AI CRM suite
AI meeting notetaker
Keep Otter, Add the CRM: HelloGrowthCRM vs Otter.ai
Last verified against Otter.ai's own pricing and product pages.
Quick verdict
Should you switch from Otter.ai to HelloGrowthCRM?
Decide on evidence.
- Step 1
List must-haves
Pipeline, WhatsApp, calling, reports
- Step 2
Price your team
Cost per user at your real team size
- Step 3
Trial with real leads
A week of genuine follow-up
- Step 4
Check the extras
AI, automation and integrations you need
- Step 5
Plan the move
Export, import and go live
HelloGrowthCRM's free plan lets you run step 3 on real leads before paying.
Who should choose which
Sales and service teams whose meetings end with a to-do list that nobody owns. HelloGrowthCRM gives each deal a stage, an owner and a next step, with a browser dialer and AI call summaries, a shared inbox, email sequences, booking pages and quotes on the same record, for $12 per user per month.
Anyone who needs every meeting recorded and searchable: a notetaker that joins Zoom, Microsoft Teams and Google Meet, bot-free capture from the desktop app, transcripts in several languages, AI chat across meetings, and HIPAA as an Enterprise add-on. HelloGrowthCRM is not HIPAA compliant and does not take meeting notes.
What Otter.ai is, and where a CRM fits
Otter.ai is an AI meeting notetaker. Its notetaker joins Zoom, Microsoft Teams and Google Meet from your calendar, and its desktop and mobile apps record without a bot. It writes transcripts, summaries and action items, answers questions across meetings with AI chat, and syncs notes to HubSpot or Salesforce on paid plans (checked 2026-10-28).
HelloGrowthCRM is an AI CRM suite. Each deal has a stage, an owner and a next step. Reps call from the browser with AI summaries on the record, follow up with email sequences, share booking pages and send quotes, and the shared inbox keeps every email, text and chat with the customer.
The tables on this page show both columns as of 2026-10-28. "Not listed" means Otter's own pages do not list the capability, and a plan name means it starts on that plan.
To decide, follow one meeting's action items for a week. If they live in a notes app and nobody checks them, the missing piece is a CRM, and Otter can stay.
The 10 differences that decide it
What buyers comparing Otter.ai ask about most. Each Otter.ai cell links to Otter.ai's own page.
| What you need | Why it matters | HelloGrowthCRM | Otter.ai |
|---|---|---|---|
| Deal pipeline board | Every open deal, its stage and its value on one screen. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Call leads from the CRM | Reps dial in one click and every call lands on the lead's timeline. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Automatic follow-up emails | Leads get chased on schedule and the sequence stops when they reply. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| One shared inbox | The whole team sees every conversation, so nothing waits on one person. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Booking pages | Prospects book a meeting without back-and-forth email. | Included (Growth plan) | LimitedSource, checked 2026-10-28 |
| AI call summaries | Notes write themselves, so follow-ups start from what the customer said. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| AI meeting notes | Meetings are recorded and summarised without anyone taking notes. | Not available | IncludedSource, checked 2026-10-28 |
| Call transcripts | Every word of a recorded call can be searched later. | Coming soon | IncludedSource, checked 2026-10-28 |
| HIPAA compliance | Protected health information needs a vendor that signs a BAA. | Not available | Paid add-onSource, checked 2026-10-28 |
What HelloGrowthCRM includes for teams comparing Otter.ai
Included in Growth. Each card says what the feature does not do yet.
Power dialer
Dialing sessions that call down a list, with recording and the call outcome logged on the lead.
Limit: Parallel (multi-line) dialing is not offered.
AI voice agents
AI agents that place and answer calls and run scheduled call campaigns, with results on the lead.
Limit: Voice and language coverage varies; test your accent and language on a call first.
Team inbox
Email, SMS, chat, social and WhatsApp conversations in one inbox, with assignment, snooze and mentions.
Limit: AI autopilot drafts and sends on email only.
Scheduler and booking pages
Branded booking pages with one-to-one, round-robin and collective meeting types, routing forms and reminders.
