Why this tool
Unlimited free recordings set it apart. CRM sync means meeting insights update your pipeline automatically without manual data entry.
Editorial summary
Decision guidance
Verified Oct 2026. Free plan: unlimited recordings, AI notes for 10 meetings. Pro $18/seat/mo (annual), $29 monthly. Business $29/seat/mo (annual), $39 monthly.
When not to use
Paid tier is needed for advanced features like cross-meeting reports. If you need those on day one, Otter or Fathom may deliver faster.
- Strongest area: UX polish
- Watch area: Integrations
Confidence
How sure are we?
High — 76/100
- Strong evidence across score areas and recent checks.
Workflow fit
Workflow placement
Capture
Capture work for Delivery & Reporting.
Deliver
Get first value in 30 min setup.
Connect
Connect with 3 integrations.
Integrations
Compatibility snapshot
CRM & Sales
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.Communication
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.
Productivity
NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.
NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.Similar tools
Explore alternatives
Fathom
83/100Effortless call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work. Generous free tier.
Otter
81/100AI meeting transcription with summaries, action items, and CRM handoff. Speaker identification and searchable conversation history across all your calls.
Fireflies
74/100AI meeting transcription with searchable conversation history, summaries, and action items. Every client call becomes a knowledge asset you can reference later.
Bricks
73/100AI-powered dashboards and reports from CSV, Excel, or PDF data. Upload data → get draft charts and narrative to refine for executives. No SQL or technical skills required.
Looker Studio
77/100Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost. Pro upgrade available at $9 per user per project per month.
AgencyAnalytics
71/100Automated client reporting with white-label options. Set up once, reports ship on schedule. Your clients see your brand, not the tool.
Guides
Featured in guides
AI Meeting & Workshop Stack for Consultants
Capture every meeting insight and turn workshops into structured deliverables with the right AI transcription and note-taking stack.
Building a Client Reporting WorkflowTurn meetings into decision-ready client updates by connecting call capture, action tracking, and KPI reporting.
Guides
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