The average seller spends just 40% of their time actually selling, and 46% of Gen Z sellers say they rarely get feedback on their sales conversations. Those two numbers come from Salesforce's State of Sales report (February 2026, 4,050 sales professionals across 22 countries). Together they describe the problem sales call recording software exists to solve: the calls are happening, but almost nothing from them gets captured, reviewed, or used to coach reps. Sales managers can't coach what they can't hear.
We spend a lot of time inside this category, including a fair amount of time losing deals to the tools below. This list is our read of the 13 sales call recording tools worth a serious look in 2026, whether you're a two-rep startup or a 300-seat SaaS sales team. We compared each one on the same five criteria: recording coverage, transcript quality, what the AI does after the call ends, how deeply it writes to your CRM, and what it costs.
If you only want the shortlist, the comparison table is right below the criteria. If you want the reasoning, keep reading. We've also added the consent rules for recording calls, a short guide to recording phone versus video calls, and the mistakes we see teams make in their first 90 days.
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How We Made This List This article is published by Cirrus Insight, which is one of the 13 tools reviewed. We put ourselves first because we're the only option on the list built specifically for Salesforce, and that's a real differentiator for Salesforce teams. Every tool, including ours, is judged on the same five criteria, and every entry lists real limitations. Pricing was checked against each vendor's own pricing page. Where a vendor publishes no price, we say so instead of guessing. No vendor paid for placement, and no affiliate links are used. |
Sales call recording software captures sales calls (phone, Zoom, Google Meet, Microsoft Teams) and stores the recording. It then turns that recording into something a rep or manager can act on: a searchable transcript, a summary, flagged objections, next steps, and in the best cases an automatic update to the CRM record.
Plain recording is table stakes now. Every business phone system and meeting platform can record a call. What separates a sales call recording platform from a plain recorder is what happens after the call ends: whether the transcript, call data, and next steps flow into the sales process or sit in a call library nobody opens. The tools below fall into four types, and knowing which type you need cuts the shortlist in half before you look at a single feature list.
We scored every tool's recording features on the same five questions. They're the questions we hear from sales leaders evaluating us, so they're the questions we asked of everyone else. Where it helped, we also read the G2 and Capterra review summaries for each tool and the vendor's own help docs.
|
Tool |
Category |
Best for |
Standout recording feature |
Starting price |
|---|---|---|---|---|
|
CRM-native |
Salesforce revenue teams |
Recording, summary and next steps written to the Salesforce opportunity automatically |
À la carte by feature; see pricing page |
|
|
CRM-native |
HubSpot CRM users |
750 transcription hours per month included in Professional |
$90/seat/mo (Professional, annual) |
|
|
Enterprise CI |
Large revenue orgs |
Deal risk and coaching analytics across every call |
Quote only (per user plus platform fee) |
|
|
Enterprise CI |
ZoomInfo data customers |
Conversation scoring with win/loss analysis |
Quote only |
|
|
Enterprise CI |
Forecast-driven teams (formerly Clari Copilot) |
Real-time battlecards triggered by keywords |
Quote only |
|
|
Enterprise CI |
Teams selling on Zoom |
Sales Assist real-time guidance on Zoom, Teams and Meet |
$66/user/mo (Essentials, annual) |
|
|
AI note taker |
SMB and mid-market sales and CS |
Live battlecards and AI call scoring at note-taker prices |
$19/user/mo (Startup, annual) |
|
|
AI note taker |
Small teams that need free, unlimited recording |
Unlimited recordings and transcripts on the free plan |
Free; $15/user/mo (Team, annual) |
|
|
AI note taker |
Cross-functional teams on a budget |
Unlimited transcription plus a free plan |
Free; $10/seat/mo (Pro, annual) |
|
|
AI note taker |
European teams selling in several languages |
Live translation in 50+ languages with AI coaching |
EUR 49/user/mo |
|
|
Dialer platform |
SDR-heavy outbound teams |
Live battlecards and talk tracks inside the Outreach dialer |
Quote only |
|
|
Dialer platform |
Phone-first inside sales |
Real-time transcription with Real-Time Assist cards |
$39/user/mo (Essentials, annual) |
|
|
Dialer platform |
Inbound phone leads from marketing |
Call tracking with transcripts, summaries, and keyword tagging |
$50/mo (Lead Tracking); CI from $150/mo |
Category: CRM-native recording (Salesforce)
We'll start with ourselves, and with the caveat in the box above. Cirrus Insight is the only tool on this list built specifically for Salesforce: an AI-powered Revenue Workspace that helps reps prepare before the meeting, coaches them during it, and automates the CRM work after it. Meeting Capture joins from the calendar invite and streams the transcript live, and when the call ends, the recap, next steps, and suggested record updates are written to Salesforce without the rep opening a second tab.
