Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Fathom: AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Fathom when sales teams using summary templates 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.
AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries.
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
Fathom (fathom.ai) records, transcribes, and summarizes meetings across Zoom, Google Meet, and Microsoft Teams. Its free plan is unusually generous: unlimited recording and transcription with instant AI summaries. Paid plans add 15+ summary templates (BANT, Sandler, etc.), AI action items, CRM sync (HubSpot, Salesforce), and a bot-free capture option (beta on Mac).
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Fathom is from $16/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Fathom |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Unlimited free recording |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI summary templates |
| Team usage | Searchable conversation records tied to contacts and deals | Bot-free option (Mac beta) |
| Integrations | Transcription across more than twenty languages | CRM sync |
| Languages & capture | Works out of the box with no separate configuration | Unlimited free recording |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | AI summary templates |
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.
Fathom
Choose Fathom if you need solo users and small teams wanting the most generous free recording — strengths include unlimited recording and transcription on the free plan.
Close Notetaker
Fathom
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Fathom is strong for solo users and small teams wanting the most generous free recording. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Fathom is from $16/mo. 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.
More head-to-head comparisons involving Close Notetaker and Fathom.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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