Clearword
AI meeting assistant for automated notes and CRM updates—now shutting down
Clearword is shutting down, so don't buy it. The CRM automation and note-taking features were strong, but the service is ending and new sign-ups are closed. Look at Fathom or Otter.ai for alternatives that are still active.
Verified 3d ago · liveness 69/100 · cite: rightaichoice.com/tools/clearword
- Sales teams wanting automated CRM logging
- Customer success managers tracking client conversations
- Operations teams streamlining meeting follow-ups
- Remote teams needing consistent meeting documentation
- Users needing advanced video editing or recording
- Teams that require real-time collaborative whiteboarding
- Individuals who prefer meeting-free workflows
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Skip Clearword if you need a meeting assistant that will be actively supported and updated, since the service is shutting down and unavailable for new sign-ups.
The free plan only allows 5 meetings per month, so you'll quickly hit a wall if you have more than a few calls.
Clearword's pricing was competitive for small teams with the free tier and $29/user Pro, but the shutdown makes it irrelevant. Compare Fathom (generous free tier) and Otter.ai (similar pricing) for active alternatives.
In short
Clearword — AI meeting assistant for automated notes and CRM updates—now shutting down. Best for Sales teams wanting automated CRM logging, Customer success managers tracking client conversations, Operations teams streamlining meeting follow-ups. Free to start; paid plans from $29/user/mo.
Viability Score
How well maintained and how widely used is Clearword? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- Real-time meeting transcription
- AI-generated meeting summaries with key decisions
- Automatic action item extraction and assignment
- Draft follow-up emails from meeting notes
- CRM updates: log calls, update deals, create tasks
- Integration with Zoom, Google Meet, Microsoft Teams
- Slack integration for sharing summaries and actions
- Customizable meeting note templates
- Multilingual transcription support
- Chrome extension for quick launch
- Search across all meeting history
- SOC 2 compliance, data encryption
About Clearword
Clearword is an AI meeting assistant that joins your Zoom, Google Meet, and Microsoft Teams calls to capture, transcribe, and summarize conversations in real time. It generates structured notes with key decisions, action items, and owner assignments, then drafts follow-up emails and automatically updates your CRM (Salesforce, HubSpot) with call logs and deal stage changes. It integrates with Slack, Google Calendar, and Outlook Calendar to share summaries and tasks, and offers customizable note templates, multilingual transcription, and a Chrome extension. Clearword was built for sales teams, customer success managers, and operations teams that want to eliminate manual note-taking and CRM data entry. Its real-time transcription, automatic action item extraction, and CRM logging were standout features. The Slack integration kept teams informed, and the search across all meeting history made past conversations easy to retrieve. For organizations with compliance needs, Clearword offered SOC 2 compliance and data encryption. However, Clearword has announced it is shutting down. As of January 2025, new sign-ups and ongoing service have ceased. The platform will go offline, so existing users are advised to export their data while they still can. This makes Clearword a non-viable option for new buyers, and even current users should plan an exit. Given the shutdown, any buyer in the market for an AI meeting assistant should look elsewhere. Tools like Fathom (free with CRM sync), Otter.ai (strong team collaboration), or Gong (revenue intelligence) offer similar capabilities without the imminent end-of-life. Clearword’s technology was solid, but its availability is no longer a factor in your decision.
Behind the Verdict
Clearword was a capable AI meeting assistant, but it's dead in the water. The shutdown announcement in January 2025 means no new sign-ups and the service will go offline. If you're a current user, the only smart move is to export your data now. For anyone else, this tool is off the table. The core functionality was solid: real-time transcription, AI-generated summaries with action items, and direct CRM updates to Salesforce and HubSpot. That's a workflow many sales and customer success teams would appreciate. The Slack integration and searchable history were nice touches too. But none of that matters if the platform is going dark. When comparing to alternatives, Fathom is a natural fit — it's free, offers CRM sync, and is actively supported. Otter.ai brings strong team collaboration and is widely used. Gong goes deeper into revenue intelligence but is pricier. All three are safer bets than Clearword right now. One caveat: if you were already using Clearword and had custom templates or processes built around it, migrating to a new tool will take effort. Start exporting your data immediately to avoid losing meeting history. Don't wait for the shutdown to catch you off guard. In short, Clearword is a cautionary tale — good tech, bad timing. Let this be a reminder to choose tools with a clear roadmap and active development. For your next meeting assistant, pick a company that's committed to the long haul.
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Real-world workflow fit
Concrete scenarios for the personas Clearword actually fits — and what changes day-one when you adopt it.
