Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Koncert: AI sales dialer with call recording and conversation intelligence, plus an AI PitchLab roleplay add-on for cold-call practice. 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 Koncert when managers coaching reps from recorded calls and a remote salesfloor 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 sales dialer with call recording and conversation intelligence, plus an AI PitchLab roleplay add-on for cold-call practice.
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
Koncert is a B2B sales engagement platform built around AI-powered dialing, call recording, and coaching for outbound teams. Its dialer suite includes options such as an AI Parallel Dialer and an AI Flow Dialer that filter voicemails and connect reps to live answers to increase connected conversations and connect rates. Calls are recorded and run through conversation intelligence that scans for objections and other signals so managers can coach reps at scale, and a remote Salesfloor gives managers a virtual workspace for real-time coaching during calls. Koncert also includes a multi-channel cadence sequencer spanning phone, email, video, text, and social, plus caller ID management that selects local numbers and monitors number health. For practice and training, Koncert offers AI PitchLab, an add-on where reps rehearse pitches against AI-powered buyer personas without the pressure of a live prospect, with objection-handling practice and automatic transcription and scoring of performance. Together these capabilities target outbound sales teams, SDRs, and managers who want dialing, real-call analysis, and structured roleplay practice within one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Koncert is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Koncert |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI Parallel and AI Flow dialers that filter voicemails and connect live answers |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic call recording with conversation intelligence that detects objections |
| Team usage | Searchable conversation records tied to contacts and deals | AI PitchLab add-on for AI persona roleplay and cold-call practice |
| Integrations | Transcription across more than twenty languages | Objection-handling practice with automatic transcription and scoring |
| Languages & capture | Works out of the box with no separate configuration | Remote Salesfloor for real-time manager coaching during calls |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Multi-channel cadence sequencer across phone, email, video, text, and social |
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.
Koncert
Choose Koncert if you need outbound sdr teams running high-volume parallel dialing with recorded calls — strengths include combines an ai dialer, call recording, and roleplay practice in one platform.
Close Notetaker
Koncert
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Koncert is strong for outbound sdr teams running high-volume parallel dialing with recorded calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Koncert is a free tier with paid upgrades. 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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