Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Microsoft Teams Copilot: Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls. 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 Microsoft Teams Copilot when catching up on a teams meeting you joined late or missed 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.
Microsoft 365 Copilot inside Teams summarizes meetings, surfaces who said what, captures action items, and answers questions about the discussion during and after calls.
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
Copilot in Microsoft Teams is the AI meeting assistant built into Microsoft 365 Copilot. During or after a Teams meeting it summarizes key discussion points (including who spoke and what they said), suggests action items, and answers questions by reasoning over the conversation and meeting chat. It works in real time via the Copilot button and is also available afterward through the meeting chat and Recap tab. Transcription does not have to be running just to turn Copilot on during a meeting, but live transcription must be enabled to prompt Copilot about what was said and to access its conversation history after the meeting ends; recording itself is not required. Longer responses can be opened in Word, and table-style output in Excel. Copilot is sold as a paid add-on that requires a qualifying Microsoft 365 or Office 365 subscription, and it extends beyond Teams across Word, Excel, Outlook, and other Microsoft 365 apps. A no-cost Microsoft 365 Copilot Chat tier is included for eligible subscribers but excludes the full work-grounded Teams meeting Copilot experience.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Microsoft Teams Copilot is from $30/mo (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Microsoft Teams Copilot |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Meeting summaries |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Action item detection |
| Team usage | Searchable conversation records tied to contacts and deals | Speaker-attributed recap |
| Integrations | Transcription across more than twenty languages | Real-time meeting Q&A |
| Languages & capture | Works out of the box with no separate configuration | Export to Word and Excel |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Meeting summaries |
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.
Microsoft Teams Copilot
Choose Microsoft Teams Copilot if you need generating post-meeting recaps and action items for teams calls — strengths include deeply integrated into teams and the wider microsoft 365 suite (word, excel, outlook), so no third-party meeting bot is needed.
Close Notetaker
Microsoft Teams Copilot
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Microsoft Teams Copilot is strong for generating post-meeting recaps and action items for teams calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Microsoft Teams Copilot is from $30/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Close Notetaker and Microsoft Teams Copilot.
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