Sam (HeySam) and Zeplyn are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Sam (HeySam): Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist Sam (HeySam) when supporting reps with real-time technical answers during sales calls matters most, and Zeplyn when capturing structured notes from client review and prospect meetings matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack.
AI RFP Copilot that completes RFPs in Google Sheets from call dataAI Sales Engineer that answers technical questions in real time on SlackCall summaries, video recaps, and CRM updates delivered to Slack
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Automatic generation of tasks, updates, and follow-up emailsIntegrations with Gmail, Outlook, Zoom, Teams, and Google CalendarOne-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Sam (HeySam) 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.
Joins and records calls on Zoom, Teams, and Google Meet
Recording-free structured note capture from client meetings
Standout feature
AI Sales Engineer that answers technical questions in real time on Slack
Support for virtual meetings, in-person meetings, and dictations
Team usage
Call summaries, video recaps, and CRM updates delivered to Slack
Automatic generation of tasks, updates, and follow-up emails
Integrations
AI RFP Copilot that completes RFPs in Google Sheets from call data
One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Languages & capture
Sizzle Reel short video summaries for follow-ups
Pre-meeting smart client summaries and discussion agendas
Best-fit workflow
Customer-facing Ask AI bot for documentation and communities
Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar
Best for
Sam (HeySam)
Choose Sam (HeySam) if you need supporting reps with real-time technical answers during sales calls — strengths include surfaces sales-engineering expertise on calls without a human se on every meeting.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Pros & cons
Sam (HeySam)
+ Surfaces sales-engineering expertise on calls without a human SE on every meeting
+ Deep native Slack integration suits Slack-centric go-to-market teams
- Slack-centric workflow may not fit teams that do not standardize on Slack
Zeplyn
+ Built specifically for wealth management workflows
+ Captures structured financial details and action items, not just raw transcript
- Specialized for financial advisors, limiting fit for other industries
FAQ
Is Sam (HeySam) or Zeplyn better for AI meeting notes?
It depends on your workflow. Sam (HeySam) is strong for supporting reps with real-time technical answers during sales calls, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
How do Sam (HeySam) and Zeplyn compare on price?
Sam (HeySam) 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.
Can I use both Sam (HeySam) and Zeplyn?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.