Levitate PRM vs hazel.ai

We believe that relationships are built through authentic, consistent, personal communication. Levitate helps you easily remember key details about your contacts and stay top of mind. Using Levitate, you can: - View the profile picture and information about contacts - View key facts and tags about contacts that were recorded by you or your colleagues - Add key facts and tags about contacts - Mark contacts for 'keep in touch' and you'll be reminded to reach out to them if you haven't touched base in a while - View any notes you've recorded about interactions with contacts - Record a new note about contacts You need a Levitate account to use this app.

The strongest client relationships are built when wealth advisors can be fully present. Hazel makes it easier than ever. Designed to record in-person conversations with just a few quick taps, our powerful AI captures, transcribes, and summarizes automatically—then syncs everything to your Hazel workspace. No laptops in the way. No voice memos to upload later. Just you, your client, and the conversation that matters. The Hazel mobile app includes: - Calendar integrations to sync your meetings with Hazel - In-person meeting capture with transcription - Accurate, detailed meeting notes and summaries - Instant-recording button for impromptu conversations - Seamless sync to Hazel's web platform - Privacy-first design with zero data sharing or retention with partners Once synced, Hazel's platform handles the follow-through—drafting emails, updating your CRM, and turning conversations into the decisions that drive growth. Sign up for Hazel at hazel.ai