Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly 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 Demodesk when automating note-taking, follow-ups, and crm updates after sales meetings matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm 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.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
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
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Demodesk is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Demodesk | Mili |
|---|---|---|
| Core capability | Records and transcribes meetings across Teams, Google Meet, and Zoom | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Mobile capture of phone calls and in-person conversations | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI Coach with scorecards for BANT, MEDDIC, and SPICED | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Automated summaries, follow-up drafts, and CRM field updates | Custom note and action-item formats for advisory workflows |
| Languages & capture | Pipeline, sentiment, and go-to-market analytics | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Workflow automation for deal management and escalations | Additional agents for scheduling, onboarding, prospecting, and compliance |
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.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Demodesk
Mili
It depends on your workflow. Demodesk is strong for automating note-taking, follow-ups, and crm updates after sales meetings, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Demodesk is a free tier with paid upgrades and Mili 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.
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