Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. 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 Dialpad when equipping inside sales reps with a dialer plus live ai coaching matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Dialpad is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Dialpad | Pulse360 |
|---|---|---|
| Core capability | Real-time call and video transcription with sentiment detection | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | AI Live Coach and Real-Time Assist cards during calls | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | AI Playbooks that track methodology questions live | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Automatic post-call summaries | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | CRM integrations with Salesforce, HubSpot, and Zoho plus call logging | AI rephrasing to improve client communications |
| Best-fit workflow | Real-time call and video transcription with sentiment detection | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Dialpad
Pulse360
It depends on your workflow. Dialpad is strong for equipping inside sales reps with a dialer plus live ai coaching, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Dialpad is a free tier with paid upgrades and Pulse360 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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