Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Handy: Handy is a free, open-source, cross-platform push-to-talk app that transcribes your speech to text completely offline and pastes it into any text field. 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 Handy when privacy-sensitive voice-to-text where audio must stay on-device 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.
Handy is a free, open-source, cross-platform push-to-talk app that transcribes your speech to text completely offline and pastes it into any text field.
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
Handy is a free, open-source desktop application that turns your voice into text completely offline, with no audio ever leaving your computer. You press a configurable keyboard shortcut, speak, and release (push-to-talk), or use a toggle mode to start and stop; Handy transcribes what you said and automatically pastes the result into whatever text field is active. Because it runs entirely on-device, it is built for privacy-conscious users who want dictation without cloud uploads or subscriptions. Under the hood it is built with Tauri (a Rust backend with a React/TypeScript frontend) and supports multiple local speech-recognition models, including OpenAI's Whisper variants with GPU acceleration and the CPU-friendly Parakeet V3 model with automatic language detection. Silero Voice Activity Detection filters out silence so only speech is processed. Handy runs on macOS (Intel and Apple Silicon), Windows, and Linux, and is released under the MIT license. It positions itself as an accessible, extensible alternative to paid dictation tools, and is best suited for hands-free typing rather than recording multi-party meetings.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Handy is open source (open source). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Handy |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Push-to-talk and toggle dictation modes with a configurable global keyboard shortcut |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Fully offline, on-device transcription with no cloud uploads |
| Team usage | Searchable conversation records tied to contacts and deals | Multiple local speech models including Whisper (GPU-accelerated) and Parakeet V3 (CPU, auto language detection) |
| Integrations | Transcription across more than twenty languages | Silero Voice Activity Detection to filter silence and process only speech |
| Languages & capture | Works out of the box with no separate configuration | Automatically pastes transcribed text into any active application text field |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Cross-platform desktop app (macOS, Windows, Linux) built with Tauri |
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.
Handy
Choose Handy if you need hands-free dictation into emails, documents, chat apps, and code editors — strengths include completely free, open-source (mit) with no subscription or paywall.
Close Notetaker
Handy
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Handy is strong for hands-free dictation into emails, documents, chat apps, and code editors. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Handy is open source. 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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