Circleback: AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls. Omnito: A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Circleback when automatically capturing notes and action items so attendees can stay focused in meetings matters most, and Omnito when sales and service reps automating pre-call prep and post-call follow-ups matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls.
A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM.
Circleback is a Y Combinator-backed AI meeting assistant that captures, transcribes, and organizes conversations automatically. It works with Zoom, Google Meet, Microsoft Teams, Webex, GoTo, Slack huddles, and in-person meetings, and offers a botless option via its desktop app for those who prefer not to send a bot into calls. After each meeting it produces structured notes, identifies and auto-assigns action items, and provides searchable transcripts with speaker identification across 100+ languages. AI-driven automations and "Insights" can push data into connected tools and answer questions across past meetings. Integrations include Gmail, Outlook, Slack, Google Calendar, HubSpot, Salesforce, Attio, Zoho, Linear, Notion, Monday, Zapier, and Make, plus developer access through MCP, a CLI, and webhooks. Circleback states SOC 2, GDPR, EU-US DPF, and HIPAA compliance, and offers mobile and desktop apps. New users can try it free before subscribing.
Best suited for
Omnito is an AI-powered customer engagement platform that grew out of SUMO Scheduler, a long-standing Salesforce-native scheduling product, which rebranded to Omnito as it expanded beyond booking. The platform unifies scheduling, live chat, AI meeting intelligence, and omni-channel messaging, with its AI Notetaker as a central meeting capability. The Notetaker joins meetings on Zoom, Google Meet, and Microsoft Teams, then captures recordings, transcribes the conversation, generates summaries, and detects action items, pushing the outcomes directly into CRM records. Omnito offers a native Salesforce integration for teams needing deeper CRM workflow alignment, and it also states compatibility with other CRMs such as HubSpot and Microsoft Dynamics. Beyond note-taking, Omnito for Agentforce automates pre-call planning, note-taking, and post-call actions natively in Salesforce, and the platform includes engagement tools like an omni-channel shared inbox for chat, email, and SMS. By combining meeting capture and summarization with scheduling and follow-up automation inside the CRM, Omnito targets sales, support, and service professionals who want conversation notes, next-best actions, and contextual follow-ups handled within their existing Salesforce environment rather than in a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Circleback is from $20.83/mo (paid); Omnito is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Circleback | Omnito |
|---|---|---|
| Core capability | AI meeting notes | AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings |
| Standout feature | Action item tracking | Recording, transcription, summaries, and action-item detection |
| Team usage | Multi-language transcription | Native Salesforce integration with notes and follow-ups pushed into the CRM |
| Integrations | AI search across meetings | Pre-call planning and post-call actions via Omnito for Agentforce |
| Languages & capture | Workflow automations | Stated compatibility with other CRMs such as HubSpot and Microsoft Dynamics |
| Best-fit workflow | AI meeting notes | Combined scheduling, live chat, and omni-channel messaging in one platform |
Circleback
Choose Circleback if you need automatically capturing notes and action items so attendees can stay focused in meetings — strengths include works across zoom, google meet, microsoft teams, webex, goto, slack huddles, and in-person meetings.
Omnito
Choose Omnito if you need salesforce teams logging meeting transcripts and summaries directly to records — strengths include deep salesforce-native integration keeps notes inside the crm.
Circleback
Omnito
It depends on your workflow. Circleback is strong for automatically capturing notes and action items so attendees can stay focused in meetings, while Omnito is strong for salesforce teams logging meeting transcripts and summaries directly to records. Both transcribe and summarize meetings.
Circleback is from $20.83/mo and Omnito 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 Circleback and Omnito.
Circleback is automation-first (it triggers CRM, Linear and Slack actions); Granola is a bot-free personal notepad. Automation versus privacy.
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