Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
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 Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, 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
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Garba is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Garba | Zocks |
|---|---|---|
| Core capability | Automatic meeting recording, transcription, and AI-generated summaries | AI note-taking with speaker attribution for client meetings |
| Standout feature | Pipedrive-native sync that maps meeting insights directly into CRM records and fields | Live meeting analysis during calls |
| Team usage | HubSpot integration to view meeting notes inside Contact, Deal, and Company records | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Customizable summary templates for different meeting types | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | AI-assisted follow-up email drafting and CRM data enrichment | AI-drafted follow-up and client response emails |
| Best-fit workflow | Conversation-intelligence insights for understanding why deals are won or lost | Pre-meeting preparation with agendas and client profiles |
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.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Garba
Zocks
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 Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Garba is a free tier with paid upgrades and Zocks 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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