Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. 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 Boardable when drafting compliant minutes for nonprofit board meetings from transcripts matters most, and Goelo when producing methodology-aligned summaries for sales reviews matters most. Run both through a week of actual calls to see which suits your workflow.
Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items.
AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries.
Boardable is a board management platform designed primarily for nonprofit, public-sector, and mission-driven organizations to handle the full board meeting lifecycle, from agenda building and document management to voting and task tracking. Its governance features center on making board meetings more effective and the resulting records more transparent. Boardable's AI tools, which are opt-in, focus on the meeting itself: AI-Generated Minutes lets users upload a VTT transcript from an external meeting on Zoom, Google Meet, or Teams and produces a draft set of minutes, eliminating much of the manual documentation work. An In-Meeting Assistant provides on-the-spot answers and recaps to fill knowledge gaps without interrupting the discussion, while AI Insights turns raw discussion into concise, actionable outputs and next steps. The platform also offers Boardable Consultant, an AI chatbot trained on nonprofit governance and board best practices that provides guidance on strategy and compliance. Boardable states its AI tools use Claude by Anthropic with a zero-retention configuration for privacy. The product is aimed at small to mid-size boards that want structured meeting preparation, documentation, and follow-up in a single secure governance system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Goelo is an AI conversational intelligence platform for sales teams that records, transcribes, and summarizes customer meetings, then uses that information to automatically populate CRM data. Its workflow centers on three steps: call, click, and sync, designed to move information from a sales conversation into the CRM with minimal manual effort. Goelo's AI assistant joins meetings across video conferencing platforms such as Zoom, Google Meet, and Microsoft Teams, and produces structured summaries that capture elements like the introduction, key insights, important numbers, and next steps, with support for common sales methodologies including MEDDIC, BANT, and SPICED. By analyzing conversations throughout the sales cycle, it can keep customer records updated automatically, addressing the common problem of incomplete or out-of-date CRM data. Goelo integrates with workspace tools like Google Workspace and Microsoft 365 and with Salesforce as a primary CRM integration for auto-filling fields. The platform is aimed at sales teams and revenue organizations that want to reduce time spent on post-call administration, improve CRM data quality, and keep summaries aligned with their chosen sales framework so reps can focus more on selling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Boardable is a free tier with paid upgrades (freemium); Goelo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Boardable | Goelo |
|---|---|---|
| Core capability | AI-Generated Minutes from uploaded VTT transcripts (Zoom, Meet, Teams) | AI assistant that records and transcribes sales meetings |
| Standout feature | In-Meeting Assistant for real-time recaps and clarifications | Automatic CRM data population from conversations |
| Team usage | AI Insights that convert discussion into action items and next steps | Structured summaries covering insights, key numbers, and next steps |
| Integrations | Boardable Consultant AI chatbot trained on nonprofit governance best practices | Support for MEDDIC, BANT, and SPICED sales methodologies |
| Languages & capture | Agenda builder, document management, and task tracking | Works with Zoom, Google Meet, and Microsoft Teams |
| Best-fit workflow | Digital voting and approvals | Integrations with Salesforce, Google Workspace, and Microsoft 365 |
Boardable
Choose Boardable if you need drafting compliant minutes for nonprofit board meetings from transcripts — strengths include tailored to nonprofit and mission-driven board governance needs.
Goelo
Choose Goelo if you need automatically updating crm records after sales calls — strengths include streamlines moving meeting data into the crm with minimal manual entry.
Boardable
Goelo
It depends on your workflow. Boardable is strong for drafting compliant minutes for nonprofit board meetings from transcripts, while Goelo is strong for automatically updating crm records after sales calls. Both transcribe and summarize meetings.
Boardable is a free tier with paid upgrades and Goelo 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.
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