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. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CleverX when running ai-moderated user interviews at scale with automatic transcription matters most, and Terret when generating coaching playbooks from patterns in top-performer conversations 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 revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
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
Terret is an AI-powered revenue intelligence platform for B2B sales, account management, and customer success teams, and was formerly known as BoostUp before rebranding in September 2025. Its conversation-intelligence product records and analyzes sales calls, identifying patterns across thousands of conversations to surface what top performers do differently and to feed deal and forecasting models. Terret natively combines that conversation data with its forecasting engine, using call insights and sentiment to predict deal outcomes and project revenue attainment at both the deal and aggregate level. The platform automatically analyzes calls, populates sales-methodology fields, and generates follow-up actions, reducing manual CRM work. Additional capabilities include automatically generated sales playbooks based on winning behaviors, AI-generated real-time call briefs delivered via Slack ahead of meetings, deal-risk detection with intervention recommendations, and analysis that surfaces product gaps from lost deals and expansion signals in existing accounts. Terret integrates with Salesforce for auto-syncing and with Slack for real-time briefs. It is aimed primarily at CROs, RevOps leaders, and revenue teams at mid-market and enterprise B2B organizations that want conversation intelligence tied directly to forecasting and pipeline execution. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CleverX is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CleverX | Terret |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Automatic CRM field population and follow-up action generation |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | Participant recruitment from a large pool of verified professionals | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
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.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
CleverX
Terret
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
CleverX is a free tier with paid upgrades and Terret is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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