---
title: "Otter | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/otter
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Otter

Website: https://otter.ai/  
Stages covered: 1 of 8 (Sign-up)  
Founded: 2016 in Mountain View, United States  
Headquarters: Mountain View, United States  
G2 rating: 4.4 (511 reviews)

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

Otter is a meeting AI and AI notetaker that transcribes meetings, generates summaries and action items, answers questions across meeting knowledge, and automates follow-ups with connected tools.

## What it's used for

- Automatic follow-ups, notes capture, and CRM sync for sales
- Lecture transcripts, note organization, insight extraction, and summaries for education
- Interview transcription, thought organization, and content creation for media
- Lead qualification, personalized live demos, and automatically booked meetings
- Candidate insights, automatic follow-ups, and notes sync with Greenhouse
- Pre-call briefings
- AI chat across meetings and connected apps
- Live-assist coaching during calls
- Automatic capture and assignment of action items
- Push sales insights to CRM

## Who it suits

- Sales teams
- Education teams and students
- Media teams
- Individuals and small teams
- Medium-sized teams
- Large teams and companies

## How it works

Otter can automatically join meetings as an AI notetaker, record bot-free on desktop or Chrome, or capture on mobile. It transcribes conversations, creates searchable meeting knowledge, generates summaries and action items, and can sync outputs to connected tools such as CRM and collaboration apps.

## Key features

- Meeting transcription
- Pre-call briefs
- Live coaching during calls
- Automatic follow-ups
- AI chat across meetings and connected apps
- Automatic capture and assignment of action items
- CRM sync for meeting insights
- Live transcription in multiple languages
- Speaker recognition
- Meeting summaries with decisions, action items, and insights
- Channels for organizing conversations by team, project, or topic
- Bot-free desktop recording
- Secure access to meeting knowledge through MCP Server

## What it works with

Zoom, Claude, Dropbox, Google Calendar, Google Docs, Google Meet, HubSpot, Jira, Notion, Glean, Salesforce, Slack, Asana, Greenhouse, ChatGPT

## What it says it delivers

The vendor's own words, from its website (quoted data):

> Meeting AI that turns talk into action
>
> Your notetaker should do more than take notes
>
> The world's only Conversational Knowledge Engine
>
> The world's smartest AI Notetaker

## Pricing

- Basic: Free forever
- Business: From $19.99/month per user
- Free: Free
- Pro: $16.99/user/month or $8.49/user/month
- Business: $30/user/month or $24/user/month
- Enterprise: Custom

Free trial: 7-day free trial · included

## From the Otter blog

- [OtterPilot™ is the Smart AI Meeting Assistant You’ve Been Waiting For](https://otter.ai/)

## Who uses it

- Aiden Technologies
- Voziq.ai
- Canidium
- Woven Health Collective
- MRI Software
- Asset Panda
- Irvine Valley College
- University of California, Davis
- Glacier Media
- Stax

Named on otter.ai.

## Customer stories on its website

- [Woven Health Collective](https://otter.ai/resources/case-studies)
- [MRI Software](https://otter.ai/resources/case-studies)
- [Asset Panda](https://otter.ai/resources/case-studies)
- [Irvine Valley College](https://otter.ai/resources/case-studies)
- [University of California, Davis](https://otter.ai/resources/case-studies)
- [Glacier Media](https://otter.ai/resources/case-studies)
- [Stax](https://otter.ai/resources/case-studies)
- [Aiden Technologies](https://otter.ai/resources/case-studies)

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

## Security and compliance

- HIPAA compliance (add-on)

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/otter