Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Mentalyc: Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals. 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 Mentalyc when documenting psychiatric and assessment notes such as mse and biopsychosocial assessments 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.
Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals.
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
Mentalyc is an AI documentation platform built for therapists, counselors, psychiatrists, PMHNPs, social workers, and other behavioral health professionals. It captures sessions in several ways: recording telehealth or in-person sessions with client consent, uploading an audio file, dictating a recap, or typing a short summary. The session audio is transcribed, and according to the company audio is processed and deleted while transcripts are stripped of identifying details. From this input it auto-generates clinical notes in multiple formats, including SOAP, DAP, BIRP, GIRP, PIRP, PIE, intake notes, MSE, biopsychosocial assessments, and supervision/consultation notes. Beyond notes, it produces treatment plans with measurable goals and tracks client progress over time. Mentalyc is web-based and accessed through a browser after signup, and it can sync with EHR systems such as SimplePractice, TherapyNotes, and Jane App or run as a standalone tool. It states it is HIPAA and SOC 2 compliant and does not use customer data to train AI models.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Mentalyc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Mentalyc |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Transcribes recorded, uploaded, dictated, or typed sessions into structured notes |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Generates multiple note formats (SOAP, DAP, BIRP, GIRP, PIRP, PIE, MSE, intake, supervision) |
| Team usage | Searchable conversation records tied to contacts and deals | Automated treatment plans with measurable goals |
| Integrations | Transcription across more than twenty languages | Progress tracking across sessions without client questionnaires |
| Languages & capture | Works out of the box with no separate configuration | EHR integrations with SimplePractice, TherapyNotes, and Jane App |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | HIPAA and SOC 2 compliant with audio deleted after processing and de-identified transcripts |
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.
Mentalyc
Choose Mentalyc if you need generating progress notes from recorded or in-person therapy sessions — strengths include purpose-built for mental health documentation with many clinical note formats.
Close Notetaker
Mentalyc
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Mentalyc is strong for generating progress notes from recorded or in-person therapy sessions. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Mentalyc 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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