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. Invoca: Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CleverX when running ai-moderated user interviews at scale with automatic transcription matters most, and Invoca when contact centers analyzing and coaching agents to improve call close rates matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
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.
Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes.
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
Invoca is an enterprise conversation intelligence and call tracking platform built for marketing teams, contact centers, and revenue/engagement teams. Using dynamic number insertion, it attributes inbound phone calls back to the specific campaigns, keywords, and ad interactions that drove them, then layers AI-powered analysis on top of that attribution data. Calls are captured, recorded, and transcribed into searchable text, and Invoca's Signal AI suite analyzes the conversations to surface insights, detect outcomes, and score agent performance against custom KPIs. Its Signal AI Studio lets users build custom no-code AI models that detect the specific moments they care about, such as new leads or appointment confirmations. The platform also separates caller and agent sentiment, integrates with ad platforms, CRMs, and contact center software, and offers voice and SMS AI agents for engaging and routing leads. It is aimed at industries with high-value phone interactions, including automotive, insurance, healthcare, financial services, retail, telecom, and home services.
Best suited for
CleverX is a free tier with paid upgrades (freemium); Invoca is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | CleverX | Invoca |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Call tracking and marketing attribution via dynamic number insertion (DNI) |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Call recording and AI-powered transcription into searchable text |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Signal AI conversation analytics that analyzes calls to detect outcomes and surface insights |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Signal AI Studio for building custom no-code AI models trained on your own calls |
| Languages & capture | Participant recruitment from a large pool of verified professionals | Separate caller and agent sentiment analysis plus agent performance scoring |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Integrations with ad platforms, CRMs, and contact center software |
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.
Invoca
Choose Invoca if you need marketing teams measuring which campaigns and keywords drive revenue-generating phone calls — strengths include combines marketing attribution with conversation intelligence in one platform, tying calls to revenue.
CleverX
Invoca
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while Invoca is strong for marketing teams measuring which campaigns and keywords drive revenue-generating phone calls. Both transcribe and summarize meetings.
CleverX is a free tier with paid upgrades and Invoca is custom pricing. 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.
More head-to-head comparisons involving CleverX and Invoca.
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.