Close Notetaker and Cogram 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. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants workflows, shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Cogram when construction and engineering firms automating project meeting minutes 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.
Automatic transcription and summarization of calls and meetings inside Close CRMCaptures both rep calls and AI-handled (Chloe) callsPart of the broader Chloe AI assistant within Close
AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls.
Additional tools for RFIs, submittals, field reports and email managementAutomated meeting minutes for virtual and in-person meetingsIntegrations with Zoom, Google Meet, Microsoft Teams, Outlook, Procore and Autodesk
Close Notetaker is a free tier with paid upgrades (freemium); Cogram is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Automatic transcription and summarization of calls and meetings inside Close CRM
Automated meeting minutes for virtual and in-person meetings
Standout feature
Captures both rep calls and AI-handled (Chloe) calls
Template-driven notes, decisions and action item capture
Team usage
Searchable conversation records tied to contacts and deals
Integrations with Zoom, Google Meet, Microsoft Teams, Outlook, Procore and Autodesk
Integrations
Transcription across more than twenty languages
Additional tools for RFIs, submittals, field reports and email management
Languages & capture
Works out of the box with no separate configuration
SOC 2 Type II certification with SSO, MFA and role-based access controls
Best-fit workflow
Part of the broader Chloe AI assistant within Close
Private-cloud or on-premises deployment options
Best for
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.
Cogram
Choose Cogram if you need construction and engineering firms automating project meeting minutes — strengths include tailored to aec documentation needs with customizable templates.
Pros & cons
Close Notetaker
+ Lives natively inside Close CRM, keeping notes attached to records
+ Covers both human and AI-handled calls in one place
- Tied to the Close CRM ecosystem rather than offered as a standalone notetaker
Cogram
+ Tailored to AEC documentation needs with customizable templates
+ Strong privacy posture, including no model training on customer data
- Designed for the AEC industry, so less suited to general-purpose teams
FAQ
Is Close Notetaker or Cogram better for AI meeting notes?
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Cogram is strong for construction and engineering firms automating project meeting minutes. Both transcribe and summarize meetings.
How do Close Notetaker and Cogram compare on price?
Close Notetaker is a free tier with paid upgrades and Cogram is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Can I use both Close Notetaker and Cogram?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.