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. Yoodli: AI communication and role-play coaching platform used by sales teams for pitch certification, onboarding, and judgment-free conversation practice. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cirrus Insight when recording, transcribing, and summarizing sales calls and customer meetings matters most, and Yoodli when rehearsing cold calls, discovery, and demos before live meetings 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 communication and role-play coaching platform used by sales teams for pitch certification, onboarding, and judgment-free conversation practice.
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
Yoodli is an AI-powered role-play and communication coaching platform that lets people practice high-stakes conversations in a private, judgment-free environment and get instant feedback. While it serves broader communication needs like public speaking and interview prep, it is widely used by sales teams for pitch certification, sales onboarding, and go-to-market enablement. Reps practice against customizable AI conversation partners and even multi-persona scenarios that simulate group presentations or buying committees, then receive real-time feedback on content and delivery, including pacing, conciseness, and filler words. Teams can upload their own brand voice, best practices, and methodology so practice reflects how they actually sell, and analytics and reporting let managers track progress over time. Yoodli integrates with existing enterprise tools and is SOC 2 Type 2 certified and GDPR compliant, with adoption by large organizations. For SDR and AE teams, it provides a low-pressure way to rehearse cold calls, discovery, and demos before live customer conversations, complementing call-recording and conversation-intelligence tools that analyze real meetings after the fact. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cirrus Insight is a free tier with paid upgrades (paid); Yoodli is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | Yoodli |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Customizable AI role-play conversation partners |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Multi-persona scenarios for group presentations and buying committees |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Real-time feedback on content, delivery, pacing, and filler words |
| Integrations | Live in-meeting coaching | Custom content upload for brand voice and methodology |
| Languages & capture | Automatic Salesforce sync | Analytics and reporting to track rep progress |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | Enterprise integrations with SOC 2 Type 2 and GDPR compliance |
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.
Yoodli
Choose Yoodli if you need pitch certification and sales onboarding for new reps — strengths include low-pressure, judgment-free practice environment for reps.
Cirrus Insight
Yoodli
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while Yoodli is strong for pitch certification and sales onboarding for new reps. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and Yoodli 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.
More head-to-head comparisons involving Cirrus Insight and Yoodli.
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. Claap: Async video plus AI meeting recording and CRM updates This comparison weighs them on pricing, features, and everyday workflow fit.
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. Clari Copilot: Real-time sales call prompts and conversation intelligence Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Clipto: Mac-based AI transcription and knowledge assistant that indexes and searches meetings, interviews, podcasts, lectures, and other audio/video locally on-device. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. The right pick comes down to team size, budget, and the workflows you want to automate.
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. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
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. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. This comparison weighs them on pricing, features, and everyday workflow fit.