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. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Backtrack when exhibitors capturing booth and 1:1 buyer conversations at trade shows matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
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.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Backtrack is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Backtrack | Pulse360 |
|---|---|---|
| Core capability | Capture of in-person 1:1 conversations at trade shows and hosted events | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Retroactive recording that saves the most recent minutes on demand (consumer app) | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Transcription tuned for noisy venues in 100+ languages | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Structured summaries covering buyer intent, objections, priorities, and next steps | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | CRM-ready follow-up notes and anonymized organizer trend reports | AI rephrasing to improve client communications |
| Best-fit workflow | Local on-device storage until the user uploads or shares, with attendee opt-out | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Backtrack
Pulse360
It depends on your workflow. Backtrack is strong for exhibitors capturing booth and 1:1 buyer conversations at trade shows, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Backtrack is a free tier with paid upgrades and Pulse360 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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