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. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. 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 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.
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.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
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
Convo 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 | Convo | Pulse360 |
|---|---|---|
| Core capability | Bot-free local audio capture from the desktop (macOS and Windows) | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Real-time on-screen suggestions and talking points during calls | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Automatic transcription with post-call structured summaries and action items | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Follow-up email drafting and searchable meeting history | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles | AI rephrasing to improve client communications |
| Best-fit workflow | Marketplace-style integrations to Slack, Notion, HubSpot, and Salesforce plus Zapier, Make, IFTTT, Power Automate, and a public API | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
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.
Convo
Pulse360
It depends on your workflow. Convo is strong for sales reps wanting live prompts and objection handling during prospect calls, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Convo 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.
More head-to-head comparisons involving Convo and Pulse360.
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. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. Cuebo: AI sales coaching platform with a roleplay arena of video-avatar buyers, automated course generation, and call analysis. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. Daglo: Korean all-in-one AI notetaker by Action Power that records, transcribes, and summarizes meetings and lectures, with strong Korean recognition and post-recording tools. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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. Daisy: Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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. Deepting: Real-time AI transcription and meeting summary app for meetings, interviews, and lectures across mobile and web. Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. DepoDash: Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers. Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Deposely: AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. Descript: Video/podcast editor with transcription and meeting recording Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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. Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
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. Dicte: Privacy-focused AI meeting assistant that records, transcribes, and summarizes meetings and voice notes on mobile and desktop. This comparison weighs them on pricing, features, and everyday workflow fit.