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. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. This comparison weighs them on pricing, features, and everyday workflow fit.
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 Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
CloudTalk is a free tier with paid upgrades (paid); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CloudTalk | Upheal |
|---|---|---|
| Core capability | Call scoring against custom quality criteria | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Automatic multilingual call transcription of recorded calls | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | AI-generated call summaries and smart notes synced to CRM | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Sentiment analysis classifying calls and speaker segments as positive, neutral, or negative | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Topic extraction and automatic smart call tagging | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Talk/listen ratio tracking for agent coaching | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
CloudTalk
Upheal
It depends on your workflow. CloudTalk is strong for reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
CloudTalk is a free tier with paid upgrades and Upheal 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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