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. Velaris: Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights. 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 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.
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.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
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
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
Cirrus Insight is a free tier with paid upgrades (paid); Velaris is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | Velaris |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Analysis of customer meeting transcripts and conversations |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Automatic follow-up task creation from meetings |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Conversation summaries that reduce manual recap work |
| Integrations | Live in-meeting coaching | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Automatic Salesforce sync | Integrations with many customer success and communication tools |
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.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Cirrus Insight
Velaris
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and Velaris 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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