Best Conversational Intelligence Software: Compare Top 10 CI Tools in 2026

Q1: What Are the 10 Best Conversational Intelligence Tools for Sales Teams in the AI Era? [toc=Top 10 CI Tools]

The conversational intelligence market has fundamentally split into two distinct categories in 2026: legacy keyword-based platforms built before the generative AI revolution, and AI-native revenue orchestration platforms designed from the ground up to leverage large language models. This division isn't merely technological; it determines whether your sales team manually reviews dashboards for insights or receives autonomous, proactive intelligence exactly when needed.

For sales leaders evaluating CI tools, the critical question isn't "which platform records calls best?" but rather "does this platform autonomously deliver deal intelligence, or does it create another dashboard my team won't adopt?" The answer separates tools that require extensive manual intervention from agentic platforms that work in the background.

The 10 Best Conversational Intelligence Platforms:

1. Oliv AI – Generative AI-native revenue orchestration with autonomous agents
2. Gong – Market leader in traditional CI with keyword-based Smart Trackers
3. Chorus AI by ZoomInfo – Pioneer platform requiring ZoomInfo infrastructure
4. Fireflies AI – Entry-level meeting transcription and basic CI
5. Clari – Forecasting-focused platform with CI add-ons
6. Salesloft – Sales engagement platform with problematic CI module
7. Salesforce Sales Cloud – CRM with bolted-on Einstein Conversation Insights
8. HubSpot Sales Hub – Mid-market CRM with basic meeting intelligence
9. Jiminny – Sales coaching-focused CI for SMB market
10. Fathom – Free-tier meeting assistant for individual contributors

📊 Comprehensive Platform Comparison

Detailed Platform Reviews

1. Oliv AI: The Generative AI-Native Revenue Orchestration Platform ⭐⭐⭐⭐⭐[toc= 1. Oliv AI]

Oliv represents the first truly AI-native revenue orchestration platform, built from the ground up on generative AI rather than retrofitting GPT capabilities onto legacy keyword architectures. Unlike traditional CI tools that analyze individual meetings, Oliv solves for deal-level intelligence, aggregating insights across all calls, emails, and meetings to deliver unified deal health scoring, automated forecasting, and proactive engagement research.

What Oliv Does:

Oliv functions as an AI-native data platform that makes your existing CRM fully autonomous through specialized agent teams:

• Meeting Assistant Agent: Automatically records, transcribes (95%+ accuracy), and summarizes all meetings with 5-10 minute processing time
• Deal Driver Agent: Analyzes entire deal cycles (not just individual meetings) to generate MEDDIC/BANT scorecards, track qualification progression, and flag at-risk deals daily
• Forecaster Agent: Autonomously generates weekly forecast roll-ups with AI commentary on what changed, which deals show risk, and required actions, eliminating 8-10 hours of manual manager prep
• Prospector Agent: Performs deep account research, builds sales hypotheses, and writes personalized outbound messages (vs. mass prospecting tools like Salesloft)
• CRM Manager Agent: Auto-populates Salesforce/HubSpot fields, enriches records with conversation insights, maintains data hygiene without manual data entry

Key Features:

✅ Deal-Level Intelligence vs. Meeting-Level: Aggregates context across 5-15 touchpoints per deal to answer "Is this deal on track?" without reviewing multiple call summaries

✅ 5-10 Minute Processing Time: Fastest in category; transcripts and insights ready before your next meeting (vs. Gong's 20-30 min delay)

✅ 97% Join Success Rate: Proactive calendar monitoring with redundant connection protocols eliminates "bot didn't show up" failures plaguing Avoma

✅ Contextual AI Understanding: GPT-native architecture understands sales methodology frameworks (MEDDIC, SPICED, BANT) out-of-the-box without manual Smart Tracker configuration

✅ Unified Platform: Delivers CI + Forecasting + Engagement in single solution, eliminating expensive Gong + Clari stacks costing $400-500/user/month

✅ Open Data Architecture: Full CRM export with no vendor lock-in, shareable recordings requiring no prospect sign-up, spreadsheet-like RevOps interface (vs. Gong's "wonky API")

Pricing:

Modular agent-based pricing allows teams to pay only for capabilities they need. No platform fees. No implementation costs. Free training, support, and data migration from Gong.

Implementation:

1-2 days from signup to full team deployment. One-click calendar integration, automatic CRM sync, zero manual configuration for standard sales methodologies.

✅ Pros:

• Agentic Architecture: AI agents work autonomously in background vs. dashboards requiring manual review
• Cost Efficiency: 60-70% cheaper than Gong + Clari stack while delivering superior unified intelligence
• Speed: 5-10 minute processing enables same-day deal reviews and next-meeting prep
• Reliability: 97% join success eliminates "bot failure" issues
• True AI-Native: GPT-first architecture delivers contextual understanding legacy keyword trackers cannot match
• Transparent Pricing: No hidden platform fees ($5K-$50K with competitors) or forced bundling
• RevOps-Friendly: Open data export, simple integrations, no custom API coding required

❌ Cons:

• Brand Recognition: Newer platform lacks Gong's 10-year market presence (though growing rapidly among AI-forward teams)
• Enterprise Maturity: While feature-complete, lacks some niche enterprise workflows available in Gong's decade-old ecosystem
• Learning Curve for Agents: Teams accustomed to passive dashboards need to adjust to proactive agent-delivered intelligence

Use Cases:

• Startups (5-50 reps): Affordable entry into enterprise-grade CI + forecasting without $100K+ Gong minimums
• Mid-Market (50-200 reps): Replace expensive Gong + Clari stacks with unified platform at 60% cost reduction
• Enterprise (200+ reps): Deploy as AI-native data layer that makes Salesforce/HubSpot CRMs autonomous, solving "dirty data" problems blocking Agentforce deployments

Real User Feedback:

"Oliv's Meeting Assistant delivers prep notes 30 minutes before calls automatically, eliminating manual CRM review. The 5-10 minute processing time means I can review call insights before my next meeting, something impossible with Gong's 30-minute delays."
Revenue Operations Leader, Mid-Market SaaS

"We were spending $360K/year on Gong + Clari for our 75-person sales team. Oliv delivered superior deal intelligence and forecasting accuracy for $135K, freeing $225K for two additional AE hires."
VP Sales, Series B Company

"Our RevOps team was spending 15 hours weekly writing custom scripts to extract data from Gong's API and populate Salesforce. Oliv's CRM Manager eliminated that entirely. Our CRM is now automatically enriched with every conversation insight."
Director of Revenue Operations

Why Choose Oliv: Teams seeking a single, unified solution for conversation intelligence, forecasting, and engagement that works autonomously via AI agents rather than requiring manual dashboard reviews. Oliv represents the inevitable evolution from legacy "SaaS you must adopt" to agentic platforms that work for you.

2. Gong: The Pre-Generative AI Market Leader ⭐⭐⭐⭐ [toc= 2. Gong]

Gong pioneered the conversational intelligence category and remains the market leader, recognized for comprehensive call recording, extensive integrations, and strong brand presence. However, Gong's architecture predates the generative AI revolution, relying on keyword-based Smart Trackers and basic machine learning rather than contextual LLM understanding.

What It Does:

Gong records and analyzes sales calls, meetings, and emails to provide conversation insights, coaching scorecards, and basic forecasting. Its core strength lies in meeting-level analysis: transcribing calls, identifying keywords, tracking talk ratios, and flagging competitor mentions.

Key Features:

• Smart Trackers (keyword-based monitoring)
• Call recording and transcription
• Talk-time and sentiment analysis
• Deal boards and pipeline views
• Gong Forecast (add-on module)
• Gong Engage (sales engagement add-on)

Pricing:

Gong's pricing structure presents significant pain points:

• Core CI: Historically $160/user/month, now increasingly bundled
• Bundled Package (CI + Engage + Forecast): ~$250/user/month
• Platform Fees: $5,000-$50,000 depending on company size
• Implementation Costs: $30,000-$50,000 for 3-6 month rollout

"It was a big mistake on our part to commit to a two year term. Gong is a really powerful tool but it's probably the highest end option on the market, and now we're stuck with a tool that works technically but isn't the right business decision."
Iris P., Head of Marketing & Sales Partnerships, Mid-Market, G2 Verified Review

Implementation:

3-6 months requiring dedicated RevOps resources, extensive Smart Tracker configuration, user training, and integration setup. Not a quick deployment.

