Allo: Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Allo when sales teams that want every outbound and inbound call recorded, transcribed, and logged to the crm automatically matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Allo is an AI-powered business phone system aimed at sales teams, support, and operations that records every call, transcribes it in real time, and syncs the recording, transcript, and an AI-generated summary to a CRM automatically. Positioned as mobile-native and quick to set up, it focuses on letting reps spend time selling rather than logging calls. Each conversation is recorded with consent-message compliance options, transcribed with speaker identification, and condensed into a shareable AI recap. Allo can then draft personalized follow-up emails and SMS based on what was discussed. The platform includes an AI receptionist for answering inbound calls, voicemail transcription, multi-tag organization of calls, and team collaboration features such as cascade ring and warm transfers. Managers can pull call recordings and AI transcripts to find coaching opportunities, while reporting dashboards surface connection rates, conversion tracking, funnels, and heatmaps. Allo integrates with CRMs including HubSpot, Salesforce, Pipedrive, Attio, and Apollo, and exposes an MCP endpoint to connect the phone system to AI assistants. It is a live, operating product as of 2025/2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Allo is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Allo | Pulse360 |
|---|---|---|
| Core capability | Automatic call recording with consent-message compliance options | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Real-time AI transcription with speaker identification | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | AI call summaries and recaps that can be shared | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | AI-drafted follow-up emails and SMS based on call content | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Automatic CRM sync of recordings, transcripts, and summaries (HubSpot, Salesforce, Pipedrive, Attio, Apollo) | AI rephrasing to improve client communications |
| Best-fit workflow | AI receptionist and voicemail transcription | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Allo
Choose Allo if you need sales teams that want every outbound and inbound call recorded, transcribed, and logged to the crm automatically — strengths include mobile-first phone system that bundles recording, transcription, and crm sync in one tool.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Allo
Pulse360
It depends on your workflow. Allo is strong for sales teams that want every outbound and inbound call recorded, transcribed, and logged to the crm automatically, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Allo is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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