CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. 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 CleverX when running ai-moderated user interviews at scale with automatic transcription matters most, and Goelo when producing methodology-aligned summaries for sales reviews matters most. Try them side by side on real calls before deciding — needs vary by team.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries.
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
Best suited for
Goelo is an AI conversational intelligence platform for sales teams that records, transcribes, and summarizes customer meetings, then uses that information to automatically populate CRM data. Its workflow centers on three steps: call, click, and sync, designed to move information from a sales conversation into the CRM with minimal manual effort. Goelo's AI assistant joins meetings across video conferencing platforms such as Zoom, Google Meet, and Microsoft Teams, and produces structured summaries that capture elements like the introduction, key insights, important numbers, and next steps, with support for common sales methodologies including MEDDIC, BANT, and SPICED. By analyzing conversations throughout the sales cycle, it can keep customer records updated automatically, addressing the common problem of incomplete or out-of-date CRM data. Goelo integrates with workspace tools like Google Workspace and Microsoft 365 and with Salesforce as a primary CRM integration for auto-filling fields. The platform is aimed at sales teams and revenue organizations that want to reduce time spent on post-call administration, improve CRM data quality, and keep summaries aligned with their chosen sales framework so reps can focus more on selling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CleverX is a free tier with paid upgrades (freemium); Goelo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CleverX | Goelo |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | AI assistant that records and transcribes sales meetings |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Automatic CRM data population from conversations |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Structured summaries covering insights, key numbers, and next steps |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Support for MEDDIC, BANT, and SPICED sales methodologies |
| Languages & capture | Participant recruitment from a large pool of verified professionals | Works with Zoom, Google Meet, and Microsoft Teams |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Integrations with Salesforce, Google Workspace, and Microsoft 365 |
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
Goelo
Choose Goelo if you need automatically updating crm records after sales calls — strengths include streamlines moving meeting data into the crm with minimal manual entry.
CleverX
Goelo
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while Goelo is strong for automatically updating crm records after sales calls. Both transcribe and summarize meetings.
CleverX is a free tier with paid upgrades and Goelo 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 CleverX and Goelo.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Clevercast: Clevercast is a multilingual live streaming platform that adds AI-powered closed captions, real-time transcription, speech translation, and remote interpretation to live events and webinars. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. 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.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Closed Caption Creator: A professional broadcast-grade subtitle and closed-caption editor that uses AI speech-to-text to transcribe audio and video, then exports captions and transcripts in 30+ formats. Below, they line up on price, capture method, and how each fits a real meeting stack.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. This comparison weighs them on pricing, features, and everyday workflow fit.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. 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. The right pick comes down to team size, budget, and the workflows you want to automate.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. This comparison weighs them on pricing, features, and everyday workflow fit.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. 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.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. 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.