Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. This comparison weighs them on pricing, features, and everyday workflow fit.
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 Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
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
Attio Call Intelligence 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 | Attio Call Intelligence | Pulse360 |
|---|---|---|
| Core capability | Recorder auto-joins Zoom, Google Meet, and Microsoft Teams | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Transcription supporting a large set of languages | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Real-time and post-call conversation summaries | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Custom AI insight templates per call type | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Automatic linking of calls to deals, people, and organizations | AI rephrasing to improve client communications |
| Best-fit workflow | AI-triggered follow-ups, entries, and reminders via Attio workflows | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
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.
Attio Call Intelligence
Pulse360
It depends on your workflow. Attio Call Intelligence is strong for recording sales calls and linking them automatically to attio deals, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Attio Call Intelligence 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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