✅ Pros:

• Market Leadership: Strong brand recognition, extensive user community, proven at enterprise scale
• Comprehensive Library: Decade of development has built extensive call library and coaching content
• Integration Ecosystem: Deep integrations with major CRMs, dialers, and sales tools
• UI/UX Polish: Well-designed interface with intuitive navigation (noted in multiple reviews)

❌ Cons:

• Pre-Generative AI Architecture: Smart Trackers rely on keywords, missing contextual nuances and intent that LLMs capture
• Processing Delays: 20-30 minute post-call delays prevent real-time coaching and same-day deal reviews
• Weak Forecasting Module: Gong Forecast rated 4/10 by industry analysts, forcing expensive Clari add-ons
• Problematic Engage Module: Widely criticized as having "a lot of issues," built for outdated mass prospecting vs. personalized AI-era outreach
• High Total Cost: $250/user + platform fees + implementation = $500K+ annually for 100-person teams
• "Wonky API": RevOps teams report requiring custom code for data extraction, creating maintenance burden
• Prospect Friction: Shared recordings require prospects to sign up/provide email, creating unnecessary barriers

Use Cases:

• Enterprise Teams (250+ reps): Large organizations with budgets to support premium pricing and dedicated RevOps teams for maintenance
• Gong-Committed Organizations: Companies heavily invested in Gong ecosystem and resistant to platform migration

Real User Feedback:

"While Gong offers valuable insights into call data and sales interactions, our experience has been impacted by significant data access limitations. Their current solution is far from convenient; it requires downloading calls individually, which is impractical for large volumes. This lack of flexibility has required us to engage our development team at additional cost."
Neel P., Sales Operations Manager, Small-Business, G2 Verified Review

"The additional products like Forecast or Engage come at an additional cost. Would be great to see these tools rolled into the core offering."
Scott T., Director of Sales, Mid-Market, G2 Verified Review

"It can be overwhelming to set up trackers. AI training is a bit laborious to get it to do what you want."
Trafford J., Senior Director Revenue Enablement, Mid-Market, G2 Verified Review

"Since we purchased our package, the support model has changed drastically, which is infuriating."
Elspeth C., Chief Commercial Officer, Small-Business, G2 Verified Review

Why Choose Gong: Enterprises with substantial budgets prioritizing brand recognition and willing to invest in extensive implementation, stack additional tools for forecasting/engagement, and maintain dedicated RevOps resources for Smart Tracker management.

3. Chorus AI by ZoomInfo: The Stagnant Pioneer ⭐⭐⭐ [toc= 3. Chorus AI]

Chorus pioneered conversation intelligence but has failed to innovate since its 2022 acquisition by ZoomInfo, earning a reputation as a technologically obsolete platform. Chorus requires purchasing underlying ZoomInfo infrastructure, making it viable only for existing ZoomInfo customers.

What It Does:

Provides basic call recording, transcription, keyword tracking, and talk-time analytics. Chorus integrates with ZoomInfo's contact data but lacks the advanced AI capabilities found in modern platforms.

Key Features:

• Call recording and transcription
• Basic keyword tracking
• Talk-ratio metrics
• ZoomInfo data integration
• Limited coaching scorecards

Pricing:

• Add-on Cost: $40-$60/seat on top of ZoomInfo subscription (potentially $20-$30 for high-volume customers)
• Requirement: Must purchase ZoomInfo infrastructure first
• Total Cost: ZoomInfo + Chorus can reach $150-200/user/month

Implementation:

2-3 months including ZoomInfo setup and Chorus configuration. Requires existing ZoomInfo relationship.

✅ Pros:

• ZoomInfo Integration: Seamless connection to ZoomInfo contact/company data for existing customers
• Lower Add-On Cost: $40-60/seat cheaper than standalone Gong if already paying for ZoomInfo
• Familiar Interface: Straightforward UI for basic CI needs

❌ Cons:

• Zero Innovation Since 2022: Platform has stagnated post-acquisition with no meaningful feature releases
• Requires ZoomInfo Purchase: Cannot buy Chorus standalone; must commit to expensive ZoomInfo infrastructure first
• Weak Forecasting: Virtually nonexistent forecasting capabilities (rated below Salesloft)
• Limited AI Capabilities: Pre-generative AI architecture lacks contextual understanding of modern platforms

Use Cases:

• Existing ZoomInfo Customers Only: Organizations already committed to ZoomInfo ecosystem seeking basic add-on CI
• Not Recommended for New Buyers: Teams evaluating CI platforms should consider AI-native alternatives

Real User Feedback:

"Chorus has been an okay experience, will be moving to Gong next term. Used Clari before, it was awful. Not great at forecasting. We just keep playing hot potato with vendors and it can be frustrating."
Justin S., Senior Marketing Operations Specialist, Enterprise, G2 Verified Review

"Trying to find where I could import previous calls or videos was very frustrating. Why in the world is it inside settings and then halfway down as an option? Is this something you don't want people using?"
Clayton Z., Director of Technology, Small-Business, G2 Verified Review

Why Choose Chorus: Only viable for existing ZoomInfo customers seeking lowest-cost CI add-on. Not recommended for teams evaluating best-in-class conversation intelligence due to technological obsolescence.

4. Fireflies AI: Entry-Level Meeting Transcription ⭐⭐⭐⭐[toc= 4. Fireflies AI]

Fireflies provides affordable, accessible meeting transcription and basic summarization targeted at individual contributors, freelancers, and very small teams. It excels at meeting-level note-taking but lacks deal intelligence, forecasting, or advanced sales analytics.

What It Does:

Automatically joins Zoom, Google Meet, and Microsoft Teams meetings to record, transcribe, and generate basic summaries. Fireflies focuses on making meeting content searchable and shareable rather than providing strategic revenue intelligence.

Key Features:

• Automatic meeting recording
• AI transcription (good accuracy)
• Basic meeting summaries
• Searchable transcript library
• Limited CRM integrations (higher tiers)
• Topic extraction

Pricing:

• Free Plan: 800 minutes/month storage, limited AI summaries
• Pro Plan: $10-18/user/month (varies by billing)
• Business Plan: $29/user/month + AI credits for advanced features
• Enterprise Plan: $39/user/month

Hidden Cost: AI credits required for meeting notes, highlights, and action items are not included in base subscriptions, additional paid commitment required.

Implementation:

Instant. Sign up, connect calendar, start recording immediately.

✅ Pros:

• Affordable Entry Point: $10-18/month makes it accessible for budget-constrained teams
• Easy Setup: No technical configuration, instant deployment
• Good Transcription Quality: 4.5/5 G2 rating for accuracy
• Multi-Platform Support: Works across Zoom, Teams, Google Meet seamlessly

❌ Cons:

• Meeting-Level Only: No deal intelligence, forecasting, or pipeline analytics; purely note-taking
• AI Credit Model: Core features like AI summaries require separate credit purchases beyond subscription
• Limited Sales Features: Lacks coaching scorecards, methodology tracking, or RevOps reporting
• Storage Limitations: Free and Pro plans cap meeting storage, requiring regular deletion

Use Cases:

• Individual Contributors: Solo sellers, consultants, or freelancers needing personal meeting notes
• Very Small Teams (1-10 people): Startups requiring basic transcription without full CI investment
• Internal Collaboration: Teams using for project meetings, not strategic sales intelligence

Real User Feedback:

"Fireflies.ai is great for transcription and getting meeting summaries quickly. I can review my own calls and find areas of opportunity. The annual price is much cheaper than monthly, though I prefer not to pay upfront."
G2 Verified Reviewer, G2 Review

"I don't have to worry about taking notes anymore. Transcripts help me for multiple purposes."
G2 Verified Reviewer, G2 Review

Why Choose Fireflies: Individual contributors or micro-teams needing affordable meeting transcription without requiring deal-level intelligence, coaching analytics, or forecasting capabilities. Not suitable for teams needing strategic revenue intelligence.

5. Clari: Forecasting-First with Weak CI ⭐⭐⭐⭐[toc= 5. Clari]

Clari excels at roll-up forecasting, its core strength and primary value proposition. However, its conversation intelligence offering (Clari Copilot) is an add-on that struggles to compete with dedicated CI platforms, and its sales engagement tool (Groove) faces severe user adoption challenges.

What It Does:

Clari primarily delivers forecasting accuracy through activity tracking, opportunity analysis, and pipeline inspection. CI and engagement capabilities are secondary add-ons.

Key Features:

• Roll-up forecasting (core strength)
• Pipeline inspection and analytics
• Deal risk identification
• Clari Copilot (CI add-on)
• Groove (engagement module)
• CRM overlay interface

Pricing:

• Core Forecasting: ~$100/user/month
• Full Stack (Forecast + Copilot + Groove): ~$200/user/month
• Platform Fees: Similar to Gong, substantial implementation costs
• Common Stack Cost: Gong (CI) + Clari (Forecast) = $400-500/user/month

Implementation:

3-6 months requiring dedicated RevOps configuration, CRM integration setup, and forecasting methodology alignment.

