Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. PatientNotes: PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes. 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 PatientNotes when generating specialty-formatted soap and progress notes for entry into an ehr 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.
PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes.
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
PatientNotes is an AI medical scribe built for healthcare providers. It uses ambient AI listening to capture natural conversations between clinicians and patients in the background, transcribing both speakers without requiring typing or voice commands. From each encounter it generates structured clinical documentation including SOAP notes, progress notes, H&P documentation, and custom formats automatically formatted to specialty standards. The platform also suggests ICD-10 diagnosis and CPT procedure codes based on the documentation. It supports a range of medical specialties such as primary care, psychiatry, cardiology, dermatology, and pediatrics, with specialty-specific templates. Finished notes are moved into electronic health record systems via one-click copy and paste, with formatting optimized for major EHRs like Epic, Cerner, and Athena; direct API integration is not used. It is available as a native iOS app for iPhone and iPad and as a web application, with automatic syncing across devices and an Android app noted as in development. The product is marketed as HIPAA compliant.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); PatientNotes is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | PatientNotes |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Ambient AI listening that captures both patient and clinician speech in the background |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic generation of structured clinical notes (SOAP, progress, H&P, custom) |
| Team usage | Searchable conversation records tied to contacts and deals | AI-suggested ICD-10 diagnosis and CPT procedure codes |
| Integrations | Transcription across more than twenty languages | Specialty-specific templates across multiple medical specialties |
| Languages & capture | Works out of the box with no separate configuration | One-click copy and paste into any EHR, optimized for Epic, Cerner, and Athena |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Native iOS app plus web application with cross-device syncing |
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.
PatientNotes
Choose PatientNotes if you need clinicians documenting in-person patient visits hands-free during the encounter — strengths include removes manual documentation work by transcribing encounters and drafting notes automatically.
Close Notetaker
PatientNotes
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while PatientNotes is strong for clinicians documenting in-person patient visits hands-free during the encounter. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and PatientNotes 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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