Top Alternatives to Notion Client Portals
- 7 Min read
Why is an AI note-taking app not enough in 2026? A blunt example from the last standard kickoff call happened recently. When the client hung up, our team members relaxed and had an unfiltered discussion for five minutes with quotes like “we underpriced this project” and “we need to check the contract before moving forward”.
Nothing unusual, except that our Granola meeting link was still running and captured everything, sending the transcript along with internal discussions to the client and all other participants. To put it mildly, they weren’t as thrilled hearing our stories.
While everyone should be professional enough to watch what they say and where they say it, for professional service, you should find a tool that sets the line between internal discussions and external sharing. If your AI note-taker can’t make that distinction and remove your strategy from the client’s inbox, it might be considered a liability, not a tool.
AI note-taking solutions are valuable as a practical utility, especially after long and tedious meetings. In professional service, a recorder should be a strategic asset that secures revenue and manages governance.
TL;DR
Granola AI is a popular meeting assistant from the first wave of privacy-conscious AI note-takers. One of its core features is bot-free capture. App captures audio directly from the device instead of joining the call, so you don’t have a Silent Guest issue. Granola AI transcribes and summarizes meetings, and it can share notes with users even if they don’t create an account.
It’s not without limitations, and most notably, Granola doesn’t provide an audio recording or a full-text transcript, which you can get from Microsoft Teams at the end of the meeting. Moreover, its AI cannot learn or retain knowledge, use cross-meeting context, or understand long-term project dynamics.
Its AI summary is a world appart from a professional document, so you still have administrative overhead you wanted to eliminate in the first place. Finally, most AI note-taking apps lack advanced sorting, tagging, and architectural separation for large teams.
Still, Granola AI is an incredibly popular tool in 2026, but there are numerous viable alternatives.
How many meetings will your company have in 2026? If the answer is “a lot,” you might want to move from classic AI note-taking apps to a solution with a broader feature set. Client OS platforms combine features from meeting assistants with advanced options to detect scope creep and separate notes for internal use and those safe to share with external meeting participants.
An AI meeting assistant should provide an accurate transcript and prepare a high-quality report for everyone in the meeting. This is a starting point, but there is so much more you could expect. Here, we introduce the AI Agent in the picture. The autonomous agent layer makes the shift from tool to almost teammate. You can have specialized agents for sales, finance, or legal matters who can share context and help achieve complex cross-functional goals.
Agents can make autonomous decisions within defined, rules-based boundaries, and AI will not treat each meeting as a blank canvas. An agent can develop an intelligent memory so that suggestions are relevant to the client’s journey stage.
AI requires more transparency and consent with clear notifications for every AI interaction. On that topic, organizations should have full audit trails to explain why an agent took an action. Creating an AI agent should be security-focused, with a clear identity and well-defined limits. Companies can utilize LLM for high-level reasoning, and Small Language Models fine-tuned on dedicated data for specific tasks.
Consider note-taking as an underlying infrastructure like electricity. The era of a basic AI note-taker that just records, transcribes, and summarizes is behind us. The new top feature is “hygiene factor”, something even Microsoft Copilot and Notion include.
Going into 2026, you should aim for an Agentic System that translates conversations into executed workflows with integrated margin protection. Visualise it as a governed autonomous teammate. That leads us to the top Granola AI alternatives, some with advanced AI features beyond note-taking, and others that still fall into the notes-and-summaries category.
| Solution | Pricing | Free trial | Top features | Best for |
| FuseBase (Client OS) | Value-Based / Contact Sales | Free trial/plan | Branded client portals with recordings, files, and next steps in one place, automatically separate internal data from safe-to-share client recap, and AI Agents that automatically create tasks in the project management layer | Professional services, agencies, and client success teams |
| Meet Jamie | starts at €25 personal plan/€39 business plan | Yes (Free Tier) | System audio recording with no bot, works offline, has a Mac-native feel | Simple AI summaries and executives who hate bots |
| Bluedot | starts at $14/month | Yes (Free Tier) | Meeting recording, note-taking and sharing, Chrome extension recorder, and Notion integration | Product managers and user researchers |
| Krisp.ai | starts at $8/month | Free trial available | Comes with noise cancellation feature, on-device transcription, and accent localization | Remote workforce in noisy environments |
| Fireflies.ai | starts at $10/month | Yes (Free Tier/Plan) | Transcription, NLP summaries, AskFred AI assistant, and massive integration library | Cross-functional teams needing heavy integrations |
| Otter.ai | starts at $8.33/month | Yes (Free Tier) | Real-time transcript, share notes, slide capturing, and focus on the mobile app | Students and journalists who need long-form recording |
| Fathom | starts at $16/month | Yes (Free Tier) | Call summaries and highlights, CRM synchronization (HubSpot, Salesforce…), simple Zoom app | Individual Sales reps and advanced Zoom users |
| Supernormal | starts at $18/month | Yes (Free Tier) | Cleanly formatted notes, automatic selection between decisions and actions, recaps, and sharing notes | Busy professionals who want readable memos |
| MeetGeek | starts at $9.99/month | Yes (Free Tier) | Note-taking, action items, follow-ups, “meeting health” scores, and keyword triggers | Managers, teams, and sales managers |
| Read.ai | starts at $15/month | Yes (Free Tier) | Real-time engagement score, participant attention tracking, and unique AR overlay | Presenters, coaches, and HR leaders |

Note-taking is a fundamental task that is useful, but not fast enough to neglect the administrative overview. When we created FuseBase, yes, it’s our tool, we wanted to move from meeting recorder to a comprehensive system, a Client Delivery Platform. It captures the meeting but can partition the data into a safe-to-share Client portal or an internal workspace.
