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. Vinyl: AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions. 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 Vinyl when tracking post-meeting action items and deadlines across multiple clients 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.
AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions.
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
Vinyl is an AI meeting assistant built specifically for accounting and bookkeeping firms to automate the documentation and follow-up work around client meetings. It joins or captures meetings across Microsoft Teams, Zoom, and Google Meet, and offers a mobile app for in-person client meetings, then produces AI summaries that highlight key points and action items organized by client entity. Vinyl captures and tracks follow-up tasks with deadlines so commitments do not fall through the cracks, and it can deploy notes and actions into a firm's practice management software automatically. An AI chat capability lets users query previous meetings and analyze trends across multiple client interactions, and the tool can help generate follow-up emails, scope-of-work documents, and handoff notes from meeting content. Aimed at improving client experience and reducing post-meeting admin, Vinyl positions itself around saving time on documentation for each hour of client meetings. It launched into private beta with a group of firms before becoming generally available, and is operating as a live product for accounting and bookkeeping professionals managing recurring client relationships. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cirrus Insight is a free tier with paid upgrades (paid); Vinyl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | Vinyl |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Meeting capture across Microsoft Teams, Zoom, and Google Meet |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Mobile app for in-person client meetings |
| Team usage | Pre-meeting AI briefs (Meeting AI) | AI summaries with key points and action items organized by client entity |
| Integrations | Live in-meeting coaching | Action item tracking with deadlines |
| Languages & capture | Automatic Salesforce sync | Deployment of notes and actions into practice management software |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | AI chat to query past meetings and analyze trends across clients |
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.
Vinyl
Choose Vinyl if you need documenting client onboarding and advisory meetings at accounting firms — strengths include purpose-built for accounting and bookkeeping firm workflows.
Cirrus Insight
Vinyl
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while Vinyl is strong for documenting client onboarding and advisory meetings at accounting firms. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and Vinyl 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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