Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. QEval: QEval is an AI contact center quality assurance platform that transcribes and scores customer conversations across voice, chat, email, and SMS against customizable scorecards. 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 QEval when real-time compliance monitoring and de-escalation support during live customer calls 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.
QEval is an AI contact center quality assurance platform that transcribes and scores customer conversations across voice, chat, email, and SMS against customizable scorecards.
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
QEval, built by Etech Global Services, is an AI-powered contact center quality assurance and performance management platform. It automatically transcribes recorded and live customer interactions across voice, chat, email, and SMS channels, then applies speech analytics, sentiment detection, and topic classification to evaluate every conversation against customizable quality scorecards rather than a small manual sample. Built for contact center QA teams, compliance officers, and operations leaders, it converts interactions into searchable transcripts in near real time, scoring both human and AI agents. QEval includes real-time agent assist that surfaces compliance prompts and de-escalation guidance during live calls, automated PCI/HIPAA/GDPR compliance monitoring with PHI/PII redaction, and coaching workflows with analytics and gamification to drive agent improvement. A flexible scorecard builder supports numeric, weighted, blind, and holistic scoring formats. Distinct from generic LLM wrappers, QEval emphasizes a proprietary multi-expert evaluation architecture, vendor-neutral scoring of third-party AI agents, and a roughly 30-day deployment timeline aimed at enterprise contact centers.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); QEval is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | QEval |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Automated transcription of recorded and live calls into searchable text via speech analytics |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Customizable quality scorecards (numeric, weighted, blind, and holistic scoring formats) |
| Team usage | Searchable conversation records tied to contacts and deals | Evaluation across 100% of voice, chat, email, and SMS interactions instead of manual samples |
| Integrations | Transcription across more than twenty languages | Real-time agent assist with live compliance prompts and de-escalation guidance |
| Languages & capture | Works out of the box with no separate configuration | Compliance monitoring for PCI, HIPAA, and GDPR with PHI/PII redaction |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Scoring of both human agents and third-party AI agents, plus coaching, analytics, and gamification |
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.
QEval
Choose QEval if you need automating quality monitoring and scoring of agent customer interactions at scale — strengths include transcribes and analyzes 100% of interactions across multiple channels rather than a sampled subset.
Close Notetaker
QEval
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while QEval is strong for automating quality monitoring and scoring of agent customer interactions at scale. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and QEval is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Close Notetaker and QEval.
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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