That matters because the problem most teams are trying to fix isn't a shortage of call recordings. It's that the CRM never reflects what was said on them. Salesforce's own data puts sellers at 40% of their time selling, and manual logging is a big slice of the other 60%. If your reps already live in Gmail or Outlook with the Salesforce sidebar, recording becomes one more thing that syncs on its own, alongside email and calendar.
Where we lose to Gong or Chorus: cross-team sales analytics. If you want talk-ratio benchmarks across 400 reps and deal-risk scoring across the whole pipeline, the enterprise platforms below go deeper. Where we lose to Fathom or Fireflies: price on a two-person team that only needs transcripts.
Key features
Pros
Cons
Pricing: Cirrus Insight is priced à la carte: you pay per user only for the features each team needs, with no editions or forced bundles. 14-day free trial, no credit card. See the pricing page for current pricing.
Best for: Salesforce-driven revenue teams that want call recording plus automatic CRM updates, not a separate analytics platform.
Category: CRM-native recording (HubSpot)
HubSpot is the other CRM-native option, and for HubSpot teams the logic is the same as ours for Salesforce. The recording, transcript, and call summary already live on the contact record, so nothing has to be pushed anywhere. Calling, recording, and call analytics are bundled into Sales Hub Professional and Enterprise.
Starter doesn't include recording or transcription. Professional includes 750 hours of transcription per account per month and 3,000 calling minutes; Enterprise raises those to 1,500 hours and 12,000 minutes and adds tracked terms for keyword monitoring. HubSpot's own Sales Hub pricing page lists all of it, which we appreciate after chasing quotes from half the vendors on this list.
If you're weighing HubSpot against a dedicated recorder like Avoma or Fireflies, the honest trade is depth for convenience. HubSpot's coaching analytics are lighter, but you skip an integration and a second login.
Key features
Pros
Cons
Pricing: Sales Hub Professional $90/seat/month billed annually ($100 monthly) plus $1,500 onboarding; Enterprise $150/seat/month.
Best for: Teams already running HubSpot CRM that want recording, transcripts and basic coaching without adding a vendor.
Category: Enterprise conversation intelligence
Gong is the tool most buyers name first, and for large revenue teams it earns that. It records every call across phone, video, and email, and its conversation analytics layer (talk ratios, objection and competitor tracking, deal risk, coaching dashboards) is the deepest on this list. Sales managers use it to coach reps against a defined sales methodology rather than against gut feel. Gong now markets itself as a Revenue AI Operating System, with Gong Agents that draft follow-ups and correct pipeline data, and an enablement product added in February 2026.
The trade-offs are cost and weight. Gong doesn't publish pricing; licenses are per user plus a platform fee. The old rule of thumb of roughly $1,200 to $1,600 per user per year is still what buyers report. We couldn't verify it on Gong's site, so treat it as a range, not a quote. Onboarding is measured in weeks. And Gong connects to one CRM at a time, so multi-CRM orgs need to pick.