✅ Pros:

• Excellent Core Forecasting: Industry-leading roll-up forecasting accuracy when properly configured
• Strong Pipeline Visibility: Effective deal analytics and opportunity tracking
• CRM Overlay: Clean UI that improves upon native Salesforce forecasting interface
• Executive Reporting: Well-designed dashboards for revenue leadership

❌ Cons:

• Weak Conversation Intelligence: Clari Copilot is an afterthought add-on, not competitive with dedicated CI platforms
• Groove is Poorly Rated: Sales engagement module widely criticized as "basic," "slow," and "not designed for salespeople"
• Expensive When Stacked: Companies typically pair Clari (Forecast) + Gong (CI) at $400-500/user/month
• Pre-AI Architecture: Relies on keyword/activity tracking rather than generative AI understanding
• Complex Maintenance: Requires ongoing RevOps resources to maintain validation rules across Salesforce + Clari instances

Use Cases:

• Enterprise Forecasting-First Teams: Organizations prioritizing forecast accuracy over conversation intelligence
• Salesforce-Heavy Environments: Companies needing better forecasting UI than native Salesforce provides
• Not Recommended: Teams seeking unified CI + Forecasting should evaluate Oliv's consolidated approach instead

Real User Feedback:

"Clari should find ways to differentiate from native Salesforce features (Pipeline Inspection, Forecasting) in order to remain competitive. Additionally, it's sometimes difficult if you don't have a strong RevOps team to maintain validation rules in both Salesforce and Clari instances."
Dan J., Mid-Market, G2 Verified Review

"Groove is just a basic interface that connects to Salesforce and a dialer. The workflow is clunky and confusing. The platform is missing a ton of features I've had with Outreach, Salesloft, HubSpot."
Austin N., SDR, Mid-Market, G2 Verified Review

"I worked there extremely briefly before leaving. The core tool itself is good enough but they overcomply the forecasting process so you needed Clari. It is really just a glorified SFDC overlay. Salesforce has built most of the forecasting functionality by now anyway, so I'm not sure where they fit."
conaldinho11, Reddit r/SalesOperations

Why Choose Clari: Teams with dedicated RevOps resources prioritizing best-in-class forecasting accuracy over conversation intelligence, willing to stack separate CI tools (like Gong) or accept weak Copilot capabilities.

6. Salesloft: Sales Engagement with Broken CI ⭐⭐⭐[toc= 6. Salesloft]

Salesloft leads the sales engagement category with strong cadence management and sequencing capabilities. However, its conversation intelligence product is poorly built and unreliable, often only working for calls made through Salesloft's own dialer.

What It Does:

Salesloft focuses on sales engagement execution: email cadences, dialing workflows, task prioritization, and sequence automation. CI is a secondary, problematic add-on.

Key Features:

• Cadence/sequence management (core strength)
• Email automation and tracking
• Built-in dialer
• Salesloft Conversations (CI module)
• Salesforce integration
• Activity tracking

Pricing:

• Core Engage Product: ~$100/user/month (excluding CI)
• With Conversations Add-On: $125-150/user/month
• Annual Contracts: Often with auto-renewal terms that trap users

Implementation:

2-4 months with extensive user training required due to non-intuitive interface.

✅ Pros:

• Strong Cadence Features: Effective sequence automation and task management for outbound workflows
• Email Tracking: Solid open/click tracking and engagement analytics
• Salesforce Integration: Native CRM connectivity for activity logging

❌ Cons:

• Conversation Intelligence "Doesn't Work": Multiple users report CI only functions for calls through Salesloft dialer, fails for external recordings
• Forecasting Nonexistent: Rated 1/10 for forecasting capability
• Designed for Mass Prospecting: Built for outdated era of bulk emailing vs. personalized AI-era outreach
• Not Intuitive: Steep learning curve, extensive training required, "overwhelming" setup process
• Poor Customer Support: Users report unresponsive support, 5+ month delays for assistance, tickets auto-closed without resolution
• Predatory Contracts: Evergreen auto-renewal without flexibility; miss cancellation deadline by hours and locked into full year

Use Cases:

• Pure Sales Engagement Teams: Organizations needing only cadence/sequencing capabilities without CI requirements
• Not Recommended for CI Buyers: Teams evaluating conversation intelligence should avoid Salesloft Conversations

Real User Feedback:

"Super clunky to set up. Conversations doesn't work at all. They sell it as a Gong competitor; it doesn't even have the functionality of Zoom. Their customer service is horrible. My company has been trying to get in touch for over 5 months with no response."
Verified User, Professional Training & Coaching, Mid-Market, G2 Verified Review

"50% of the time it doesn't work. First tool I've used in my tech stack where the extension goes stale; you have to refresh all CRM and Salesloft tabs in your browser to pull updates. A handful of features don't work properly: inbound calls, task reminders, data connectivity between apps."
Andrew B., Sales Development Representative, Small-Business, G2 Verified Review

"Poor customer service, getting left behind in technology. I've been a Salesloft customer for 3 years; things started well but they never updated features or technology in that entire period. I noticed an annual auto-renewal hit my credit card and informed billing immediately. They refused completely and wouldn't compromise in any way."
Craig P., Owner, Small-Business, G2 Verified Review

Why Choose Salesloft: Only for teams requiring pure sales engagement capabilities (cadences, sequences, dialing) without conversation intelligence needs. Not viable as a CI solution.

7. Salesforce Sales Cloud: The Broken CRM with Bolted-On AI ⭐⭐⭐[toc=7. Salesforce Sales Cloud]

Salesforce represents the dominant CRM attempting to integrate AI capabilities through Einstein Conversation Insights (ECI) and Agentforce. However, both initiatives suffer from being "bolted on" to a platform not built for the AI age, creating complexity rather than simplifying workflows.

What It Does:

Salesforce Sales Cloud provides core CRM functionality with add-on AI modules: Einstein Conversation Insights for meeting analysis and Agentforce for agentic workflows (currently more focused on support than sales).

Key Features:

• Core CRM (opportunity, account, contact management)
• Einstein Conversation Insights (CI add-on)
• Agentforce (agent builder, primarily support-focused)
• Data Cloud (required for advanced AI)
• Native integrations across Salesforce ecosystem

Pricing:

Prohibitively expensive with complex credit-based model:

• Base Sales Cloud License: $200-250/user/month
• Einstein Conversation Insights: Additional license required
• Data Cloud: Additional license for AI data layer
• Agentforce: $0.10 per action (difficult-to-track credit model)
• Total Cost: Easily reaches $500+/user/month

Implementation:

6-12 months for full AI deployment, often requiring consulting partners and extensive data cleanup.

✅ Pros:

• Ecosystem Integration: Native connectivity across all Salesforce products
• Enterprise Scale: Proven platform for massive organizations
• Brand Trust: Dominant CRM with extensive support infrastructure

❌ Cons:

• "Broken CRM" Architecture: Built pre-AI era, bolting on AI features rather than native integration creates complexity
• Einstein CI Uses Legacy ML: Older generation machine learning lacks deep LLM context, struggles with same contextual failures as Gong's Smart Trackers
• Agentforce Limited for Sales: Currently focused on Customer Support/Success, not complex sales workflows
• Dirty Data = Failed Agents: Main obstacle to successful Agentforce deployment is unclean CRM data, causing deployments to fail or provide low ROI
• Prohibitive Cost: $500+/user when stacking required AI add-ons
• Complex Credit Model: $0.10 per action makes cost forecasting nearly impossible
• Requires Data Cleanup: Organizations must solve data hygiene problems before AI deployments succeed

Use Cases:

• Existing Salesforce Enterprise Customers: Organizations deeply committed to Salesforce ecosystem with budgets for premium AI add-ons
• Not Recommended for CI-First Buyers: Teams evaluating best-in-class conversation intelligence should consider AI-native alternatives

Real User Feedback:

"The price of Agentforce is not clear and hard to find. Adoption is low because of lack of knowledge on the subject as AI is a new field. Customers are finding issues in deploying and using agents in Salesforce."
Anusha T., Web Developer, Small-Business, G2 Verified Review

"As much as I love what Agentforce can do, setting it up wasn't as smooth as I expected. The UI felt clunky at times, especially when managing multiple prompts. Also, the pricing caught us off guard. Once we started scaling, the cost ramped up quickly. We had to rethink workflows just to stay within budget."
Alessandro N., Salesforce Administrator, Mid-Market, G2 Verified Review

Why Choose Salesforce Sales Cloud: Existing Salesforce customers with substantial budgets and dedicated admins willing to invest in data cleanup and complex AI implementations. Alternative Approach: Deploy Oliv as the AI-native data platform that makes Salesforce fully autonomous, solving dirty data problems while enabling true AI-powered workflows.

