Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Convo when sales reps wanting live prompts and objection handling during prospect calls matters most, and GReminders when documenting insurance and legal client appointments with crm-ready notes matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot.
End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker.
Convo (itsconvo.com) is a native desktop AI meeting assistant for macOS and Windows that captures audio locally from your device rather than joining calls as a bot. It works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles, so it is not locked to a single conferencing platform. During a call, Convo listens in real time and surfaces on-screen suggestions such as talking points and objection handling that only the user can see, positioning it toward sales and customer-facing conversations. After the call, it produces structured summaries, extracts action items, and can draft follow-up emails. A notable part of its design is the integration layer: Convo turns conversations into structured data that can be pushed to CRM, documentation, and project tools, with marketplace-style connectors for Slack, Notion, HubSpot, Salesforce, and others, plus automation via Zapier, Make, IFTTT, and Power Automate and a public API. Audio is processed locally for privacy, with optional cloud processing only when a user chooses to save a recording. Pre-meeting preparation pulls context from past conversations. The product is actively operating and listed across software directories in 2025/2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
GReminders is a meeting-management platform aimed at client-facing professionals such as financial advisors, insurance professionals, attorneys, accountants, and others who run a high volume of client appointments. It bundles automated scheduling, SMS, email, and voice appointment reminders, CRM automation, and an AI Notetaker into a single workflow that spans before, during, and after the meeting. The AI Notetaker can automatically join Zoom, Microsoft Teams, Webex, and other video calls, and can also record in-person meetings via the mobile app, then produce a meeting summary, full transcript, and action items, with notes that can be pushed into the user's CRM using customizable templates. GReminders also offers pre-meeting briefs and an in-meeting AI assistant for real-time questions. It integrates with calendars (Google, Outlook, Microsoft 365, Exchange), CRMs commonly used in wealth and client services (Salesforce, HubSpot, Redtail, Wealthbox, Pipedrive), and compliance archiving systems such as Smarsh, Veritas, and Global Relay. The platform emphasizes support for regulated environments, including HIPAA and FINRA-oriented workflows and Business Associate Agreements. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Convo is a free tier with paid upgrades (freemium); GReminders is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Convo | GReminders |
|---|---|---|
| Core capability | Bot-free local audio capture from the desktop (macOS and Windows) | AI Notetaker that joins video calls and records in-person meetings |
| Standout feature | Real-time on-screen suggestions and talking points during calls | Automated scheduling with direct client booking |
| Team usage | Automatic transcription with post-call structured summaries and action items | SMS, email, and voice appointment reminders |
| Integrations | Follow-up email drafting and searchable meeting history | Pre-meeting briefs and an in-meeting AI assistant for real-time questions |
| Languages & capture | Works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles | CRM automation that pushes summaries and action items into client records |
| Best-fit workflow | Marketplace-style integrations to Slack, Notion, HubSpot, and Salesforce plus Zapier, Make, IFTTT, Power Automate, and a public API | Integrations with calendars, CRMs, and compliance archiving systems |
Convo
Choose Convo if you need sales reps wanting live prompts and objection handling during prospect calls — strengths include no meeting bot joins the call, avoiding participant-list notifications and lobby admission.
GReminders
Choose GReminders if you need automating scheduling, reminders, and notetaking for advisor client meetings — strengths include covers the full meeting lifecycle, not just notetaking.
Convo
GReminders
It depends on your workflow. Convo is strong for sales reps wanting live prompts and objection handling during prospect calls, while GReminders is strong for automating scheduling, reminders, and notetaking for advisor client meetings. Both transcribe and summarize meetings.
Convo is a free tier with paid upgrades and GReminders 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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