Pulse360 and Sam (HeySam) are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Sam (HeySam): Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack. 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 Pulse360 when capturing client meeting notes and turning them into annual summary documents matters most, and Sam (HeySam) when supporting reps with real-time technical answers during sales calls matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
AI note organization that keeps notes searchable and separate from the CRMAI rephrasing to improve client communicationsCRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica
Multi-agent AI sales copilot that joins calls, records and analyzes meetings, and assists sales engineers in Slack.
AI RFP Copilot that completes RFPs in Google Sheets from call dataAI Sales Engineer that answers technical questions in real time on SlackCall summaries, video recaps, and CRM updates delivered to Slack
Pulse360 is a free tier with paid upgrades (freemium); Sam (HeySam) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Flexible meeting capture via recording, dictation, typing, or handwriting
Joins and records calls on Zoom, Teams, and Google Meet
Standout feature
Meeting capture integration with Zoom, Microsoft Teams, and Google Meet
AI Sales Engineer that answers technical questions in real time on Slack
Team usage
AI note organization that keeps notes searchable and separate from the CRM
Call summaries, video recaps, and CRM updates delivered to Slack
Integrations
Template builder for annual summaries, prep notes, and review documents
AI RFP Copilot that completes RFPs in Google Sheets from call data
Languages & capture
AI rephrasing to improve client communications
Sizzle Reel short video summaries for follow-ups
Best-fit workflow
CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica
Customer-facing Ask AI bot for documentation and communities
Best for
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.
Sam (HeySam)
Choose Sam (HeySam) if you need supporting reps with real-time technical answers during sales calls — strengths include surfaces sales-engineering expertise on calls without a human se on every meeting.
Pros & cons
Pulse360
+ Combines note capture with professional client deliverable creation
+ Flexible input options including dictation and handwriting
- Tailored to financial advisors rather than general professional use
Sam (HeySam)
+ Surfaces sales-engineering expertise on calls without a human SE on every meeting
+ Deep native Slack integration suits Slack-centric go-to-market teams
- Slack-centric workflow may not fit teams that do not standardize on Slack
FAQ
Is Pulse360 or Sam (HeySam) better for AI meeting notes?
It depends on your workflow. Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents, while Sam (HeySam) is strong for supporting reps with real-time technical answers during sales calls. Both transcribe and summarize meetings.
How do Pulse360 and Sam (HeySam) compare on price?
Pulse360 is a free tier with paid upgrades and Sam (HeySam) 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 Pulse360 and Sam (HeySam)?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.