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. Invoca: Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes. 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 Cirrus Insight when recording, transcribing, and summarizing sales calls and customer meetings matters most, and Invoca when contact centers analyzing and coaching agents to improve call close rates matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
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.
Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes.
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
Invoca is an enterprise conversation intelligence and call tracking platform built for marketing teams, contact centers, and revenue/engagement teams. Using dynamic number insertion, it attributes inbound phone calls back to the specific campaigns, keywords, and ad interactions that drove them, then layers AI-powered analysis on top of that attribution data. Calls are captured, recorded, and transcribed into searchable text, and Invoca's Signal AI suite analyzes the conversations to surface insights, detect outcomes, and score agent performance against custom KPIs. Its Signal AI Studio lets users build custom no-code AI models that detect the specific moments they care about, such as new leads or appointment confirmations. The platform also separates caller and agent sentiment, integrates with ad platforms, CRMs, and contact center software, and offers voice and SMS AI agents for engaging and routing leads. It is aimed at industries with high-value phone interactions, including automotive, insurance, healthcare, financial services, retail, telecom, and home services.
Best suited for
Cirrus Insight is a free tier with paid upgrades (paid); Invoca is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | Invoca |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Call tracking and marketing attribution via dynamic number insertion (DNI) |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Call recording and AI-powered transcription into searchable text |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Signal AI conversation analytics that analyzes calls to detect outcomes and surface insights |
| Integrations | Live in-meeting coaching | Signal AI Studio for building custom no-code AI models trained on your own calls |
| Languages & capture | Automatic Salesforce sync | Separate caller and agent sentiment analysis plus agent performance scoring |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | Integrations with ad platforms, CRMs, and contact center software |
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.
Invoca
Choose Invoca if you need marketing teams measuring which campaigns and keywords drive revenue-generating phone calls — strengths include combines marketing attribution with conversation intelligence in one platform, tying calls to revenue.
Cirrus Insight
Invoca
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while Invoca is strong for marketing teams measuring which campaigns and keywords drive revenue-generating phone calls. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and Invoca is custom pricing. 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.
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