If you're comparing Gong with Chorus specifically, we wrote a separate Gong vs Chorus breakdown.
Key features
Pros
Cons
Pricing: Quote only. Per-user licenses plus a platform fee based on user count.
Best for: Enterprise sales organizations that will use the analytics, not just the recordings.
Category: Enterprise conversation intelligence
Chorus records and transcribes calls, scores conversations, and runs win/loss analysis, and its real edge is the data it sits next to. If your team already buys ZoomInfo for contact and intent data, Chorus connects call recordings and call logs to that same account view. A competitor mention on a call shows up next to the account's technographics and buying signals.
On recording features alone, Chorus and Gong are closer than either vendor admits. Where they differ is ecosystem: Gong is building an operating system around its own data; Chorus is one product inside ZoomInfo's go-to-market platform. Pricing is quote-only for both.
Reviewers on SelectHub and G2 flag occasional missed recordings and misattributed speakers in transcripts, which is worth testing on your own calls during a trial.
Key features
Pros
Cons
Pricing: Quote only. Sold through ZoomInfo; a general ZoomInfo trial exists but no Chorus-specific free plan.
Best for: Data-driven enterprise teams that already run on ZoomInfo.
Category: Enterprise conversation intelligence
This entry needs a correction from the last version of this list. Clari and Salesloft announced a merger in August 2025 and completed it on 3 December 2025. Clari Copilot (itself the old Wingman) now sits inside the combined Clari + Salesloft platform, which sells its conversation intelligence as Salesloft Conversation Intelligence alongside Clari Forecast. The login still goes to copilot.clari.com, which tells you how recent the change is.
The recording itself does what you'd expect: every call captured, transcribed, and analyzed, with Smart Summary, automatic call scoring, and objection tracking. The distinctive piece is real-time battlecards triggered by keywords during the call, and the connection to Clari's forecasting so conversation signals feed deal health and forecast risk.
The catch is the same as before the merger. Pricing is quote-only; there's no free trial, and the value depends on adopting the wider Salesloft and Clari stack. If you already run Salesloft Cadence, this is the obvious recording layer. If you don't, it's a bigger decision than a recorder.
Key features
Pros
Cons
Pricing: Quote-only. See Salesloft pricing.
Best for: Revenue teams that want call recording and forecast risk in the same system, especially existing Salesloft or Clari customers.
Category: Enterprise conversation intelligence
Zoom Revenue Accelerator (ZRA) is Zoom's sales analytics product, and it's the natural answer to a question we get constantly: 'Isn't Zoom's built-in recording enough?' Zoom cloud recording gives you a video file and a transcript. ZRA adds what a sales manager actually wants from that recording: smart chapters, indicators for tracked phrases like pricing and competitor names, talk-listen and patience metrics, and deal insights that combine CRM data with meeting metrics.
The July 2026 release changed the buying picture. Zoom announced an Essentials tier at $66 per user per month billed annually, with Premium from $99.99, which puts a published price on a product that used to be quote-only. Essentials gives access to the new AI features, including Sales Assist real-time guidance, on a consumption basis, while Premium includes unlimited Sales Assist, so heavy users will land on Premium quickly.
It records Zoom, Microsoft Teams, and Google Meet calls and integrates with Salesforce, HubSpot, Outreach, and Gainsight. The G2 review count is small, and the recurring complaints are integration gaps with smaller CRMs and price. We covered the broader Zoom picture in Zoom conversation intelligence explained.
Key features
Pros
Cons
Pricing: Essentials $66/user/month billed annually; Premium from $99.99/user/month billed annually.
Best for: Sales teams that run most meetings on Zoom and want call analytics without a separate recording bot.
