Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dialpad when equipping inside sales reps with a dialer plus live ai coaching 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.
AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Dialpad is an AI-powered communications platform that combines voice, video, and messaging, with a sales dialer and conversation intelligence layer aimed at outbound and inside sales teams. Its core function for sales is to power calls through the dialer while Dialpad AI transcribes conversations in real time, detects sentiment, and automatically generates post-call summaries. During live calls, the platform surfaces Real-Time Assist cards and AI Live Coach cards that pop up helpful notes, such as competitor talking points or objection-handling guidance, when relevant topics come up. Its AI Playbooks feature uses speech recognition and generative AI to lay out the questions reps should ask for a given sales methodology and marks them off as they are covered. Beyond individual calls, Dialpad helps teams identify keywords and topics prospects raise, track what is said about competitors, and find coaching opportunities across recorded conversations. The dialer includes productivity features like voicemail drop and automatic call logging, and it integrates with CRMs including Salesforce, HubSpot, and Zoho so activity is captured automatically. Dialpad is suited to sales teams that want a dialer and conversation intelligence built into the same phone system. 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
Dialpad 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 | Dialpad | Zeplyn |
|---|---|---|
| Core capability | Real-time call and video transcription with sentiment detection | Recording-free structured note capture from client meetings |
| Standout feature | AI Live Coach and Real-Time Assist cards during calls | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI Playbooks that track methodology questions live | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Automatic post-call summaries | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | CRM integrations with Salesforce, HubSpot, and Zoho plus call logging | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Real-time call and video transcription with sentiment detection | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Dialpad
Choose Dialpad if you need equipping inside sales reps with a dialer plus live ai coaching — strengths include dialer and conversation intelligence built into one platform.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Dialpad
Zeplyn
It depends on your workflow. Dialpad is strong for equipping inside sales reps with a dialer plus live ai coaching, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Dialpad 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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