Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Invoca: Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes. 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 Invoca when contact centers analyzing and coaching agents to improve call close rates matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes.
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
Invoca is an enterprise conversation intelligence and call tracking platform built for marketing teams, contact centers, and revenue/engagement teams. Using dynamic number insertion, it attributes inbound phone calls back to the specific campaigns, keywords, and ad interactions that drove them, then layers AI-powered analysis on top of that attribution data. Calls are captured, recorded, and transcribed into searchable text, and Invoca's Signal AI suite analyzes the conversations to surface insights, detect outcomes, and score agent performance against custom KPIs. Its Signal AI Studio lets users build custom no-code AI models that detect the specific moments they care about, such as new leads or appointment confirmations. The platform also separates caller and agent sentiment, integrates with ad platforms, CRMs, and contact center software, and offers voice and SMS AI agents for engaging and routing leads. It is aimed at industries with high-value phone interactions, including automotive, insurance, healthcare, financial services, retail, telecom, and home services.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Invoca is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Invoca |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Call tracking and marketing attribution via dynamic number insertion (DNI) |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Call recording and AI-powered transcription into searchable text |
| Team usage | Searchable conversation records tied to contacts and deals | Signal AI conversation analytics that analyzes calls to detect outcomes and surface insights |
| Integrations | Transcription across more than twenty languages | Signal AI Studio for building custom no-code AI models trained on your own calls |
| Languages & capture | Works out of the box with no separate configuration | Separate caller and agent sentiment analysis plus agent performance scoring |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Integrations with ad platforms, CRMs, and contact center software |
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.
Invoca
Choose Invoca if you need marketing teams measuring which campaigns and keywords drive revenue-generating phone calls — strengths include combines marketing attribution with conversation intelligence in one platform, tying calls to revenue.
Close Notetaker
Invoca
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Invoca is strong for marketing teams measuring which campaigns and keywords drive revenue-generating phone calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Invoca is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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