Limit: Two-way free/busy sync with outside calendars is not confirmed yet.
Task boards
Table, kanban, calendar, Gantt and analytics views with subtasks, dependencies, several assignees and time tracking.
Limit: No voice notes on tasks yet.
Quotes, proposals and invoices
Quotes built from the deal, turned into invoices, plus recurring invoices and AI-drafted proposals.
Limit: Card payments run through a payment provider you connect.
Customer portal
A passwordless portal where customers pay invoices, accept quotes, raise tickets and see bookings.
Limit: There is no vendor or supplier portal.
Report builder
About 24 lead and pipeline reports by stage, source, rep, team and channel, saved and exported.
Limit: Scheduled, emailed reports are coming soon.
What it costs for 5, 10 and 25 users
Year-one cost at list price: HelloGrowthCRM Growth at $12 per user per month, and Otter.ai Pro at $16.99 per user per month (billed monthly, from Otter.ai's pricing page, checked 2026-10-28).
| Team size | HelloGrowthCRM | Otter.ai Pro |
|---|---|---|
| 5 users | $720 | $1,019.4 |
| 10 users | $1,440 | $2,038.8 |
| 25 users | $3,600 | $5,097 |
Otter Pro is $8.33 per user per month billed annually; Business is $30 monthly or $19.99 annually, and Enterprise is quoted. HubSpot and Salesforce sync covers 1 user on Pro and 5 on Business (otter.ai/pricing, checked 2026-10-28). Most teams keep Otter for notes and add HelloGrowthCRM seats for the people who sell.
Try your own team size
Otter.ai Pro
$2,038.8 in year one
$16.99 per user per month, billed monthly.
HelloGrowthCRM Growth
$1,440 in year one
$12 per user per month.
Otter.ai price from its pricing page, checked 2026-10-28. Taxes, usage charges and add-ons are not included on either side.
Why teams look past Otter.ai
Teams add HelloGrowthCRM next to Otter for three reasons.
The first is that notes are not a pipeline. Otter's pricing and product pages list no deal pipeline, dialer or quotes (checked 2026-10-28). Action items need a CRM to land in.
The second is CRM sync seats. Otter syncs to HubSpot and Salesforce for 1 user on Pro and 5 on Business, with more on Enterprise (Otter pricing, checked 2026-10-28).
The third is calls. Otter records meetings; HelloGrowthCRM places the sales calls themselves from the lead, with AI summaries on the record, and AI voice agents for missed calls.
Where Otter.ai is stronger
- A notetaker that joins Zoom, Microsoft Teams and Google Meet, plus bot-free recording from the desktop and mobile apps.
- Transcripts of meetings and imported recordings, with AI chat across them; stored call transcription is coming soon in HelloGrowthCRM.
- HIPAA as an Enterprise add-on; HelloGrowthCRM is not HIPAA compliant.
Full capability comparison
48 capabilities in 10 groups. Open a group to see every row.