Category: AI meeting note taker with sales coaching
Avoma is the tool we'd point a 15-to-150-person sales team at if they asked for 'Gong, but at a price we can approve without a board deck.' It records and transcribes in 75+ languages and produces summaries with Smart Chapters. Then it adds the sales-specific pieces note takers usually skip: live battlecards during the call, AI call scoring, topic tracking, and objection tagging. It's the tool most SaaS sales teams in the 20-to-100-rep range end up shortlisting.
Pricing is published and layered. The Startup plan is $19 per user per month billed annually, the Organization plan is $24, and Enterprise is $39 with a 10-seat minimum. The coaching layer (Avoma calls it Conversation Intelligence) is a separate add-on at $29 per seat per month billed annually, so the 'real' price for coaching features is higher than the headline. Viewers are free, which helps when managers only need to review calls.
The Startup plan caps at 25 seats and includes only limited conversation intelligence, and G2 reviewers mention the note taker occasionally failing to join a call. Both are worth testing in the 14-day trial. Compared with Fireflies and Fathom, Avoma costs more and does noticeably more for a sales team, including sales enablement basics like coaching playlists.
Key features
Pros
Cons
Pricing: Startup $19/user/month annually ($29 monthly); Organization $24; Enterprise $39 (10-seat minimum). Conversation Intelligence add-on $29/seat/month annually.
Best for: SMB and mid-market sales and customer success teams that want coaching features without enterprise pricing.
Category: AI meeting note taker
Fathom has the most generous free plan on this list: unlimited recording and unlimited transcripts, forever, with instant AI summaries of the entire call. For a founder-led sales team or a two-rep startup that just needs every discovery call captured and summarized, it's hard to justify paying anyone else until the coaching question comes up.
That question comes up fast. Fathom's G2 profile is enormous (7,000+ reviews at a 5.0 average), and the most common criticism in it is exactly what you'd expect from a general-purpose note taker: not enough sales-specific features. There's no objection tracking, no call scoring, no deal risk, nothing that tells a manager which sales pitches are working. The paid tiers (Premium $16, Team $15, Business $25 per user per month, billed annually) expand Ask Fathom, and the Team and Business plans add HubSpot and Salesforce sync. That's where it starts to work as a sales call recording tool rather than a personal one.
One thing to watch: Superhuman announced the acquisition of Fathom on 14 September 2026. Nothing has changed for customers as of this writing, and no shutdown has been announced, but check the roadmap before you standardize a team on it.
Key features
Pros
Cons
Pricing: Free plan. Premium $16/user/month annual ($20 monthly); Team $15/user/month annual for 2+ users; Business $25/user/month annual.
Best for: Small teams that need unlimited free recording and summaries and can live without coaching analytics for now.
Category: AI meeting note taker
Fireflies is the note taker that spread beyond sales. Marketing, product, and customer success teams use it too, which is why it's often already in the building when a sales leader goes looking for a recorder. The free plan includes 400 minutes of storage per team and limited summaries; the Pro plan at $10 per seat per month (annual) removes the storage cap and unlocks full AI summaries, and Business at $19 adds the analytics layer.
For sales specifically, Fireflies covers the basics well: keyword tracking, action items, searchable transcripts, and sync to HubSpot and Salesforce. It doesn't attempt call scoring, deal risk, or coaching dashboards. G2 reviewers most often flag inaccurate action items and summaries that include too much detail, which matches our experience of general-purpose note takers: great at capturing every recording, less good at deciding what mattered.
If Fathom's free plan is the answer for a two-person team, Fireflies is the answer for a 40-person company where sales is one of four departments that want recordings.
Key features
Pros
Cons
Pricing: Free plan. Pro $10/seat/month annual ($18 monthly); Business $19/seat/month annual ($29 monthly); Enterprise $39/seat/month annual.
Best for: Cross-functional teams that want one affordable recorder for the whole company.
Category: AI meeting note taker with sales coaching
Kickscale is an Austrian call recording and coaching tool that most US buyers haven't heard of. It stays on this list for one reason the bigger names can't match: live translation across 50+ languages, with AI coaching on every call. For a European sales team selling in German, French, Italian and English in the same week, that's the difference between coaching every call and coaching the English ones.
