Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Eleveo when recording and transcribing customer service and sales calls at scale matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Try them side by side on real calls before deciding — needs vary by team.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
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
Eleveo is custom pricing (contact sales); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Eleveo | Pulse360 |
|---|---|---|
| Core capability | AI speech analytics with continuous speech-to-text transcription | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Omnichannel media capture (voice, video, and screen recording) | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Automated call summaries with highlights, topics, and next steps | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Sentiment detection and conversation categorization across interactions | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Workforce management with AI forecasting and agent scheduling | AI rephrasing to improve client communications |
| Best-fit workflow | Compliance tooling for GDPR, PCI-DSS, and TCPA | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
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.
Eleveo
Pulse360
It depends on your workflow. Eleveo is strong for recording and transcribing customer service and sales calls at scale, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Eleveo is custom pricing and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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