CFAI: CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CFAI when capturing private meeting notes and summaries without a recording bot joining the call matters most, and Terret when generating coaching playbooks from patterns in top-performer conversations matters most. Try them side by side on real calls before deciding — needs vary by team.
CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer.
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
CFAI (Cognitive Flow AI) is a Windows desktop application that acts as a privacy-focused AI meeting and call note taker. Instead of sending a bot into the call, it captures both microphone and system audio at the operating-system level, so no "recording started" notification appears and the tool works across Zoom, Teams, Google Meet, Discord, and any other call. Transcription runs locally on the device using Faster Whisper, with support for many languages, and CFAI states that the audio never leaves the user's computer. From the live transcript it produces speaker-labeled notes, AI summaries, and action items, and it can build a real-time "Cognitive Map" that visualizes the conversation's topics. Summaries can be generated by Claude in the cloud, or users can keep everything offline by connecting a local LLM through Ollama, LM Studio, or Jan.ai. It is aimed at professionals, educators, recruiters, and others who want meeting notes without bots or cloud audio uploads. CFAI is distributed via the Microsoft Store with a free trial and credit-based subscription tiers.
Best suited for
Terret is an AI-powered revenue intelligence platform for B2B sales, account management, and customer success teams, and was formerly known as BoostUp before rebranding in September 2025. Its conversation-intelligence product records and analyzes sales calls, identifying patterns across thousands of conversations to surface what top performers do differently and to feed deal and forecasting models. Terret natively combines that conversation data with its forecasting engine, using call insights and sentiment to predict deal outcomes and project revenue attainment at both the deal and aggregate level. The platform automatically analyzes calls, populates sales-methodology fields, and generates follow-up actions, reducing manual CRM work. Additional capabilities include automatically generated sales playbooks based on winning behaviors, AI-generated real-time call briefs delivered via Slack ahead of meetings, deal-risk detection with intervention recommendations, and analysis that surfaces product gaps from lost deals and expansion signals in existing accounts. Terret integrates with Salesforce for auto-syncing and with Slack for real-time briefs. It is aimed primarily at CROs, RevOps leaders, and revenue teams at mid-market and enterprise B2B organizations that want conversation intelligence tied directly to forecasting and pipeline execution. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CFAI is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CFAI | Terret |
|---|---|---|
| Core capability | Local on-device transcription using Faster Whisper, so audio never leaves the computer | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | Bot-free capture of microphone and system audio at the OS level (no 'recording started' notice) | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | Speaker diarization with automatic speaker labels in transcripts | Automatic CRM field population and follow-up action generation |
| Integrations | AI summaries and action items, generated by Claude or a local LLM | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | Real-time 'Cognitive Map' that visualizes conversation topics and flow | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | Works across any call platform including Zoom, Teams, Google Meet, and Discord | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
CFAI
Choose CFAI if you need capturing private meeting notes and summaries without a recording bot joining the call — strengths include local faster whisper transcription keeps meeting audio on-device for strong privacy.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
CFAI
Terret
It depends on your workflow. CFAI is strong for capturing private meeting notes and summaries without a recording bot joining the call, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
CFAI is a free tier with paid upgrades and Terret 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.
More head-to-head comparisons involving CFAI and Terret.
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