Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cluely when getting live transcripts and notes of sales, client, or team calls matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay (plus an iOS app) rather than joining calls as a visible bot. During a meeting it provides live transcription, automatically generates meeting notes and summaries, and surfaces on-demand AI answers when you press Cmd/Ctrl+Enter (for example, suggesting what to say or follow-up questions). It works across common conferencing tools including Zoom, Google Meet, Microsoft Teams, Webex, and Slack, and supports more than 12 languages such as English, Chinese, and Spanish. Cluely lets users add custom prompting and keybinds and upload reference files. A free Starter plan offers limited AI responses, limited notetaking, and up to three custom files. A notable positioning point is that the app is marketed as "undetectable" and designed to stay invisible to screen sharing and not appear in screen shares, a capability fully unlocked on its top tier.
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
Cluely is from $0/mo (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cluely | Pulse360 |
|---|---|---|
| Core capability | Live transcription | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Real-time meeting notes | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | On-demand AI answers | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Multi-language support | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Custom prompting and keybinds | AI rephrasing to improve client communications |
| Best-fit workflow | Live transcription | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Cluely
Choose Cluely if you need getting live transcripts and notes of sales, client, or team calls — strengths include works across major conferencing tools (zoom, google meet, microsoft teams, webex, slack).
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.
Cluely
Pulse360
It depends on your workflow. Cluely is strong for getting live transcripts and notes of sales, client, or team calls, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Cluely is from $0/mo and Pulse360 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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