Clari Copilot and Trellus 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. 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.
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist Clari Copilot when real-time sales call coaching 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.
Clari Copilot 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.
Real-time, in-call AI coaching and adaptive guidance
Standout feature
Real-time battlecards and cues
Parallel dialer with multiple simultaneous lines
Team usage
AI summaries and action items
Automated voicemail drops and number-health monitoring
Integrations
Deal and pipeline insights
AI voice agents for practice roleplay and inbound qualification
Languages & capture
CRM integrations
Call analytics and performance scoring
Best-fit workflow
Recording and transcription
Chrome extension that layers onto Salesloft, Outreach, and HubSpot
Best for
Clari Copilot
Choose Clari Copilot if you need real-time sales call coaching — strengths include strong real-time call assistance.
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.
Pros & cons
Clari Copilot
+ Strong real-time call assistance
+ Ties conversations to pipeline and forecasting
- Enterprise/sales-focused, not general notes
Trellus
+ Adds live coaching and dialing without replacing existing tools
+ Lightweight browser-extension deployment
- Focused on outbound calling rather than full meeting capture
FAQ
Is Clari Copilot or Trellus better for AI meeting notes?
It depends on your workflow. Clari Copilot is strong for real-time sales call coaching, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
How do Clari Copilot and Trellus compare on price?
Clari Copilot 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.
Can I use both Clari Copilot and Trellus?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.