Records and pipeline (6)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Contact and lead records | Included (Growth plan) | Not available |
| Company and account records | Included (Growth plan) | Not available |
| Activity timeline | Included (Growth plan) | Not available |
| Global search | Included (Growth plan) | Included |
| Lead assignment and routing rules | Included (Growth plan) | Not available |
| Customizable pipeline stages | Included (Growth plan) | Not available |
Lead capture (2)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Embeddable web lead form | Included (Growth plan) | Not available |
| Landing page builder | Included (Growth plan) | Not available |
Calling and messaging (8)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Shared team inbox | Included (Growth plan) | Not available |
| Bulk SMS | Included (Growth plan) | Not available |
| Email sequences | Included (Growth plan) | Not available |
| Click-to-call dialer | Included (Growth plan) | Not available |
| Transcription of recorded calls | Coming soon | Included |
| Live call transcription | Included (Growth plan) | Included |
| Power dialer | Included (Growth plan) | Not available |
| Website live chat | Included (Growth plan) | Not available |
AI (11)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| AI assistant chat over CRM data | Included (Growth plan) | Limited |
| AI lead scoring | Included (Growth plan) | Limited |
| AI deal health monitoring | Included (Growth plan) | Limited |
| AI call summaries | Included (Growth plan) | Included |
| Live call coaching | Included (Growth plan) | Enterprise and above |
| Conversation intelligence | Included (Growth plan) | Limited |
| AI meeting notetaker bot | Not available | Included |
| AI text-to-tasks | Included (Growth plan) | Included |
| Multiple prebuilt AI agents | Included (Growth plan) | Limited |
| Knowledge sources for AI | Included (Growth plan) | Limited |
| MCP server | Included (Growth plan) | Included |
Automation (4)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Zapier | Via integration | Via integration |
| Outbound webhooks | Via integration | Enterprise and above |
| Public REST API | Included (Growth plan) | Enterprise and above |
| API keys and developer portal | Included (Growth plan) | Enterprise and above |
Sales execution (6)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Kanban deal board | Included (Growth plan) | Not available |
| Meeting booking pages | Included (Growth plan) | Limited |
| Google Calendar sync | Via integration | Via integration |
| Outlook calendar sync | Included (Growth plan) | Via integration |
| Zoom meetings | Via integration | Via integration |
| Google Meet links | Via integration | Via integration |
Quotes, invoices and payments (1)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Quotes | Included (Growth plan) | Not available |
Reporting (4)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Standard dashboards | Included (Growth plan) | Limited |
| Call analytics | Included (Growth plan) | Limited |
| BI tool connection | Via integration | Limited |
| Data export | Included (Growth plan) | Included |
Security and admin (5)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Roles and permissions | Included (Growth plan) | Limited |
| Audit log | Included (Growth plan) | Business and above |
| Single sign-on (SAML/OIDC) | Included (Growth plan) | Enterprise and above |
| HIPAA compliance | Not available | Paid add-on |
| Seat and plan management | Included (Growth plan) | Included |
Mobile (1)
| Capability | HelloGrowthCRM | Otter.ai |
|---|---|---|
| Native iOS and Android apps | Included (Growth plan) | Included |
Sources for the Otter.ai column (48)
Each Otter.ai cell is checked against Otter.ai's own documentation or pricing page. A cell that has not been re-checked within 120 days is removed from the table rather than shown out of date.
- Contact and lead records: otter.ai/pricing · checked 2026-10-28
- Company and account records: otter.ai/pricing · checked 2026-10-28
- Activity timeline: otter.ai/pricing · checked 2026-10-28
- Global search: otter.ai/pricing · checked 2026-10-28
- Lead assignment and routing rules: otter.ai/pricing · checked 2026-10-28
- Customizable pipeline stages: otter.ai/pricing · checked 2026-10-28
- Embeddable web lead form: otter.ai/pricing · checked 2026-10-28
- Landing page builder: otter.ai/pricing · checked 2026-10-28
- Shared team inbox: otter.ai/pricing · checked 2026-10-28
- Bulk SMS: otter.ai/pricing · checked 2026-10-28
