MaxIQ (EchoIQ) and Pulse360 are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. MaxIQ (EchoIQ): AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. 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.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist MaxIQ (EchoIQ) when capturing and summarizing sales calls and syncing insights into deal records matters most, and Pulse360 when capturing client meeting notes and turning them into annual summary documents matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI-native revenue intelligence platform whose EchoIQ module captures and analyzes sales conversations to update deal health and forecasts.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
MaxIQ (EchoIQ) 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 | MaxIQ (EchoIQ) | Pulse360 |
|---|---|---|
| Core capability | Automatic capture of conversations across meetings, calls, and emails | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Live transcription and real-time meeting assistance | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | AI NoteTaker that links conversations to deals and accounts plus AI Summarizer briefs | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | AI Coach that reviews calls against sales methodologies to surface coaching gaps | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | AI Forecaster that adjusts win probability based on call signals | AI rephrasing to improve client communications |
| Best-fit workflow | Automatic CRM updates and AI Taskmaster action-item tracking | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
MaxIQ (EchoIQ)
Choose MaxIQ (EchoIQ) if you need capturing and summarizing sales calls and syncing insights into deal records — strengths include conversation intelligence is tied directly to forecasting and deal-health models, not siloed.
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.
MaxIQ (EchoIQ)
Pulse360
It depends on your workflow. MaxIQ (EchoIQ) is strong for capturing and summarizing sales calls and syncing insights into deal records, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
MaxIQ (EchoIQ) 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.