Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Demodesk when automating note-taking, follow-ups, and crm updates after sales meetings matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Demodesk is an AI sales platform that turns sales conversations into recorded, transcribed, and analyzed data for revenue teams. It captures meetings through integrations with Microsoft Teams, Google Meet, and Zoom, and offers a mobile app that records offline meetings, phone calls, and in-person conversations. After each call, its AI assistant produces transcripts (supporting many languages), summaries, and personalized follow-up drafts, and can fill CRM fields automatically. A dedicated AI Coach scores calls against custom or pre-built scorecards based on methodologies such as BANT, MEDDIC, and SPICED, delivering feedback, deal insights, and performance dashboards so managers can scale coaching without manually reviewing every recording. The platform also surfaces analytics on pipeline health, customer sentiment, product feedback, and go-to-market trends, and includes workflow automation for deal management and escalations. Demodesk integrates with CRMs including HubSpot, Salesforce, and Pipedrive plus calendars and dialers. It is built for sales reps, sales managers, revenue leaders, RevOps, customer success, and product and marketing teams who want coaching and automation around live sales meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Demodesk is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Demodesk | FinMate AI |
|---|---|---|
| Core capability | Records and transcribes meetings across Teams, Google Meet, and Zoom | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Mobile capture of phone calls and in-person conversations | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI Coach with scorecards for BANT, MEDDIC, and SPICED | Recording and transcription of phone calls and in-person meetings |
| Integrations | Automated summaries, follow-up drafts, and CRM field updates | Mobile app for capturing in-person meetings |
| Languages & capture | Pipeline, sentiment, and go-to-market analytics | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Workflow automation for deal management and escalations | Client mood and sentiment insights |
Demodesk
Choose Demodesk if you need automating note-taking, follow-ups, and crm updates after sales meetings — strengths include covers live virtual meetings plus offline and in-person calls via mobile.
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Demodesk
FinMate AI
It depends on your workflow. Demodesk is strong for automating note-taking, follow-ups, and crm updates after sales meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Demodesk is a free tier with paid upgrades and FinMate 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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