Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Pifini: AI-native sales enablement platform with a live call copilot and AI call scoring that evaluates sales conversations and routes reps into targeted coaching. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Pifini when providing real-time in-call guidance and objection handling to sellers matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
AI-native sales enablement platform with a live call copilot and AI call scoring that evaluates sales conversations and routes reps into targeted 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
Pifini is an AI-native sales enablement platform that combines real-time call assistance with AI-driven call scoring, with a particular focus on partner and channel sales ecosystems as well as direct sales teams. Its Live Sales Call Copilot (described as a 'wingman') listens during active conversations and provides real-time guidance, objection-handling prompts, and contextual content recommendations to help reps move deals forward. After calls, Pifini's AI call scoring evaluates every eligible conversation against defined success criteria, identifying strengths, weaknesses, missed moments, talk patterns, tone, objection handling, and messaging accuracy, then surfaces coaching opportunities. A defining workflow is the link between analysis and training: when the scoring engine detects recurring skill gaps, it can automatically route reps or partners into targeted modules inside the platform's enterprise learning management system, letting leaders assign content, track completion, and measure whether coaching changes future call performance. Beyond call intelligence, Pifini bundles digital sales rooms, AI-powered sales role-play for practice, a partner enablement hub, and integrations with common sales and CRM tools. It is aimed at organizations that sell through resellers, distributors, and alliances, where coaching call activity at scale is difficult because much of the selling happens outside the company, as well as internal sales teams seeking consistent call scoring and enablement in one 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); Pifini is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Pifini |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Live Sales Call Copilot providing real-time guidance and objection-handling prompts |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI call scoring that evaluates conversations against defined success criteria |
| Team usage | Searchable conversation records tied to contacts and deals | Automated routing of reps into targeted training based on detected skill gaps |
| Integrations | Transcription across more than twenty languages | Integrated enterprise learning management system for enablement |
| Languages & capture | Works out of the box with no separate configuration | AI-powered sales role-play for practicing scripts and objections |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Digital sales rooms for buyer engagement |
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.
Pifini
Choose Pifini if you need coaching reps and channel partners at scale with automated call scoring — strengths include connects call analysis directly to targeted coaching and training workflows.
Close Notetaker
Pifini
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Pifini is strong for coaching reps and channel partners at scale with automated call scoring. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Pifini is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Close Notetaker and Pifini.
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