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. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. 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 CloudTalk when reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Try them side by side on real calls before deciding — needs vary by team.
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.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CloudTalk is a free tier with paid upgrades (paid); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CloudTalk | Pulse360 |
|---|---|---|
| Core capability | Call scoring against custom quality criteria | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Automatic multilingual call transcription of recorded calls | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | AI-generated call summaries and smart notes synced to CRM | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Sentiment analysis classifying calls and speaker segments as positive, neutral, or negative | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Topic extraction and automatic smart call tagging | AI rephrasing to improve client communications |
| Best-fit workflow | Talk/listen ratio tracking for agent coaching | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
CloudTalk
Pulse360
It depends on your workflow. CloudTalk is strong for reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
CloudTalk is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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