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AI tools

Contio

AI meeting prep, notes and follow-up drafts, with logging to Salesforce.

Made by Contio Inc. Visit Contio's website
Starting priceFree plan
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed3 connectionsSalesforce, Claude, ChatGPT. Source and date for each below. AI tools among them: Claude (MCP server), ChatGPT (MCP server).
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What their website looks like

Screenshot of Contio's homepage
Contio's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Free Free
No charge
 20 meetings per month
Pro $19/user/mo
per user, per month
 Paid annually
Unlimited meetings.
Pro $26/user/mo
per user, per month
 Paid monthly
Unlimited meetings.
Elite $29/user/mo
per user, per month
 Paid annually
Unlimited meetings.
Elite $39/user/mo
per user, per month
 Paid monthly
Unlimited meetings.
Enterprise $49/user/mo
per user, per month
 Paid annually
Unlimited meetings. Contact Sales.
Enterprise $65/user/mo
per user, per month
 Paid monthly
Unlimited meetings. Contact Sales.

Free for 20 meetings a month

21-day free trial of Elite

Source: Contio pricing page for wealth managers. Checked on the vendor's site, Oct 13.

Where Contio sits on price

ContioOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Salesforce
Contio3 connections listed

Data goes out to

SalesforceClaudeChatGPT
Salesforce
Checked on the vendor's site
  • Data in: account context: related Accounts and Contacts, open Opportunities, recent Cases and activity
  • Data out: the meeting update, logged to the Salesforce record
Source: Contio Salesforce integration page. Checked Oct 13.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Contio Inc. lists. How each one connects is in Contio Inc.'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: meetings
Source: Contio API and MCP data access page. Checked Oct 13.
ChatGPT
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: meetings
Source: Contio API and MCP data access page. Checked Oct 13.

Leaving later

We haven't read Contio Inc.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Contio yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Contio with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile
Grain
Free plan
Checked on the vendor's site · Oct 13
HubSpot · Data out checkedSalesforce · Data out checkedPipedrive · Data out checked
View profile

Corrections

No corrections to this profile yet.

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