# Jump vs Progress Magic

Jump records 553,230 monthly visits with +33.1% month-over-month growth and Free Trial, Paid, Contact for Pricing pricing. Progress Magic records 0 monthly visits with 0% growth and Freemium, Paid pricing.

| Metric | [Jump](https://openaitools.app/tool/jump-ai) | [Progress Magic](https://openaitools.app/tool/progress-magic) |
| :--- | :--- | :--- |
| Website URL | https://jumpapp.com | https://www.progressmagic.com |
| Categories | AI For Finance, AI Meeting Assistant, AI Note Taker, AI Productivity Tools | AI Note Taker, AI Homework Helper, AI Coaching, AI Mental Health |
| Pricing Model | Free Trial, Paid, Contact for Pricing | Freemium, Paid |
| Monthly Visits | 553,230 | 0 |
| MoM Growth Rate | +33.1% | 0% |
| Primary Market | United States | Global |
| Direct Visits | 486,488 | 0 |
| Review Score | 4.5 | 4.4 |
| Saved Count | 0 | 0 |
| Supported Platforms | Website | Website |

## Jump

Jump is a purpose-built AI platform for financial advisors, insurance producers, accountants and wealth management teams. Rather than a generic meeting recorder, it is designed around the full client lifecycle: scheduling a meeting, generating a prep brief and agenda, capturing notes and decisions in the call, pushing structured data back into your CRM and planning tools, then drafting the follow-up email and action items.

Under the hood, Jump combines an AI Associate that can answer questions and take action across your connected systems, evergreen client profiles that aggregate data from many sources, an email assistant that works directly inside your inbox, and 40+ two-way integrations spanning CRMs, financial planning software, conferencing and calendars. Compliance is a first-class concern: recording is optional, transcript-only and summary-only modes are available, and content can be configured to match a firm's supervision and record-keeping policies. The vendor states client data is never used to train its models and that AI output stays reviewable by a human before it goes anywhere.

Jump is aimed at teams rather than individuals. It markets itself to enterprise broker-dealers, independent advisors, asset managers, banks and credit unions, and reports adoption by 50,000+ financial professionals across firms including LPL, Osaic and Cetera. Pricing is not published on the site; plans are arranged through a demo with the sales team.

**Pricing & Plans:** Pricing is not published publicly. Jump offers a free trial and demo-based onboarding, with paid plans quoted per firm based on seats, integrations and compliance configuration. Contact sales for a quote.

- **AI notetaker and meeting intelligence:** Captures meeting notes, decisions and next steps automatically, with optional transcript-only, summary-only or full recording modes to fit supervision policy.
- **Pre-meeting prep and agendas:** Generates a client brief and a structured agenda before each meeting so advisors walk in prepared and on-message.
- **CRM and planning integrations:** 40+ two-way integrations push structured post-meeting data straight into CRMs, financial planning tools, conferencing platforms and calendars.
- **AI Associate and client profiles:** Ask questions and take action across your connected tech stack, with evergreen client profiles that pull data from every source into one view.
- **Document intelligence and onboarding:** Upload, parse and sync documents, collect intake data through AI forms, and prefill and complete account applications in real time.
- **Growth analytics and playbooks:** Signals, scorecards, dashboards and repeatable playbooks help firms surface opportunities, coach teams and track performance.

**Strengths:** Purpose-built for regulated financial services rather than a generic meeting tool; Compliance controls including optional recording and configurable retention policies; Broad two-way integration coverage across CRMs, planning tools and calendars; Covers the whole client lifecycle from scheduling through follow-up and growth analytics

**Limitations:** No public pricing, so evaluating cost requires a sales conversation; Enterprise orientation may be more than a solo advisor needs; Requires connecting multiple systems before the AI can deliver full value

[Profile (Markdown)](https://openaitools.app/tool/jump-ai.md)

## Progress Magic

Progress Magic is built for solo and small-group practitioners — therapists, life coaches, counsellors and mental-health professionals — who currently stitch together separate tools for scheduling, payments, notes and client communication. The platform brings clients, appointments, session notes, homework and progress data into one workspace, so the practitioner sees the whole relationship rather than fragments of it.

The AI layer is where the product differentiates itself. AI note-taking listens to sessions and converts the conversation into structured notes, letting the practitioner stay present instead of typing. The same engine suggests tailored goals and homework tasks for each client, with example personas spanning teenagers, expectant mothers and older adults. Between sessions, clients get a gamified mobile experience with challenges, educational quests and milestone rewards, designed to keep them engaged outside the therapy hour rather than dropping off.

On the operational side, Progress Magic handles appointment scheduling with self-service booking and cancellation, integrated payments, two-way chat, automated follow-up alerts and detailed progress analysis. Practices can also publish a customised marketing website through the platform, and the vendor lists SEO visibility and online booking as part of that offering. Pricing follows a freemium structure: a permanently free tier for up to three active users, paid monthly tiers for growing client volumes, and a one-time payment option covering two years of unlimited use. The site states it is trusted by more than 100 coaches, and the company operates from Singapore.

**Pricing & Plans:** Freemium. A lifetime-free tier covers up to 3 active users with all features. Starter is USD 29/month for up to 10 active clients. Pro is USD 59/month for unlimited clients. Ultimate is a one-time USD 699 payment giving unlimited use for two years. 'Active users' means clients onboarded, scheduled, or active in the mobile app during the month.

