Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Intelligent Summary+: An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations. 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 Intelligent Summary+ when legal teams generating issue-organized deposition memos for briefing and trial prep 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.
An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations.
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
Intelligent Summary+ is an AI-powered deposition summarization service from Esquire Deposition Solutions, launched May 30, 2024. Rather than capturing audio itself, it ingests completed deposition transcripts — including transcripts not produced by Esquire — and uses patent-pending AI built on external Large Language Model providers to analyze them. The output is a single DOCX document containing the full transcript alongside several layers of analysis: a Deposition Abstract encapsulating the proceeding, one to five pages of extracted Key Admissions, a Page/Line Summary organized by topic with hyperlinked page/line citations back to the source dialogue, and a Deposition Memo that organizes the summary thematically around key legal and factual issues. The system parses deponent names and gender pronouns and applies two layers of human quality control. Esquire states the platform is SOC 2 Type II, ISO 27001:2013 certified, and HIPAA compliant, and that data is not retained for AI training. It targets litigators and legal teams assessing, preparing, briefing, and trying cases, with same-day turnaround available for transcripts received during business hours.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Intelligent Summary+ is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Intelligent Summary+ |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI-generated page/line transcript summaries with hyperlinked citations to source dialogue |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Deposition Memo organizing the summary thematically around key legal and factual issues |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic extraction of key admissions (one to five pages) |
| Integrations | Transcription across more than twenty languages | Deposition Abstract providing a brief encapsulation of the full deposition |
| Languages & capture | Works out of the box with no separate configuration | Two layers of human quality control on AI output |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | DOCX delivery containing the summary alongside the full transcript |
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.
Intelligent Summary+
Choose Intelligent Summary+ if you need litigators rapidly assessing and preparing deposition testimony for case strategy — strengths include purpose-built for legal depositions with accurate page/line citations back to the source transcript.
Close Notetaker
Intelligent Summary+
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Intelligent Summary+ is strong for litigators rapidly assessing and preparing deposition testimony for case strategy. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Intelligent Summary+ is custom pricing. 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.
More head-to-head comparisons involving Close Notetaker and Intelligent Summary+.
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.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. 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. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. 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. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. 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. 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.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. 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. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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.