Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Looppanel: AI research assistant that records, transcribes and auto-notes user interviews and calls, then organizes insights in a research repository. 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 Looppanel when running thematic and sentiment analysis across research calls 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.
AI research assistant that records, transcribes and auto-notes user interviews and calls, then organizes insights in a research repository.
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
Looppanel is an AI research and meeting assistant built for user interviews, usability tests and research calls. Its AI note-taker records or ingests interview recordings, transcribes the conversation, and automatically generates structured notes, quotes and summaries so researchers do not have to take notes manually during a session. The platform supports transcription in several languages and keeps recordings private without human access. Beyond transcription and notes, Looppanel adds an analysis layer: it performs AI thematic analysis to surface patterns across conversations, supports AI-assisted tagging tied to a discussion guide or emerging themes, runs sentiment analysis, and highlights important moments. Researchers can trace every insight back to the source recording, edit tags, search across projects, and share actionable video clips, with all findings collected in a central research repository for stakeholders. It also works with other data types such as survey responses and documents. Looppanel is aimed at UX researchers, product managers and design teams who run many interviews and need to turn recorded qualitative conversations into transcripts, notes and shareable insights faster than analyzing them by hand. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Looppanel is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Looppanel |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI note-taker that records and auto-generates notes from interviews and calls |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Transcription with support for multiple languages |
| Team usage | Searchable conversation records tied to contacts and deals | AI thematic analysis to surface patterns across conversations |
| Integrations | Transcription across more than twenty languages | AI-assisted tagging based on discussion guides and emerging themes |
| Languages & capture | Works out of the box with no separate configuration | Sentiment analysis and automatic highlighting of key moments |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Shareable video clips and traceable links back to source recordings |
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.
Looppanel
Choose Looppanel if you need transcribing and auto-noting user interviews and usability tests — strengths include purpose-built for interview transcription plus downstream qualitative analysis.
Close Notetaker
Looppanel
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Looppanel is strong for transcribing and auto-noting user interviews and usability tests. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Looppanel 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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