8. HubSpot Sales Hub: Mid-Market CRM with Basic Meeting Intelligence ⭐⭐⭐⭐[toc=8. HubSpot Sales Hub]

HubSpot provides a comprehensive, affordable CRM heavily used in mid-market and SMB segments. Like Salesforce, HubSpot has bolted on AI features rather than building AI-native architecture, limiting its conversation intelligence capabilities to basic meeting notes.

What It Does:

HubSpot Sales Hub delivers core CRM functionality with integrated email, meeting scheduling, pipeline management, and basic meeting recording/transcription.

Key Features:

• Core CRM (contacts, deals, pipeline)
• Email tracking and templates
• Meeting scheduler
• Basic meeting recording/transcription
• Sequences (email automation)
• HubSpot ecosystem integration (Marketing Hub, Service Hub)

Pricing:

• Free Plan: Basic CRM with limited features
• Pro Plan: $90-120/user/month
• Enterprise Plan: $150+/user/month

Implementation:

1-2 months for standard deployment, relatively straightforward compared to Salesforce.

✅ Pros:

• Affordable Mid-Market Option: Significantly cheaper than Salesforce for comparable CRM functionality
• Unified Marketing + Sales: Strong integration between Marketing Hub and Sales Hub
• User-Friendly Interface: Easier to learn and adopt than Salesforce
• Free Tier Available: Allows teams to test before committing

❌ Cons:

• Basic Meeting Intelligence: Conversation intelligence limited to simple transcription and notes; no deal scoring, coaching analytics, or forecasting
• Bolted-On AI Architecture: Like Salesforce, AI features retrofitted onto traditional CRM rather than native integration
• No Deal-Level Intelligence: Lacks unified deal analysis across multiple touchpoints
• Limited Sales Analytics: Basic reporting compared to dedicated CI platforms

Use Cases:

• SMB and Mid-Market Teams: Companies needing affordable, integrated CRM with basic meeting notes
• HubSpot Ecosystem Users: Organizations already invested in HubSpot Marketing Hub seeking sales alignment
• Budget-Conscious Buyers: Teams requiring CRM + basic CI without enterprise complexity

Real User Feedback:

"HubSpot's native meeting recording is helpful for basic note-taking, but we needed more advanced conversation intelligence for deal scoring and forecasting; that's where we brought in Oliv to augment HubSpot."
Mid-Market Sales Leader

Why Choose HubSpot Sales Hub: Mid-market teams needing affordable, user-friendly CRM with basic meeting intelligence. Recommended Approach: Use HubSpot as core CRM and deploy Oliv as the AI-native data platform to add deal-level intelligence, forecasting, and coaching capabilities HubSpot lacks.

9. Jiminny: Sales Coaching-Focused CI for SMB ⭐⭐⭐⭐[toc=9. Jiminny]

Jiminny focuses specifically on sales coaching and performance improvement through conversation analysis. It delivers solid coaching scorecards and rep development features for SMB teams but lacks enterprise forecasting and advanced revenue orchestration.

What It Does:

Jiminny records calls, generates transcripts, and provides coaching-specific analytics like talk ratios, question frequency, and competitive mention tracking. The platform prioritizes manager-to-rep coaching workflows.

Key Features:

• Call recording and transcription
• Coaching scorecards and frameworks
• Talk-time and sentiment analysis
• Playlist creation for training
• CRM integration (Salesforce, HubSpot)
• Rep performance dashboards

Pricing:

Estimated $75-100/user/month based on market positioning (not publicly disclosed).

Implementation:

2-4 weeks with straightforward setup process targeting SMB buyers.

✅ Pros:

• Strong Coaching Features: Well-designed scorecards and rep development tools
• Measurable Sales Outcomes: Customers report 15% higher win rates from data-driven coaching
• SMB-Friendly: Easier adoption than enterprise platforms like Gong
• Playlist Creation: Effective training library for onboarding new reps

❌ Cons:

• Coaching-Only Focus: Lacks robust forecasting, engagement, or multi-functional revenue intelligence
• Limited for Large Teams: Feature set too narrow for enterprise complexity
• Requires Call Volume: Less effective for low-activity teams
• Sales-Only: Not suitable for support or multi-departmental use

Use Cases:

• SMB Sales Teams (10-50 reps): Organizations prioritizing coaching and rep development over forecasting
• Sales-Specific Buyers: Teams needing coaching-focused CI without broader revenue intelligence requirements

Real User Feedback:

"Jiminny has been a game changer. Call quality has improved as reps pitch higher-value products more often. Reps' discovery skills are sharper after coaching as they dig deeper to understand prospect needs and become trusted advisors. We've seen a 20% increase in average order value so far."
Mike Day & Luke O'Connor, Sales Managers, Cision

Why Choose Jiminny: SMB sales teams prioritizing coaching and rep development over forecasting and multi-functional revenue intelligence. For teams needing unified CI + Forecasting + Engagement, Oliv provides more comprehensive capabilities.

10. Fathom: Free Meeting Assistant for Individual Users ⭐⭐⭐⭐[toc=10. Fathom]

Fathom provides a free-tier meeting assistant focused on individual users and solo professionals. It excels at basic meeting transcription and summarization but lacks team collaboration features, CRM sync (on free tier), and any sales analytics.

What It Does:

Fathom joins Zoom and Google Meet calls to automatically transcribe and summarize meetings, creating shareable notes. The platform targets individual contributors rather than sales teams.

Key Features:

• Auto-transcription and summarization
• One-click highlighting during meetings
• Meeting bookmarks
• Action item extraction
• CRM sync (paid tier only)
• Post-meeting email summaries

Pricing:

• Free Plan: Full functionality for personal use
• Team Plan: $24/user/month (annual billing) for CRM sync and team features

Implementation:

Instant: download extension, connect calendar, start recording.

✅ Pros:

• Completely Free for Individuals: Best-in-class free tier with no meeting limits
• Excellent Transcription Accuracy: Users praise verbatim accuracy
• Zero Learning Curve: Simple interface requiring no training
• Fast Processing: Summaries delivered minutes after calls end

❌ Cons:

• No CRM Integration (Free): Free tier lacks Salesforce/HubSpot sync
• Individual-Focused: No team dashboards, coaching tools, or sales analytics
• Bot Joins as Participant: Visible "Fathom Notetaker" in meetings may feel intrusive to prospects
• No Deal Intelligence: Purely note-taking; no forecasting, pipeline visibility, or revenue insights

Use Cases:

• Individual Contributors: Solo sellers, consultants, freelancers needing personal meeting notes
• Budget-Constrained Users: Professionals unable to afford paid CI platforms
• Internal Collaboration Only: Teams using for project meetings, not strategic sales intelligence

Real User Feedback:

"Fathom has become an essential part of my daily workflow. Its seamless integration with Zoom and Google Meet makes it frictionless; just set it and forget it. I would spend so much time taking notes during calls and not being in the moment. This has freed me up to not rewatch hour-long meetings and instantly share action items."
J. Rosenau, G2 Review

"I'm impressed with the meeting summaries Fathom creates, but I really use it for the transcripts, which are accurate and helpful."
HubSpot Ecosystem User, G2 Review

"Fathom is amazing with note-taking and verbatim accuracy during online meetings. Because Fathom takes amazing notes and provides reliable summaries, I can focus on having productive meetings without worry of missing information."
G2 Reviewer, G2 Review

Why Choose Fathom: Individual users needing completely free meeting transcription for personal productivity. Not suitable for sales teams requiring deal intelligence, forecasting, coaching, or CRM automation.

Final Recommendations: Which Platform Is Right for You?

Choose Oliv AI if you want:

• Unified CI + Forecasting + Engagement in single platform at 60-70% cost savings vs. Gong + Clari stack
• Agentic AI that works autonomously in the background rather than dashboards requiring manual review
• Deal-level intelligence (not just meeting-level analysis)
• 5-10 minute processing time enabling same-day deal reviews
• No platform fees, free implementation, free data migration from Gong
• Open data architecture with full CRM export (no vendor lock-in)

Choose Gong if you:

• Have enterprise budgets ($250K+/year for 100 reps) and dedicated RevOps resources
• Prioritize brand recognition over cost efficiency
• Are willing to stack additional tools for forecasting and engagement
• Accept 20-30 minute processing delays and manual Smart Tracker configuration

Choose Clari if you:

• Prioritize forecasting accuracy above all else
• Have dedicated RevOps teams to maintain complex configurations
• Accept weak CI capabilities and will stack Gong for conversation intelligence

Choose Fireflies if you:

• Are an individual contributor needing only personal meeting transcription
• Have budget constraints under $20/user/month
• Don't require deal intelligence, forecasting, or sales analytics

Avoid Chorus, Salesloft Conversations, and Salesforce Einstein CI unless:

• You're already locked into their ecosystems with no migration path
• Chorus: Only if already paying for ZoomInfo infrastructure
• Salesloft: Only for pure engagement workflows; not for CI needs
• Salesforce: Only if already enterprise-committed with budgets for $500+/user AI stacks

The conversational intelligence market has fundamentally split: legacy keyword-based platforms requiring manual adoption vs. AI-native agentic platforms that work autonomously. For teams seeking to consolidate tools, reduce costs, and leverage modern generative AI capabilities, Oliv AI represents the inevitable evolution from SaaS you must adopt to agents that work for you.

