Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Eleveo when recording and transcribing customer service and sales calls at scale 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.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
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
Eleveo is custom pricing (contact sales); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Eleveo | Zeplyn |
|---|---|---|
| Core capability | AI speech analytics with continuous speech-to-text transcription | Recording-free structured note capture from client meetings |
| Standout feature | Omnichannel media capture (voice, video, and screen recording) | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automated call summaries with highlights, topics, and next steps | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Sentiment detection and conversation categorization across interactions | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Workforce management with AI forecasting and agent scheduling | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Compliance tooling for GDPR, PCI-DSS, and TCPA | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Eleveo
Zeplyn
It depends on your workflow. Eleveo is strong for recording and transcribing customer service and sales calls at scale, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Eleveo is custom pricing and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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