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. CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cirrus Insight when recording, transcribing, and summarizing sales calls and customer meetings matters most, and CleverX when conducting moderated 1:1 video research interviews with recruited participants matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
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.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
Cirrus Insight is a Salesforce-centric sales productivity platform that pairs CRM email/calendar sync and sales-acceleration tools with a Conversation Intelligence and Meeting AI capability aimed at customer-facing teams. Its meeting bot sits in calls as an attendee, captures video, transcribes conversations word-for-word in real time, and produces post-meeting insights, draft follow-up emails, and suggested next steps. It also offers pre-meeting briefs that pull attendee and company context from sources like Salesforce, public web data, and third-party datasets (the separate Meeting AI feature focuses specifically on this pre-meeting research), plus live in-meeting coaching and answers on the fly. Captured contacts, conversations, and company data are written back automatically to Salesforce, which is the platform's primary integration; it also works alongside Gmail and Outlook inboxes. Because recording and transcription are delivered as part of a broader sales/CRM suite rather than a standalone notetaker, it best fits teams already standardized on Salesforce. The company says it serves 50,000+ customer-facing teams. Pricing is modular and quote-based: seats can be purchased per feature, no public dollar figures or named tiers are listed, and a survey or demo is required for exact figures.
Best suited for
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
Best suited for
Cirrus Insight is a free tier with paid upgrades (paid); CleverX is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | CleverX |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Auto-transcription and real-time transcription of interview sessions |
| Team usage | Pre-meeting AI briefs (Meeting AI) | AI highlight reels that generate chapter-based clips from each interview |
| Integrations | Live in-meeting coaching | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams |
| Languages & capture | Automatic Salesforce sync | Participant recruitment from a large pool of verified professionals |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV |
Cirrus Insight
Choose Cirrus Insight if you need recording, transcribing, and summarizing sales calls and customer meetings — strengths include bot joins calls as an attendee, captures video, and transcribes word-for-word in real time, then surfaces post-meeting insights, draft follow-ups, and next steps.
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
Cirrus Insight
CleverX
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while CleverX is strong for running ai-moderated user interviews at scale with automatic transcription. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and CleverX is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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