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. RocketPhone.ai: Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Convo when sales reps wanting live prompts and objection handling during prospect calls matters most, and RocketPhone.ai when surfacing buying signals and recommended next steps for aes 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.
Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data.
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
RocketPhone.ai is a conversation intelligence platform built specifically for Salesforce, designed to capture customer conversations across voice, video, mobile, and in-person channels and turn them into structured data inside the CRM. It automatically records and transcribes conversations, then applies AI to generate summaries, sentiment analysis, and topic extraction, syncing the results into Salesforce so reps spend less time on manual call logging. The platform offers live AI assistance during calls, deal-signal detection with next-step recommendations, and compliance monitoring with QA alerts. A distinguishing feature is RocketCell, a business mobile network that lets the platform log and analyze mobile calls, extending conversation intelligence beyond desk-based and web-meeting calls to field and mobile-heavy teams. RocketPhone is a certified Salesforce ISV available on the AppExchange and emphasizes reliability and compliance, including GDPR and FCA. It primarily serves sales leaders and reps who want buying signals and reduced admin work, and is also applied by customer service, field, and marketing teams. For SDR and AE teams standardized on Salesforce, it provides conversation capture and intelligence tightly embedded in their existing CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Convo is a free tier with paid upgrades (freemium); RocketPhone.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Convo | RocketPhone.ai |
|---|---|---|
| Core capability | Bot-free local audio capture from the desktop (macOS and Windows) | Automatic capture and transcription of voice, video, mobile, and in-person calls |
| Standout feature | Real-time on-screen suggestions and talking points during calls | AI summaries, sentiment analysis, and topic extraction synced to Salesforce |
| Team usage | Automatic transcription with post-call structured summaries and action items | Mobile call logging via the RocketCell business mobile network |
| Integrations | Follow-up email drafting and searchable meeting history | Live AI assistance during calls |
| Languages & capture | Works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles | Deal-signal detection with next-step recommendations |
| Best-fit workflow | Marketplace-style integrations to Slack, Notion, HubSpot, and Salesforce plus Zapier, Make, IFTTT, Power Automate, and a public API | Compliance monitoring and QA alerts |
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.
RocketPhone.ai
Choose RocketPhone.ai if you need capturing sales conversations directly into salesforce — strengths include deep native integration with salesforce as a certified isv.
Convo
RocketPhone.ai
It depends on your workflow. Convo is strong for sales reps wanting live prompts and objection handling during prospect calls, while RocketPhone.ai is strong for capturing sales conversations directly into salesforce. Both transcribe and summarize meetings.
Convo is a free tier with paid upgrades and RocketPhone.ai 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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