Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Plaud: AI note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile app. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Plaud when capturing action items and decisions from conversations 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.
AI note-taking platform that records conversations and meetings, then transcribes them and generates summaries and action items, via dedicated hardware recorders and a desktop/mobile 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
Plaud is an AI note-taking platform that turns conversations and meetings into transcripts, structured summaries, and action items. It pairs dedicated hardware recorders (Plaud Note, Note Pro, and the NotePin wearables) with iOS, Android, Windows, macOS, and web apps. Its desktop app captures audio natively from online meetings in Zoom, Google Meet, and Microsoft Teams (and other conferencing apps) without joining as a bot, and can auto-detect when a meeting starts. Plaud transcribes in 112+ languages and offers 10,000+ summary templates. The Starter (free) plan includes 300 transcription minutes per month. Paid tiers add the "Ask Plaud" natural-language search across recordings plus Zapier, Google Calendar, and a beta MCP server integration. Plaud states it holds ISO 27001/27701, SOC 2, GDPR, and HIPAA compliance, and describes itself as trusted by over 2 million users globally.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Plaud is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Plaud |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI transcription |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Meeting summaries & action items |
| Team usage | Searchable conversation records tied to contacts and deals | Online meeting capture |
| Integrations | Transcription across more than twenty languages | Ask Plaud search |
| Languages & capture | Works out of the box with no separate configuration | Summary templates |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | AI transcription |
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.
Plaud
Choose Plaud if you need recording and summarizing in-person and online meetings — strengths include free starter plan includes 300 transcription minutes per month.
Close Notetaker
Plaud
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Plaud is strong for recording and summarizing in-person and online meetings. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Plaud is from $0/mo. 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.
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