Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Velaris: Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights. 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 Velaris when teams spotting early churn risk from meeting and message signals matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
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
Velaris is an AI customer success platform that consolidates account health, product usage, and engagement signals, and includes capabilities for capturing and analyzing customer conversations. Its meeting and communication analysis can listen to meetings, create follow-up tasks, and turn meeting transcripts, emails, and chats into structured insights, surfacing context that would otherwise stay buried in call recordings and inboxes. Features such as call analysis and conversation summaries reduce the manual effort customer success managers spend recapping calls, while topic and signal dashboards highlight early churn risk, product feedback, and expansion opportunities across accounts. Velaris is built for customer success and account management teams at B2B SaaS companies with recurring revenue, where understanding the substance of customer meetings is central to retention. The platform integrates with many other tools so conversation insights connect to the broader customer record. It is actively operating in 2025 and 2026, with current customer logos, active integrations, and recent industry recognition, positioning its meeting analysis as part of a vertical customer success workflow. 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); Velaris is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Attio Call Intelligence | Velaris |
|---|---|---|
| Core capability | Recorder auto-joins Zoom, Google Meet, and Microsoft Teams | Analysis of customer meeting transcripts and conversations |
| Standout feature | Transcription supporting a large set of languages | Automatic follow-up task creation from meetings |
| Team usage | Real-time and post-call conversation summaries | Conversation summaries that reduce manual recap work |
| Integrations | Custom AI insight templates per call type | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Automatic linking of calls to deals, people, and organizations | Integrations with many customer success and communication tools |
| Best-fit workflow | AI-triggered follow-ups, entries, and reminders via Attio workflows | Analysis of customer meeting transcripts and conversations |
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.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Attio Call Intelligence
Velaris
It depends on your workflow. Attio Call Intelligence is strong for recording sales calls and linking them automatically to attio deals, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Attio Call Intelligence is a free tier with paid upgrades and Velaris is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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