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. 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 Avoma when automatically recording, transcribing, and summarizing sales and customer calls matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
Avoma is an all-in-one AI meeting assistant with conversation and revenue intelligence that automates note-taking, transcription, scheduling, and sales-call coaching.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
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
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
Avoma is from $19/mo (paid); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Avoma | Mili |
|---|---|---|
| Core capability | AI-generated meeting notes and transcription with custom templates | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Conversation intelligence with call scoring and coaching | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Revenue intelligence including deal-risk alerts and win-loss analysis | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Built-in scheduler and lead router | Custom note and action-item formats for advisory workflows |
| Languages & capture | CRM syncing with platforms like Salesforce and HubSpot | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | AI-generated meeting notes and transcription with custom templates | Additional agents for scheduling, onboarding, prospecting, and compliance |
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.
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.
Avoma
Mili
It depends on your workflow. Avoma is strong for automatically recording, transcribing, and summarizing sales and customer calls, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Avoma is from $19/mo and Mili 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.
More head-to-head comparisons involving Avoma and Mili.
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