Caret Review (2026): Pricing, Features & Honest Verdict
TLDR
Caret is an AI meeting assistant that makes you smarter on calls. Caret stands out from the wave of AI note-takers because it tries to help you in the moment, not just clean up afterward. Best for: sales, customer success, and BD professionals who want live AI support during calls, not just notes afterward. Price: Free / Free; paid plans (pricing not publicly disclosed). Rating: 7.9/10.
What is Caret?
Caret is an AI meeting assistant that makes you smarter on calls. It records locally, summarizes meetings, and most distinctively gives live, contextual suggestions in under a second by pulling from your documents, calendar, emails, and past meeting transcripts.
It works with Zoom, Google Meet, and Microsoft Teams, integrates with tools like Slack, Salesforce, HubSpot, Notion, and Pipedrive, and is built by a Y Combinator-backed team in San Francisco. The product runs as a local app rather than a bot that joins your calls.
What Are Caret’s Key Features?
Live in-call suggestions
Surfaces real-time answers, follow-up questions, and reference material during a call by querying your connected docs and previous meetings.
Pre-meeting briefs
Generates a brief summary before each call, pulling context from calendar invites, email threads, and CRM records.
AI notes and action items
Produces structured notes, summaries, and action items after meetings so users do not have to type during calls.
CRM and tool integrations
Connects with Slack, Salesforce, HubSpot, Notion, and Pipedrive to log calls and push tasks into existing workflows.
Local recording, no bot
Records meetings locally on the user’s device instead of dispatching a bot participant, which is friendlier for privacy and cleaner on the call.
End-to-end privacy posture
Marketed with end-to-end encryption and a stated policy of not training AI models on customer conversations.
Caret Pricing
| Plan | Price | Includes | Best For |
|---|---|---|---|
| Free | $0 | 200 monthly minutes, AI notes and summaries, custom AI insights, basic Slack and Gmail integrations | Individuals trying it out |
| Pro | Not publicly disclosed | 1,500 monthly minutes, unlimited live suggestions, pre-meeting reading, CRM integrations | Sales and customer-facing pros |
| Team | Not publicly disclosed | 3,000 monthly minutes, up to 10 members, workspace memory, centralized billing | Small revenue or success teams |
| Enterprise | Custom | Unlimited members, import from other call tools, custom AI skills | Larger organizations |
Caret offers a free tier, plus Pro, Team, and Enterprise. Public pricing is partial; some third-party reviews quote paid plans starting around $24/month, but exact tier pricing is not always publicly disclosed.
Pros and Cons
Pros
- Live in-call suggestions go beyond plain note-taking
- Local recording avoids bot-in-meeting awkwardness
- Strong list of CRM and productivity integrations
- Privacy-forward with no model training on calls
- Free tier covers light personal use
Cons
- Public pricing is partial and varies between sources
- Live suggestions depend on quality of connected docs and CRM
- Local recording requires installing the app
- Most useful for English-heavy workflows
- Sales-focused features may be overkill for casual users
| Plan | Price | Plan Features | Best For |
|---|---|---|---|
| Free | $0 | 200 monthly minutes, AI notes and summaries, custom AI insights, basic Slack and Gmail integrations | Individuals trying it out |
| Pro | Not publicly disclosed | 1,500 monthly minutes, unlimited live suggestions, pre-meeting reading, CRM integrations | Sales and customer-facing pros |
| Team | Not publicly disclosed | 3,000 monthly minutes, up to 10 members, workspace memory, centralized billing | Small revenue or success teams |
| Enterprise | Custom | Unlimited members, import from other call tools, custom AI skills | Larger organizations |
Who is Caret Best For?
Use Caret if: sales, customer success, and BD professionals who want live AI support during calls, not just notes afterward.
Skip Caret if: the use case doesn’t match your day-to-day workflow.
Best Caret Alternatives
| Tool | What It Does | Price |
|---|---|---|
| Granola | AI note-taker that runs alongside meetings without joining as a bot. | Free with paid plans |
| Fireflies.ai | AI meeting assistant for transcription, search, and CRM logging. | Free with paid plans |
| Otter.ai | Meeting transcription and notes service across major conferencing tools. | Free with paid plans |
Final Verdict: Is Caret Worth It?
Caret stands out from the wave of AI note-takers because it tries to help you in the moment, not just clean up afterward. For sales and CS people who live on calls, that is a meaningful jump.
It is heavier to set up than a pure recorder and the pricing is not fully public, but if your CRM and docs are well-organized, the live suggestions can pay back the cost quickly.
FAQ
What does Caret do during meetings?
It listens, records locally, and surfaces live answers, follow-up questions, and reference material drawn from your connected documents, calendar, email, and past calls.
Which meeting tools does it support?
Caret works with Zoom, Google Meet, and Microsoft Teams, and integrates with productivity and CRM tools like Slack, Salesforce, HubSpot, Notion, and Pipedrive.
Is there a free plan?
Yes. The free plan includes 200 monthly minutes, AI notes and summaries, custom insights, and basic Slack and Gmail integrations.
Does Caret use a meeting bot?
No. It records locally on your device rather than joining the call as a bot participant, which is less intrusive.
Will my conversations be used to train AI?
Caret states that customer conversations are not used to train AI models and emphasizes end-to-end encryption.
Is pricing public?
The free tier is public, but exact Pro and Team pricing is not always disclosed on the homepage. Some sources cite paid plans starting around $24 per month.
Caret Pros & Cons
What We Like
- Live in-call suggestions go beyond plain note-taking
- Local recording avoids bot-in-meeting awkwardness
- Strong list of CRM and productivity integrations
- Privacy-forward with no model training on calls
- Free tier covers light personal use
What Could Be Better
- Public pricing is partial and varies between sources
- Live suggestions depend on quality of connected docs and CRM
- Local recording requires installing the app
- Most useful for English-heavy workflows
- Sales-focused features may be overkill for casual users
Caret FAQ
What does Caret do during meetings?
It listens, records locally, and surfaces live answers, follow-up questions, and reference material drawn from your connected documents, calendar, email, and past calls.
Which meeting tools does it support?
Caret works with Zoom, Google Meet, and Microsoft Teams, and integrates with productivity and CRM tools like Slack, Salesforce, HubSpot, Notion, and Pipedrive.
Is there a free plan?
Yes. The free plan includes 200 monthly minutes, AI notes and summaries, custom insights, and basic Slack and Gmail integrations.
Does Caret use a meeting bot?
No. It records locally on your device rather than joining the call as a bot participant, which is less intrusive.
Will my conversations be used to train AI?
Caret states that customer conversations are not used to train AI models and emphasizes end-to-end encryption.
Is pricing public?
The free tier is public, but exact Pro and Team pricing is not always disclosed on the homepage. Some sources cite paid plans starting around $24 per month.
