Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Orum: AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching. 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 Orum when coaching reps with real-time assist and automatic call scoring 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.
AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching.
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
Orum is an AI-powered sales dialer platform built for sales development teams that make high volumes of outbound calls. Its core function is to maximize live conversations through power and parallel dialing, calling multiple numbers at once and connecting reps only when a real person answers, while routing past voicemails and busy signals so reps stay in back-to-back conversations. Around the dialer, Orum layers AI features for recording, coaching, and analysis. Every call is automatically logged and recorded, with timestamps that make it easy to revisit specific moments, and Orum integrates with conversation intelligence tools so recordings flow into a team's existing stack. Its Assist feature listens to conversations in real time and surfaces the right response when a rep needs it, such as handling an objection, responding to a competitor mention, or recognizing a buying signal. Orum also offers an AI coaching suite with automatic call scoring against proven criteria, scenario-based AI roleplay practice, and coaching portals that build each rep's coaching playlist from performance trends. Orum is aimed at SDR and outbound sales teams that want to combine high-efficiency dialing with AI-driven coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Orum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Orum |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Power and parallel dialing with live-answer detection |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic call logging and recording with timestamps |
| Team usage | Searchable conversation records tied to contacts and deals | Real-time Assist surfacing objection and competitor responses |
| Integrations | Transcription across more than twenty languages | AI call scoring against proven criteria |
| Languages & capture | Works out of the box with no separate configuration | Scenario-based AI roleplay and coaching portals |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Power and parallel dialing with live-answer detection |
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.
Orum
Choose Orum if you need increasing live connect rates for sdr outbound calling — strengths include parallel dialing maximizes live conversations per session.
Close Notetaker
Orum
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Orum is strong for increasing live connect rates for sdr outbound calling. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Orum is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Close Notetaker and Orum.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence The right pick comes down to team size, budget, and the workflows you want to automate.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.