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An all-in-one AI meeting, scheduling, and revenue intelligence platform for sales and customer-facing teams.
Pros
- Combines notetaking, scheduling, and revenue intelligence in one tool
- Free view-only/collaborator seats reduce cost
- Modular add-ons let you pay only for what you need
Cons
- Fully-equipped sales rep can reach ~$77/seat/mo with add-ons
- No permanent free plan (14-day trial only)
- Enterprise tier requires 10-seat minimum
✓ Where it shines / best for
- SMB and mid-market sales teams wanting an all-in-one stack
- Teams replacing separate scheduling and CI tools
- Customer success teams needing coaching scorecards
✕ Not the best fit for
- Individuals wanting a free personal notetaker
- Budget buyers who'd be nickel-and-dimed by add-ons
Features
- ✓ AI meeting notes and real-time transcription
- ✓ AI-generated summaries with custom topics
- ✓ CRM auto-save and free view-only seats
- ✓ Group scheduling and scheduler
- ✓ Conversation intelligence: scorecards, coaching (add-on)
- ✓ Revenue intelligence: deal risk, forecasting (add-on)
- ✓ Lead Router with routing rules (add-on)
- ✓ SSO, HIPAA, data retention controls (Enterprise)
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Startup | $19 | per recorder seat/month billed annually | $29/mo monthly; up to 25 paid seats; unlimited AI assistant, transcription, CRM auto-save |
| Organization | $29 | per recorder seat/month billed annually | $39/mo monthly; up to 100 seats; custom AI topics, group scheduling, API, CSM |
| Enterprise | $39 | per recorder seat/month | 10-seat min; SSO, HIPAA, data retention, access controls, concierge onboarding |
| Conversation Intelligence (add-on) | $29 | per seat/month billed annually | $35/mo monthly; AI coaching, auto scoring, custom scorecards |
| Revenue Intelligence (add-on) | $29 | per seat/month billed annually | $35/mo monthly; deal risk alerts, forecasting, win-loss analysis |
| Lead Router (add-on) | $19 | per seat/month billed annually | $25/mo monthly; routing rules, form qualification, handoff automation. Bundle discounts: 10% off any 2 add-ons, 15% off all 3 |
Pricing verified from the official source. Prices change often — confirm on the vendor's site before buying.
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