What Otter does

Otter.ai Inc. is a privately-held US company operating an AI-powered meeting transcription and conversation intelligence platform. Its product suite centers on an AI Notetaker that performs real-time speech recognition, generates AI summaries, and pushes structured insights into downstream systems. The flagship is the AI Sales Notetaker, which handles the full sales-call lifecycle: pre-call briefs drawn from CRM data (Salesforce, HubSpot), live transcription with real-time sales coaching (objection handling, competitor mention detection, pricing discussion flagging), and post-call outputs including smart summaries, automated follow-up emails, and deal-intelligence updates synced back to the CRM.

Beyond sales, Otter has built a portfolio of vertical agents: an SDR Agent that autonomously qualifies leads, runs personalized live demos, and books meetings; a Recruiting Agent that captures candidate interactions and syncs to Greenhouse ATS; an Education Notetaker for lecture transcription; and a Media Notetaker for interview workflows. The underlying stack processes audio, video, and text modalities, with multi-language transcription supporting global accounts.

The business model is a freemium-to-enterprise ladder. Basic is free forever for individuals and small teams with unlimited meetings and basic integrations. Business is $19.99/month per user (7-day free trial) with 6,000 monthly transcription minutes, collaborative editing, and unlimited audio/video imports. Enterprise is custom-priced, sold via direct sales with demo requests, and supports multi-year contracts. Distribution is hybrid: self-serve PLG through otter.ai plus app stores and a Chrome extension, paired with an enterprise field-sales motion for larger deployments. Marketing relies on content (The Conversation blog), organic social, and the company's own product pages. No funding, revenue, or headcount data is disclosed in the source material.

Name

Otter

Legal name

Otter.ai Inc

Website

https://getotter.co

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

Otter.ai builds an AI-powered meeting transcription and conversation intelligence platform, offering specialized agents for sales, recruiting, education, media, and SDR workflows that capture calls, generate summaries, and sync insights to CRM and ATS systems.

Ownership category

akta.pro rank

Product category

AI Meeting Intelligence / Conversation Intelligence Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Conversational AI Platforms (chat/voice bots, orchestration) (HDAAAFAC)

akta.pro secondary industries

Contact Center Speech AI (agent assist, IVR automation) (HDAAAFAL), AI Tutoring Systems (Conversational Tutors, Homework Helpers) (EDAFAFAC), iPaaS & Workflow Automation (BPAMAOAB)

Keywords

• AI meeting transcription
• Conversational intelligence
• Sales enablement software
• Meeting notetaking platform
• AI meeting assistant

Headquarters

HQ city

Fort Collins

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription - Individual/Team (Basic): Free tier for individuals and small teams providing automated AI meeting summaries and unlimited meetings with basic integrations
2. Subscription - Business Plan: Paid subscription at $19.99/month per user with 6000 monthly transcription minutes, collaborative note editing, advanced integrations, and admin features. Includes 7-day free trial.
3. Enterprise Licensing: Custom enterprise solutions with advanced capabilities, sold via direct sales team with custom pricing based on organizational needs

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels4 records

Core offering

Otter.ai provides an AI-powered meeting intelligence platform that captures, transcribes, and summarizes meetings in real time using speech recognition and natural language processing. The core product, the AI Sales Notetaker, automates note-taking, generates insights, drafts follow-up emails, and syncs conversation data with Salesforce and HubSpot. Specialized AI agents extend the platform to Education, Media, Sales Development, and Recruiting use cases.

Product overview

Otter.ai is an AI-powered notetaking and meeting intelligence platform offering a unified product portfolio centered on its AI Notetaker with specialized agents for different use cases. The core AI Sales Notetaker provides pre-call prep, live transcription with coaching, and post-call summarization with CRM sync to Salesforce and HubSpot. The platform extends through dedicated agents for Education (lecture transcripts), Media (interview transcription), SDR (lead qualification and meeting booking), and Recruiting (candidate insights with Greenhouse sync). Otter is available across web, desktop (Windows/Mac), iOS, Android, and Chrome Extension, with tiered pricing from free Basic to Enterprise. The platform processes audio, video, and text modalities with AI capabilities including speech-to-text, NLP summarization, generative AI for automated emails, and process automation for CRM synchronization.

