Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Prevail: Prevail is an AI-assisted testimony management and court reporting platform that delivers real-time transcription for legal depositions and proceedings. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Prevail when collaborative attorney note-taking and key-moment tagging during testimony 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.
Prevail is an AI-assisted testimony management and court reporting platform that delivers real-time transcription for legal depositions and proceedings.
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
Prevail is an AI-assisted testimony management and court reporting platform purpose-built for legal proceedings such as depositions. Its AI Speech Capture panel begins transcribing the moment a Session Manager presses record, displaying spoken dialogue as structured segments with speaker labels and timestamps that update in real time, while machine learning improves accuracy as the session unfolds. Transcripts are synchronized with the session audio and video, and certified transcripts are delivered within a few business days. Its transcription and translation services handle audio and video files of multiple formats and support over 90 languages. The CheckMate solution consolidates real-time transcription, speaker identification, and collaborative note-taking into one workspace, with secure integration to a firm's chosen LLM for AI-generated analysis. Prevail supports remote, hybrid, and in-person proceedings and is accessed through a web-based interface, meeting SOC 2 Type 2 and ISO 27001 standards. It is built for legal professionals including law firms, corporations, and government agencies.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Prevail is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Prevail |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time AI transcription with live speaker labels and timestamps |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Audio/video synchronization with transcripts during sessions |
| Team usage | Searchable conversation records tied to contacts and deals | Collaborative note-taking and key-moment tagging (CheckMate) |
| Integrations | Transcription across more than twenty languages | Secure integration with a firm's chosen LLM for AI analysis |
| Languages & capture | Works out of the box with no separate configuration | Transcription and translation supporting 90+ languages |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Support for remote, hybrid, and in-person proceedings |
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.
Prevail
Choose Prevail if you need capturing and transcribing remote, hybrid, or in-person legal depositions in real time — strengths include purpose-built for legal depositions with synchronized audio, video, and transcript.
Close Notetaker
Prevail
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Prevail is strong for capturing and transcribing remote, hybrid, or in-person legal depositions in real time. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Prevail is custom pricing. 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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