Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Momentum: AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Momentum when revops and leaders generating pipeline and forecast insights 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 conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows.
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
Momentum is an AI conversation intelligence and revenue orchestration platform that records, transcribes and analyzes sales and customer-success calls to turn unstructured conversations into structured, actionable data. After calls, it generates AI summaries and notes and extracts key signals, then uses agent-style automations to handle downstream work such as updating Salesforce fields, advancing pipeline stages and generating call notes so reps spend less time on manual data entry. The platform is organized around purpose-built agents, including a deal execution agent for post-call CRM updates, a customer retention agent that surfaces churn signals and sentiment from conversations, a revenue-leadership agent that produces executive briefings and pipeline insights, and a coaching agent that offers call-based coaching recommendations. Momentum integrates deeply with Salesforce, connects to Slack for real-time deal notifications and deal rooms, and can sync data into warehouses such as Snowflake for analysis. It also offers botless recording for Google Meet, capturing calls without adding a visible participant. Momentum is aimed at sales representatives, customer success managers, sales managers, RevOps teams and revenue leaders who want conversation data to flow automatically into their CRM and reporting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Momentum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Momentum |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Records, transcribes and analyzes sales and CS calls |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI summaries and automatic call notes |
| Team usage | Searchable conversation records tied to contacts and deals | Automated Salesforce field and pipeline updates |
| Integrations | Transcription across more than twenty languages | Purpose-built agents for deal execution, retention, coaching and leadership insights |
| Languages & capture | Works out of the box with no separate configuration | Slack integration for deal notifications and deal rooms |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Botless Google Meet recording and data warehouse sync |
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.
Momentum
Choose Momentum if you need sales reps automating crm updates from call content — strengths include deep salesforce automation reduces manual crm data entry.
Close Notetaker
Momentum
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Momentum is strong for sales reps automating crm updates from call content. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Momentum 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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