Pulse360 and Trellus 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. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. 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 Trellus when coaching reps in real time during outbound 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.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
Pulse360 is a free tier with paid upgrades (freemium); Trellus is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Pulse360 | Trellus |
|---|---|---|
| Core capability | Flexible meeting capture via recording, dictation, typing, or handwriting | Real-time, in-call AI coaching and adaptive guidance |
| Standout feature | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet | Parallel dialer with multiple simultaneous lines |
| Team usage | AI note organization that keeps notes searchable and separate from the CRM | Automated voicemail drops and number-health monitoring |
| Integrations | Template builder for annual summaries, prep notes, and review documents | AI voice agents for practice roleplay and inbound qualification |
| Languages & capture | AI rephrasing to improve client communications | Call analytics and performance scoring |
| Best-fit workflow | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica | Chrome extension that layers onto Salesloft, Outreach, and HubSpot |
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.
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
Pulse360
Trellus
It depends on your workflow. Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
Pulse360 is a free tier with paid upgrades and Trellus 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.