Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. OpenOats: Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time. 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 OpenOats when privately transcribing meetings on a mac without sending audio to the cloud 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.
Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time.
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
OpenOats is an open-source macOS meeting note-taker, created by Yazin Akkawi (the project was previously named OpenGranola before being renamed), that sits alongside your calls and both transcribes the conversation and helps you contribute to it. It captures both sides of a meeting and transcribes audio locally on Apple Silicon so audio never leaves the device, while in real time it searches your own markdown or plain-text knowledge base to surface relevant talking points and things worth saying during the discussion. The application window is hidden from screen sharing by default, which lets it stay private during video calls, and transcripts and session logs are auto-saved locally. OpenOats supports both fully local operation through Ollama and cloud providers such as OpenRouter and Voyage AI, so users can choose between complete offline privacy and hosted models. It is written primarily in Swift, distributed under the MIT license, and actively maintained with very frequent releases. The project documents itself at openoats.com and targets users who want a privacy-respecting, self-hostable alternative to cloud meeting copilots, combining live transcription with a retrieval layer over personal notes rather than only producing an after-the-fact summary. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); OpenOats is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | OpenOats |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time local transcription of both sides of a conversation on Apple Silicon |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Live retrieval of relevant talking points from your own notes during meetings |
| Team usage | Searchable conversation records tied to contacts and deals | Window hidden from screen sharing by default for privacy on calls |
| Integrations | Transcription across more than twenty languages | Auto-saved transcripts and session logs to local files |
| Languages & capture | Works out of the box with no separate configuration | Works fully local via Ollama or with cloud models (OpenRouter, Voyage AI) |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | MIT-licensed, self-hostable Swift application |
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.
OpenOats
Choose OpenOats if you need getting live, context-aware prompts from your own notes during sales or customer calls — strengths include local on-device transcription keeps meeting audio private.
Close Notetaker
OpenOats
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while OpenOats is strong for getting live, context-aware prompts from your own notes during sales or customer calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and OpenOats 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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