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. RocketPhone.ai: Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cirrus Insight when recording, transcribing, and summarizing sales calls and customer meetings matters most, and RocketPhone.ai when surfacing buying signals and recommended next steps for aes 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.
Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data.
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
RocketPhone.ai is a conversation intelligence platform built specifically for Salesforce, designed to capture customer conversations across voice, video, mobile, and in-person channels and turn them into structured data inside the CRM. It automatically records and transcribes conversations, then applies AI to generate summaries, sentiment analysis, and topic extraction, syncing the results into Salesforce so reps spend less time on manual call logging. The platform offers live AI assistance during calls, deal-signal detection with next-step recommendations, and compliance monitoring with QA alerts. A distinguishing feature is RocketCell, a business mobile network that lets the platform log and analyze mobile calls, extending conversation intelligence beyond desk-based and web-meeting calls to field and mobile-heavy teams. RocketPhone is a certified Salesforce ISV available on the AppExchange and emphasizes reliability and compliance, including GDPR and FCA. It primarily serves sales leaders and reps who want buying signals and reduced admin work, and is also applied by customer service, field, and marketing teams. For SDR and AE teams standardized on Salesforce, it provides conversation capture and intelligence tightly embedded in their existing CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cirrus Insight is a free tier with paid upgrades (paid); RocketPhone.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | RocketPhone.ai |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Automatic capture and transcription of voice, video, mobile, and in-person calls |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | AI summaries, sentiment analysis, and topic extraction synced to Salesforce |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Mobile call logging via the RocketCell business mobile network |
| Integrations | Live in-meeting coaching | Live AI assistance during calls |
| Languages & capture | Automatic Salesforce sync | Deal-signal detection with next-step recommendations |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | Compliance monitoring and QA alerts |
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.
RocketPhone.ai
Choose RocketPhone.ai if you need capturing sales conversations directly into salesforce — strengths include deep native integration with salesforce as a certified isv.
Cirrus Insight
RocketPhone.ai
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while RocketPhone.ai is strong for capturing sales conversations directly into salesforce. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and RocketPhone.ai is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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