Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Reflect: Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting notes. 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 Reflect when transcribing and summarizing voice notes captured on the go 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.
Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting notes.
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
Reflect is a minimalist note-taking and second-brain application designed for capturing ideas, linking thoughts, and building a connected personal knowledge base over time. Its core is a networked notes system with backlinks, daily notes, and instant cross-device sync, with end-to-end encryption for privacy and an iOS app that works offline. Reflect layers AI on top of this foundation: it can transcribe voice notes, generate outlines from scattered thoughts, suggest tags, summarize long entries, and list key takeaways and action items from meeting notes. It integrates with Google Calendar and Outlook so calendar events appear inside the note system, making it convenient to attach notes to meetings and follow up afterward. While Reflect is not a dedicated meeting-bot transcription service, it is well suited to professionals and knowledge workers who take meeting notes, journal, and want their captured audio and writing turned into organized, searchable knowledge. It appeals to people who value a calmer, more intentional workflow and want AI assistance for summarizing and connecting their own notes rather than automating an entire meeting pipeline. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Reflect is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Reflect |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Networked notes with backlinks and daily notes |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI voice note transcription and summarization |
| Team usage | Searchable conversation records tied to contacts and deals | AI extraction of key takeaways and action items from meeting notes |
| Integrations | Transcription across more than twenty languages | Google Calendar and Outlook integration for meetings |
| Languages & capture | Works out of the box with no separate configuration | End-to-end encryption with instant cross-device sync |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | iOS app with offline access and browser/Kindle capture |
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.
Reflect
Choose Reflect if you need taking and linking meeting notes within a connected knowledge base — strengths include combines a second-brain knowledge base with ai meeting summarization.
Close Notetaker
Reflect
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Reflect is strong for taking and linking meeting notes within a connected knowledge base. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Reflect is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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