It joins Google Meet, Teams and Zoom calls, writes AI notes and action items, and scores calls against a coaching framework. Pricing is published in euros: Assistant & Coach at EUR 49 per user per month, Revenue Intelligence at EUR 89 with a 10-seat minimum, and a 14-day trial that includes 50 free meetings. CRM coverage is wider than you'd expect for a small vendor: HubSpot, Salesforce, Zoho, Dynamics and Pipedrive.
The limitations are those of a smaller company. The entry tier has no API, webhooks or SSO, the G2 review base is under 50, and reviewers mention translation quality dipping in French and Italian. It's a strong fit for a specific team and a hard sell for a US enterprise procurement desk.
Key features
Pros
Cons
Pricing: Assistant & Coach EUR 49/user/month; Revenue Intelligence EUR 89/user/month (10-seat minimum); Enterprise custom (30-seat minimum). 14-day trial.
Best for: European sales teams that sell across languages and want coaching on every call.
Category: Dialer platform with recording and real-time coaching
Kaia is the recording and coaching layer inside Outreach (which moved to outreach.ai in April 2026 with the launch of its Omni release). If your SDRs already dial and sequence from Outreach, Kaia records those calls, transcribes in real time, and surfaces live battlecards and talk tracks while the rep is still on the phone. That in-call layer is what the post-call analytics tools can't do, and it's why Kaia is the right pick for onboarding a class of new sales reps on a script they haven't internalized yet.
Post-call, Kaia produces summaries and action items, tracks topics and sentiment, and can update CRM fields. Outreach doesn't publish pricing, sells annual contracts only, and offers no free trial. G2 reviewers of the wider Outreach platform mention HubSpot sync failures, and a few describe Kaia's in-meeting assistance as rarely useful, which suggests the value is concentrated in high-volume phone selling rather than long discovery meetings.
As a standalone sales call recording tool, it doesn't make sense; as the recorder for a team already living in Outreach, it's the default.
Key features
Pros
Cons
Pricing: Quote only. See Outreach pricing.
Best for: Outbound teams already on Outreach that want live call guidance for SDRs.
Category: Business phone system with AI recording and coaching
Most of this list assumes your sales calls happen in a video meeting. Dialpad Sell is for the teams where they don't. It's a business phone system with the AI built in. The call is recorded automatically, AI transcribes it live, Real-Time Assist cards pop up when a tracked phrase comes up, and AI Recaps summarize the call the moment it ends. For an inside sales floor doing 60 dials a day, that's a better fit than any meeting bot.
Dialpad publishes pricing for the Sell product: Essentials at $39 per user per month billed annually ($49 monthly), Advanced at $95, and Premium at $150, with a 14-day trial. CRM integrations cover Salesforce, HubSpot, Zoho, and Microsoft Dynamics. We'd confirm in the trial which recording controls (automatic versus on-demand, retention rules) sit on which tier, because the pricing page doesn't itemize them clearly.
The recurring complaint in Dialpad reviews is call quality on poor networks, which is a VoIP problem rather than a Dialpad problem, but it's a real one if your reps work from home on shared Wi-Fi. Compared with CallRail below, Dialpad is the outbound phone tool; CallRail is the inbound one.
Key features
Pros
Cons
Pricing: Sell Essentials $39/user/month annual ($49 monthly); Advanced $95; Premium $150. 14-day trial.
Best for: Inside sales teams that sell by phone and want recording, live transcription, and coaching in the dialer.
Category: Call tracking platform with conversation intelligence
CallRail is a marketing tool first. It assigns tracking numbers to campaigns so you know which ad or landing page produced a phone call, and it records those calls. That makes it the odd one out on this list. It stays because a lot of sales teams in home services, legal, healthcare, and local B2B get most of their pipeline from inbound phone calls that no meeting bot will ever see.
