Meetingflow and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Meetingflow: AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings. 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 Meetingflow when sales reps preparing for and following up on enterprise meetings 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.
AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Meetingflow 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 | Meetingflow | Zocks |
|---|---|---|
| Core capability | Recording, transcription, and AI summaries for meetings | AI note-taking with speaker attribution for client meetings |
| Standout feature | Chat-with-transcript AI for recaps, objections, and drafting follow-ups | Live meeting analysis during calls |
| Team usage | Distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | CRM integration with Salesforce and HubSpot, including one-click updates | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Meeting preparation tools and collaborative notes without recording | AI-drafted follow-up and client response emails |
| Best-fit workflow | Follow-up email drafting from meeting content | Pre-meeting preparation with agendas and client profiles |
Meetingflow
Choose Meetingflow if you need sales reps preparing for and following up on enterprise meetings — strengths include available across chrome, microsoft teams/365, and slack rather than a single channel.
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.
Meetingflow
Zocks
It depends on your workflow. Meetingflow is strong for sales reps preparing for and following up on enterprise meetings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Meetingflow 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.