Trellus and Zeplyn are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. 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 Trellus when coaching reps in real time during outbound 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.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
AI voice agents for practice roleplay and inbound qualificationAutomated voicemail drops and number-health monitoringCall analytics and performance scoring
Trellus 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.
Real-time, in-call AI coaching and adaptive guidance
Recording-free structured note capture from client meetings
Standout feature
Parallel dialer with multiple simultaneous lines
Support for virtual meetings, in-person meetings, and dictations
Team usage
Automated voicemail drops and number-health monitoring
Automatic generation of tasks, updates, and follow-up emails
Integrations
AI voice agents for practice roleplay and inbound qualification
One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Languages & capture
Call analytics and performance scoring
Pre-meeting smart client summaries and discussion agendas
Best-fit workflow
Chrome extension that layers onto Salesloft, Outreach, and HubSpot
Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar
Best for
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
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
Trellus
+ Adds live coaching and dialing without replacing existing tools
+ Lightweight browser-extension deployment
- Focused on outbound calling rather than full meeting capture
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 Trellus or Zeplyn better for AI meeting notes?
It depends on your workflow. Trellus is strong for coaching reps in real time during outbound calls, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
How do Trellus and Zeplyn compare on price?
Trellus 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 Trellus and Zeplyn?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.