Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Note67: A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Note67 when capturing meeting notes where data cannot leave the device for compliance reasons 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.
A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models.
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
Note67 is a privacy-focused, local-first meeting notes assistant for desktop. It captures meeting audio, transcribes it on-device using Whisper, and produces AI-generated summaries through locally run language models via Ollama, so audio and transcripts can remain on the user's machine rather than being sent to the cloud. The app captures both microphone and system audio, and it works to separate the user's own voice from other meeting participants. It is built as a native desktop application using a Rust and Tauri foundation with a React and TypeScript front end, and an associated open-source repository is published on GitHub. Note67 is positioned for people who handle confidential conversations and have compliance or privacy constraints, such as consultants, legal professionals, and healthcare workers, as well as anyone who prefers not to rely on cloud transcription services. It supports recent versions of macOS and Windows. Because processing happens locally, the product emphasizes operating without mandatory accounts or subscriptions and keeping meeting data on the device. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Note67 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Note67 |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Local on-device transcription using Whisper |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI summaries generated by local language models via Ollama |
| Team usage | Searchable conversation records tied to contacts and deals | Captures both microphone and system audio |
| Integrations | Transcription across more than twenty languages | Separates the user's voice from other meeting participants |
| Languages & capture | Works out of the box with no separate configuration | Native desktop app for macOS and Windows |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Privacy-first design that keeps audio on the device |
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.
Note67
Choose Note67 if you need recording and summarizing confidential client or internal meetings — strengths include local processing keeps meeting audio and transcripts on the user's machine.
Close Notetaker
Note67
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Note67 is strong for recording and summarizing confidential client or internal meetings. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Note67 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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