HubSpot Meeting Notetaker and Terret are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. HubSpot Meeting Notetaker: HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist HubSpot Meeting Notetaker when automatically logging sales call recordings and summaries to hubspot deals matters most, and Terret when analyzing recorded sales calls to inform forecasting and deal-health scoring matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM.
Auto-joins meetings on Google Meet, Microsoft Teams, and ZoomAutomatic language detection for transcriptionCreates a call object logged to the relevant CRM contact, company, or deal
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
AI-generated sales playbooks based on top-performer behaviorAutomatic CRM field population and follow-up action generationConversation intelligence that records and analyzes sales calls at scale
HubSpot Meeting Notetaker is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Auto-joins meetings on Google Meet, Microsoft Teams, and Zoom
Conversation intelligence that records and analyzes sales calls at scale
Standout feature
Video recording, transcript, and AI summary of each call
Native integration of call insights with AI forecasting and deal scoring
Team usage
Automatic language detection for transcription
Automatic CRM field population and follow-up action generation
Integrations
Suggested next steps after the meeting
AI-generated sales playbooks based on top-performer behavior
Languages & capture
Creates a call object logged to the relevant CRM contact, company, or deal
Real-time pre-call briefs delivered via Slack
Best-fit workflow
Joins meetings booked through connected calendars and scheduling pages
Deal-risk detection, product-gap analysis, and expansion-signal surfacing
Best for
HubSpot Meeting Notetaker
Choose HubSpot Meeting Notetaker if you need automatically logging sales call recordings and summaries to hubspot deals — strengths include logs recordings, transcripts, and summaries straight onto crm records.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
Pros & cons
HubSpot Meeting Notetaker
+ Logs recordings, transcripts, and summaries straight onto CRM records
+ No separate tool needed for HubSpot customers
- Eligibility rules require meetings to be stored in HubSpot with an external contact
Terret
+ Conversation intelligence is tightly coupled to forecasting and pipeline analytics
+ Automates CRM updates and methodology-field population to reduce admin work
- Oriented toward mid-market and enterprise revenue teams rather than small teams
FAQ
Is HubSpot Meeting Notetaker or Terret better for AI meeting notes?
It depends on your workflow. HubSpot Meeting Notetaker is strong for automatically logging sales call recordings and summaries to hubspot deals, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
How do HubSpot Meeting Notetaker and Terret compare on price?
HubSpot Meeting Notetaker is a free tier with paid upgrades and Terret is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Can I use both HubSpot Meeting Notetaker and Terret?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.