Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. 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 Attio Call Intelligence when recording sales calls and linking them automatically to attio deals 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.
Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Attio Call Intelligence is a meeting-capture capability built into the Attio CRM, aimed at startups and modern go-to-market teams that manage their customers and deals in Attio. The recorder automatically joins meetings on Zoom, Google Meet, and Microsoft Teams, transcribes the conversation, and stores the recording directly within the CRM, with transcription available across a large number of languages. During and after a call, Attio generates conversation summaries and can apply custom AI insight templates that pull out key details, buying signals, blockers, and recommended next steps tailored to different call types. Its defining feature is automatic linkage: calls are tied to the relevant deals, people, and organizations in Attio, and AI can trigger follow-ups, create entries, and set reminders through Attio's flexible data objects and workflows, so teams do not have to log calls by hand. Recordings are visible to workspace members and can be shared externally. Attio Call Intelligence is built for revenue teams that want call recordings, transcripts, and AI insights connected to their CRM data and automation rather than living in a separate notetaking tool. 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
Attio Call Intelligence 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 | Attio Call Intelligence | Mili |
|---|---|---|
| Core capability | Recorder auto-joins Zoom, Google Meet, and Microsoft Teams | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Transcription supporting a large set of languages | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Real-time and post-call conversation summaries | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Custom AI insight templates per call type | Custom note and action-item formats for advisory workflows |
| Languages & capture | Automatic linking of calls to deals, people, and organizations | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | AI-triggered follow-ups, entries, and reminders via Attio workflows | Additional agents for scheduling, onboarding, prospecting, and compliance |
Attio Call Intelligence
Choose Attio Call Intelligence if you need recording sales calls and linking them automatically to attio deals — strengths include calls, transcripts, and insights sync natively into the attio crm.
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.
Attio Call Intelligence
Mili
It depends on your workflow. Attio Call Intelligence is strong for recording sales calls and linking them automatically to attio deals, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Attio Call Intelligence 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Attio Call Intelligence and Mili.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. AudioNotes: AI note taker for voice, audio, video, and text that records meetings and memos and turns them into structured notes and summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. AudiosTranscribe: French-focused, bot-free meeting transcription tool with European inference, summaries, action plans, and automatic audio deletion. This comparison weighs them on pricing, features, and everyday workflow fit.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Audiosum: AI transcription platform with Arabic dialect support that transcribes and summarizes meetings, lectures and videos. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Auris AI: Southeast Asia–built AI platform for transcribing audio and video, generating subtitles, and producing meeting and lecture notes across regional languages. Below, they line up on price, capture method, and how each fits a real meeting stack.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. AutoMemo: Japanese transcription AI from Sourcenext that records meetings via web app, smartphone app, or dedicated voice recorders, then transcribes, summarizes, and shares. Below, they line up on price, capture method, and how each fits a real meeting stack.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Ava: AI live captioning and transcription app for accessibility, providing real-time captions for conversations and video meetings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Aviso AI: End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams. Below, they line up on price, capture method, and how each fits a real meeting stack.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. BB Recorder: A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team. The right pick comes down to team size, budget, and the workflows you want to automate.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Backtrack: An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. BarRaiser: AI interview intelligence platform that records interviews and coaches interviewers for better hiring. The right pick comes down to team size, budget, and the workflows you want to automate.