Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Prodigal: Prodigal is an AI conversation intelligence platform for debt collections and loan servicing that transcribes, summarizes, and auto-scores agent-customer calls for QA and compliance. 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 Prodigal when automating qa scorecards and compliance monitoring across 100% of agent-customer interactions matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Prodigal is an AI conversation intelligence platform for debt collections and loan servicing that transcribes, summarizes, and auto-scores agent-customer calls for QA and compliance.
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
Prodigal is an AI platform purpose-built for consumer finance, debt collections, and loan servicing, used by collection agencies, lenders, credit unions, and healthcare revenue-cycle teams. Its core transcription and intelligence capabilities come through two products. ProNotes runs AI transcription and summarization in the background when a call ends, generating a standardized, redacted note with an at-a-glance summary and actionable insights; it works in real time for individual calls or as overnight batch processing, supports English and Spanish, and writes notes back to CRM and system-of-record applications. ProInsight applies conversation intelligence across calls, texts, emails, and chats, analyzing every interaction (not just samples) to flag compliance exceptions, automate QA scorecards using configurable evaluation parameters, and surface business and performance insights. The platform stores audio and text records centrally for auditing and offers customizable reporting. What distinguishes Prodigal is its vertical focus: rather than a general meeting recorder, it is tuned to the regulatory and operational language of collections and loan-servicing conversations, with built-in PII redaction and compliance monitoring.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Prodigal is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Prodigal |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | ProNotes AI call transcription and summarization that auto-generates standardized notes after each call |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Real-time and overnight batch processing modes for note generation |
| Team usage | Searchable conversation records tied to contacts and deals | ProInsight conversation intelligence across calls, texts, emails, and chats |
| Integrations | Transcription across more than twenty languages | Automated QA scorecards and compliance-exception flagging across 100% of interactions |
| Languages & capture | Works out of the box with no separate configuration | Automatic redaction of sensitive/PII information in notes and records |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | English and Spanish language support with CRM/system-of-record write-back |
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.
Prodigal
Choose Prodigal if you need automatically documenting and summarizing collections and loan-servicing calls to cut after-call work — strengths include purpose-built for collections and loan-servicing conversations rather than generic meetings, with compliance and pii redaction baked in.
Close Notetaker
Prodigal
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Prodigal is strong for automatically documenting and summarizing collections and loan-servicing calls to cut after-call work. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Prodigal 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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