Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dialpad when equipping inside sales reps with a dialer plus live ai coaching matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
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
Dialpad 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 | Dialpad | Zocks |
|---|---|---|
| Core capability | Real-time call and video transcription with sentiment detection | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI Live Coach and Real-Time Assist cards during calls | Live meeting analysis during calls |
| Team usage | AI Playbooks that track methodology questions live | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Automatic post-call summaries | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | CRM integrations with Salesforce, HubSpot, and Zoho plus call logging | AI-drafted follow-up and client response emails |
| Best-fit workflow | Real-time call and video transcription with sentiment detection | Pre-meeting preparation with agendas and client profiles |
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.
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.
Dialpad
Zocks
It depends on your workflow. Dialpad is strong for equipping inside sales reps with a dialer plus live ai coaching, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Dialpad 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.
More head-to-head comparisons involving Dialpad and Zocks.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Dicte: Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Dovetail: Customer insights platform that centralizes interviews and feedback, with AI transcription, analysis, search, and a research repository. The right pick comes down to team size, budget, and the workflows you want to automate.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Dscout: Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Echometer: Psychology-based platform for agile retrospectives, recurring team health checks, and structured 1:1 meetings with AI-assisted suggestions. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Edisyn: Real-time AI meeting assistant from a Turkish-founded team that listens to calls and provides live notes, summaries, and suggested questions and answers. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Efficlose: An AI meeting platform offering a bot-free Chrome extension plus desktop and web apps that transcribe, summarize, and extract action items from calls. Below, they line up on price, capture method, and how each fits a real meeting stack.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Equal Time: Meeting notes with speaking-time and inclusion analytics The right pick comes down to team size, budget, and the workflows you want to automate.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. EventCAT: AI platform that delivers real-time subtitles and voice interpretation in 50+ languages for conferences, webinars, and online meetings. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. This comparison weighs them on pricing, features, and everyday workflow fit.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Exec: Voice-based AI roleplay platform that lets sales reps practice high-stakes conversations against realistic AI buyers and get instant coaching. This comparison weighs them on pricing, features, and everyday workflow fit.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Exemplary AI: AI transcription and content-repurposing tool that turns podcasts, webinars, interviews, and videos into transcripts, subtitles, clips, and written summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Fast Rekap: iOS meeting recorder that transcribes conversations and turns them into structured summaries, presentation slides, and mind maps with chat-with-transcript Q&A. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.