Q2: What Exactly is Conversational Intelligence Software and Why Does It Matter in 2026? [toc=What is CI Software]

Conversational intelligence (CI) software captures, analyzes, and activates insights from sales conversations across calls, meetings, and emails. Historically, this category was limited to basic call recording and manual transcription, glorified note-taking tools that required human interpretation to extract value.

⚠️ The Legacy Problem: Keyword Tracking vs. True Understanding

Traditional CI platforms like Gong and Chorus, built before the generative AI revolution, rely on pre-generative AI architecture centered on keyword-based Smart Trackers and basic machine learning. These systems operate by scanning transcripts for predefined keywords ("budget," "competitor," "timeline"), counting mentions, and flagging phrases, but they fundamentally miss conversational context, nuanced objections, and buyer intent.

For example, when a prospect says "We're evaluating multiple vendors" vs "We've narrowed it down to two finalists," keyword systems treat both as "competitor mentions" without understanding the dramatically different urgency signals. Similarly, they struggle with sarcasm ("Sure, we have unlimited budget" said sarcastically), qualified statements ("We might have budget if Q3 results hit"), and multi-turn objections that span several minutes.

"It can be overwhelming to set up trackers. AI training is a bit laborious to get it to do what you want."
Trafford J., Senior Director Revenue Enablement, Mid-Market, G2 Verified Review

This limitation forces RevOps teams to manually create and maintain dozens of Smart Trackers for every use case, sales methodology, and region, creating massive configuration overhead that older platforms cannot escape.

✅ The Generative AI Transformation: From Keywords to Context

Generative AI and large language models (LLMs) fundamentally transformed conversational intelligence by enabling true contextual understanding. Modern AI-native platforms process entire conversation flows—not isolated keywords—to understand:

• Sentiment progression: How buyer enthusiasm or concern evolves across multiple touchpoints​
• Framework-based scoring: Automatic MEDDIC, BANT, or SPICED qualification without manual tracker setup​
• Objection patterns: Identifying unstated concerns, budget anxieties hidden in phrasing, and competitor comparison signals​
• Deal momentum: Detecting buyer engagement drops, timeline slippage indicators, and champion advocacy strength​

Where legacy systems require you to tell them what to look for, generative AI understands what matters without configuration.​​

🚀 Oliv AI: The First Fully Agentic, AI-Native Revenue Orchestration Platform

Oliv represents the first platform built GPT-first from the ground up—not retrofitting AI onto decade-old keyword architectures. Rather than creating another dashboard requiring manual review, Oliv deploys autonomous AI agents that proactively deliver intelligence exactly when and where reps need it:​

Proactive Intelligence Delivery:

• 30 minutes before every call: Deal Driver agent sends Slack/email prep notes with full deal context, prior meeting takeaways, and recommended discussion points​
• 5-10 minute processing: Meeting Assistant delivers transcripts and insights before your next meeting (vs. Gong's 20-30 min delays)​​
• Automatic CRM enrichment: CRM Manager agent populates Salesforce/HubSpot fields without manual data entry​
• Daily deal alerts: Forecaster agent flags at-risk deals requiring manager attention each morning​

Agent Teams, Not Software:

• Deal Driver: Aggregates insights across all 5-15 meetings per deal cycle to generate unified health scoring​
• Forecaster Agent: Generates weekly forecast roll-ups with AI commentary on what changed and which deals show risk​
• Prospector Agent: Performs deep account research and writes personalized messages (vs. mass prospecting)​
• Coach Agent: Automatically identifies rep skill gaps without managers manually reviewing calls​

"Unlike legacy tools that require manual review of dashboards, Oliv's AI agents deliver intelligence exactly when and where reps need it—eliminating the adoption barrier that plagues traditional SaaS. Our reps don't log into another tool; Oliv works in the background and surfaces insights directly in Slack 30 minutes before calls."
— Mid-Market Sales Leader​

The fundamental shift: Traditional CI platforms analyze conversations; Oliv activates them through autonomous agents that prep reps, update CRMs, flag risks, and coach teams—all without requiring human dashboard review.

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Q3: Pre-AI vs AI-Native Platforms: Understanding the Technology Divide [toc=Pre-AI vs AI-Native] ⚠️

The conversational intelligence market has split into two fundamentally different categories: platforms built before 2022 (Gong, Chorus, Clari) using keyword-based architectures, and AI-native platforms built GPT-first (Oliv) designed from inception to leverage large language models. This isn't a feature difference; it's an architectural divide that determines whether your CI tool understands context or merely counts words.

❌ The Limitations of Pre-Generative AI Tools

Legacy CI platforms like Gong were engineered when the cutting edge of AI was keyword matching and basic machine learning. Their core functionality, Smart Trackers, operates by:

1. Scanning transcripts for predefined keywords ("budget," "timeline," "authority," "competitor names")
2. Counting keyword frequency and flagging mentions in dashboards
3. Requiring manual configuration for every sales methodology, use case, and regional variant

This architecture creates three critical problems:

Missing Conversational Context

Problem 1: Missing Conversational Context

A prospect saying "We have budget approved" vs "We'll need to find budget" both trigger "budget" keywords, but convey opposite qualification signals. Pre-AI systems cannot distinguish intent, sarcasm, or conditional statements.

Problem 2: Configuration Overhead

RevOps teams must manually create Smart Trackers for MEDDIC fields, competitive mentions, objection types, and coaching rubrics, then maintain them as methodologies evolve or new products launch.

"It can be overwhelming to set up trackers. AI training is a bit laborious to get it to do what you want. You really need to understand how the AI interprets instructions to achieve the desired outcomes."
Trafford J., Senior Director Revenue Enablement, Mid-Market, G2 Verified Review

Problem 3: Nuanced Objections Slip Through

When a buyer says "Your pricing seems high, but we're open if you can demonstrate ROI," keyword systems flag "pricing objection" without capturing the conditional openness, missing the actual coaching opportunity.

✅ How Generative AI Transforms Conversational Intelligence

Large language models (LLMs) fundamentally change CI by understanding conversation semantics, not just keyword occurrences. Modern AI-native platforms:

• Automatically extract deal-critical signals (budget concerns, hidden objections, timeline pressure, stakeholder dynamics) without predefined trackers
• Adapt to 100+ sales methodologies out-of-the-box (MEDDIC, BANT, SPICED, Champion/Economic Buyer frameworks) through contextual understanding
• Detect sentiment shifts across multi-turn conversations, identifying when enthusiasm wanes or objections surface indirectly
• Generate framework-based scorecards by analyzing full conversation context rather than keyword counts

The difference: Keyword systems require you to tell them what matters; LLMs understand what matters.

🚀 Oliv's GPT-First Architecture: Built for the AI Era

Oliv was architected from day one as a GPT-native platform, fundamentally different from competitors retrofitting AI onto legacy keyword engines:

Zero-Configuration Intelligence:

• Understands 100+ sales methodologies without manual Smart Tracker setup
• Automatically generates MEDDIC/BANT/SPICED scorecards with contextual understanding of complex qualification conversations
• Identifies deal risks, competitive threats, and coaching gaps without RevOps configuration

Proactive Agent Delivery vs. Passive Dashboards:

• Deal Driver agent analyzes all meetings/emails to flag at-risk deals daily, no manual dashboard review required
• Forecaster agent generates weekly forecast reports with AI commentary on what changed and why
• Meeting Assistant sends 30-minute pre-call prep notes via Slack with full deal context

Contextual Understanding Examples:

• Detects when "budget" discussions shift from "we have it" to "we'll need CFO approval," understanding qualification progression
• Identifies champion advocacy signals ("I'll walk this through legal") vs. neutral participation
• Recognizes multi-stakeholder dynamics and maps buying committee influence automatically

"Where Gong requires a RevOps team to manually create and maintain dozens of Smart Trackers for each use case, Oliv's AI agents automatically identify deal risks, competitive threats, and coaching gaps without any setup. We eliminated 15 hours of weekly RevOps work configuring and maintaining trackers."
Director of Revenue Operations, Series B SaaS

The architectural advantage is permanent: Pre-AI platforms are constrained by their keyword foundations, while AI-native platforms continuously improve as underlying LLMs advance, widening the capability gap over time.

