Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. DialDesk: DialDesk is an India-based managed customer-experience platform whose CallMaster product uses AI to transcribe and audit 100% of contact-center calls, chats, and WhatsApp messages for quality, sentiment, and compliance. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and DialDesk when monitoring customer sentiment and churn risk in real time across support conversations 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.
DialDesk is an India-based managed customer-experience platform whose CallMaster product uses AI to transcribe and audit 100% of contact-center calls, chats, and WhatsApp messages for quality, sentiment, and compliance.
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
DialDesk is an Indian customer-experience company that pairs managed contact-center operations with an AI software layer called CallMaster, available either bundled with its managed service or as standalone SaaS for businesses running their own agents. Its conversation-intelligence engine records and transcribes interactions in real time across voice calls, live chat, and WhatsApp, processing voice tone, speech pacing, and language patterns to create structured records as conversations happen. Using NLP, speech analytics, and sentiment analysis, the platform automatically scores 100% of interactions against customizable QA rubrics covering script adherence, empathy, product accuracy, mandatory disclosures, resolution quality, and compliance, returning scores within seconds of a call ending. Real-time dashboards surface customer frustration, churn signals, and compliance risks for supervisors, while auto call summarization logs notes back to the CRM. It is aimed at startups, SMBs, and growth-stage enterprises in sectors like e-commerce, BFSI, healthcare, and SaaS that want automated quality monitoring and agent coaching across every customer conversation rather than manual sampling.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); DialDesk is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | DialDesk |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time recording and transcription of 100% of calls, chats, and WhatsApp messages |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI-powered QA scoring against customizable rubrics (script adherence, empathy, compliance, resolution) |
| Team usage | Searchable conversation records tied to contacts and deals | Sentiment and emotion analysis detecting frustration, churn signals, and compliance risk in real time |
| Integrations | Transcription across more than twenty languages | Auto call summarization and logging that pushes notes into the CRM |
| Languages & capture | Works out of the box with no separate configuration | Real-time supervisor dashboards with live agent performance and quality metrics |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | In-call agent assist with next-best-action prompts and CRM screen-pop integrations |
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.
DialDesk
Choose DialDesk if you need automatically scoring and auditing 100% of agent calls and chats for quality and compliance — strengths include audits 100% of interactions automatically instead of relying on small manual qa samples.
Close Notetaker
DialDesk
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while DialDesk is strong for automatically scoring and auditing 100% of agent calls and chats for quality and compliance. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and DialDesk is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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