The analytics layer (CallRail calls it Conversation Intelligence) adds summaries, sentiment, keyword analysis, auto-tagging, and call coaching on top of the recordings. It's bundled into the Lead Conversion plan at $150 per month and above rather than sold as a separate add-on, and the base Lead Tracking plan at $50 per month includes 5 numbers and 250 minutes. Overages add up, which is the most common G2 complaint.
If your sales motion is outbound or meeting-based, skip this one. If your reps answer the phone more than they book Zoom calls, CallRail plus a sales CRM is a legitimate call recording system.
Key features
Pros
Cons
Pricing: Lead Tracking $50/month (5 numbers, 250 minutes); Lead Conversion with Conversation Intelligence from $150/month. Yearly plans save up to 10%.
Best for: Marketing-led teams whose sales calls arrive as inbound phone leads.
Which tool you need depends on where the call happens, and most teams run more than one kind. Here's how to record your sales calls in each case, and where the insights from call recordings should end up.
Phone and dialer calls. If reps sell from a business phone system or a dialer (Dialpad, Outreach, CallRail), the recorder is a setting inside that system. Turn on automatic recording for outbound and inbound calls at the admin level so nobody has to remember to press anything, and enable pause and resume so reps can skip card numbers or health details.
Video meetings. Zoom, Teams, and Google Meet all have a native record button, and all three depend on a rep pressing it. The tools on this list solve that in one of two ways: a bot that joins the call as an attendee (Cirrus Insight, Avoma, Fathom, Fireflies, Kickscale), or a native integration that records without a visible participant (Zoom Revenue Accelerator on Zoom). Everyone on the call sees a bot; not everyone notices a native recording, which is a consent consideration, not a cosmetic one.
Logging in the CRM. Wherever the audio comes from, the recording should end up on the opportunity. That's the whole point of a CRM-native tool like ours or HubSpot's, and it's why we treat CRM sync depth as a scoring criterion rather than a checkbox. If your recorder only stores files in its own library, someone has to attach call recordings to the deal by hand, and in our experience that happens for about two weeks after rollout. The essential call recording features aren't the recording ones; they're the sync ones.
Yes, in most places, provided you follow the consent rules where you and the buyer are located. This is general information, not legal advice; run your policy past counsel before you switch recording on for the whole team.
United States. Federal law and most states are one-party consent: one participant (which can be the rep) has to know the call is being recorded. The Reporters Committee for Freedom of the Press counts about 11 states with all-party consent requirements: California, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, New Hampshire, Pennsylvania, and Washington. Connecticut and Nevada are stricter for phone calls specifically. Justia's 50-state survey is the easiest place to check a specific state. Since your reps and prospects are rarely in the same state, the practical rule is to follow the strictest one and ask everyone on the call to agree.
United Kingdom. Recording a business call that contains personal data is processing under UK GDPR, so you need a lawful basis and a clear notice. The ICO's guide to lawful basis is the reference.
European Union. The same logic applies under Article 6 of the GDPR: a lawful basis, a stated purpose, a retention limit, and a notice at the start of the call. Several EU countries treat call recording as all-party consent in practice, so the safe default across the EU is to ask.
What this looks like on a real call is one sentence at the start: 'I'm recording this so I can pay attention instead of taking notes. Is that okay with you?' Wait for the yes, and make sure the recording captures it, so the consent is on file every time a call is recorded. For dialers, use an automated notice at the start of every call.
We'll go first. The previous version of this list still called entry five Clari Copilot two months after the Salesloft merger closed, gave the legality question one FAQ sentence, and quoted prices we hadn't checked against vendor pages. That's the failure mode of every roundup that gets written once and left alone, and it's why this one now carries a check date.
Buying an enterprise analytics platform for a note-taking problem. If the actual complaint is 'reps don't log calls,' a $1,200-per-seat enterprise platform is the wrong fix. A CRM-native recorder or a note taker with CRM sync fixes it for a tenth of the cost.
