Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. daisee: Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and daisee when monitoring regulatory compliance and flagging high-risk customer calls in sectors like finance and insurance matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats.
Close Notetaker is an AI notetaking capability built directly into Close, a sales CRM aimed at small and mid-sized teams. It automatically transcribes and summarizes calls and meetings within Close, covering both human-rep conversations and calls handled by Chloe, Close's AI sales teammate. Because it lives inside the CRM, every captured conversation is stored, searchable, and tied to the relevant contacts and deals, so sales reps can review what was discussed without taking manual notes during the call. According to Close, Notetaker is available to all customers and works out of the box with no separate configuration, alongside other Chloe capabilities such as pipeline suggestions and CRM enrichment. Transcription supports calls made in more than twenty languages, which helps teams operating across regions. By keeping recordings, transcripts, and summaries within the same system that holds the pipeline and customer records, Close Notetaker reduces context switching between a standalone notetaker and the CRM, and keeps conversation history attached to the accounts it relates to. It is positioned as a core feature of the Close platform rather than a separate purchase. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Daisee is an Australian (Sydney-based) AI software company offering a cloud-based voice analytics and contact centre quality assurance platform. It captures audio by having organisations upload call recordings to a secure cloud endpoint, then transcribes the conversations using speech-to-text technology. Rather than reviewing only a sample of interactions, Daisee analyses 100 percent of calls and chat sessions, applying natural language processing and sentiment analysis to surface why customers are getting in touch. Core capabilities include a Programmable Scorecard that automates agent evaluation, daisee Essence for categorising call reasons and root-cause drivers, daisee Predictors for flagging likely complaints and churn, plus a Scorecard Builder and Report Builder for custom QA workflows. It supports both voice and chat channels and integrates with platforms such as Genesys Cloud, with partnerships listed including Microsoft and AWS. Daisee is aimed at contact centres and customer-experience teams in regulated sectors like financial services and insurance that need compliance monitoring, agent coaching insights, and automated quality assurance at scale.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); daisee is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | daisee |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Automated transcription of 100% of voice calls |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Programmable Scorecard for automated agent quality evaluation |
| Team usage | Searchable conversation records tied to contacts and deals | Sentiment analysis and emotion detection across interactions |
| Integrations | Transcription across more than twenty languages | Compliance monitoring that flags high-risk and non-compliant calls |
| Languages & capture | Works out of the box with no separate configuration | Chat interaction analysis alongside voice |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Custom Report Builder and Scorecard Builder with industry templates |
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.
daisee
Choose daisee if you need automating quality assurance and agent scoring across an entire contact centre's call volume — strengths include analyses every interaction rather than a manual sample, reducing qa workload.
Close Notetaker
daisee
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while daisee is strong for automating quality assurance and agent scoring across an entire contact centre's call volume. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and daisee is custom pricing. 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.
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