ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Salesfinity: AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, and real-time 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 ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and Salesfinity when sales managers coaching reps via recorded calls and objection insights matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, 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
Salesfinity is an AI-powered parallel dialer built specifically for B2B SaaS sales development reps (SDRs) and account executives focused on outbound prospecting. The platform dials multiple numbers simultaneously and automatically filters out voicemails, dial tones, and automated responses so reps only spend time on live human conversations. Alongside the dialer, Salesfinity records and analyzes calls for coaching purposes: it tags objections, tracks recurring objection trends, and surfaces suggested responses and pitch tips during calls without requiring constant manager oversight. A collaborative "Salesfloor" feature lets teams dial together, share wins, and mentor newer reps in a shared virtual space. Salesfinity also includes waterfall data enrichment that replaces bad phone numbers with verified alternatives drawn from multiple data providers, and it auto-rotates and registers numbers to reduce spam flagging. It integrates with common revenue tools including HubSpot, Salesforce, Outreach.io, Salesloft, Apollo.io, and Amplemarket. The product is live and actively used by B2B SDR teams, with calling supported across more than 100 countries. 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); Salesfinity is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Salesfinity |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | AI parallel dialer that connects reps only to live human answers |
| Standout feature | Smart summaries of each call with key takeaways | Automatic objection tagging and objection-trend tracking |
| Team usage | Action item checklists that convert into ClickUp tasks | Call recording and call analysis for coaching |
| Integrations | Full video recording for shorter calls, audio for longer ones | Real-time suggested responses and pitch tips during calls |
| Languages & capture | Transcription across many languages | Collaborative Salesfloor for team dialing and mentoring |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Waterfall data enrichment to replace bad phone numbers |
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.
Salesfinity
Choose Salesfinity if you need sdr teams running high-volume outbound cold-calling campaigns — strengths include purpose-built for high-volume outbound sdr and ae workflows.
ClickUp AI Notetaker
Salesfinity
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Salesfinity is strong for sdr teams running high-volume outbound cold-calling campaigns. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Salesfinity 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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