Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Oliv: AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Oliv when maintaining crm hygiene and pipeline visibility for sales managers 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.
AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up.
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
Oliv is an AI sales assistant built for account executives, sales managers, and revenue teams that want support across the full sales cycle rather than just a single meeting. Before calls, it helps reps prepare with prospect research, suggested questions, and daily deal summaries that prioritize the pipeline. During meetings, Oliv joins to provide live transcription, surface key moments, and follow live scorecards and adaptive talk tracks so reps can stay focused on the conversation. After the call, it generates meeting summaries delivered via Slack, Teams, or email, drafts follow-up emails, and syncs notes and deal data back to the CRM. A central part of Oliv is capturing deal intelligence from every meeting, call, and email, structuring it into scorecards built on sales methodologies such as MEDDICC, BANT, and SPICED so managers can review opportunities and coach reps. Oliv integrates with common revenue-team tools including Salesforce, HubSpot, Zoom, and Microsoft Teams. It is designed for teams that want automated note-taking, CRM hygiene, and pipeline visibility without adding manual admin work for sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Oliv is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Oliv |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Live meeting transcription and instant call highlights |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Pre-meeting prospect research and AI meeting prep |
| Team usage | Searchable conversation records tied to contacts and deals | Deal intelligence scorecards using MEDDICC, BANT, and SPICED frameworks |
| Integrations | Transcription across more than twenty languages | AI meeting summaries delivered to Slack, Teams, or email |
| Languages & capture | Works out of the box with no separate configuration | Automatic CRM sync and follow-up email drafting |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Live meeting transcription and instant call highlights |
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.
Oliv
Choose Oliv if you need giving account executives automated prep and follow-up around sales calls — strengths include supports the full sales cycle from prep through follow-up.
Close Notetaker
Oliv
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Oliv is strong for giving account executives automated prep and follow-up around sales calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Oliv 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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