Differentiator

Problem solved

Functional benefit

Brands

• Sales Notetaker: AI-powered sales meeting notes with CRM sync, follow-ups, and conversation insights
• Education Notetaker
• Media Notetaker
• SDR Agent
• Recruiting Agent

Products and services

• AI Sales Notetaker
• Education Notetaker
• Media Agent
• SDR Agent
• Recruiting Agent

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability9 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationNative CRM integration allowing Otter to automatically push key insights, call summaries, and deal intelligence directly into Salesforce. Enables seamless sync of meeting data with customer records.
• HubSpotcoreTechnology or IntegrationNative CRM integration enabling automatic syncing of meeting notes, action items, and customer insights to HubSpot CRM platform.
• ZoomcoreTechnology or IntegrationIntegration with Zoom for meeting transcription and recording, available as basic integration in free tier.
• Google MeetcoreTechnology or IntegrationIntegration with Google Meet for automated meeting transcription, included in basic integrations.
• Microsoft TeamscoreTechnology or IntegrationIntegration with Microsoft Teams for meeting transcription and recording capabilities.
• SlackcoreTechnology or IntegrationIntegration with Slack for notifications and collaboration, available in basic integrations tier.

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Salesloft: Salesloft is a sales engagement platform that has added conversation intelligence and AI-driven call summaries. It competes with Otter at the intersection of sales workflow automation and call insight, though its core focus is engagement rather than notes.
• Zoom AI Companion: Zoom AI Companion is a bundled AI assistant inside Zoom Meetings that summarizes and recaps calls. As a free add-on to a dominant conferencing platform, it directly overlaps with Otter's meeting-transcription use case.
• Microsoft Copilot for Sales: Microsoft's Copilot for Sales bundles meeting summaries, CRM task automation, and sales coaching inside the Microsoft 365 and Teams ecosystem. It competes with Otter through deep native distribution rather than a standalone product.
• HubSpot Sales Hub: HubSpot's Sales Hub embeds AI call summaries, transcriptions, and CRM task automation directly into its CRM. It is a broad incumbent in Otter's sales CRM-sync use case, especially given HubSpot is also a core integration partner.

Direct peers

• Fireflies.ai: Fireflies.ai is an AI meeting notetaker that joins Zoom, Meet, and Teams calls to transcribe, summarize, and sync notes to CRMs. It competes with Otter across both the horizontal free-tier and the sales-team workflows.
• Chorus.ai (ZoomInfo): Chorus.ai, now part of ZoomInfo, provides conversation intelligence for sales calls with CRM integration and deal analytics. It overlaps directly with Otter's Sales Notetaker on transcription, summarization, and pipeline insight.
• Avoma: Avoma is an AI meeting assistant for sales and customer success teams offering transcription, summaries, and CRM sync. It competes with Otter in the sales-meeting intelligence category with similar end-to-end workflows.
• Gong: Gong is a leading revenue intelligence platform that records, transcribes, and analyzes sales calls to surface deal insights. It directly competes with Otter's Sales Notetaker on conversation intelligence, CRM sync, and coaching for sales teams.

Emerging players

• Read AI: Read AI provides AI meeting summaries, transcription, and engagement analytics across conferencing platforms. It is an emerging player competing with Otter on meeting intelligence, with growing focus on cross-meeting analytics.
• Fathom: Fathom is a lightweight AI meeting notetaker for Zoom, Meet, and Teams with a strong free tier. It overlaps with Otter on the horizontal meeting-notes use case, though it does not yet match Otter's depth of sales-specific intelligence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/OtterInc
• YouTubeyoutube.com/@Otterai
• LinkedInlinkedin.com/company/otter-ai/mycompany

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Otter