Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. 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 GReminders when documenting insurance and legal client appointments with crm-ready notes matters most. Run both through a week of actual calls to see which suits your workflow.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker.
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
GReminders is a meeting-management platform aimed at client-facing professionals such as financial advisors, insurance professionals, attorneys, accountants, and others who run a high volume of client appointments. It bundles automated scheduling, SMS, email, and voice appointment reminders, CRM automation, and an AI Notetaker into a single workflow that spans before, during, and after the meeting. The AI Notetaker can automatically join Zoom, Microsoft Teams, Webex, and other video calls, and can also record in-person meetings via the mobile app, then produce a meeting summary, full transcript, and action items, with notes that can be pushed into the user's CRM using customizable templates. GReminders also offers pre-meeting briefs and an in-meeting AI assistant for real-time questions. It integrates with calendars (Google, Outlook, Microsoft 365, Exchange), CRMs commonly used in wealth and client services (Salesforce, HubSpot, Redtail, Wealthbox, Pipedrive), and compliance archiving systems such as Smarsh, Veritas, and Global Relay. The platform emphasizes support for regulated environments, including HIPAA and FINRA-oriented workflows and Business Associate Agreements. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); GReminders is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | GReminders |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI Notetaker that joins video calls and records in-person meetings |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automated scheduling with direct client booking |
| Team usage | Searchable conversation records tied to contacts and deals | SMS, email, and voice appointment reminders |
| Integrations | Transcription across more than twenty languages | Pre-meeting briefs and an in-meeting AI assistant for real-time questions |
| Languages & capture | Works out of the box with no separate configuration | CRM automation that pushes summaries and action items into client records |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Integrations with calendars, CRMs, and compliance archiving systems |
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.
GReminders
Choose GReminders if you need automating scheduling, reminders, and notetaking for advisor client meetings — strengths include covers the full meeting lifecycle, not just notetaking.
Close Notetaker
GReminders
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while GReminders is strong for automating scheduling, reminders, and notetaking for advisor client meetings. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and GReminders 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.
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