Allo: Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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 Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
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
Allo 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 | Allo | Upheal |
|---|---|---|
| Core capability | Automatic call recording with consent-message compliance options | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Real-time AI transcription with speaker identification | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | AI call summaries and recaps that can be shared | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | AI-drafted follow-up emails and SMS based on call content | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Automatic CRM sync of recordings, transcripts, and summaries (HubSpot, Salesforce, Pipedrive, Attio, Apollo) | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | AI receptionist and voicemail transcription | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
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.
Allo
Upheal
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 Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Allo 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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