Close Notetaker and Coach Pilot are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Coach Pilot when coaching reps live during sales calls to keep them on methodology matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Close Notetaker is a free tier with paid upgrades (freemium); Coach Pilot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Coach Pilot |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time in-call coaching via the Ricavi AI agent |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic call recording, transcription, and CRM syncing |
| Team usage | Searchable conversation records tied to contacts and deals | Pre-call preparation briefs before meetings |
| Integrations | Transcription across more than twenty languages | Deal scoring based on actual call performance |
| Languages & capture | Works out of the box with no separate configuration | AI-generated forecasts from call evidence and deal-health metrics |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Drafted follow-up emails and post-call summaries |
Close Notetaker
Choose Close Notetaker if you need close crm sales teams capturing call and meeting summaries automatically — strengths include lives natively inside close crm, keeping notes attached to records.
Coach Pilot
Choose Coach Pilot if you need coaching reps live during sales calls to keep them on methodology — strengths include combines live coaching, conversation intelligence, and forecasting in one tool.
Close Notetaker
Coach Pilot
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Coach Pilot is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.