Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Meetily: Open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Meetily when capturing and summarizing in-person or any-platform meetings from one app 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.
Open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device.
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
Meetily is an open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes conversations locally on the user's own machine rather than in the cloud. Instead of joining calls as a visible bot participant, Meetily captures system audio directly from the device, the same way screen recording works, so no extra attendee shows up in the meeting and recordings stay on the host's computer. Because processing happens on-device, it works with effectively any meeting software, including Google Meet, Zoom, Microsoft Teams, and Discord, as well as in-person conversations. After a meeting, it generates AI summaries that surface key decisions and action items, supports customizable summary templates, and can export notes to Markdown. The project is MIT licensed with a free community edition alongside paid Pro and Enterprise tiers, and it is distributed for macOS and Windows. Meetily is aimed at privacy-conscious individuals, technical teams, and organizations that want a self-hostable, local-first alternative to bot-based notetakers and need to keep sensitive meeting audio off third-party servers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Meetily is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Meetily |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Local, on-device recording, transcription, and summarization |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Bot-free capture via system audio (no visible meeting participant) |
| Team usage | Searchable conversation records tied to contacts and deals | Works across Google Meet, Zoom, Microsoft Teams, Discord, and in-person meetings |
| Integrations | Transcription across more than twenty languages | AI summaries highlighting key decisions and action items |
| Languages & capture | Works out of the box with no separate configuration | Customizable summary templates and Markdown export |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Open-source (MIT licensed) with self-hosting option |
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.
Meetily
Choose Meetily if you need privacy-conscious teams that need meeting notes without sending audio to the cloud — strengths include strong privacy posture since audio and processing stay on the user's device.
Close Notetaker
Meetily
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Meetily is strong for privacy-conscious teams that need meeting notes without sending audio to the cloud. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Meetily 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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