Echometer: Psychology-based platform for agile retrospectives, recurring team health checks, and structured 1:1 meetings with AI-assisted suggestions. 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 Echometer when running recurring agile retrospectives with consistent, structured templates 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.
Psychology-based platform for agile retrospectives, recurring team health checks, and structured 1:1 meetings with AI-assisted suggestions.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Echometer is a German-built platform purpose-made for running team retrospectives, recurring team health checks, and structured one-on-one (1:1) meetings. Aimed at engineering managers, scrum masters, and agile coaches, it pairs interactive retrospective boards with research-grounded survey questions so teams get guided, psychology-based reflection rather than a blank whiteboard. The retrospective tool offers a wide range of templates (such as Sailboat, Keep-Stop-Start, and others), supports both synchronous and asynchronous retros, and lets teams group, prioritize, and track measures coming out of each session. Health-check pulses run on a recurring basis to gather anonymous feedback and visualize how a team's agile maturity and satisfaction develop over time. A separate 1:1 meeting module provides templates and structured formats for manager-employee conversations. Echometer includes smart, AI-supported recommendations that surface food for thought and help brainstorm action items during retrospectives and 1:1s. The product is hosted in an ISO 27001-certified data center in Germany, offers a free tier, and is used by both small teams and large enterprises that want a consistent, data-informed approach to continuous team improvement. 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
Echometer 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 | Echometer | Zeplyn |
|---|---|---|
| Core capability | Interactive, psychology-based retrospective boards with grouping and prioritization | Recording-free structured note capture from client meetings |
| Standout feature | Recurring team health-check pulses with longitudinal trend visualization | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Dedicated 1:1 meeting module with structured templates | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI-supported recommendations for retro and 1:1 discussion topics and action items | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Synchronous and asynchronous retrospective support | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Tracking of measures and action items across sessions | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Echometer
Choose Echometer if you need running recurring agile retrospectives with consistent, structured templates — strengths include covers retrospectives, health checks, and 1:1s in a single purpose-built tool.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Echometer
Zeplyn
It depends on your workflow. Echometer is strong for running recurring agile retrospectives with consistent, structured templates, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Echometer 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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