Backtrack: An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights. 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 Backtrack when exhibitors capturing booth and 1:1 buyer conversations at trade shows matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Backtrack is an AI meeting intelligence product focused on a niche that most notetakers ignore: in-person B2B conversations at trade shows, conferences, and hosted buyer events. Rather than running as a meeting bot, Backtrack captures live 1:1 conversations and converts them into transcripts, structured summaries, and CRM-ready follow-up notes so sales teams do not have to take notes during busy events. Its consumer app, marketed as Backtrack, also offers retroactive recording that continuously buffers recent audio and saves only the last several minutes when the user explicitly chooses to, which is useful for capturing a conversation that has already started; the company stores audio locally on-device until the user decides to upload or share, and recordings are not live-streamed. For events, Backtrack offers pre-configured capture that activates around scheduled meetings, transcription tuned for noisy venues, summaries covering buyer intent, objections, priorities, and next steps, and anonymized trend reports for organizers. It supports transcription in over 100 languages and provides an opt-out path for attendees, emphasizing transparency around recording. Backtrack is aimed at exhibitors, event organizers, and sales teams who need reliable conversation capture and follow-up in event settings. Pricing varies by plan. Check the official website for current pricing.
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
Backtrack is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Backtrack | Mili |
|---|---|---|
| Core capability | Capture of in-person 1:1 conversations at trade shows and hosted events | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Retroactive recording that saves the most recent minutes on demand (consumer app) | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Transcription tuned for noisy venues in 100+ languages | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Structured summaries covering buyer intent, objections, priorities, and next steps | Custom note and action-item formats for advisory workflows |
| Languages & capture | CRM-ready follow-up notes and anonymized organizer trend reports | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Local on-device storage until the user uploads or shares, with attendee opt-out | Additional agents for scheduling, onboarding, prospecting, and compliance |
Backtrack
Choose Backtrack if you need exhibitors capturing booth and 1:1 buyer conversations at trade shows — strengths include purpose-built for in-person event conversations that most notetakers miss.
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.
Backtrack
Mili
It depends on your workflow. Backtrack is strong for exhibitors capturing booth and 1:1 buyer conversations at trade shows, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Backtrack is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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