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. Velaris: Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights. The right pick comes down to team size, budget, and the workflows you want to automate.
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 Velaris when teams spotting early churn risk from meeting and message signals 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.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
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
Velaris is an AI customer success platform that consolidates account health, product usage, and engagement signals, and includes capabilities for capturing and analyzing customer conversations. Its meeting and communication analysis can listen to meetings, create follow-up tasks, and turn meeting transcripts, emails, and chats into structured insights, surfacing context that would otherwise stay buried in call recordings and inboxes. Features such as call analysis and conversation summaries reduce the manual effort customer success managers spend recapping calls, while topic and signal dashboards highlight early churn risk, product feedback, and expansion opportunities across accounts. Velaris is built for customer success and account management teams at B2B SaaS companies with recurring revenue, where understanding the substance of customer meetings is central to retention. The platform integrates with many other tools so conversation insights connect to the broader customer record. It is actively operating in 2025 and 2026, with current customer logos, active integrations, and recent industry recognition, positioning its meeting analysis as part of a vertical customer success workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Circleback is from $20.83/mo (paid); Velaris is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Circleback | Velaris |
|---|---|---|
| Core capability | AI meeting notes | Analysis of customer meeting transcripts and conversations |
| Standout feature | Action item tracking | Automatic follow-up task creation from meetings |
| Team usage | Multi-language transcription | Conversation summaries that reduce manual recap work |
| Integrations | AI search across meetings | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Workflow automations | Integrations with many customer success and communication tools |
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.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Circleback
Velaris
It depends on your workflow. Circleback is strong for automatically capturing notes and action items so attendees can stay focused in meetings, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Circleback is from $20.83/mo and Velaris 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 Velaris.
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.
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. Clari Copilot: Real-time sales call prompts and conversation intelligence Below, they line up on price, capture method, and how each fits a real meeting stack.
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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. Clipto: Mac-based AI transcription and knowledge assistant that indexes and searches meetings, interviews, podcasts, lectures, and other audio/video locally on-device. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Below, they line up on price, capture method, and how each fits a real meeting stack.
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