- **AI session notes:** Automatically turns session conversations into structured, shareable progress notes so practitioners can focus on the client instead of the keyboard.
- **AI goals and homework:** Generates tailored client goals and engaging between-session exercises, adapting suggestions to the client's profile and circumstances.
- **Gamified client app:** A companion mobile app turns the client journey into an interactive experience with challenges, educational quests and milestone rewards.
- **Scheduling and payments:** Clients book, reschedule or cancel 24/7 through an online system, with secure integrated payments that reduce administrative overhead.
- **Progress tracking and two-way chat:** Track client milestones over time and stay connected through in-app messaging, with automated follow-up alerts when attention is needed.
- **Customised marketing website:** Practices can publish a branded website through the platform to improve search visibility and attract new clients.

**Strengths:** Combines AI note-taking, homework generation, progress tracking and a client app in one platform rather than bolting AI onto a scheduling tool; Genuine free tier with all features for up to 3 active users makes it easy to trial in a real practice; Gamified client app targets the between-session drop-off that undermines therapy and coaching outcomes; Includes a customisable marketing website and online booking, which solo practitioners often have to buy separately

**Limitations:** The 'Get Started' prompt notes it is desktop-only, which sits awkwardly with a product whose core promise includes a client mobile app; Client-tier limits are counted as monthly 'active users', so pricing can vary unpredictably for practices with fluctuating caseloads; The public site does not detail security certifications or compliance frameworks, which are typically decisive for health-data buyers

[Profile (Markdown)](https://openaitools.app/tool/progress-magic.md)

## Frequently Asked Questions

### How do Jump and Progress Magic compare in monthly traffic?

Jump has 553,230 monthly visits, while Progress Magic has 0. Traffic estimates describe audience size, not product quality.

### How do their growth rates compare?

Jump has a month-over-month growth rate of +33.1%; Progress Magic has 0%.

### How does pricing compare?

Jump: Free Trial, Paid, Contact for Pricing. Pricing is not published publicly. Jump offers a free trial and demo-based onboarding, with paid plans quoted per firm based on seats, integrations and compliance configuration. Contact sales for a quote. Progress Magic: Freemium, Paid. Freemium. A lifetime-free tier covers up to 3 active users with all features. Starter is USD 29/month for up to 10 active clients. Pro is USD 59/month for unlimited clients. Ultimate is a one-time USD 699 payment giving unlimited use for two years. 'Active users' means clients onboarded, scheduled, or active in the mobile app during the month.

## Alternatives

| # | Tool Name | Monthly Visits | MoM Growth Rate | Pricing Model | Summary | Profile (Markdown) |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 1 | [Salesforce Agentforce (formerly Einstein)](https://openaitools.app/tool/salesforce-einstein) | 111,910,743 | +2.2% | Freemium | Autonomous enterprise AI agents and CRM intelligence powered by Salesforce Data 360 and Atlas. | [.md](https://openaitools.app/tool/salesforce-einstein.md) |
| 2 | [Otter AI](https://openaitools.app/tool/otter-ai) | 7,360,981 | +9.6% | Freemium | AI meeting agent that transcribes, summarises, and turns every conversation into searchable knowledge | [.md](https://openaitools.app/tool/otter-ai.md) |
| 3 | [Fathom](https://openaitools.app/tool/fathom-2-0) | 5,620,385 | +0.2% | Freemium, Free Trial | Offers free unlimited transcription and video recording, but lacks specialized financial advisory CRM and compliance workflows. | [.md](https://openaitools.app/tool/fathom-2-0.md) |
| 4 | [Fireflies.ai](https://openaitools.app/tool/fireflies-ai) | 4,411,502 | +3% | Freemium | AI teammate that records, transcribes and summarizes every meeting | [.md](https://openaitools.app/tool/fireflies-ai.md) |
| 5 | [Carepatron](https://openaitools.app/tool/carepatron) | 932,071 | +13.7% | Freemium | All-in-one EHR and practice management with a free AI scribe | [.md](https://openaitools.app/tool/carepatron.md) |
| 6 | [Motion](https://openaitools.app/tool/usemotion-com) | 511,886 | -15.5% | Free Trial, Paid | The AI super app for work — tasks, projects, calendar and meetings in one place | [.md](https://openaitools.app/tool/usemotion-com.md) |
| 7 | [Zocks](https://openaitools.app/tool/zocks) | 392,807 | +26.4% | Free Trial, Contact for Pricing | Tailored specifically for financial advisors with built-in CRM sync, though slightly less customizable for general corporate meetings. | [.md](https://openaitools.app/tool/zocks.md) |
| 8 | [Upheal](https://openaitools.app/tool/upheal-io) | 347,782 | -2.1% | Freemium, Free Trial, Contact for Pricing | AI therapy notes and an AI-native EHR built for mental health professionals. | [.md](https://openaitools.app/tool/upheal-io.md) |
| 9 | [Circleback](https://openaitools.app/tool/circleback) | 272,906 | +12.5% | Free Trial | Provides clean structured meeting notes and action items, but lacks niche financial advisor compliance record templates. | [.md](https://openaitools.app/tool/circleback.md) |
| 10 | [Avoma](https://openaitools.app/tool/avoma-ai-meeting-assistant) | 193,867 | +7.5% | Freemium, Free Trial, Paid | Excellent revenue intelligence and CRM tracking features, but less tailored for financial advisor compliance documentation. | [.md](https://openaitools.app/tool/avoma-ai-meeting-assistant.md) |

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Source: https://openaitools.app/compare/jump-ai-vs-progress-magic

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