Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dialpad when equipping inside sales reps with a dialer plus live ai coaching matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Dialpad is an AI-powered communications platform that combines voice, video, and messaging, with a sales dialer and conversation intelligence layer aimed at outbound and inside sales teams. Its core function for sales is to power calls through the dialer while Dialpad AI transcribes conversations in real time, detects sentiment, and automatically generates post-call summaries. During live calls, the platform surfaces Real-Time Assist cards and AI Live Coach cards that pop up helpful notes, such as competitor talking points or objection-handling guidance, when relevant topics come up. Its AI Playbooks feature uses speech recognition and generative AI to lay out the questions reps should ask for a given sales methodology and marks them off as they are covered. Beyond individual calls, Dialpad helps teams identify keywords and topics prospects raise, track what is said about competitors, and find coaching opportunities across recorded conversations. The dialer includes productivity features like voicemail drop and automatic call logging, and it integrates with CRMs including Salesforce, HubSpot, and Zoho so activity is captured automatically. Dialpad is suited to sales teams that want a dialer and conversation intelligence built into the same phone system. 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
Dialpad 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 | Dialpad | Mili |
|---|---|---|
| Core capability | Real-time call and video transcription with sentiment detection | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | AI Live Coach and Real-Time Assist cards during calls | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI Playbooks that track methodology questions live | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Automatic post-call summaries | Custom note and action-item formats for advisory workflows |
| Languages & capture | CRM integrations with Salesforce, HubSpot, and Zoho plus call logging | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Real-time call and video transcription with sentiment detection | Additional agents for scheduling, onboarding, prospecting, and compliance |
Dialpad
Choose Dialpad if you need equipping inside sales reps with a dialer plus live ai coaching — strengths include dialer and conversation intelligence built into one platform.
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.
Dialpad
Mili
It depends on your workflow. Dialpad is strong for equipping inside sales reps with a dialer plus live ai coaching, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Dialpad 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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