Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Lindy: AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks. 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 Lindy when automating follow-up emails and crm updates after meetings 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.
AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks.
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
Lindy is an AI assistant platform whose meeting notetaker joins video calls to record, transcribe, and summarize conversations, and then automate follow-up work. For meetings, Lindy connects to Zoom, Google Meet, and Microsoft Teams, captures the call, transcribes the discussion in real time, and produces summaries with action items, along with searchable transcripts for later reference. What distinguishes Lindy from a standalone notetaker is that it is part of a broader AI assistant and automation system: after a meeting it can use the transcript to draft follow-up emails, update a CRM, schedule the next meeting, and trigger other workflows across connected apps such as Gmail, Slack, and calendar tools. Users can configure the meeting notetaker from a template and extend it with custom automations. Lindy is aimed at professionals and teams who want their meeting recordings and notes to flow directly into downstream tasks, particularly sales, customer-facing, and operations roles that rely heavily on post-meeting actions and tooling integrations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Lindy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Lindy |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Real-time transcription with summaries and action items |
| Team usage | Searchable conversation records tied to contacts and deals | Searchable transcripts of past meetings |
| Integrations | Transcription across more than twenty languages | Post-meeting automations such as drafting emails and updating a CRM |
| Languages & capture | Works out of the box with no separate configuration | Integrations with apps like Gmail, Slack, and calendars |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
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.
Lindy
Choose Lindy if you need capturing and summarizing sales and client calls — strengths include connects meeting notes directly to follow-up tasks and workflows.
Close Notetaker
Lindy
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Lindy is strong for capturing and summarizing sales and client calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Lindy 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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