Avoma: Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching. Mentalyc: Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Avoma when automatically recording, transcribing, and summarizing sales and customer calls matters most, and Mentalyc when documenting psychiatric and assessment notes such as mse and biopsychosocial assessments matters most. Try them side by side on real calls before deciding — needs vary by team.
Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching.
Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals.
Avoma is an AI meeting assistant that combines automated note-taking with conversation and revenue intelligence in a single platform. It records, transcribes, and summarizes meetings, generating AI notes from custom templates and syncing key details back to your CRM. Beyond documentation, Avoma layers in conversation intelligence for call scoring, talk-pattern analysis, and coaching, plus revenue intelligence features such as deal-risk alerts, sales-methodology tracking, and win-loss analysis. A built-in scheduler and lead router help teams book and route meetings. Avoma works with major conferencing platforms including Zoom, Google Meet, and Microsoft Teams, and connects to CRMs like Salesforce and HubSpot. It is aimed primarily at revenue and customer-facing teams that want meeting automation and pipeline insights together. Pricing is tiered, starting with a Startup plan and scaling to Organization and Enterprise, with optional intelligence add-ons.
Best suited for
Mentalyc is an AI documentation platform built for therapists, counselors, psychiatrists, PMHNPs, social workers, and other behavioral health professionals. It captures sessions in several ways: recording telehealth or in-person sessions with client consent, uploading an audio file, dictating a recap, or typing a short summary. The session audio is transcribed, and according to the company audio is processed and deleted while transcripts are stripped of identifying details. From this input it auto-generates clinical notes in multiple formats, including SOAP, DAP, BIRP, GIRP, PIRP, PIE, intake notes, MSE, biopsychosocial assessments, and supervision/consultation notes. Beyond notes, it produces treatment plans with measurable goals and tracks client progress over time. Mentalyc is web-based and accessed through a browser after signup, and it can sync with EHR systems such as SimplePractice, TherapyNotes, and Jane App or run as a standalone tool. It states it is HIPAA and SOC 2 compliant and does not use customer data to train AI models.
Best suited for
Avoma is from $19/mo (paid); Mentalyc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Avoma | Mentalyc |
|---|---|---|
| Core capability | AI-generated meeting notes and transcription with custom templates | Transcribes recorded, uploaded, dictated, or typed sessions into structured notes |
| Standout feature | Conversation intelligence with call scoring and coaching | Generates multiple note formats (SOAP, DAP, BIRP, GIRP, PIRP, PIE, MSE, intake, supervision) |
| Team usage | Revenue intelligence including deal-risk alerts and win-loss analysis | Automated treatment plans with measurable goals |
| Integrations | Built-in scheduler and lead router | Progress tracking across sessions without client questionnaires |
| Languages & capture | CRM syncing with platforms like Salesforce and HubSpot | EHR integrations with SimplePractice, TherapyNotes, and Jane App |
| Best-fit workflow | AI-generated meeting notes and transcription with custom templates | HIPAA and SOC 2 compliant with audio deleted after processing and de-identified transcripts |
Avoma
Choose Avoma if you need automatically recording, transcribing, and summarizing sales and customer calls — strengths include combines ai note-taking with conversation and revenue intelligence in one platform rather than separate tools.
Mentalyc
Choose Mentalyc if you need generating progress notes from recorded or in-person therapy sessions — strengths include purpose-built for mental health documentation with many clinical note formats.
Avoma
Mentalyc
It depends on your workflow. Avoma is strong for automatically recording, transcribing, and summarizing sales and customer calls, while Mentalyc is strong for generating progress notes from recorded or in-person therapy sessions. Both transcribe and summarize meetings.
Avoma is from $19/mo and Mentalyc 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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