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. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CloudTalk when reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
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.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
CloudTalk is a cloud-based business calling and call-center platform that pairs voice infrastructure with an AI Conversation Intelligence layer for sales, support, and operations teams. On top of its phone system (international numbers, IVR, call routing, recording, dialers, SMS, and WhatsApp), CloudTalk automatically converts recorded calls into multilingual transcripts and stores them in a searchable interaction database. Its AI then generates instant call summaries and smart notes, applies automatic tags, extracts the key topics discussed, and scores calls against custom criteria. Sentiment analysis interprets the mood of each speaker segment by segment, classifying calls as positive, neutral, or negative, while talk/listen ratio tracking surfaces coaching opportunities across agents. Summaries and notes can sync into CRMs such as Salesforce, HubSpot, and Pipedrive through CloudTalk's broad integration catalog. Conversation Intelligence is available as a paid add-on across CloudTalk's calling plans. It is aimed at teams that handle high call volumes and want to review, analyze, and coach on conversations at scale rather than manually.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CloudTalk is a free tier with paid upgrades (paid); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CloudTalk | Mili |
|---|---|---|
| Core capability | Call scoring against custom quality criteria | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Automatic multilingual call transcription of recorded calls | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI-generated call summaries and smart notes synced to CRM | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Sentiment analysis classifying calls and speaker segments as positive, neutral, or negative | Custom note and action-item formats for advisory workflows |
| Languages & capture | Topic extraction and automatic smart call tagging | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Talk/listen ratio tracking for agent coaching | Additional agents for scheduling, onboarding, prospecting, and compliance |
CloudTalk
Choose CloudTalk if you need reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios — strengths include combines a full cloud phone system with conversation intelligence in one platform.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
CloudTalk
Mili
It depends on your workflow. CloudTalk is strong for reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
CloudTalk is a free tier with paid upgrades and Mili 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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