Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. 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 Conveo when continuous consumer and ux research using video interviews at scale matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Conveo is an AI qualitative research platform that handles the full interview workflow, from recruiting participants to moderating conversations to analyzing results, with the goal of compressing research timelines from weeks to days. Its AI interviewer conducts real video, voice, and text conversations asynchronously, adapts the discussion guide in real time, and probes with contextual follow-up questions based on each participant's responses, supporting interviews across 50-plus languages end to end including the interviewer, transcripts, and reports. Researchers can upload a brief or business objective and have Conveo generate an interview guide, then begin fielding within roughly half an hour. Because it captures video alongside voice and text, the platform performs multi-signal analysis, reading tone, emotional cues, and behavior in addition to spoken content, and it links findings back to the source video moments so insights can be validated and shared. Automated outputs include executive summaries, thematic analysis, emotional insights, and quantitative data extraction. Conveo positions itself as an end-to-end platform for continuous research across consumer insights, UX, marketing, and product workflows. Pricing varies by plan. Check the official website for current pricing.
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
Conveo is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Conveo | Pulse360 |
|---|---|---|
| Core capability | AI interviewer conducting asynchronous video, voice, and text interviews | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Real-time discussion-guide adaptation with contextual follow-ups | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Multi-signal analysis of voice, video, tone, and behavior | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Automated executive summaries, thematic analysis, and quantitative extraction | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Findings linked back to source video moments | AI rephrasing to improve client communications |
| Best-fit workflow | End-to-end recruiting, interviewing, and analysis in 50+ languages | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Conveo
Choose Conveo if you need continuous consumer and ux research using video interviews at scale — strengths include video capture enables emotional and behavioral analysis beyond transcript text.
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.
Conveo
Pulse360
It depends on your workflow. Conveo is strong for continuous consumer and ux research using video interviews at scale, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Conveo 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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