AI SalesRoleplay and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. AI SalesRoleplay: AI sales roleplay and call-scoring tool that lets reps practice against AI buyers and scores real calls against methodologies. 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 AI SalesRoleplay when reps practicing discovery and objection handling against an ai buyer before live calls 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 sales roleplay and call-scoring tool that lets reps practice against AI buyers and scores real calls against methodologies.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AI SalesRoleplay 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 | AI SalesRoleplay | Zocks |
|---|---|---|
| Core capability | AI buyer roleplay that simulates objections, tone, and buying behavior | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time scoring during practice sessions across scenarios and languages | Live meeting analysis during calls |
| Team usage | Call scoring that maps real recordings to methodologies like MEDDPICC, SPIN, Sandler, and Challenger | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Behavioral evaluation of discovery, empathy, and objection handling | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Tracking of tone, sentiment, and buyer engagement across interactions | AI-drafted follow-up and client response emails |
| Best-fit workflow | Meeting capture, transcription, and summarization from Zoom, Meet, and Teams | Pre-meeting preparation with agendas and client profiles |
AI SalesRoleplay
Choose AI SalesRoleplay if you need reps practicing discovery and objection handling against an ai buyer before live calls — strengths include combines ai roleplay practice with methodology-aligned scoring of real calls.
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.
AI SalesRoleplay
Zocks
It depends on your workflow. AI SalesRoleplay is strong for reps practicing discovery and objection handling against an ai buyer before live calls, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
AI SalesRoleplay 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.