ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Revenue.io: Salesforce-native revenue platform unifying conversation intelligence, sales engagement, a dialer, and real-time coaching. 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 ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and Revenue.io when coaching reps in real time during live conversations matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
Salesforce-native revenue platform unifying conversation intelligence, sales engagement, a dialer, and real-time coaching.
ClickUp AI Notetaker is a meeting assistant that is part of ClickUp's broader Brain AI suite, built for teams that run their projects, docs, and tasks inside ClickUp. The Notetaker captures meetings and produces a recording, a searchable transcript, and a smart summary so that participants can stay focused on the discussion rather than manual notetaking. For shorter or smaller meetings it can include a full video recording in the notes, while longer or larger calls retain a full audio recording, and it can transcribe across a wide range of languages. Its defining strength is that captured content connects directly to ClickUp's docs, tasks, and chat: the assistant generates overview summaries, bullet-point key takeaways, and a checklist of action items, and those action items can be converted into assigned tasks within the workspace. This keeps meeting outcomes tied to the same place where work is tracked and executed. ClickUp AI Notetaker is intended for product, operations, and cross-functional teams that want meeting documentation and follow-up tasks to live alongside their existing ClickUp workflows rather than in a separate tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Revenue.io is a Salesforce-native revenue execution platform that combines conversation intelligence, sales engagement, a sales dialer, and real-time guidance in a single system. For meetings and calls, the platform automatically records and transcribes conversations, then applies AI analysis to surface topics, objections, competitor mentions, and next steps, writing results back to CRM records so reps avoid manual data entry. A real-time coaching capability surfaces guidance and prompts to reps during live calls rather than only after the fact, helping them handle objections and follow approved messaging. A mobile capability lets field reps capture in-person meetings, generate transcripts and summaries, and sync insights to Salesforce. Because it is built natively on Salesforce, activity, calls, emails, and meetings are logged directly in the CRM, and managers can use call libraries, scoring, and analytics for coaching across the team. Revenue.io is aimed primarily at mid-market and enterprise Salesforce-based sales, revenue operations, and enablement teams that want to consolidate several point tools into one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
ClickUp AI Notetaker is a free tier with paid upgrades (freemium); Revenue.io is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Revenue.io |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Automatic call and meeting recording with transcription |
| Standout feature | Smart summaries of each call with key takeaways | AI conversation analysis (topics, objections, competitor mentions, next steps) |
| Team usage | Action item checklists that convert into ClickUp tasks | Real-time, in-call coaching and guidance |
| Integrations | Full video recording for shorter calls, audio for longer ones | Native Salesforce activity logging and CRM sync |
| Languages & capture | Transcription across many languages | Integrated sales dialer and engagement workflows |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Mobile capture of in-person meetings |
ClickUp AI Notetaker
Choose ClickUp AI Notetaker if you need generating meeting summaries that link to clickup project tasks — strengths include tightly integrated with clickup docs and task management.
Revenue.io
Choose Revenue.io if you need recording and analyzing sales calls and meetings inside salesforce — strengths include native salesforce integration keeps activity and meeting data in the crm.
ClickUp AI Notetaker
Revenue.io
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Revenue.io is strong for recording and analyzing sales calls and meetings inside salesforce. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Revenue.io 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.
More head-to-head comparisons involving ClickUp AI Notetaker and Revenue.io.
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