Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. People.ai: Enterprise revenue intelligence platform that automatically captures sales activity from emails, calls, and meetings and maps it to deals and accounts. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and People.ai when giving revenue leaders visibility into buyer and seller engagement matters most. Run both through a week of actual calls to see which suits your workflow.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Enterprise revenue intelligence platform that automatically captures sales activity from emails, calls, and meetings and maps it to deals and accounts.
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
People.ai is an enterprise revenue intelligence and RevOps platform built for B2B sales organizations with complex, multi-stakeholder deal cycles. Its core function is automated activity capture: the platform ingests go-to-market signals across emails, calendar events, calls, and meetings, then matches that activity to the right opportunities, accounts, and contacts inside CRM systems such as Salesforce. This removes much of the manual data entry sales reps would otherwise perform and gives revenue leaders a more complete view of buyer and seller engagement. On top of the captured data, People.ai layers analytics for deal scoring, account and relationship mapping, engagement scoring, and methodology operationalization (for example MEDDIC), plus a generative assistant for surfacing answers about deals and accounts. PeopleGlass, a spreadsheet-style interface, lets teams update CRM records in bulk. The platform is primarily aimed at mid-market and enterprise revenue, sales operations, and marketing teams that need reliable activity data feeding their forecasting and pipeline reviews rather than individual users seeking a lightweight notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); People.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | People.ai |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Automated activity capture across email, calendar, calls, and meetings |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | CRM data syncing and enrichment (Salesforce and other CRMs) |
| Team usage | Searchable conversation records tied to contacts and deals | Account and relationship mapping for complex deals |
| Integrations | Transcription across more than twenty languages | Deal and opportunity health scoring |
| Languages & capture | Works out of the box with no separate configuration | Generative AI assistant for querying deal and account data |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | PeopleGlass spreadsheet-style CRM editing interface |
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.
People.ai
Choose People.ai if you need automating crm activity logging for enterprise sales teams — strengths include reduces manual crm data entry by capturing activity automatically.
Close Notetaker
People.ai
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while People.ai is strong for automating crm activity logging for enterprise sales teams. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and People.ai is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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