Allego: Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Allego when coaching reps using insights and showreels drawn from real calls matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Allego is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Allego | Upheal |
|---|---|---|
| Core capability | Automated call recording and multilingual transcription | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Searchable transcripts surfacing pricing, competitor, and objection mentions | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Call scoring and creation of showreels from top-performing calls | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Integration with coaching, learning, and practice modules | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Deal intelligence with CRM context and momentum warning signals | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Automated call recording and multilingual transcription | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Allego
Upheal
It depends on your workflow. Allego is strong for coaching reps using insights and showreels drawn from real calls, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Allego is a free tier with paid upgrades and Upheal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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