Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. EvaluAgent: EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets. 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 EvaluAgent when surface sentiment, intent, and contact reasons to coach agents and improve cx matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
EvaluAgent is a contact-center quality assurance platform that automatically transcribes, scores, and analyzes customer conversations across calls, chats, emails, and tickets.
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
EvaluAgent is a UK-based quality assurance and performance-improvement platform built for contact centers, BPOs, QA leads, team managers, and frontline agents. It captures interactions from connected CCaaS, CRM, and helpdesk systems, then transcribes voice calls to text and processes chats, emails, and tickets so every conversation can be reviewed rather than just a manual sample. Its AutoQA engine uses customizable drag-and-drop scorecards to automatically evaluate interactions, applying auto-fail logic and weighting that mirror how a team grades quality. A conversation-intelligence layer adds sentiment analysis, reason-for-contact classification, intent detection, summarization, predictive metrics, and customer-vulnerability signals. Insights flow into coaching plans, performance tracking, and agent feedback. The platform also offers AI-agent observability to detect issues in automated conversations, plus calibration and reporting tools. It integrates with systems such as Genesys, Five9, NICE CXone, Talkdesk, Amazon Connect, Salesforce, and Zendesk, and lists enterprise security credentials including SOC 2 Type II and ISO 27001.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); EvaluAgent is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | EvaluAgent |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Automatic voice-call transcription with multi-language support |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AutoQA scoring of 100% of conversations using customizable drag-and-drop scorecards |
| Team usage | Searchable conversation records tied to contacts and deals | Conversation intelligence: sentiment analysis, intent detection, and summarization |
| Integrations | Transcription across more than twenty languages | Reason-for-contact classification and predictive metrics (CSAT/NPS/resolution) |
| Languages & capture | Works out of the box with no separate configuration | AI-agent observability to flag hallucinations, missed intents, and quality issues |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Coaching workflows, calibration, and dashboards built on QA insights |
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.
EvaluAgent
Choose EvaluAgent if you need automatically score and audit 100% of customer service calls and chats for quality and compliance — strengths include transcribes and analyzes every interaction across voice, chat, email, and tickets rather than a small manual sample.
Close Notetaker
EvaluAgent
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while EvaluAgent is strong for automatically score and audit 100% of customer service calls and chats for quality and compliance. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and EvaluAgent is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Close Notetaker and EvaluAgent.
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