Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. FoCase Rec: FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and FoCase Rec when capturing in-person meetings, interviews, and lectures for later transcription and review 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.
FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI.
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
FoCase Rec is a hybrid hardware-and-software product for recording, transcribing, and summarizing conversations. The slim magnetic device attaches to the back of an iPhone and uses vibration-conduction technology to capture both sides of a phone call with a single button press, working around iOS call-recording restrictions without Bluetooth pairing for capture. It also doubles as a standalone voice recorder for lectures, meetings, and interviews, with dual-microphone noise reduction. Recordings sync to the FoCase Rec app, where OpenAI Whisper powers voice-to-text transcription across more than 100 languages, and GPT-based AI generates summaries and mind maps that extract key points. The app supports playback, simple editing, password protection, file transfer, and one-tap sharing of audio, transcripts, and summaries. It is aimed at professionals, sales and support staff, students, and anyone who needs documented records of calls and meetings. The recorder is a one-time purchase, and the company advertises free lifetime call recording plus included AI transcription and summarization up to a monthly minute allowance, avoiding recurring subscription fees.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); FoCase Rec is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | FoCase Rec |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Magnetic phone-back recorder that captures both sides of iPhone calls with a single button press |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Doubles as a standalone voice recorder for meetings, lectures, and interviews with dual-mic noise reduction |
| Team usage | Searchable conversation records tied to contacts and deals | AI transcription via OpenAI Whisper supporting 100+ languages |
| Integrations | Transcription across more than twenty languages | AI summarization and mind-map generation using GPT to extract key points |
| Languages & capture | Works out of the box with no separate configuration | Companion app for playback, simple editing, file transfer, and one-tap sharing of audio, transcripts, and summaries |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Password protection for stored recordings |
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.
FoCase Rec
Choose FoCase Rec if you need recording and documenting business or sales phone calls with searchable transcripts and summaries — strengths include records phone calls on iphone without app-based workarounds or per-call fees, plus works for in-person audio.
Close Notetaker
FoCase Rec
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while FoCase Rec is strong for recording and documenting business or sales phone calls with searchable transcripts and summaries. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and FoCase Rec 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.
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