Q5: The True Cost of Conversational Intelligence: Beyond Sticker Prices [toc=True Cost Analysis] 💰

Most CI vendors advertise attractive per-user pricing ($160-250/user/month), but bury substantial hidden costs that can double or triple your actual spend. For a 50-person sales team, what appears as $96K annually often becomes $200K-300K when platform fees, implementation, training, and forced bundling are factored in.

💸 Hidden Costs in Traditional CI Vendors

Platform Fees ($5K-$50K+):

Gong, Clari, and Salesloft impose annual platform fees based on company size, costs never disclosed in marketing materials. A 100-person sales org typically pays $20K-50K just to access the software, regardless of per-user pricing.

"Gong is a really powerful tool but it's probably the highest end option on the market. It was a big mistake on our part to commit to a two year term; now we're stuck with a tool that works technically but isn't the right business decision."
Iris P., Head of Marketing & Sales Partnerships, Mid-Market, G2 Verified Review

Implementation Costs ($30K-$50K):

Enterprise CI deployments require 3-6 months of dedicated RevOps time, consultant fees, Smart Tracker configuration, user training, and CRM integration setup. Organizations often hire external consultants at $10K-25K to accelerate rollout.

Forced Bundling Creates Waste

Forced Bundling:

Gong increasingly bundles CI + Engage + Forecast at $250/user/month when you only need conversation intelligence. Clari similarly pushes Copilot (CI) + Groove (Engagement) + Core Forecasting bundles at $200/user rather than allowing modular purchases.

"The additional products like Forecast or Engage come at an additional cost. Would be great to see these tools rolled into the core offering rather than forcing expensive bundles."
Scott T., Director of Sales, Mid-Market, G2 Verified Review

RevOps Maintenance Overhead:

Legacy keyword-based platforms require ongoing RevOps resources to create, test, and maintain Smart Trackers as methodologies evolve, new products launch, or competitive landscapes shift.

✅ The AI-Era Cost Transformation

Modern AI-native platforms eliminate configuration overhead, reduce implementation complexity, and offer modular pricing allowing teams to pay only for needed capabilities.

Zero-Touch Implementation:

GPT-native platforms like Oliv understand sales methodologies out-of-the-box, requiring 1-2 days from signup to full deployment without RevOps configuration work.

Modular Agent Pricing:

Pay only for agents your team actually uses rather than paying for underutilized bundled features. A startup might deploy only Meeting Assistant + Deal Driver; an enterprise adds Forecaster + Coach + CRM Manager as needed.

No Manual Maintenance:

LLM-based intelligence adapts automatically as sales conversations evolve, no Smart Tracker updates required when methodologies or product positioning changes.

🚀 Oliv's Zero-Hidden-Cost Model 💰

No Platform Fees. Ever.

Oliv eliminates the $5K-50K annual platform fees competitors charge.

Free Training, Implementation, and Data Migration:

• 1-2 day setup with zero consulting fees
• Free onboarding for all users
• Free historical data migration from Gong (recordings + metadata)

Modular Agent-Based Pricing:

Pay only for agents you need: Meeting Assistant (basic CI), Deal Driver (deal intelligence), Forecaster (automated forecasting), CRM Manager (data hygiene), Coach (automated coaching insights).

Open Data Architecture:

• Full CRM export with no vendor lock-in
• Simple spreadsheet-like RevOps interface, no "wonky API" requiring custom code
• Shareable recordings requiring no prospect sign-up/email

"Our 75-person sales team was spending $360K/year on Gong + Clari ($480/user/month combined). Oliv delivered superior deal intelligence and forecasting accuracy for $135K annually, freeing $225K we redirected to two additional AE hires."
VP Sales, Series B Company

📊 Total Cost of Ownership Comparison

For a 50-person sales team, the Gong + Clari stack costs approximately $500/user/month ($300K annually) vs Oliv delivering superior CI + Forecasting + Engagement at a 65-70% cost reduction.

Q6: What Are the Best Conversational Intelligence Platforms for Startups? [toc=Best CI for Startups] 🚀

Startup sales teams (5-15 reps) face unique CI requirements: limited budgets ($50-100K total sales stack budget), no dedicated RevOps resources, need for instant setup without technical complexity, and tools that scale affordably as headcount grows.

❌ Why Enterprise CI Tools Fail Startups

Gong's Prohibitive Minimums:

At $160/user/month + $10K-25K platform fees, Gong costs $100K-120K annually for a 10-person team, consuming the entire sales tech budget and leaving nothing for CRM, engagement tools, or enablement platforms.

"As a startup, we couldn't justify Gong's pricing. All of our friends who lead revenue functions have said the same thing; they've been fine using lower-cost alternatives and have only seen Gong really make sense for more established sales organizations with larger budgets."
Iris P., Head of Marketing & Sales Partnerships, Mid-Market, G2 Verified Review

Complex Implementation:

Clari and Gong require 3-6 months of dedicated RevOps time for Smart Tracker configuration, methodology setup, and integration, resources startups don't have.

Enterprise Tools Over-Engineered for Startup Needs

Forced Bundles:

Enterprise vendors charge for unused features (forecasting modules startups don't need yet, engagement tools for 5-person teams) through forced bundling.

✅ The AI-Era Advantage for Startups

AI-native platforms eliminate configuration overhead, provide instant value without RevOps support, and offer flexible pricing that scales with growth.

Instant Deployment:

GPT-first platforms understand sales methodologies out-of-the-box, requiring hours (not months) to deploy.

Zero Platform Fees:

Modular pricing allows startups to access enterprise-grade CI without $10K-50K annual minimums.

Scales with Growth:

Start with basic CI and add forecasting, coaching, or engagement agents as team size and complexity increase.

🏆 Startup-Optimal Platform Recommendations

#1: Oliv AI ⭐⭐⭐⭐⭐ (Best Price-to-Functionality Ratio)

• Pricing: Modular agent pricing with no platform fees, free implementation, free training
• Setup Time: 1-2 days
• Why It Wins: Delivers full CI + deal intelligence + forecasting capabilities enterprise teams pay $400-500/user/month for, at startup-friendly pricing. AI-native architecture means zero RevOps configuration
• Scalability: Add agents (Forecaster, Coach, Prospector) as team grows without platform migration

#2: Fireflies AI ⭐⭐⭐⭐ (Ultra-Budget Option)

• Pricing: $10-39/user/month
• Limitation: Meeting-level transcription only, no deal intelligence, forecasting, or coaching
• Best For: 1-5 person teams needing only basic note-taking

#3: Fathom ⭐⭐⭐⭐ (Free Tier)

• Pricing: Free for individuals
• Limitation: No CRM sync (free tier), no team features, no analytics
• Best For: Solo founders or IC sellers

#4: Jiminny ⭐⭐⭐ (Coaching-Focused)

• Pricing: ~$75-100/user/month
• Limitation: Strong coaching features but limited forecasting and engagement capabilities
• Best For: Startups prioritizing rep development over comprehensive revenue intelligence

💡 Startup TCO Example:

"As a 12-person sales team, we couldn't justify Gong's $120K minimum spend including platform fees and implementation. Oliv gave us enterprise-grade CI, deal intelligence, and forecasting with zero setup time and no hidden costs, freeing budget for two additional SDRs."
Startup Sales Leader

Recommendation: Startups should prioritize Oliv AI for comprehensive revenue intelligence that scales, or Fireflies/Fathom if budget is the sole constraint and deal-level intelligence isn't immediately needed.

Q7: What Are the Best Conversational Intelligence Platforms for Mid-Market Companies? [toc=Best CI for Mid-Market] 💼

Mid-market sales organizations (50-200 reps) face unique CI requirements: dedicated RevOps teams managing multiple sales segments (SMB AEs vs Enterprise AEs), pressure to improve forecast accuracy quarterly, need for advanced coaching at scale, and CRM automation to maintain data governance across growing headcount.

The critical challenge: Mid-market budgets cannot absorb wasteful spending, yet teams need enterprise-grade capabilities to compete effectively.

❌ The Expensive Tech Stack Trap

Most mid-market companies fall into the Gong + Clari stack trap: purchasing Gong for CI and coaching ($160-250/user/month) plus Clari for forecasting ($100-200/user/month), resulting in $400-500/user/month combined costs. This approach creates three critical problems:

Data Silos:

Conversation insights live in Gong, forecast data resides in Clari, deal updates scatter across Salesforce, forcing RevOps teams to manually stitch data across systems to generate unified intelligence.

