Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. 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 Eleveo when quality management and agent coaching from analyzed conversations 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.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
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
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Eleveo is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Eleveo |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI speech analytics with continuous speech-to-text transcription |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Omnichannel media capture (voice, video, and screen recording) |
| Team usage | Searchable conversation records tied to contacts and deals | Automated call summaries with highlights, topics, and next steps |
| Integrations | Transcription across more than twenty languages | Sentiment detection and conversation categorization across interactions |
| Languages & capture | Works out of the box with no separate configuration | Workforce management with AI forecasting and agent scheduling |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Compliance tooling for GDPR, PCI-DSS, and TCPA |
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.
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
Close Notetaker
Eleveo
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Eleveo is strong for recording and transcribing customer service and sales calls at scale. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Eleveo is custom pricing. 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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