Joins a Zoom discovery call with a prospect.
Outcome: Clearword transcribes the call, extracts action items, and automatically logs the call and updates the deal stage in Salesforce, saving the rep manual data entry.
Runs a weekly check-in with a key account over Google Meet.
Outcome: Clearword generates a summary with decisions and action items, drafts a follow-up email, and posts the summary to Slack, keeping the account team aligned without extra work.
Facilitates a recurring team stand-up on Microsoft Teams.
Outcome: Clearword captures the meeting, tags action items with owners, and creates tasks in HubSpot, ensuring follow-ups are tracked and visible to the team.
Use Cases
- Automate note-taking during sales calls and sync action items to Salesforce
- Generate meeting summaries with assigned tasks and share via Slack
- Draft follow-up emails after customer success meetings with one click
- Track team decisions and next steps from recurring stand-ups
- Keep CRM updated automatically with call logs and deal updates
- Create a searchable knowledge base of all meeting history
Limitations
- Clearword has shut down, ceasing new sign-ups and ongoing service.
- Users are advised to export data before the platform goes offline.
- Existing specifications may be outdated and cannot be verified.
as of 2026-08-24
Verification history
We have re-verified Clearword 7 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 7 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Clearword tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
Solo users or very small teams who need basic transcription for a handful of meetings each month and don't require CRM integration.
What this tier adds
Free entry point with 5 meetings per month, basic transcription, and Slack integration.
Pro
$29/mo per user
Ideal for
Sales and customer success teams that need unlimited meetings, CRM sync, and custom templates for consistent note-taking.
What this tier adds
Adds unlimited meetings, CRM integration (Salesforce/HubSpot), custom templates, and priority support versus the Free tier.
Business
Custom
Ideal for
Larger organizations that need SSO, advanced analytics, and custom integrations, with a dedicated account manager.
What this tier adds
Adds dedicated account manager, custom integrations, advanced analytics, and SSO on top of Pro features.
Where the pricing makes sense
The company stage and team size where Clearword's pricing actually pencils out — and where peers do it cheaper.
Clearword's pricing was competitive for small teams with the free tier and $29/user Pro, but the shutdown makes it irrelevant. Compare Fathom (generous free tier) and Otter.ai (similar pricing) for active alternatives.
Setup time & first value
How long it actually takes to get something useful out of Clearword — broken out by persona, not the marketing-page minute.
For a single user, you can sign up and connect your calendar in under 10 minutes, with the Chrome extension adding another 2 minutes. Teams may need 30-60 minutes to configure CRM integrations and templates.
Switching to or from Clearword
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From a manual note-taking workflow: Replace with Clearword by setting up calendar integrations and CRM sync, then start using automated summaries for all recurring meetings.
- ↗To Fathom: Export your meeting notes and CRM logs, then set up Fathom's native integrations to continue similar automation.
- ↗To Otter.ai: Export Clearword notes, then import into Otter's workspace and configure its collaboration features.
- ↗To Gong: For revenue intelligence, export call recordings and notes, then set up Gong's capture and analytics.
Integrations
Resources & Guides
Tutorials & Learning
Official links
Tools that pair well with Clearword
Common stack mates teams adopt alongside Clearword, with the specific reason each pairing earns its keep.
Featured Head-to-Head Comparisons
Clearword vs Truleo
Choose Truleo if you're in law enforcement and need to connect data across RMS, CAD, jail calls, and body cameras to surface investigative leads automatically. Choose Clearword if you're a sales, CS, or operations professional wanting an AI meeting assistant that transcribes, summarizes, and auto-updates CRM and Slack. They serve entirely different markets.
Clearword vs Locus Robotics
Locus Robotics and Clearword serve entirely different domains: warehouse automation vs. meeting assistance. Choose Locus if you need physical robots to scale fulfillment 2-3x; choose Clearword if you want AI to automate meeting notes and CRM updates. There is no head-to-head overlap—decision depends entirely on your operational problem.
Clearword vs Presto Voice
Presto Voice wins for QSR chains wanting to automate drive-thru ordering and boost revenue via upselling – its Dairy Queen partnership proves enterprise traction. Clearword is ideal for sales and operations teams that need automatic meeting notes and CRM updates, but it's a completely different category. Choose based on your domain: restaurant drive-thru vs. meeting productivity.
Alternatives to Clearword
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Otter Sales Agent
AI sales notetaker with live transcription, CRM sync, and coaching for Salesforce and HubSpot teams.
Circleback
AI meeting notes, action items, automations, and search across every conversation
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