Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. RocketPhone.ai: Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Boardable when drafting compliant minutes for nonprofit board meetings from transcripts matters most, and RocketPhone.ai when surfacing buying signals and recommended next steps for aes 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.
Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data.
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
RocketPhone.ai is a conversation intelligence platform built specifically for Salesforce, designed to capture customer conversations across voice, video, mobile, and in-person channels and turn them into structured data inside the CRM. It automatically records and transcribes conversations, then applies AI to generate summaries, sentiment analysis, and topic extraction, syncing the results into Salesforce so reps spend less time on manual call logging. The platform offers live AI assistance during calls, deal-signal detection with next-step recommendations, and compliance monitoring with QA alerts. A distinguishing feature is RocketCell, a business mobile network that lets the platform log and analyze mobile calls, extending conversation intelligence beyond desk-based and web-meeting calls to field and mobile-heavy teams. RocketPhone is a certified Salesforce ISV available on the AppExchange and emphasizes reliability and compliance, including GDPR and FCA. It primarily serves sales leaders and reps who want buying signals and reduced admin work, and is also applied by customer service, field, and marketing teams. For SDR and AE teams standardized on Salesforce, it provides conversation capture and intelligence tightly embedded in their existing CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Boardable is a free tier with paid upgrades (freemium); RocketPhone.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Boardable | RocketPhone.ai |
|---|---|---|
| Core capability | AI-Generated Minutes from uploaded VTT transcripts (Zoom, Meet, Teams) | Automatic capture and transcription of voice, video, mobile, and in-person calls |
| Standout feature | In-Meeting Assistant for real-time recaps and clarifications | AI summaries, sentiment analysis, and topic extraction synced to Salesforce |
| Team usage | AI Insights that convert discussion into action items and next steps | Mobile call logging via the RocketCell business mobile network |
| Integrations | Boardable Consultant AI chatbot trained on nonprofit governance best practices | Live AI assistance during calls |
| Languages & capture | Agenda builder, document management, and task tracking | Deal-signal detection with next-step recommendations |
| Best-fit workflow | Digital voting and approvals | Compliance monitoring and QA alerts |
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.
RocketPhone.ai
Choose RocketPhone.ai if you need capturing sales conversations directly into salesforce — strengths include deep native integration with salesforce as a certified isv.
Boardable
RocketPhone.ai
It depends on your workflow. Boardable is strong for drafting compliant minutes for nonprofit board meetings from transcripts, while RocketPhone.ai is strong for capturing sales conversations directly into salesforce. Both transcribe and summarize meetings.
Boardable is a free tier with paid upgrades and RocketPhone.ai 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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