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. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Avoma when automatically recording, transcribing, and summarizing sales and customer calls matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Avoma is from $19/mo (paid); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Avoma | Upheal |
|---|---|---|
| Core capability | AI-generated meeting notes and transcription with custom templates | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Conversation intelligence with call scoring and coaching | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Revenue intelligence including deal-risk alerts and win-loss analysis | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Built-in scheduler and lead router | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | CRM syncing with platforms like Salesforce and HubSpot | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | AI-generated meeting notes and transcription with custom templates | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Avoma
Upheal
It depends on your workflow. Avoma is strong for automatically recording, transcribing, and summarizing sales and customer calls, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Avoma is from $19/mo and Upheal 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 Upheal.
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