Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Insight7: Insight7 is an AI-powered call and conversation analytics platform that transcribes and analyzes sales calls, customer interviews, and meetings to surface insights, score quality, and coach customer-facing teams. 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 Insight7 when synthesizing customer and user research interviews into themes and quotes at scale 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.
Insight7 is an AI-powered call and conversation analytics platform that transcribes and analyzes sales calls, customer interviews, and meetings to surface insights, score quality, and coach customer-facing teams.
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
Insight7 is an AI conversation-intelligence platform that captures, transcribes, and analyzes calls, meetings, and customer interviews for revenue, support, and research teams. It ingests conversations through integrations with Zoom, Google Meet, Microsoft Teams, Webex, RingCentral, and Dialpad, and also supports bulk upload of audio, video, and document files from cloud storage. Transcription is offered in 60+ languages with custom vocabulary support and automatic PII/PHI redaction. After transcribing, the platform identifies recurring themes and patterns, extracts key quotes, and lets users query datasets with an AI assistant and an analysis grid across many conversations. For customer-facing teams it adds AI call scoring against configurable rubrics, real-time live-assist prompts during calls, and AI coaching that generates roleplay scenarios from real calls. It targets sales, customer support, learning and development, compliance, and research teams, and emphasizes security with SOC 2, HIPAA, and GDPR alignment plus no training on customer data.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Insight7 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Insight7 |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Transcription of calls, meetings, and interviews in 60+ languages with custom vocabulary and PII/PHI redaction |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Bulk upload and ingestion of audio, video, and document files from cloud storage |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic extraction of themes, patterns, and key quotes across many conversations |
| Integrations | Transcription across more than twenty languages | AI call scoring against configurable rubrics for QA and compliance |
| Languages & capture | Works out of the box with no separate configuration | Real-time live-assist prompts and AI coaching with roleplay scenarios |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Integrations with Zoom, Google Meet, Microsoft Teams, Webex, RingCentral, and Dialpad |
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.
Insight7
Choose Insight7 if you need analyzing sales and customer calls to surface buying signals, objections, and coaching opportunities — strengths include combines transcription with theme extraction and cross-conversation analysis, not just notes.
Close Notetaker
Insight7
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Insight7 is strong for analyzing sales and customer calls to surface buying signals, objections, and coaching opportunities. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Insight7 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 Insight7.
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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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence The right pick comes down to team size, budget, and the workflows you want to automate.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.