Clari Copilot and Salesfinity are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Clari Copilot: Conversation-intelligence tool (formerly Wingman) that records sales calls and provides real-time cues and deal insights. Salesfinity: AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, and real-time 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 Clari Copilot when real-time sales call coaching matters most, and Salesfinity when sdr teams running high-volume outbound cold-calling campaigns matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Clari Copilot is a free tier with paid upgrades (freemium); Salesfinity is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
AI parallel dialer that connects reps only to live human answers
Standout feature
Real-time battlecards and cues
Automatic objection tagging and objection-trend tracking
Team usage
AI summaries and action items
Call recording and call analysis for coaching
Integrations
Deal and pipeline insights
Real-time suggested responses and pitch tips during calls
Languages & capture
CRM integrations
Collaborative Salesfloor for team dialing and mentoring
Best-fit workflow
Recording and transcription
Waterfall data enrichment to replace bad phone numbers
Best for
Clari Copilot
Choose Clari Copilot if you need real-time sales call coaching — strengths include strong real-time call assistance.
Salesfinity
Choose Salesfinity if you need sdr teams running high-volume outbound cold-calling campaigns — strengths include purpose-built for high-volume outbound sdr and ae workflows.
Pros & cons
Clari Copilot
+ Strong real-time call assistance
+ Ties conversations to pipeline and forecasting
- Enterprise/sales-focused, not general notes
Salesfinity
+ Purpose-built for high-volume outbound SDR and AE workflows
+ Combines dialing with coaching features like objection tagging in one tool
- Focused on outbound sales calling rather than general meeting capture
FAQ
Is Clari Copilot or Salesfinity better for AI meeting notes?
It depends on your workflow. Clari Copilot is strong for real-time sales call coaching, while Salesfinity is strong for sdr teams running high-volume outbound cold-calling campaigns. Both transcribe and summarize meetings.
How do Clari Copilot and Salesfinity compare on price?
Clari Copilot is a free tier with paid upgrades and Salesfinity 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 Clari Copilot and Salesfinity?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.