Buying a note taker for a coaching problem. The reverse mistake. Fathom and Fireflies will capture every call beautifully and give a sales manager almost nothing to coach with. If your reps look like the 46% of Gen Z sellers who rarely get feedback on their conversations (Salesforce's number, not ours), the fix is call scoring and coaching dashboards that let managers coach reps at scale, not more transcripts.
Recording without a review routine. A library of 2,000 unreviewed call recordings is storage, not enablement. Pick one call per rep per week and a four-line rubric (opening, discovery questions, objection handling, next step) before you switch recording on.
Ignoring the visible bot. Half the tools here put a named attendee in the meeting. Some buyers, especially in regulated industries, will ask what it is and who can see the recording. Have the answer ready, and have the consent line ready before that.
The teams that get the most out of a recorder decided what they'd use sales call recording software for before they bought it. Match the type to the job:
There's no single best sales call recording software in 2026, and any list that tells you otherwise is selling one. The right answer depends on three things. Where do your calls happen (phone, video, or both)? What will you do with the recordings (log them, coach on them, or forecast from them)? And which CRM has to end up holding the result?
If that CRM is Salesforce, we built Cirrus Insight for you. It captures every sales call, generates AI-powered summaries, extracts next steps, and syncs everything to Salesforce automatically, so your CRM reflects what actually happened on the call rather than what someone remembered to type in later. It also handles the email and calendar sync and scheduling around the call, which is why we call it an AI-powered Revenue Workspace for Salesforce rather than a recorder: it helps reps prepare before the meeting, coaches them during it, and automates the CRM work after it. Salesforce teams can contact sales for a walkthrough or start on their own. You can try it free without a credit card.
Sales call recording software captures sales conversations on phone and video platforms, stores them, and turns them into transcripts, summaries, and CRM updates. Modern tools add AI transcription, keyword and objection tracking, coaching analytics, and CRM integration on top of the recording itself.
Recording captures and stores the call. Conversation intelligence analyzes it: transcripts with speaker labels, summaries, tracked topics, talk ratios, call scoring, and deal-risk signals. Every conversation intelligence platform records calls; not every call recorder does conversation intelligence.
Yes, with the right add-on. Salesforce's Sales Dialer can record phone calls, and Einstein Conversation Insights analyzes recordings from Sales Dialer or a connected voice or video provider. For video meetings, tools built for Salesforce such as Cirrus Insight record the meeting and write the transcript, summary, and next steps to the opportunity.
In most regions, yes, as long as you meet the consent requirement. Most US states are one-party consent; around 11, including California and Florida, require everyone on the call to agree. The UK and EU require a lawful basis and a clear notice under GDPR. The safest policy is to ask at the start of every call and keep the recorded consent.
From free (Fathom, Fireflies) to roughly $100 or more per user per month at the enterprise end. Published starting prices on this list run $10 to $19 per user for note takers, $39 to $90 for phone and CRM-native tools, and $66 to $99.99 for Zoom Revenue Accelerator. Gong, Chorus, Salesloft and Outreach sell on quote only.
Most of the tools on this list do. The difference is depth: attaching a recording link to a contact is the minimum, and writing the summary, action items, and field updates to the opportunity without rep input is what the CRM-native and enterprise tools add.
Only as long as you need them for coaching, disputes, or a regulatory requirement. A common pattern is a shorter window for coaching material and a longer one for calls with contractual weight, with a written deletion rule. Retention limits are also part of GDPR compliance for UK and EU calls.
Several tools extract next steps from the transcript and create tasks or draft follow-up emails: Cirrus Insight, Gong, Salesloft Conversation Intelligence, Avoma, and Outreach Kaia all do some version of this. Note takers like Fathom and Fireflies list action items but generally leave task creation to you or a Zapier automation.