Pulse360 and Traq.ai 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. Traq.ai: Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM. 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 Pulse360 when capturing client meeting notes and turning them into annual summary documents matters most, and Traq.ai when documenting sales calls with summaries and action items 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.
Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM.
Pulse360 is a free tier with paid upgrades (freemium); Traq.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Pulse360 | Traq.ai |
|---|---|---|
| Core capability | Flexible meeting capture via recording, dictation, typing, or handwriting | Automatic call recording and transcription |
| Standout feature | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet | AI summaries, action items, and recommended next steps |
| Team usage | AI note organization that keeps notes searchable and separate from the CRM | Sentiment and conversation analytics |
| Integrations | Template builder for annual summaries, prep notes, and review documents | CRM integrations (HubSpot, Salesforce) and conferencing connectors (Zoom, Teams, Meet) |
| Languages & capture | AI rephrasing to improve client communications | Ask Ava AI assistant to query past conversations |
| Best-fit workflow | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica | Mobile app for in-person meeting capture |
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.
Traq.ai
Choose Traq.ai if you need documenting sales calls with summaries and action items — strengths include links call insights directly to crm prospect and deal records.
Pulse360
Traq.ai
It depends on your workflow. Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents, while Traq.ai is strong for documenting sales calls with summaries and action items. Both transcribe and summarize meetings.
Pulse360 is a free tier with paid upgrades and Traq.ai 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.