analytics, and support for more than 20 languages. Cuebo is aimed at inside sales, field sales, and retail teams, as well as onboarding and certification programs that want scalable, repeatable practice and coaching. 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
Cuebo 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 | Cuebo | Zeplyn |
|---|---|---|
| Core capability | AI Roleplay Arena with customizable video-avatar buyer personas built from real conversations | Recording-free structured note capture from client meetings |
| Standout feature | Instant post-call feedback and scoring, including screen-share demo practice | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI Trainer that auto-generates training modules from decks, PDFs, and playbooks | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Smart Coach for personalized coaching with objection-handling drills and call memory | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Call recording and transcription for manager review of customer interactions | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Management dashboards, gamification, and support for 20+ languages | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Cuebo
Choose Cuebo if you need reps practicing pitches and full demos against video-avatar buyers — strengths include video-avatar personas and screen sharing enable realistic demo practice.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Cuebo
Zeplyn
It depends on your workflow. Cuebo is strong for reps practicing pitches and full demos against video-avatar buyers, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Cuebo 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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