Close Notetaker and CogniCor 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. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. 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 CogniCor when automating meeting prep and agendas before advisor client meetings 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 assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Close Notetaker is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | CogniCor |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Meeting note capture and organization within the CRM |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Searchable conversation records tied to contacts and deals | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Transcription across more than twenty languages | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Works out of the box with no separate configuration | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Integrations with planning and operations tools such as eMoney and Orion |
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.
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
Close Notetaker
CogniCor
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and CogniCor 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.