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. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. Below, they line up on price, capture method, and how each fits a real meeting stack.
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 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.
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.
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
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
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
Circleback is from $20.83/mo (paid); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Circleback | Terret |
|---|---|---|
| Core capability | AI meeting notes | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | Action item tracking | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | Multi-language transcription | Automatic CRM field population and follow-up action generation |
| Integrations | AI search across meetings | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | Workflow automations | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | AI meeting notes | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
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.
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.
Circleback
Terret
It depends on your workflow. Circleback is strong for automatically capturing notes and action items so attendees can stay focused in meetings, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
Circleback is from $20.83/mo 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 Circleback and Terret.
Circleback is automation-first (it triggers CRM, Linear and Slack actions); Granola is a bot-free personal notepad. Automation versus privacy.
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. Cirrus Insight: Salesforce-focused sales productivity platform whose Conversation Intelligence module records meetings, transcribes them word-for-word in real time, and auto-generates summaries and next steps synced to CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
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. Claap: Async video plus AI meeting recording and CRM updates Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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