Dovetail vs. Clari Copilot

See 1st question answer for my use case, I went into depth there for the specific use cases we have. For less appropriate (touched on this earlier) the final report is not great in dovetail. The formatting options are not great and does not look professional because of the lack of customization and layouts. For my customer we wouldn't be able to present that data as it's constructed. So we have to copy and paste all the quotes and insights to a word doc. That's ok but then it means if we want to use Dovetail as a repository of data we have to then re-import a pdf of the report into the project page.

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

• The tagging, linking, and repository features make it simple to maintain a living library of knowledge, ensuring past work is never lost.
• Dovetail enables our researchers and non-research partners to engage more directly with findings, fostering a stronger culture of evidence-based decision-making.
• Dovetail makes it simple to track engagement metrics with research insights proving overall ROI.

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

• Search can be challenging for a company with multiple products and many user types.
• Charts generated from survey data could have settings to allow us to change how they are filtered / displayed.
• Having a table of contents in insights / linkable headers would help direct people the right spot of an insight.

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

Because we are really happy with the tool and it’s capabilities at the moment. The price increase is the main issue we can have but the features are getting better and better. It really saves a lot of time for our team and allow us to collaborate more efficiently with certain stakeholders that often did not réalise how much research we conduct. Now they can just have a look to it by themself!

Incentivized

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

Incentivized

One of Dovetail’s key strengths is that it’s very easy to get started with — even for people without a research background. Uploading a transcript, tagging highlights, and generating a quick summary is intuitive and low-effort, which helped drive organic adoption at Dext.
However, mastering the more advanced features — like taxonomy management, insight reporting, or strategic tagging structures — does require more time and guidance. The learning curve becomes steeper as you try to scale insight operations or enforce consistency across teams.

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

I’ve never had any access issues with Dovetail, so I don’t see any problems in that area.

Incentivized

Regarding performance, I would say it’s satisfactory. Adding data and transcriptions is really fast and efficient, and can be done in the background, so I’m never hindered by these aspects. However, all the new AI-generated features are still somewhat slow to run. It’s nothing major, but it should improve in the future.

Incentivized

My customer success manager is very responsive and has always been able to answer my questions and resolve issues quickly. The collaboration is smooth, so I have no complaints in that regard.

Incentivized

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

Incentivized

The training went very well, and we co-built it to really address our needs. I also think it was beneficial to have feedback coming from someone other than myself (since I manage the tool), as it helped reinforce the points I wanted to highlight. The team’s feedback on the training was very positive.

Incentivized

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

Incentivized

Dovetail is 10X better. So much easier and truly meant for having one centralized workspace. Everything from the highlights and tags and videos and column customization when editing makes it easy to call them the winner in this field. I wouldn't want to go back to my other tools I've used in the past due to the amount of time it takes and would choose Dovetail over Google Workspace, UserTesting, and Basecamp hands down

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

Management is quite straightforward; it’s easy to change access if certain stakeholders need to use it. The repository features are accessible to all teams, making it a good entry point into the tool. The more people use it, the more powerful the tool becomes, so it seems truly scalable to me. The limits are more financial, in terms of accessing additional features.

Incentivized

• Researchers and designers now spend less time digging through scattered notes or redoing similar studies. Centralizing everything in Dovetail has significantly reduced the time needed to prepare synthesis reports, align stakeholders, or onboard new teammates into past research.
• With Dovetail, user insights are no longer abstract or anecdotal—they're traceable, searchable, and backed by real quotes. Product teams feel more confident making roadmap decisions based on what users actually need, not assumptions.
• Dovetail has encouraged more non-designers to engage with user feedback directly. This democratization of insights helps align everyone around real user problems, which ultimately leads to better product-market fit and faster iteration loops.

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