Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Rafiki: AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights. 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 Rafiki when scoring and coaching reps against a defined sales methodology 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 sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights.
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
Rafiki is an AI-powered conversation and revenue intelligence platform built for SME and mid-market revenue teams. It captures sales conversations by joining calls across Zoom, Google Meet, and Microsoft Teams, and also handles phone calls, then automatically transcribes and analyzes the audio. From each recorded conversation, Rafiki generates meeting summaries, follow-up email drafts, and call scores aligned to popular sales methodologies such as MEDDIC and BANT. Beyond individual call notes, the platform rolls conversation signals up into deal- and pipeline-level views so managers can spot risks and coaching opportunities across the team. It integrates with CRMs including Salesforce, HubSpot, Zoho, and Pipedrive to sync notes and extracted fields, reducing manual data entry for reps. Rafiki also offers AI role play for rep training and a natural-language query tool ("Ask Rafiki") for interrogating call data. It is aimed at sales leaders, account executives, SDRs, customer success managers, and frontline managers who want conversation intelligence and coaching at a lower price point than large enterprise suites. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Rafiki is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Rafiki |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Records and transcribes calls across Zoom, Google Meet, Teams, and phone |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI-generated meeting summaries and follow-up email drafts |
| Team usage | Searchable conversation records tied to contacts and deals | Call scoring against MEDDIC and BANT frameworks |
| Integrations | Transcription across more than twenty languages | Deal and pipeline-level conversation analysis |
| Languages & capture | Works out of the box with no separate configuration | CRM integrations with Salesforce, HubSpot, Zoho, and Pipedrive |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | AI role play for rep training and a natural-language 'Ask Rafiki' query tool |
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.
Rafiki
Choose Rafiki if you need automatically capturing notes and action items from sales calls — strengths include combines note-taking, coaching, and revenue intelligence in one platform.
Close Notetaker
Rafiki
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Rafiki is strong for automatically capturing notes and action items from sales calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Rafiki 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.
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