Invoca vs. Clari Copilot

We are able to reduce non-sales calls by being able to attribute [the source of incoming calls]. But it needs patience and a long time to get the benefits of its AI capabilities. So RoI could be a longer run. It is expensive if we needed a simple call tracking solution only.

Incentivized

For the overall monitoring of sales calls and validating claims, it is a great tool and does exactly what we need. A change that would be great would be the ability to set a condition for any member on the system to either be able to download transcripts or prohibit downloading transcripts without them needing to be made admins. We have the finance department that often needs access to the transcripts as evidence in Stripe disputes, but they have to be made an admin to be able to download the transcript even though they don't actively use Wingman except for downloading transcripts.

Incentivized

• From an accounting perspective, Invoca makes it easy for us to determine where our call revenue is coming from and what call type generated the paid call.
• Their dashboard is very user-friendly. I like how you can see everything from the top level and see total call volume, commission paid, and conversion rate. But you can easily drill down into each campaign level too.
• Lastly, you can easily create call campaigns and create individual phone numbers. I especially like how we're able to create a ring pool that allows us to track exactly where the call is coming from, and it's not difficult to setup.

Incentivized

• Filtering calls by keywords - saves you time so that you don't have to listen to entire calls.
• Creating game tapes - so that you can easily onboard new team members.
• Great support team (love for Sushma).
• Much cheaper than competitors.

Incentivized

• Learning Invoca can be a bit of a challenge, as many items are hidden in various views.
• It does lack the ability to speak with 3rd party software with Zapier
• In certain ways, too much functionality for basic campaign setup.
• They do not try to take a business development role with their users to help them grow their business.

Incentivized

• Searching for specific calls (you can scroll through the list, but that takes time)
• The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
• The AI-driven insights aren't always accurate but are still very useful nonetheless

Incentivized

I think Wingman is one of the best software in their segment. Very few companies are cost-effective and offer similar solutions.

Incentivized

Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.

Incentivized

Invoca's client success team is great to work with, which is a nice value proposition for their business (many SaaS providers struggle with this). Their support team is very talented and fully capable of addressing the vast majority of questions that they receive. I haven't encountered any negative experiences when requesting assistance.

Incentivized

Wingman is always quick and thorough with their support and often offer to proactively connect on Zoom. I love that.

Incentivized

I wasn't directly involved but no news is good news in our organization for topics like this!

Incentivized

We used Convirza for a long time and had a pathetic experience as we were paying a high price for nothing special. Convirza was not so good in call tracking and had fewer features as compared to Invoca, and Invoca’s price is also amazing. It has all the essential features that we were looking for, like call scheduling and call recording, that are essential for marketing campaigns too. Its reporting dashboard is our least favorite thing about it.

Incentivized

We evaluated wingman, Gong and chorus. Settled on Wingman because of their features and then being cost effective as well. I've used Gong before in an earlier organization but would vouch for Wingman over Gong primarily because Gong is very expensive. Wingman provides the best bang for buck in the sales intelligence ecosystem

Incentivized

• It is really useful to set a price you will pay for inbound calls, and let Invoca manage that tracking system.
• We were able to run campaigns that could not have run otherwise because we had the call tracking for those calls.

Incentivized

• It's made me more confident on a call, because if I forget something it doesn't matter.
• It's enabled me to be more concise in my follow-up's referring to specific points from the call.
• It's provided some absolute gems when clients have shared media plans showing competitors etc.

Incentivized