Fireflies: AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fireflies when sales call capture and crm logging 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 meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Fireflies.ai joins video calls to record and transcribe meetings, then generates AI summaries, action items, and fully searchable notes. Its AskFred assistant lets you query past meetings in natural language ("what did we decide about pricing?"), while conversation-intelligence features add topic trackers, talk-time, and sentiment analytics. Fireflies works across Zoom, Google Meet, Microsoft Teams, and Webex, transcribes in a wide range of languages, and integrates natively with CRMs such as Salesforce and HubSpot plus Slack, Notion, Asana, and Zapier. A free plan covers limited transcription and AI credits for individuals; paid tiers raise transcription and storage limits and unlock team conversation analytics, making it a strong fit for sales, recruiting, and customer-research teams that live in their CRM.
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
Fireflies is from $18/mo (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fireflies | Zeplyn |
|---|---|---|
| Core capability | Meeting transcription | Recording-free structured note capture from client meetings |
| Standout feature | AI summaries | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AskFred AI chat | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | CRM sync | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Conversation intelligence | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Meeting transcription | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Fireflies
Choose Fireflies if you need sales call capture and crm logging — strengths include powerful meeting search plus the askfred natural-language assistant.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Fireflies
Zeplyn
It depends on your workflow. Fireflies is strong for sales call capture and crm logging, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Fireflies is from $18/mo 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.
More head-to-head comparisons involving Fireflies and Zeplyn.
Fireflies is an integration-rich notetaker; Avoma adds full conversation intelligence and meeting lifecycle management. Notes versus CI depth.
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