Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. HeyMarvin: AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and HeyMarvin when product teams clustering interview feedback into shareable themes 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.
AI research assistant that records and transcribes user-research interviews and builds a searchable insights repository.
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
HeyMarvin (Marvin) is an AI-native customer insights platform aimed at user-research and product teams, with the research interview as its central meeting type. During live user-research calls it records sessions, transcribes them automatically, and lets researchers capture time-stamped notes and highlights, including collaborative live note-taking with teammates. After the session, its AI workflows distill feedback into themes and patterns, and an Ask AI feature lets teams query their data and get answers with citations back to the source clips. Everything feeds a centralized, searchable research repository that brings qualitative and quantitative inputs together from many sources, so insights are not scattered across documents and recordings. The platform also offers AI-moderated interviews in multiple languages, video clips and curated playlists for sharing findings, and integrations with tools used to distribute insights. It includes privacy and security features such as PII redaction and enterprise compliance. For a meeting-tools directory, its relevance is the combination of interview capture, AI notetaking, and a repository tuned for analyzing user-research conversations rather than general meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); HeyMarvin is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | HeyMarvin |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Records and automatically transcribes user-research interview calls |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Time-stamped notes and collaborative live note-taking during sessions |
| Team usage | Searchable conversation records tied to contacts and deals | AI thematic analysis that clusters feedback into themes and patterns |
| Integrations | Transcription across more than twenty languages | Ask AI querying across research data with citations to source clips |
| Languages & capture | Works out of the box with no separate configuration | Searchable centralized research repository combining many data sources |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Video clips, highlight reels, and insight reports for sharing findings |
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.
HeyMarvin
Choose HeyMarvin if you need ux researchers transcribing and tagging user-interview calls — strengths include tailored to user-research interviews rather than generic meeting notes.
Close Notetaker
HeyMarvin
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while HeyMarvin is strong for ux researchers transcribing and tagging user-interview calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and HeyMarvin 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 HeyMarvin.
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