Efficlose: An AI meeting platform offering a bot-free Chrome extension plus desktop and web apps that transcribe, summarize, and extract action items from calls. 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 Efficlose when recording calls without a visible bot via the chrome extension matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
An AI meeting platform offering a bot-free Chrome extension plus desktop and web apps that transcribe, summarize, and extract action items from calls.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Efficlose is an AI meeting platform that captures, transcribes, and summarizes conversations through a combination of a Chrome extension, a desktop app, and a web platform. Its Chrome extension is positioned as a way to record meetings without a bot joining the call, capturing audio locally in the browser so no extra participant is announced or shown in the meeting; users can choose to capture a single tab, a specific window, or the full screen, and start or stop recording manually rather than relying on calendar triggers. For users who prefer automated joining, the desktop app and platform can connect to a calendar and send a bot to scheduled meetings on Zoom, Microsoft Teams, and Google Meet. Recordings are transcribed automatically with speaker identification, and the platform generates summaries with key decisions, next steps, and assigned action items. It also offers meeting search across past recordings and an AI assistant for querying conversations, plus integrations with business tools such as Salesforce, HubSpot, Slack, and Notion. Efficlose is aimed at teams across sales, customer success, recruiting, engineering, and project management who want flexible recording options and structured meeting outputs synced into their existing tools. 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
Efficlose 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 | Efficlose | Mili |
|---|---|---|
| Core capability | Bot-free Chrome extension that records meetings locally in the browser | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Optional bot-based auto-join via desktop app for Zoom, Teams, and Meet | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automatic transcription with speaker identification | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI summaries with key decisions, next steps, and assigned action items | Custom note and action-item formats for advisory workflows |
| Languages & capture | Meeting search and an AI assistant to query past conversations | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Integrations with Salesforce, HubSpot, Slack, and Notion | Additional agents for scheduling, onboarding, prospecting, and compliance |
Efficlose
Choose Efficlose if you need recording calls without a visible bot via the chrome extension — strengths include offers both bot-free browser recording and bot-based auto-join in one product.
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.
Efficlose
Mili
It depends on your workflow. Efficlose is strong for recording calls without a visible bot via the chrome extension, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Efficlose 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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