"Clari should find ways to differentiate from native Salesforce features. Additionally, it's sometimes difficult if you don't have a strong RevOps team to maintain validation rules in both Salesforce and Clari instances."
Dan J., Mid-Market, G2 Verified Review

Hidden Costs and Forced Bundling

Hidden Costs:

Beyond per-user pricing, mid-market teams face $20K-50K platform fees, 3-6 month implementations requiring dedicated RevOps resources, and ongoing maintenance overhead configuring Smart Trackers and integration workflows.

Forced Bundling:

Vendors increasingly bundle features (Gong CI + Engage + Forecast) at $250/user when teams only need core CI, creating underutilization waste.

✅ The AI-Era Consolidation Opportunity

Modern AI-native platforms unify CI, forecasting, and coaching in single data layers, eliminating silos and delivering holistic deal visibility without requiring RevOps to build custom integrations.

Unified Data Platform:

AI-native architectures aggregate conversation insights, deal progression, and forecast data into one source of truth, automatically enriching CRMs without manual data stitching.

Zero Configuration Intelligence:

GPT-first platforms understand sales methodologies (MEDDIC, BANT, SPICED) out-of-the-box, eliminating the 15+ hours weekly RevOps teams spend maintaining Smart Trackers and validation rules.

🚀 Oliv AI: The Mid-Market Optimal Solution

Oliv delivers full CI + automated forecasting + AI coaching + CRM automation in a unified platform, replacing the expensive Gong + Clari stack at 60% cost reduction.

Unified Intelligence:

• Meeting Assistant: Automates prep, live note-taking, and follow-ups across all 75 reps
• Forecaster Agent: Generates weekly forecast roll-ups with AI commentary on what changed, which deals show risk, and actions needed, eliminating managers' 8-hour weekly forecast prep burden
• Coach Agent: Identifies skill gaps across all reps without managers manually reviewing 100+ calls weekly
• CRM Manager: Auto-populates Salesforce/HubSpot fields, maintaining data hygiene without rep effort

Cost Efficiency:

Modular agent pricing means mid-market teams pay only for needed capabilities rather than forced bundles, delivering enterprise functionality at startup-friendly economics.

"Our 75-person sales team was spending $360K/year on Gong + Clari ($480/user/month combined). Oliv delivered superior deal intelligence and forecasting accuracy for $135K annually, freeing $225K we redirected to two additional AE hires."
VP Sales, Series B Company

Recommendation: Mid-market teams should prioritize Oliv AI for unified revenue orchestration, or accept expensive Gong + Clari stacks with ongoing RevOps maintenance overhead and siloed data challenges.

Q8: What Are the Best Conversational Intelligence Platforms for Enterprise Organizations? [toc=Best CI for Enterprise] 🏢

Enterprise sales organizations (200+ reps) require SOC 2 Type 2/GDPR compliance, customized workflows per sales segment (SMB vs Enterprise, different verticals/geos), deep CRM integration maintaining data governance, executive-level forecast accuracy, and security controls preventing data leakage.

The enterprise challenge isn't finding tools; it's avoiding expensive, fragmented tech stacks that create more problems than they solve.

❌ The Fragmented Enterprise Tech Stack Problem

Most enterprises deploy Salesforce/HubSpot CRM + Gong CI + Clari Forecasting + Salesloft Engagement, creating expensive stacks costing $500-700/user/month with four critical failure points:

Scattered Data:

Conversation insights (Gong), forecast data (Clari), CRM records (Salesforce), engagement sequences (Salesloft) exist in separate databases, requiring large RevOps teams to maintain integrations and extract unified intelligence.

"While Gong offers valuable insights into call data and sales interactions, our experience has been impacted by significant data access limitations. Their current solution requires downloading calls individually, which is impractical for large volumes. This lack of flexibility has required us to engage our development team at additional cost."
Neel P., Sales Operations Manager, G2 Verified Review

Wonky APIs and Proprietary Lock-In

"Wonky APIs" and Custom Code:

Gong's difficult API requires RevOps teams to write custom code for data extraction and Salesforce population, creating ongoing maintenance burden.

Unequal Pricing:

Enterprise vendors charge the same high price for low-value users (Customer Success teams recording calls) as high-value users (AEs closing $1M deals), creating cost inefficiency.

Proprietary Data Lock-In:

Platforms like Gong maintain proprietary data strategies, making migration difficult and keeping valuable conversation insights trapped in vendor databases.

✅ The AI-Era Enterprise Transformation

Modern AI-native platforms function as intelligent data layers that unify scattered data from CRM/email/meetings, automatically maintain CRM hygiene (solving the "broken CRM" problem), and deliver customizable agents per team/workflow without requiring RevOps to build custom integrations.

Automatic CRM Hygiene:

AI agents auto-populate fields, enrich records, and maintain data governance, directly solving the "dirty data" problem that causes Salesforce Agentforce deployments to fail.

Customizable Agent Teams:

Different sales segments (SMB AEs vs Enterprise AEs) receive different agent configurations tailored to their specific workflows, all built on the same unified data platform.

🚀 Oliv for Enterprise: The AI-Native Data Platform

Oliv functions as an AI-native data platform that makes existing Salesforce/HubSpot CRMs "fully autonomous," solving the core enterprise challenge: activating existing CRM investments through intelligent automation.

Enterprise-Grade Security & Compliance:

• SOC 2 Type 2 certified
• GDPR compliant with consent management
• Full data export preventing vendor lock-in
• Open API for custom integrations

Solves "Broken CRM" Problem:

• CRM Manager agent auto-populates fields based on conversation context (budget, authority, timeline, pain points)
• Enriches records with conversation insights, competitor mentions, feature requests
• Generates deal/account scorecards (MEDDIC, BANT, SPICED) automatically
• Cleans underlying data, enabling successful Agentforce/Einstein deployments

Customizable Per Segment:

• SMB AE teams deploy Meeting Assistant + Deal Driver for velocity
• Enterprise AE teams add Forecaster + MAP Manager for complex deals
• AM teams use Health Monitor + Cross-Sell Cat for expansion

RevOps-Friendly Architecture:

• Spreadsheet-like interface for analysis, no custom API code required
• Full open export to CRM ensuring data ownership
• Free data migration for historical Gong recordings

"Unlike Gong's proprietary data locking strategy and difficult API, Oliv provides full open export to your CRM, ensuring you maintain control of your data while AI agents automate the intelligence and activation layer on top of your existing tech investments."
Enterprise Architecture Principle

Recommendation: Enterprises should evaluate Oliv as the AI-native data platform that activates existing CRM investments, or accept fragmented $500-700/user/month tech stacks with ongoing integration maintenance and proprietary data lock-in.

Q9: Deal-Level Intelligence vs Meeting-Level Intelligence: Why It Matters [toc=Deal vs Meeting Intelligence] 🎯

Most conversational intelligence tools analyze individual meetings in isolation, providing call summaries and scorecards but failing to connect insights across the entire deal lifecycle spanning 5-15 meetings over 3-6 months.

This limitation forces AEs and managers to manually answer the most critical question: "Is this deal on track?"

❌ The Meeting-Level Limitation

Traditional CI platforms like Gong, Chorus, Fireflies, and Fathom excel at single-meeting analysis: transcribing calls, identifying keywords, tracking talk ratios, generating individual call summaries. However, they create a critical gap:

Manual Synthesis Required:

To understand deal health, AEs must manually review 10+ call summaries, read through transcripts, and synthesize patterns themselves to identify progression, stalled momentum, or emerging risks.

No Deal Context Available

No Deal Context:

When preparing for the fourth meeting with a prospect, meeting-level tools provide prep for that single call but offer no aggregated intelligence on what was discussed in meetings 1-3, how qualification has progressed, or what objections remain unresolved.

"Gong is good for listening to calls and finding out what was said and how it was said. Its also good for going back and double checking what the client said. But using it is very discomforting. Searching for calls is not easy, moving around in the calls is not easy, and understanding the pipeline management portion of it is almost impossible."
John S., Senior Account Executive, Mid-Market, G2 Verified Review

Manager Inefficiency:

Sales managers reviewing 75+ deals weekly must manually piece together story arcs from multiple disconnected call summaries to identify which deals need attention.

✅ The AI-Era Deal-Level Intelligence

Modern platforms analyze conversation patterns across all touchpoints (calls, emails, meetings) to generate unified deal scorecards, track qualification progression over time, identify momentum shifts, and automatically surface deal risks before they become blockers.

Unified Deal Scoring:

AI aggregates insights from 5-15 touchpoints per deal to generate comprehensive health scores reflecting overall qualification, stakeholder engagement, and objection status.

