Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Omnito: A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM. 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 Convin when automating quality assurance across all contact-center interactions matters most, and Omnito when sales and service reps automating pre-call prep and post-call follow-ups matters most. Run both through a week of actual calls to see which suits your workflow.
AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails.
A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM.
Convin is an AI-backed conversation intelligence platform built primarily for contact centers and sales teams that handle high volumes of customer interactions. Its core function is to capture and analyze the full range of conversations, recording calls and ingesting chats and emails, then generating transcriptions and concise summaries for each interaction. On top of that data, Convin's AI analyzes conversations to detect buying signals, objections, competitor mentions, sentiment shifts, and recurring pain points, and it builds searchable conversation libraries. The platform applies automated call scoring for quality, sentiment, and compliance, which replaces sampling-based manual QA by evaluating interactions at scale rather than a small subset. Convin also offers real-time coaching cues and agent assistance during live calls, along with role-based dashboards for agents, managers, and leaders so each can see relevant performance data. It integrates with CRM systems to capture action items and next steps for follow-up. Convin serves regulated and high-volume industries such as fintech, banking, healthcare, real estate, and retail, and is aimed at teams that want data-driven coaching and quality assurance rather than subjective spot checks. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Omnito is an AI-powered customer engagement platform that grew out of SUMO Scheduler, a long-standing Salesforce-native scheduling product, which rebranded to Omnito as it expanded beyond booking. The platform unifies scheduling, live chat, AI meeting intelligence, and omni-channel messaging, with its AI Notetaker as a central meeting capability. The Notetaker joins meetings on Zoom, Google Meet, and Microsoft Teams, then captures recordings, transcribes the conversation, generates summaries, and detects action items, pushing the outcomes directly into CRM records. Omnito offers a native Salesforce integration for teams needing deeper CRM workflow alignment, and it also states compatibility with other CRMs such as HubSpot and Microsoft Dynamics. Beyond note-taking, Omnito for Agentforce automates pre-call planning, note-taking, and post-call actions natively in Salesforce, and the platform includes engagement tools like an omni-channel shared inbox for chat, email, and SMS. By combining meeting capture and summarization with scheduling and follow-up automation inside the CRM, Omnito targets sales, support, and service professionals who want conversation notes, next-best actions, and contextual follow-ups handled within their existing Salesforce environment rather than in a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Convin is a free tier with paid upgrades (freemium); Omnito is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Convin | Omnito |
|---|---|---|
| Core capability | Automatic recording and transcription of calls, chats, and emails | AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings |
| Standout feature | AI call scoring for quality, sentiment, and compliance | Recording, transcription, summaries, and action-item detection |
| Team usage | Real-time agent coaching cues and live assistance | Native Salesforce integration with notes and follow-ups pushed into the CRM |
| Integrations | Searchable conversation library with buying-signal and objection detection | Pre-call planning and post-call actions via Omnito for Agentforce |
| Languages & capture | Role-based dashboards for agents, managers, and leaders | Stated compatibility with other CRMs such as HubSpot and Microsoft Dynamics |
| Best-fit workflow | Automatic recording and transcription of calls, chats, and emails | Combined scheduling, live chat, and omni-channel messaging in one platform |
Convin
Choose Convin if you need automating quality assurance across all contact-center interactions — strengths include analyzes interactions across voice, chat, and email channels.
Omnito
Choose Omnito if you need salesforce teams logging meeting transcripts and summaries directly to records — strengths include deep salesforce-native integration keeps notes inside the crm.
Convin
Omnito
It depends on your workflow. Convin is strong for automating quality assurance across all contact-center interactions, while Omnito is strong for salesforce teams logging meeting transcripts and summaries directly to records. Both transcribe and summarize meetings.
Convin is a free tier with paid upgrades and Omnito is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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