HubSpot Meeting Notetaker and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. HubSpot Meeting Notetaker: HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. 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.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist HubSpot Meeting Notetaker when automatically logging sales call recordings and summaries to hubspot deals matters most, and Zocks when documenting client review and discovery meetings for compliance and records matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
HubSpot Meeting Notetaker 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 | HubSpot Meeting Notetaker | Zocks |
|---|---|---|
| Core capability | Auto-joins meetings on Google Meet, Microsoft Teams, and Zoom | AI note-taking with speaker attribution for client meetings |
| Standout feature | Video recording, transcript, and AI summary of each call | Live meeting analysis during calls |
| Team usage | Automatic language detection for transcription | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Suggested next steps after the meeting | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Creates a call object logged to the relevant CRM contact, company, or deal | AI-drafted follow-up and client response emails |
| Best-fit workflow | Joins meetings booked through connected calendars and scheduling pages | Pre-meeting preparation with agendas and client profiles |
HubSpot Meeting Notetaker
Choose HubSpot Meeting Notetaker if you need automatically logging sales call recordings and summaries to hubspot deals — strengths include logs recordings, transcripts, and summaries straight onto crm records.
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.
HubSpot Meeting Notetaker
Zocks
It depends on your workflow. HubSpot Meeting Notetaker is strong for automatically logging sales call recordings and summaries to hubspot deals, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
HubSpot Meeting Notetaker 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 and the budget is justified.