Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Outset: AI-moderated research platform that runs multimodal interviews at scale and auto-synthesizes themes, quotes, and highlight reels. 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 Outset when continuous customer discovery with rapid automated synthesis 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-moderated research platform that runs multimodal interviews at scale and auto-synthesizes themes, quotes, and highlight reels.
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
Outset is an all-in-one AI-moderated research platform that combines conversational AI with behavioral and emotional analysis to run qualitative interviews at scale. Its AI moderator conducts natural, adaptive conversations via video, voice, or text, dynamically probing based on audio and visual cues to uncover detail beyond surface-level answers, and supports interviews in effectively any language across a broad set of countries. Researchers set up interview guides quickly with help from automated logic, including advanced probing rules and intelligent question skipping, and the platform can field hundreds of interviews simultaneously. Built-in recruitment provides access to a very large pool of potential participants across many geographies, or teams can bring their own audience. After interviews complete, Outset automatically synthesizes results into relevant summaries, themes, powerful quotes, and customizable highlight reels without manual tagging, and generates shareable outputs including custom AI-generated reports, highlight reels, and slide decks for stakeholders. Most teams complete interviews within hours and receive AI-synthesized summaries minutes later. The company is venture-backed and reports adoption by large enterprises using the platform to accelerate or replace traditional market research methods. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Outset is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Outset |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI moderator conducting multimodal video, voice, and text interviews |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Dynamic probing driven by audio and visual cues |
| Team usage | Searchable conversation records tied to contacts and deals | Automated interview-guide setup with probing rules and smart skipping |
| Integrations | Transcription across more than twenty languages | Hundreds of simultaneous interviews with built-in recruitment |
| Languages & capture | Works out of the box with no separate configuration | Automatic synthesis into summaries, themes, quotes, and highlight reels |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Stakeholder outputs including custom reports and slide decks |
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.
Outset
Choose Outset if you need running large-scale qualitative interviews for market research — strengths include runs large volumes of interviews in parallel with fast synthesis.
Close Notetaker
Outset
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Outset is strong for running large-scale qualitative interviews for market research. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Outset 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.
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