- Email sequences: otter.ai/pricing · checked 2026-10-28
- Click-to-call dialer: otter.ai/pricing · checked 2026-10-28
- Transcription of recorded calls: otter.ai/pricing · checked 2026-10-28
- Live call transcription: otter.ai/pricing · checked 2026-10-28
- Power dialer: otter.ai/pricing · checked 2026-10-28
- Website live chat: otter.ai/pricing · checked 2026-10-28
- AI assistant chat over CRM data: otter.ai/pricing · checked 2026-10-28
- AI lead scoring: otter.ai/sdr-agent · checked 2026-10-28
- AI deal health monitoring: otter.ai/sales-agent · checked 2026-10-28
- AI call summaries: otter.ai/pricing · checked 2026-10-28
- Live call coaching: otter.ai/pricing · checked 2026-10-28
- Conversation intelligence: otter.ai/sales-agent · checked 2026-10-28
- AI meeting notetaker bot: otter.ai/pricing · checked 2026-10-28
- AI text-to-tasks: otter.ai/pricing · checked 2026-10-28
- Multiple prebuilt AI agents: otter.ai/sdr-agent · checked 2026-10-28
- Knowledge sources for AI: otter.ai/pricing · checked 2026-10-28
- MCP server: help.otter.ai/hc/en-us/articles/35287607569687-Otter-MCP-Server · checked 2026-10-28
- Zapier: otter.ai/pricing · checked 2026-10-28
- Outbound webhooks: help.otter.ai/hc/en-us/articles/35634832371735-Workspace-Webhooks · checked 2026-10-28
- Public REST API: help.otter.ai/hc/en-us/articles/36130822688279-Otter-ai-Public-API · checked 2026-10-28
- API keys and developer portal: help.otter.ai/hc/en-us/articles/36130822688279-Otter-ai-Public-API · checked 2026-10-28
- Kanban deal board: otter.ai/pricing · checked 2026-10-28
- Meeting booking pages: otter.ai/sdr-agent · checked 2026-10-28
- Google Calendar sync: otter.ai/integrations · checked 2026-10-28
- Outlook calendar sync: otter.ai/integrations · checked 2026-10-28
- Zoom meetings: otter.ai/pricing · checked 2026-10-28
- Google Meet links: otter.ai/pricing · checked 2026-10-28
- Quotes: otter.ai/pricing · checked 2026-10-28
- Standard dashboards: otter.ai/pricing · checked 2026-10-28
- Call analytics: otter.ai/pricing · checked 2026-10-28
- BI tool connection: otter.ai/integrations · checked 2026-10-28
- Data export: otter.ai/pricing · checked 2026-10-28
- Roles and permissions: otter.ai/pricing · checked 2026-10-28
- Audit log: otter.ai/pricing · checked 2026-10-28
- Single sign-on (SAML/OIDC): otter.ai/pricing · checked 2026-10-28
- HIPAA compliance: otter.ai/pricing · checked 2026-10-28
- Seat and plan management: otter.ai/pricing · checked 2026-10-28
- Native iOS and Android apps: otter.ai/pricing · checked 2026-10-28
Switch from Otter.ai in 4 steps
- Export your contacts and open deals to CSV from wherever you track them today.
- Import them into HelloGrowthCRM and map each column on the import screen.
- Set up pipeline stages, calling, a booking page and a follow-up sequence.
- Keep Otter for meeting notes and run HelloGrowthCRM for a week, adding each meeting's next step to the deal.
Your data
Your recordings and transcripts stay in Otter; contacts and deals come into HelloGrowthCRM as CSV.
Contract
Nothing to cancel: you keep Otter for notes, and HelloGrowthCRM is $12 per user per month on the Growth plan.
Learning curve
A guided setup wizard creates the pipeline, stages and fields; you can keep your current stage names.
Get the switching checklist by email
Verdict
Otter.ai is an AI meeting notetaker; HelloGrowthCRM is an AI CRM suite. Choose Otter to record, transcribe and summarise video meetings and in-person conversations, and to search across them. Choose HelloGrowthCRM, on the Growth plan, for what happens after the meeting: the deal, the follow-up, the call and the quote. HelloGrowthCRM has no meeting notetaker, so the two fit together.
Want to see the difference?
See how HelloGrowthCRM compares to Otter.ai on your own pipeline.
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Security and migration, handled
Everything you need to move quickly and trust the system you're switching to.
Security & governance
- SOC 2 Type II report (available under NDA)
- AES-256 at rest · TLS 1.3 in transit
- SSO and 2FA support
- Full audit log on all user actions
- Hosted on AWS (US regions)
- GDPR & DPDPA-aligned data handling
Implementation & support
- Onboarding included in Growth
- We handle data migration — not you
- Same-day demo response (business hours)
- Email + chat support on Growth
- Dedicated specialist on Growth Engine+
- 90-day post-onboarding check-in included
Take the next step
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Prefer email? Write to sales@hellogrowthcrm.com