Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. ProspectBoss: Cloud power dialer for outbound sales with AI that scores, summarizes, and suggests next steps on every conversation. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and ProspectBoss when using ai call scores and summaries to coach reps and plan next steps 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.
Cloud power dialer for outbound sales with AI that scores, summarizes, and suggests next steps on every conversation.
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
ProspectBoss is a cloud-based outbound power dialer built to help sales teams call faster, protect their phone numbers, automate follow-up, and convert more conversations into appointments. Its power dialer, marketed as "Call Hammer" technology, automates rapid sequential dialing to maximize the number of prospects a rep reaches per hour, and includes automated voicemail dropping so reps can leave pre-recorded messages without waiting. The platform layers AI on top of calling, describing an assistant that listens to conversations and then scores, summarizes, and suggests next steps for each call, while automating SMS and email follow-up and tracking outcomes. ProspectBoss emphasizes deliverability and compliance with STIR/SHAKEN support, spam-likely prevention, and phone-number registration with major carriers to keep outbound numbers in good standing. It integrates with CRMs including Salesforce, HubSpot, and Zoho, and offers real-time conversation data and analytics. The product is primarily targeted at real estate agents, insurance producers, and home-services companies, and is a live, actively offered product with current pricing and trial options. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); ProspectBoss is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | ProspectBoss |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Power dialer with rapid sequential dialing ("Call Hammer") |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI that scores, summarizes, and suggests next steps per call |
| Team usage | Searchable conversation records tied to contacts and deals | Automated voicemail drop |
| Integrations | Transcription across more than twenty languages | Automated SMS and email follow-up with outcome tracking |
| Languages & capture | Works out of the box with no separate configuration | STIR/SHAKEN support and spam-likely prevention |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Carrier number registration for deliverability |
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.
ProspectBoss
Choose ProspectBoss if you need real estate and insurance reps running high-volume outbound calls — strengths include high-throughput power dialing for outbound prospecting.
Close Notetaker
ProspectBoss
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while ProspectBoss is strong for real estate and insurance reps running high-volume outbound calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and ProspectBoss 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 ProspectBoss.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
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