Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Level AI: Level AI is a contact center conversation intelligence platform that transcribes, scores, and analyzes voice and text customer interactions with automated QA and real-time agent assist. 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 Level AI when coaching contact center agents using transcript-based insights and real-time call guidance 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.
Level AI is a contact center conversation intelligence platform that transcribes, scores, and analyzes voice and text customer interactions with automated QA and real-time agent assist.
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
Level AI is a customer experience platform built for enterprise contact centers that captures, transcribes, and analyzes customer conversations across voice calls, chat, email, and bot interactions. Its proprietary speech-to-text engine, trained on noisy call center audio and fine-tuned to each customer's terminology, converts spoken conversations into searchable transcripts. On top of that transcription layer, Level AI applies semantic intelligence (natural language understanding) rather than keyword matching to detect intent, sentiment, and compliance issues, aiming to monitor 100% of interactions instead of a small sampled fraction. The platform automates quality assurance by scoring conversations against custom scorecards, including open-ended criteria via its QA-GPT feature, and surfaces coaching opportunities. A real-time Agent Assist module suggests next-best actions during live calls, and analytics dashboards extract voice-of-customer insights and dissatisfaction drivers. It is aimed at QA, CX, and operations teams in financial services, healthcare, insurance, and retail. Level AI also offers AI virtual agents for call deflection and screen recording for agent monitoring.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Level AI is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Level AI |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Speech-to-text transcription of voice calls plus ingestion of chat, email, and bot text across channels |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Semantic conversation intelligence using NLU to detect intent, sentiment, and compliance signals |
| Team usage | Searchable conversation records tied to contacts and deals | Automated quality assurance scoring of 100% of interactions via custom scorecards and QA-GPT |
| Integrations | Transcription across more than twenty languages | Real-time Agent Assist that surfaces recommended responses and guidance during live calls |
| Languages & capture | Works out of the box with no separate configuration | Analytics dashboards for voice-of-customer insights, dissatisfaction drivers, and root-cause analysis |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Agent screen recording and AI virtual agents for call triage and deflection |
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.
Level AI
Choose Level AI if you need automatically scoring and auditing agent calls and chats for quality assurance at scale — strengths include transcription engine is trained specifically on noisy contact center audio and tuned to customer-specific terminology.
Close Notetaker
Level AI
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Level AI is strong for automatically scoring and auditing agent calls and chats for quality assurance at scale. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Level AI 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.
More head-to-head comparisons involving Close Notetaker and Level AI.
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.