Marloo vs Columns Pro

Marloo: Effortless Meeting Notes Take Marloo with you, wherever you meet your clients. The Marloo mobile app is the perfect companion to the Marloo desktop platform. Designed for financial advisors and wealth managers on the go. What you can do with Marloo Mobile Record In-Person Meetings: Capture audio of your face-to-face client meetings and instantly upload them to Marloo for secure storage and automatic file notes. Upload Phone Call Recordings: Easily upload recorded phone calls straight from your phone files app. View Your Meetings Calendar: See your full list of meetings, synced from your calendar, so you always know what’s next. Seamless Sync with Desktop: Everything you record or upload on mobile is automatically synced with your Marloo desktop account for easy access and AI-powered note-taking. Built for Compliance: Marloo is SOC2 Type 2 compliant, so your client data stays secure. Terms of use: https://www.gomarloo.com/terms

Columns Pro is the AI notetaker that turns every client meeting into sales intelligence you can actually use — automatically. Hit "Start Listening" at the start of a conversation. Columns Pro transcribes every word in real time and structures it into a note you'll actually open again. The details you would have forgotten by Friday — the objection your client raised, their pet's name, the exact number they pushed back on, they are all captured and waiting for you the next time you open their file. More than a transcript: Columns Pro surfaces what matters. It flags client objections, identifies what worked, and gives you concrete coaching before your next conversation — so every meeting is better than the last. Review the note before walking into the follow-up and you're already two steps ahead. Built for sales teams, not just individuals. Share notes with your teammates and everyone levels up. Read how your top performers actually handle the tough moments — the objection that closes the deal, the phrasing that reopens a stalled client — and bring those moves into your own meetings. Private by design. Columns Pro transcribes audio in real time and discards the raw recording — only the text you own is ever stored. • Capture every detail — remember what was said weeks or months later • Automatic objection and commitment tracking so nothing slips • Personalised coaching for your next meeting based on the last one • Share notes with teammates to learn from your top salespeople • Hands-free — lock your phone, keep talking, we keep listening • Private by design — audio is processed and discarded, never kept Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Terms and Conditions: https://www.columns.pro/terms.html