Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cleft Notes when capturing post-meeting recaps and action items by voice matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Try them side by side on real calls before deciding — needs vary by team.
AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Cleft Notes is an AI-powered voice-note app that captures spoken thoughts, meeting recaps, and other audio and converts them into structured, readable notes. Users record by speaking, and the app transcribes the audio and reshapes it into organized output, offering formats such as bulleted and headed notes, flowing paragraphs without bullets, or a cleaned-up verbatim transcript. It performs transcription on-device, which allows it to work offline and supports a privacy-focused approach, with encrypted cloud sync and local file storage that users control. Cleft integrates with a range of productivity tools, including Notion, Apple Notes, Obsidian, Todoist, and automation via Zapier, so notes can flow into existing workflows. The app is available across the Apple ecosystem, including iPhone, iPad, Mac, Apple Watch, and CarPlay, making it convenient to capture thoughts hands-free. While it is broadly a voice-to-notes tool, it is commonly used to capture meeting summaries and post-meeting recaps, and it is aimed at professionals and individuals who think out loud and want spoken input turned into well-formatted notes rather than raw recordings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cleft Notes is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cleft Notes | Pulse360 |
|---|---|---|
| Core capability | On-device transcription that works offline | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Multiple output formats: organized, no-bullets, or verbatim | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Encrypted cloud sync with user-controlled local storage | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Integrations with Notion, Apple Notes, Obsidian, Todoist, and Zapier | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Available on iPhone, iPad, Mac, Apple Watch, and CarPlay | AI rephrasing to improve client communications |
| Best-fit workflow | Hands-free voice capture of thoughts and meeting recaps | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Cleft Notes
Choose Cleft Notes if you need capturing post-meeting recaps and action items by voice — strengths include on-device transcription enables offline use and privacy.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Cleft Notes
Pulse360
It depends on your workflow. Cleft Notes is strong for capturing post-meeting recaps and action items by voice, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Cleft Notes is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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