Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Notee: Mobile-first AI voice recorder and note taker that transcribes and summarizes meetings, lectures, and interviews with speaker identification. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Notee when capturing lectures or interviews with speaker labels matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Mobile-first AI voice recorder and note taker that transcribes and summarizes meetings, lectures, and interviews with speaker identification.
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
Notee is a mobile-first AI voice recorder, transcriber, and summary app developed by GM UniverseApps Limited for capturing meetings, lectures, interviews, and voice notes. Users record audio on their phone (with Apple Watch support on iOS), and Notee automatically converts speech to text, producing clear transcripts, concise summaries, and action items. It includes live audio transcription and smart voice dictation for real-time speech-to-text, speaker identification to track who is speaking during a discussion, and an intelligent keyword search plus an Ask AI feature for finding what was said across historical recordings. Notes can be exported as PDF, DOC text, or WAV audio and shared directly to tools such as Slack, Google Docs, and Notion. The app is available on iOS (iPhone and Apple Watch) and Android. Notee positions itself for business professionals and executives who want discussions turned into documented meeting minutes, as well as students and educators using it for lecture capture and summarization. The developer states that recordings and transcripts remain private and that user data is never shared. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Notee is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Notee |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Live audio transcription and smart voice dictation |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI summaries with automatic action items |
| Team usage | Searchable conversation records tied to contacts and deals | Speaker identification |
| Integrations | Transcription across more than twenty languages | Keyword search and Ask AI across past recordings |
| Languages & capture | Works out of the box with no separate configuration | Export as PDF, DOC text, or WAV and share to Slack, Google Docs, and Notion |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | iOS (iPhone and Apple Watch) and Android availability |
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.
Notee
Choose Notee if you need recording and summarizing in-person meetings on a phone — strengths include mobile-first with apple watch support for quick capture.
Close Notetaker
Notee
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Notee is strong for recording and summarizing in-person meetings on a phone. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Notee 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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