Allego: Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Allego when coaching reps using insights and showreels drawn from real calls matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Allego provides conversation intelligence as part of its broader sales enablement and revenue-enablement platform. The conversation intelligence module automatically records and transcribes sales calls and meetings across common dialers and video platforms, supporting multiple languages, then analyzes those conversations to surface key topics, buyer sentiment, objections, competitor mentions, and successful selling behaviors. Transcripts are searchable, and the system generates summaries and action items from each call. Because it sits inside Allego's enablement suite, the analysis connects directly to coaching and learning workflows: managers can build showreels from top-performing calls, apply consistent scoring to identify coaching opportunities, and link reps to relevant training and practice modules. On the deal side, Allego ties conversation data to CRM context, providing early warning signals when deals lose momentum and visibility into buyer engagement across calls, email, content, and digital sales rooms. Allego is aimed at mid-market and enterprise revenue organizations that want conversation intelligence unified with onboarding, content, and coaching rather than as a standalone tool. It was recognized as a Leader in the Gartner Magic Quadrant for Revenue Enablement Platforms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Allego is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Allego | Mili |
|---|---|---|
| Core capability | Automated call recording and multilingual transcription | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Searchable transcripts surfacing pricing, competitor, and objection mentions | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Call scoring and creation of showreels from top-performing calls | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Integration with coaching, learning, and practice modules | Custom note and action-item formats for advisory workflows |
| Languages & capture | Deal intelligence with CRM context and momentum warning signals | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Automated call recording and multilingual transcription | Additional agents for scheduling, onboarding, prospecting, and compliance |
Allego
Choose Allego if you need coaching reps using insights and showreels drawn from real calls — strengths include conversation intelligence is unified with coaching and enablement workflows.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Allego
Mili
It depends on your workflow. Allego is strong for coaching reps using insights and showreels drawn from real calls, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Allego is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Allego and Mili.
Allego: Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights. Allo: Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Allego: Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights. Aloware: Sales engagement and contact platform with a power dialer plus AI conversation intelligence that records, transcribes, and analyzes calls for coaching. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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