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. HubSpot Meeting Notetaker: HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CleverX when running ai-moderated user interviews at scale with automatic transcription matters most, and HubSpot Meeting Notetaker when capturing service calls against the relevant contact in hubspot 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.
HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM.
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
HubSpot Meeting Notetaker is a meeting-capture feature built into HubSpot's Sales Hub and Service Hub, designed for revenue and customer-facing teams that run their pipeline and contacts inside HubSpot. The Notetaker automatically joins eligible meetings booked through connected calendars or HubSpot scheduling pages on Google Meet, Microsoft Teams, or Zoom, announcing its presence and recording the call. After the meeting, it produces a video recording, a transcript using automatic language detection, an AI-generated summary, and suggested next steps. Its central advantage is the CRM tie-in: when a meeting ends, the Notetaker creates a call object in HubSpot and associates it with the corresponding contact, company, or deal, so the recording, transcript, and summary appear directly on the relevant CRM records without manual logging. Meetings become eligible when stored in HubSpot with at least one external CRM contact attending. Recordings are retained for a defined period. The feature is aimed at sales and service teams that want call documentation and follow-ups captured automatically against their CRM data rather than in a standalone notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CleverX is a free tier with paid upgrades (freemium); HubSpot Meeting Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CleverX | HubSpot Meeting Notetaker |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Auto-joins meetings on Google Meet, Microsoft Teams, and Zoom |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Video recording, transcript, and AI summary of each call |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Automatic language detection for transcription |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Suggested next steps after the meeting |
| Languages & capture | Participant recruitment from a large pool of verified professionals | Creates a call object logged to the relevant CRM contact, company, or deal |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Joins meetings booked through connected calendars and scheduling pages |
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.
HubSpot Meeting Notetaker
Choose HubSpot Meeting Notetaker if you need automatically logging sales call recordings and summaries to hubspot deals — strengths include logs recordings, transcripts, and summaries straight onto crm records.
CleverX
HubSpot Meeting Notetaker
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while HubSpot Meeting Notetaker is strong for automatically logging sales call recordings and summaries to hubspot deals. Both transcribe and summarize meetings.
CleverX is a free tier with paid upgrades and HubSpot Meeting Notetaker 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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