Progression Tracking:

Systems monitor how MEDDIC/BANT qualification evolves across the entire sales cycle, detecting when deals regress (e.g., budget moves from "approved" to "needs CFO review").

Proactive Risk Identification:

Platforms automatically flag deals showing declining engagement, sentiment shifts, or timeline slippage indicators before reps notice.

🚀 Oliv's Deal Driver: Built for Deal-Level Intelligence

Oliv's Deal Driver agent solves for the deal, not just the meeting, aggregating insights across all conversations to deliver unified intelligence AEs and managers actually need.

Comprehensive Deal Context:

• Aggregates all meetings/emails into unified deal health scoring
• Tracks MEDDIC progression across entire sales cycle, identifying regression or advancement
• Flags deals requiring manager attention daily via automated alerts
• Generates before-meeting game plans incorporating full deal context, not just single-call prep

Manager Efficiency:

• Weekly deal breakdowns show which deals progressed, which stalled, and what actions are needed
• Automated risk identification eliminates manual pipeline review for 75+ deals
• Intervention triggers alert managers to deals requiring escalation before they slip

Use Case Comparison:

"When an AE joins a fourth meeting with a prospect, Gong provides prep for that single call. Oliv's Deal Driver delivers comprehensive deal intelligence: What was discussed in meetings 1-3, how qualification has progressed, what objections remain unresolved, and the specific actions needed to advance this deal to close."
Deal-Level Intelligence Example

Recommendation: Teams managing complex deals with multiple touchpoints should prioritize deal-level intelligence platforms like Oliv over meeting-level tools requiring manual synthesis.

Q10: How to Choose the Right Conversational Intelligence Platform for Your Team [toc=Platform Selection Guide] 🔍

Selecting the optimal CI platform requires evaluating six critical dimensions: team size/structure, budget constraints, existing tech stack, use case priorities (coaching vs forecasting vs engagement), implementation resources, and data architecture requirements.

🎯 Decision Framework: Key Evaluation Criteria

1. Team Size & Organizational Complexity

• Startups (5-15 reps): Prioritize instant setup, zero platform fees, affordable pricing. Best Fit: Oliv AI (full CI + forecasting), Fireflies (basic transcription), Fathom (free tier)
• Mid-Market (50-200 reps): Require unified CI + forecasting, RevOps efficiency, multi-segment support. Best Fit: Oliv AI (consolidated platform), Gong + Clari stack (if budget allows)
• Enterprise (200+ reps): Need SOC 2/GDPR compliance, customizable workflows, deep CRM integration. Best Fit: Oliv AI (AI-native data layer), Gong (established enterprise presence), Salesforce Einstein (if Salesforce-committed)

Budget & Total Cost Ownership

2. Budget & Total Cost of Ownership

Calculate true annual costs including:

• Per-user licensing fees
• Platform fees ($5K-50K annually for Gong/Clari)
• Implementation costs ($30K-50K for enterprise deployments)
• Training and support fees
• RevOps maintenance overhead (15+ hrs/week for Smart Tracker management)

Use Case Priorities

3. Use Case Priorities

Identify primary workflows your team needs:

• CI-Only (call recording, transcription, summaries): Fireflies, Jiminny, Fathom suitable
• CI + Coaching: Gong, Jiminny, Oliv
• CI + Forecasting: Oliv (unified), Gong + Clari (separate tools)
• CI + Forecasting + Engagement: Oliv (consolidated), Gong + Clari + Salesloft (expensive stack)

4. Existing Tech Stack Integration

Assess CRM and tooling compatibility:

• Salesforce-Heavy: Oliv (makes Salesforce autonomous), Gong, Clari, Einstein CI
• HubSpot-Heavy: Oliv (augments HubSpot), HubSpot Sales Hub native features
• ZoomInfo Users: Chorus AI (add-on, but technologically stagnant)

5. Implementation Resources

• No RevOps Team: Choose instant-setup platforms (Oliv 1-2 days, Fireflies instant, Fathom instant)
• Dedicated RevOps: Can handle 3-6 month Gong/Clari implementations

6. Data Architecture Philosophy

• Open Data Export: Oliv (full CRM export, no vendor lock-in)
• Proprietary Systems: Gong (difficult API, custom code required)

⚠️ Red Flags to Avoid

• Platforms with poor forecasting (Gong Forecast rated 4/10, Salesloft 1/10) forcing expensive Clari add-ons
• Unreliable recording bots (Avoma 73% report bot failures)
• Forced bundling when you only need core CI
• High platform fees buried in contracts

Oliv Advantage: For teams seeking a single, unified solution for CI + Forecasting + Engagement with AI-native architecture, transparent pricing, and zero hidden costs, Oliv eliminates the need to stack multiple tools.

Q11: Forecasting Automation: Which CI Platforms Actually Deliver Reliable Forecasts? [toc=Forecasting Capabilities] 📊

Sales managers spend 5-10 hours weekly manually reviewing pipeline to prepare forecast calls, relying on biased rep self-assessments ("I think this deal will close") and struggling to identify which deals might slip until it's too late.

The painful reality: Most CI vendors have weak or nonexistent forecasting modules.

❌ Traditional CI Vendors' Forecasting Failures

Gong Forecast: Rated 4/10

Despite Gong's CI strength, its forecasting module is poorly rated and widely considered "not robust," forcing companies to purchase separate Clari licenses at $100-200/user/month.

"The additional products like Forecast or Engage come at an additional cost. Would be great to see these tools rolled into the core offering."
Scott T., Director of Sales, Mid-Market, G2 Verified Review

Weak Forecasting Across Platforms

Salesloft: Virtually Nonexistent (1/10)

Salesloft's forecasting capability is rated 1/10, essentially unusable for serious forecast management.

Chorus: No Forecasting Capabilities

Chorus lacks forecasting entirely, requiring third-party solutions.

The Forced Stack:

Companies typically pair Gong (CI) + Clari (Forecasting) at $400-500/user/month combined, then face the challenge of manually correlating Clari roll-ups with Gong conversation insights, requiring RevOps teams to stitch data across separate systems.

"Clari should find ways to differentiate from native Salesforce features. Additionally, its sometimes difficult if you dont have a strong RevOps team to maintain validation rules in both Salesforce and Clari instances."
Dan J., Mid-Market, G2 Verified Review

✅ AI-Era Automated Forecasting

Modern platforms analyze conversation patterns across all deals to generate unbiased forecast predictions, automatically identify at-risk deals based on buyer sentiment and engagement patterns, and deliver presentation-ready forecast reports eliminating manual manager prep work.

Unbiased Intelligence:

AI detects subtle signals reps miss: declining buyer engagement, sentiment shifts, timeline slippage indicators, stakeholder dropout, providing forecast accuracy unclouded by rep optimism.

Automated Roll-Ups:

Systems generate call, upside, commit, and best-case categories automatically, aggregating deal probabilities based on conversation health rather than manual rep input.

Presentation-Ready Outputs:

Platforms deliver one-page forecast reports with AI commentary on what changed week-over-week, which deals moved categories, and what actions are needed to hit targets.

🚀 Oliv's Forecaster Agent: Built-In Automated Forecasting

Oliv's Forecaster Agent generates automated weekly forecast roll-ups (call, upside, commit, best-case) with AI commentary on what changed, which deals show risk signals, and what actions are needed, eliminating the need for separate Clari licenses.

Automated Weekly Forecasts:

• One-page reports delivered every Monday morning
• AI commentary explaining what changed in pipeline since last week
• Risk identification flagging deals showing slippage signals
• Action recommendations specifying what's needed to hit targets

Conversation-Based Intelligence:

• Analyzes buyer sentiment across all deals to detect enthusiasm drops
• Tracks stakeholder engagement patterns identifying champion disengagement
• Monitors objection progression to predict deals requiring manager intervention

Manager ROI:

• Reduces forecast prep time from 8 hours to 30 minutes weekly
• Improves forecast accuracy by 20-30% through unbiased conversation analysis
• Frees managers to focus on actual deal coaching rather than manual pipeline review

"Our sales managers were spending 8 hours weekly preparing forecast calls. Oliv's Forecaster Agent cut that to 30 minutes of review time, freeing managers to focus on actual deal coaching and improving our forecast accuracy by 23%."
Manager ROI Example

Cost Comparison:

• Gong + Clari Stack: $400-500/user/month for CI + Forecasting
• Oliv Unified Platform: Delivers both capabilities at 60-70% cost reduction

Recommendation: Teams requiring robust forecasting should avoid CI-only platforms (Gong, Salesloft, Chorus) that force expensive Clari add-ons. Oliv delivers unified CI + Forecasting in a single platform.