Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Demodesk when coaching reps with methodology-based call scoring at scale matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates.
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
Demodesk is an AI sales platform that turns sales conversations into recorded, transcribed, and analyzed data for revenue teams. It captures meetings through integrations with Microsoft Teams, Google Meet, and Zoom, and offers a mobile app that records offline meetings, phone calls, and in-person conversations. After each call, its AI assistant produces transcripts (supporting many languages), summaries, and personalized follow-up drafts, and can fill CRM fields automatically. A dedicated AI Coach scores calls against custom or pre-built scorecards based on methodologies such as BANT, MEDDIC, and SPICED, delivering feedback, deal insights, and performance dashboards so managers can scale coaching without manually reviewing every recording. The platform also surfaces analytics on pipeline health, customer sentiment, product feedback, and go-to-market trends, and includes workflow automation for deal management and escalations. Demodesk integrates with CRMs including HubSpot, Salesforce, and Pipedrive plus calendars and dialers. It is built for sales reps, sales managers, revenue leaders, RevOps, customer success, and product and marketing teams who want coaching and automation around live sales meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Demodesk is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Demodesk |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Records and transcribes meetings across Teams, Google Meet, and Zoom |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Mobile capture of phone calls and in-person conversations |
| Team usage | Searchable conversation records tied to contacts and deals | AI Coach with scorecards for BANT, MEDDIC, and SPICED |
| Integrations | Transcription across more than twenty languages | Automated summaries, follow-up drafts, and CRM field updates |
| Languages & capture | Works out of the box with no separate configuration | Pipeline, sentiment, and go-to-market analytics |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Workflow automation for deal management and escalations |
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.
Demodesk
Choose Demodesk if you need automating note-taking, follow-ups, and crm updates after sales meetings — strengths include covers live virtual meetings plus offline and in-person calls via mobile.
Close Notetaker
Demodesk
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Demodesk is strong for automating note-taking, follow-ups, and crm updates after sales meetings. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Demodesk is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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