Mobly vs hazel.ai

The only mobile lead capture app you will ever need. Stop paying for badge scanners at events! 1. What is the concept of the app? The application is a way to ingest leads from event conferences and integrate them into a CRM. 2. What are the main features of the app? People search Store business card image Create and manage contact lists Export lists to CSV 3. Is your app restricted to users who are part of a single company? This may include users of the company’s partners, employees, and contractors. No 4. Is your app designed for use by a limited or specific group of companies? No - If not, can any company become a client and utilize this app? Yes 5. What features in the app, if any, are intended for use by the general public? All features are for the general public. 6. How do users obtain an account? Sign up through the app through Firebase authentication 7. Is there any paid content in the app and if so who pays for it? For example, do users pay for opening an account or using certain features in the app? There is no paid content within the 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