Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Koji: AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Koji when building personas and validating early product concepts at scale matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
AI-native customer research platform whose AI interviewer runs voice and text discovery conversations at scale, then synthesizes themes automatically.
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
Koji is an AI-native customer research platform built around an AI interviewer that conducts natural, in-depth conversations with research participants at scale, removing the need to schedule and moderate live discovery calls one at a time. Teams describe what they want to learn, and an AI research agent helps define goals and generate an interview guide. The AI then runs the interviews asynchronously in either a text chat or spoken voice format, asking adaptive follow-up questions and probing for depth as a human moderator would. Each completed conversation is analyzed automatically for key moments and sentiment, and findings are synthesized across all interviews into study-wide reports surfacing themes, patterns, and recommendations, with every insight traceable back to the participant quote that supports it rather than presented as a black-box summary. Koji is used for exploratory work such as discovery, persona development, and market strategy, as well as concept and messaging testing. The product is operated from Amsterdam with EU data residency and GDPR compliance, offers a freemium entry point, and integrates with tools including Claude, ChatGPT, Cursor, and Notion via an MCP server. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Koji is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Koji |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Insights traceable back to specific participant quotes |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI interviewer that runs asynchronous voice and text discovery conversations at scale |
| Team usage | Searchable conversation records tied to contacts and deals | AI research agent that drafts research goals and interview guides from a brief |
| Integrations | Transcription across more than twenty languages | Automatic per-interview analysis with key moments and sentiment |
| Languages & capture | Works out of the box with no separate configuration | Cross-interview synthesis into study-wide themes, patterns, and recommendations |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | MCP integrations with Claude, ChatGPT, Cursor, and Notion |
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.
Koji
Choose Koji if you need running exploratory discovery interviews without scheduling live calls — strengths include removes scheduling overhead by running many interviews in parallel and asynchronously.
Close Notetaker
Koji
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Koji is strong for running exploratory discovery interviews without scheduling live calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Koji is a free tier with paid upgrades. 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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