Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Pickle: An in-meeting AI notetaker for Zoom focused on SMB sales teams, capturing context, key moments, and summaries inside the Zoom app. 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 Pickle when adding time-stamped notes and action items during live sales meetings 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.
An in-meeting AI notetaker for Zoom focused on SMB sales teams, capturing context, key moments, and summaries inside the Zoom app.
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
Pickle is a conversation-intelligence and AI notetaker product centered on Zoom, positioned for small and mid-sized business sales teams. Its AI Smart Notes is built as an in-meeting notetaker that surfaces pre-meeting context and captures important moments directly inside the Zoom app, rather than relying solely on a post-call summary. During calls it can automatically record meetings, generate AI summaries and transcripts, and let users add time-stamped notes and follow-up action items in real time. Features such as custom agenda templates help structure meetings, while Snapshots and Collections let users capture and share memorable moments with their team for coaching and knowledge sharing. By focusing on capturing, finding, and sharing key sales moments from Zoom meetings, Pickle aims to help revenue teams improve their sales process and keep deal context organized. It offers a free tier alongside paid and custom plans. Pickle is best suited to SMB sales representatives and teams that primarily run customer conversations on Zoom and want lightweight conversation intelligence tied tightly to that platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Pickle is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Pickle |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | In-meeting AI Smart Notes inside the Zoom app |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic recording, transcripts, and AI summaries |
| Team usage | Searchable conversation records tied to contacts and deals | Real-time time-stamped notes and follow-up action items |
| Integrations | Transcription across more than twenty languages | Custom agenda templates for structuring meetings |
| Languages & capture | Works out of the box with no separate configuration | Snapshots and Collections for capturing and sharing key moments |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Conversation-intelligence focus for sales teams |
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.
Pickle
Choose Pickle if you need smb sales reps capturing and sharing key moments from zoom calls — strengths include tight, in-meeting integration with zoom.
Close Notetaker
Pickle
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Pickle is strong for smb sales reps capturing and sharing key moments from zoom calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Pickle 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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