FuseBase and its AI Agent are best for professional services, agencies, or client success teams that have to manage high-value external partners. The solution can replace a raw text summary with a polished branded portal with recordings, files, and next steps. One essential trait is the automatic separation of internal coaching notes from the safe-to-share recap.
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Meet Jamie is macOS-native software integrated into your menu bar. The app records system audio directly so that no bots will join your call. What I liked about Meet Jamie is the offline recording and support for 15+ languages. You could also ask the “Executive Assistant” question about past meetings. If you want to set and forget about a meeting recorder that feels like a native part of your system, Meet Jamie is a viable choice, and it has a low learning curve.
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Bluedot is an AI meeting assistant that helps create notes and provides context. Unlike some other software, it is a Chrome extension recorder designed specifically for Google Meet. Again, it avoids the bot-in-the-meeting issue by running in the background of your browser tab. It’s best for all Google Meet users, and especially for product managers or user researchers who need high-quality transcripts. Bluedot has unique templates for user interviews and engineering standups.
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Krisp.ai prides itself on noise cancelling, which is where the app came from. Originally a noise-cancelling tool, the software went into on-device meeting transcription. It processes audio locally on your computer to improve privacy. The tool is best for users who prioritize audio clarity and who store recordings locally.
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Fireflies boosts itself with reliable transcripts across platforms and a massive library of integrations. It can connect voice data to almost any other software. Fireflies also has powerful search and topic tracking. The software is best suited for power users who need to use meeting notes across multiple tools, such as CRM, Slack, and Zapier. You will also get “AskFred” AI assistant, comprehensive summaries, and support for 100+ languages.
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Otter is a legacy app, and it’s famous for its live-scrolling transcriptions, which provide real-time reading material. The fast and intuitive transcripts fit well with live meetings and lectures. Otter AI assistant can help answer questions about ongoing or past meetings. Note-taking app offers summaries, broad integrations, and it’s best for journalists and educators who need to record long-form lectures or interviews.
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Fathom became increasingly popular for its free personal note-taking tier. It is a Zoom-centric recorder that has now expanded to Teams and Meet apps, and comes with a free option and a straightforward click-to-highlight interface. Fathom has a distraction-free interface and offers automatic meeting summaries. You can auto-sync it with CRMs like HubSpot or Salesforce. Simplicity is its strongest feature.
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Supernormal is another minimalist tool, and its AI notetaker prioritizes clean, formatted notes over raw transcripts, so you get business-ready notes. The app offers template-based note generation and automatic separation between decisions and action items. Supernormal offers easy sharing and collaborative options, and it is best for managers who want to read formatted memos distributed immediately after a call.
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Meet Geek works across platforms for recording meetings. AI Agent joins the meeting and, along with the bot intrusion, can record, transcribe, and summarize calls. App offers keyword tracking for competitor mentions and focuses on the “Meeting Health” score. Meet Geek can auto-share workflows and provides a good balance between simplicity and insights, with AI summaries and action items among its strong points. It’s best for sales and other managers who want to optimize meetings and reduce lengthy time-wasting calls.
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Read builds on note-taking with analytics tools that can measure engagement and sentiment. You will get participant attention with real-time video analysis. Aside from the “engagement score”, you can turn on Ghost mode, which deletes data after 24 hours. It’s best for HR and leadership positions that need to know if the audience is paying attention.
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Crowderd AI meeting tools market has niches for all business needs. Freelancers or students can have great help from Granola or Otter, and journalists will find Read useful.
However, complex organisations like agencies or client success teams need more features, because they don’t send naked links from a notetaking app to a client. Private internal notes should remain within the organization. The future of professional services is not in better transcription, but in autonomous service delivery. Solutions should turn conversation data into a transparent, actionable, and secure client relationship where AI capabilities make more than just transcripts and summaries.
Ready to Upgrade?
You don’t have to change the entire tech stack to see a palpable difference.
Try FuseBase on your next meeting or client call. Instead of sending a follow-up email with notes, you can send a branded Client Portal with a Deal Room, rather than a raw text doc, to speed up approval of next steps.
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