Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Natively: A free, open-source desktop AI meeting assistant offering real-time transcription, structured notes, and on-call answers with local processing and bring-your-own-key support. 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 Natively when running a fully local, offline meeting assistant via ollama for sensitive discussions 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.
A free, open-source desktop AI meeting assistant offering real-time transcription, structured notes, and on-call answers with local processing and bring-your-own-key support.
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
Natively is an open-source AI meeting assistant maintained by the Natively-AI-assistant project and actively developed through 2025 and 2026. It runs as a desktop application on macOS (Apple Silicon and Intel) and Windows, capturing meeting audio directly on the device rather than joining calls as a visible participant. Built with a Rust-based audio pipeline, it provides low-latency real-time transcription and generates structured, searchable meeting notes that include action items, decisions, and key moments, alongside an on-demand AI assist triggered by a keyboard shortcut. It offers several meeting modes for different contexts and works alongside major platforms such as Zoom, Google Meet, and Microsoft Teams. Natively is bring-your-own-key and supports providers including Google Gemini, OpenAI, Anthropic Claude, and Groq, plus a fully local option through Ollama so transcription and analysis can stay offline on the user's machine; meeting data is stored locally by default. As an indie, community-driven tool it positions itself as a free alternative to paid commercial assistants, though it relies on user-supplied API keys for cloud models and is still evolving. Verify current features and any policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Natively is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Natively |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time transcription with a low-latency Rust-based audio pipeline |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Structured, searchable meeting notes with action items and decisions |
| Team usage | Searchable conversation records tied to contacts and deals | On-demand AI assist via keyboard shortcut during calls |
| Integrations | Transcription across more than twenty languages | Bring-your-own-key support for Gemini, OpenAI, Claude, and Groq |
| Languages & capture | Works out of the box with no separate configuration | Fully local/offline option through Ollama with local data storage by default |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Works alongside Zoom, Google Meet, and Microsoft Teams without a visible bot |
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.
Natively
Choose Natively if you need capturing real-time transcripts and structured notes from calls without a visible bot — strengths include free and open source with active development.
Close Notetaker
Natively
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Natively is strong for capturing real-time transcripts and structured notes from calls without a visible bot. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Natively is a free tier with paid upgrades. 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.
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