Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Notably: Notably is an AI-powered qualitative research platform that transcribes interview recordings and analyzes notes, transcripts, and other research data into themes and insights. 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 Notably when synthesizing qualitative data into themes and insights for market research and agencies 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.
Notably is an AI-powered qualitative research platform that transcribes interview recordings and analyzes notes, transcripts, and other research data into themes and insights.
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
Notably is an end-to-end qualitative research platform built for analyzing and synthesizing research data rather than capturing live meetings. Teams import diverse inputs—video and audio interview recordings, written notes, usability test recordings, and survey exports—into a centralized research repository. Its interview transcription feature imports cloud recordings and transcribes video and audio so researchers can analyze the spoken content. Notably's AI then automates much of the synthesis: it generates highlights and tags, surfaces themes, produces insight summaries, and can run sentiment analysis across an entire study. A library of customizable AI templates supports stages of the research process, from thematic analysis to persona creation, user journeys, and reporting with AI-generated visuals. Notably is aimed at UX and product researchers, market researchers, agencies, design strategists, academics, and consultants who already have collected data and want faster time-to-insight. Notably does not recruit participants, run surveys, or conduct interviews itself; it focuses on analysis and the research repository. It is a web-based, end-user SaaS product.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Notably is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Notably |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Interview transcription from imported video and audio recordings |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI-generated highlights and tags on transcripts |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic theme extraction and insight summaries |
| Integrations | Transcription across more than twenty languages | Sentiment analysis across an entire study |
| Languages & capture | Works out of the box with no separate configuration | Customizable AI research templates (thematic analysis, personas, journeys) |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Centralized qualitative research repository with interactive reports |
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.
Notably
Choose Notably if you need transcribing and analyzing user interview recordings for ux and product research — strengths include strong ai automation reduces manual tagging and synthesis time.
Close Notetaker
Notably
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Notably is strong for transcribing and analyzing user interview recordings for ux and product research. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Notably is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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