Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Garba when sales reps who want call notes and action items logged automatically into pipedrive or hubspot matters most, and Jump when preparing advisors with briefings before client meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Garba is an AI-powered sales meeting assistant built around CRM-native workflows. It automatically records, transcribes, and summarizes meetings, then pushes the resulting notes, summaries, and key insights directly into the user's CRM. Garba is described as a Pipedrive-native intelligence tool that maps meeting outputs to Pipedrive records and fields rather than acting as a generic connector, and it also offers a HubSpot integration that lets users view meeting notes inside HubSpot Contact, Deal, and Company records. Beyond capturing notes, Garba focuses on post-meeting workflows for sales teams: it can draft follow-up emails, enrich CRM data, and surface conversation-intelligence insights intended to help sales leaders understand why deals are won or lost. The product includes AI-generated summaries with customizable templates and a transcript search feature for reviewing past conversations, and references a coaching/insights layer (AskGarba) for analyzing call transcripts to surface next steps, objections, and deal blockers. Garba is listed in the HubSpot App Marketplace and is distributed for Pipedrive through partners. The company, Garba AB, is based in Malmo, Sweden and was founded in 2025. It is positioned for sales reps and revenue teams that want meeting notes and intelligence to flow automatically into their existing CRM rather than living in a separate notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Jump is an AI meeting assistant designed specifically for financial advisors and wealth management professionals. Launched in 2024, it focuses on the administrative work that surrounds client meetings: it records and transcribes conversations, generates structured notes, identifies tasks and follow-ups, drafts follow-up emails, and produces compliance-ready documentation tailored to a firm's standards. Jump also prepares advisors before meetings with auto-generated briefings and helps structure agendas, then turns the discussion into trackable tasks that sync into the firm's existing workflows. It works across Zoom, Microsoft Teams, and in-person meetings, and integrates with advisor tooling and CRMs so that meeting outcomes flow automatically into the systems advisors already use, including platforms commonly found in wealth management stacks. The product targets the specific regulatory and documentation needs of financial services, where accurate records and compliance are essential, and it is used by advisors at large enterprise firms as well as independent practices. Jump is intended for financial advisors, their teams, and the firms that support them who want to cut the time spent on post-meeting admin and compliance paperwork while keeping client records consistent. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Garba is a free tier with paid upgrades (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Garba | Jump |
|---|---|---|
| Core capability | Automatic meeting recording, transcription, and AI-generated summaries | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Pipedrive-native sync that maps meeting insights directly into CRM records and fields | Auto-generated pre-meeting briefings and agendas |
| Team usage | HubSpot integration to view meeting notes inside Contact, Deal, and Company records | Compliance-ready documentation customized to firm standards |
| Integrations | Customizable summary templates for different meeting types | Task and follow-up extraction synced to firm workflows |
| Languages & capture | AI-assisted follow-up email drafting and CRM data enrichment | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Conversation-intelligence insights for understanding why deals are won or lost | Integrations with advisor CRMs and wealth management tools |
Garba
Choose Garba if you need sales reps who want call notes and action items logged automatically into pipedrive or hubspot — strengths include deep, crm-native integration with pipedrive and hubspot rather than a generic export.
Jump
Choose Jump if you need generating compliant meeting notes and records for client reviews — strengths include purpose-built for financial advisors' compliance and documentation needs.
Garba
Jump
It depends on your workflow. Garba is strong for sales reps who want call notes and action items logged automatically into pipedrive or hubspot, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Garba is a free tier with paid upgrades and Jump 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.
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