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. Mentalyc: Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cirrus Insight when recording, transcribing, and summarizing sales calls and customer meetings matters most, and Mentalyc when documenting psychiatric and assessment notes such as mse and biopsychosocial assessments matters most. Run both through a week of actual calls to see which suits your workflow.
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.
Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals.
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
Mentalyc is an AI documentation platform built for therapists, counselors, psychiatrists, PMHNPs, social workers, and other behavioral health professionals. It captures sessions in several ways: recording telehealth or in-person sessions with client consent, uploading an audio file, dictating a recap, or typing a short summary. The session audio is transcribed, and according to the company audio is processed and deleted while transcripts are stripped of identifying details. From this input it auto-generates clinical notes in multiple formats, including SOAP, DAP, BIRP, GIRP, PIRP, PIE, intake notes, MSE, biopsychosocial assessments, and supervision/consultation notes. Beyond notes, it produces treatment plans with measurable goals and tracks client progress over time. Mentalyc is web-based and accessed through a browser after signup, and it can sync with EHR systems such as SimplePractice, TherapyNotes, and Jane App or run as a standalone tool. It states it is HIPAA and SOC 2 compliant and does not use customer data to train AI models.
Best suited for
Cirrus Insight is a free tier with paid upgrades (paid); Mentalyc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | Mentalyc |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Transcribes recorded, uploaded, dictated, or typed sessions into structured notes |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Generates multiple note formats (SOAP, DAP, BIRP, GIRP, PIRP, PIE, MSE, intake, supervision) |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Automated treatment plans with measurable goals |
| Integrations | Live in-meeting coaching | Progress tracking across sessions without client questionnaires |
| Languages & capture | Automatic Salesforce sync | EHR integrations with SimplePractice, TherapyNotes, and Jane App |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | HIPAA and SOC 2 compliant with audio deleted after processing and de-identified transcripts |
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.
Mentalyc
Choose Mentalyc if you need generating progress notes from recorded or in-person therapy sessions — strengths include purpose-built for mental health documentation with many clinical note formats.
Cirrus Insight
Mentalyc
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while Mentalyc is strong for generating progress notes from recorded or in-person therapy sessions. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and Mentalyc is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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