ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 ColdCALR when new reps rehearsing cold-call scripts before dialing real prospects matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Try them side by side on real calls before deciding — needs vary by team.
AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
ColdCALR is an AI-powered cold-call training tool that simulates realistic outbound calling scenarios so sales professionals can practice their scripts and objection handling against AI-generated prospects. The AI plays the role of a prospect that raises objections, asks questions, and reacts in a way meant to mirror real conversations, letting reps rehearse repeatedly on demand without scheduling a live partner. After a practice session, ColdCALR provides objective, automated feedback and scoring on cold-calling technique and objection handling, helping reps see where their delivery and responses can improve. The tool includes a script builder for creating and refining cold-calling scripts, an analytics dashboard for tracking progress and appointment-setting metrics over time, and industry-specific templates with prebuilt scenarios for sectors such as real estate, SaaS, insurance, and recruiting. Notably, ColdCALR focuses on practice against AI rather than recording real prospect calls, which the product positions as a way to sidestep dual-consent recording concerns. It is aimed at individual reps, account executives, sales teams, and training directors who want low-pressure, repeatable cold-call practice. Pricing varies by plan. Check the official website for current pricing.
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
ColdCALR is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ColdCALR | Upheal |
|---|---|---|
| Core capability | AI roleplay simulations of cold-call conversations with responsive AI prospects | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Automated scoring and feedback on cold-calling technique and objection handling | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Script builder for creating and refining cold-call scripts | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Analytics dashboard tracking practice progress and appointment-setting metrics | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Industry-specific scenario templates for real estate, SaaS, insurance, recruiting, and more | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | On-demand, around-the-clock practice without a live partner | Automatic deletion of audio recordings after transcription unless explicitly saved |
ColdCALR
Choose ColdCALR if you need new reps rehearsing cold-call scripts before dialing real prospects — strengths include low-pressure environment for repeatable cold-call practice.
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.
ColdCALR
Upheal
It depends on your workflow. ColdCALR is strong for new reps rehearsing cold-call scripts before dialing real prospects, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
ColdCALR 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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