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. Vinton: An AI notetaker built natively in Salesforce that captures meetings, transcribes and summarizes them, and syncs the data to Salesforce records. 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 Vinton when capturing in-person and phone conversations into salesforce records matters most. Run both through a week of actual calls to see which suits your workflow.
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.
An AI notetaker built natively in Salesforce that captures meetings, transcribes and summarizes them, and syncs the data to Salesforce records.
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
Vinton is an AI meeting notetaker and conversation intelligence application built exclusively for Salesforce and listed on the Salesforce AppExchange, aimed at sales and service teams that run their workflows inside Sales Cloud or Service Cloud. Vinton captures conversations across virtual meetings on Zoom, Google Meet, Microsoft Teams, and Slack huddles, as well as in-person meetings, phone calls, and voice notes. It records and transcribes the discussion, then generates an AI summary, meeting minutes, key topics, suggested next steps, and a draft follow-up email. Because Vinton is native to Salesforce, all of this output is written directly to related records such as Opportunities, Accounts, Contacts, and Cases, and the data can be used in Salesforce flows and automations. Vinton also provides meeting intelligence like speaking-time analysis and coaching tips, plus an Ask Vinton assistant for querying past calls. A separate botless option, Vinton Scribe, runs on the desktop and transcribes a meeting without joining it as a participant, then adds the transcript and AI notes to Salesforce. Vinton is built for revenue teams that want meeting intelligence captured entirely within their Salesforce environment. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CleverX is a free tier with paid upgrades (freemium); Vinton is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CleverX | Vinton |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Captures virtual meetings, in-person meetings, phone calls, and voice notes |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Works with Zoom, Google Meet, Microsoft Teams, and Slack huddles |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | AI summaries, meeting minutes, key topics, and next steps |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Drafts follow-up emails from the conversation |
| Languages & capture | Participant recruitment from a large pool of verified professionals | Syncs notes and insights to Salesforce Opportunities, Accounts, Contacts, and Cases |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Botless Vinton Scribe desktop notetaker option |
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.
Vinton
Choose Vinton if you need logging sales call summaries and next steps onto salesforce opportunities — strengths include built natively in salesforce so all data lands on crm records and flows.
CleverX
Vinton
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while Vinton is strong for logging sales call summaries and next steps onto salesforce opportunities. Both transcribe and summarize meetings.
CleverX is a free tier with paid upgrades and Vinton 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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