Dialpad: AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Run both through a week of actual calls to see which suits your workflow.
AI-powered communications platform with a sales dialer that provides real-time transcription, live coaching cards, and post-call summaries.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
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
Dialpad 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 | Dialpad | Upheal |
|---|---|---|
| Core capability | Real-time call and video transcription with sentiment detection | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | AI Live Coach and Real-Time Assist cards during calls | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | AI Playbooks that track methodology questions live | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Automatic post-call summaries | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | CRM integrations with Salesforce, HubSpot, and Zoho plus call logging | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Real-time call and video transcription with sentiment detection | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
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.
Dialpad
Upheal
It depends on your workflow. Dialpad is strong for equipping inside sales reps with a dialer plus live ai coaching, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Dialpad 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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