Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Dscout: Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Dscout when capturing in-context diary studies and video feedback 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.
Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis.
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
Dscout is an experience research platform that pairs human participant feedback with AI tools to help teams gather and analyze qualitative insights at scale. It supports a range of research methods, including live and uploaded moderated interviews, usability testing with heat maps and task success metrics, real-time site intercepts, field studies, diary studies with multiple activities, and media-rich surveys. For interviews, Dscout simplifies scheduling across time zones, integrates incentives, supports observers, and can capture both a participant's face and screen, and it also offers an AI Moderator that can autonomously guide participants, seek clarification, and capture feedback. On the analysis side, Dscout provides automated transcription, AI-generated summaries of open-ended and video responses, AI-generated themes presented as smart tags for pattern identification, and surfacing of notable moments that highlight strong opinions or surprising insights. Teams can recruit from Dscout's verified Scout participant pool or bring their own audience. Known historically for mobile and in-context research, Dscout positions itself as an AI-native platform that helps researchers capture high-fidelity feedback and move quickly from raw sessions to organized, analyzable insights. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Dscout is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Dscout |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Moderated live and uploaded video interviews with observer support |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI Moderator that dynamically guides participants and captures feedback |
| Team usage | Searchable conversation records tied to contacts and deals | Automated transcription of interviews and responses |
| Integrations | Transcription across more than twenty languages | AI-generated summaries of open-ended and video responses |
| Languages & capture | Works out of the box with no separate configuration | AI-generated themes as smart tags and surfaced notable moments |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Diary studies, usability testing, intercepts, and media-rich surveys |
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.
Dscout
Choose Dscout if you need running and transcribing moderated user interviews — strengths include supports many research methods beyond interviews in one platform.
Close Notetaker
Dscout
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Dscout is strong for running and transcribing moderated user interviews. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Dscout 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.
More head-to-head comparisons involving Close Notetaker and Dscout.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.