Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Demodesk when automating note-taking, follow-ups, and crm updates after sales meetings matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Demodesk is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Demodesk | Upheal |
|---|---|---|
| Core capability | Records and transcribes meetings across Teams, Google Meet, and Zoom | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Mobile capture of phone calls and in-person conversations | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | AI Coach with scorecards for BANT, MEDDIC, and SPICED | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Automated summaries, follow-up drafts, and CRM field updates | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Pipeline, sentiment, and go-to-market analytics | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Workflow automation for deal management and escalations | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Demodesk
Upheal
It depends on your workflow. Demodesk is strong for automating note-taking, follow-ups, and crm updates after sales meetings, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Demodesk is a free tier with paid upgrades and Upheal 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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