FuseBase (PRO extension): A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FuseBase (PRO extension) when capturing client and discovery calls into shareable transcripts and action items 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.
A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
FuseBase PRO is a Chrome extension that records online meetings silently, without adding a bot or extra participant to the call. It captures Google Meet, Zoom, and Microsoft Teams sessions, then uses AI to produce searchable transcripts, meeting summaries, key points, decisions, and action items. Recordings and notes are stored in organized workspaces and can be shared via instant links, making it useful for distributing meeting outcomes to teammates or clients. Beyond meetings, the extension also handles screen recording, quick audio notes, full-page or selected-area screenshots, and file uploads, which it can analyze with its AI agents. It is part of the broader FuseBase client-collaboration and portal platform, so captured content can flow into that wider ecosystem. The vendor states the product maintains SOC 2 and HIPAA compliance through its Trust Center. It is aimed at client-facing teams, consultants, and service businesses that want clean, shareable meeting documentation without the friction of a visible recording bot joining each call.
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
FuseBase (PRO extension) 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 | FuseBase (PRO extension) | Zeplyn |
|---|---|---|
| Core capability | Bot-free silent recording with no extra participant added to the meeting | Recording-free structured note capture from client meetings |
| Standout feature | Supports Google Meet, Zoom, and Microsoft Teams calls | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI-generated searchable transcripts from recordings | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Automatic summaries with key points, decisions, and action items | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Screen recording, audio notes, and full-page or area screenshots | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Instant shareable links and organized workspace storage | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
FuseBase (PRO extension)
Choose FuseBase (PRO extension) if you need capturing client and discovery calls into shareable transcripts and action items — strengths include bot-free recording avoids the awkward 'ai has joined' participant on calls.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
FuseBase (PRO extension)
Zeplyn
It depends on your workflow. FuseBase (PRO extension) is strong for capturing client and discovery calls into shareable transcripts and action items, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
FuseBase (PRO extension) 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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