Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Revenue.io: Salesforce-native revenue platform unifying conversation intelligence, sales engagement, a dialer, and real-time coaching. 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 Revenue.io when coaching reps in real time during live conversations 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.
Salesforce-native revenue platform unifying conversation intelligence, sales engagement, a dialer, and real-time coaching.
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
Revenue.io is a Salesforce-native revenue execution platform that combines conversation intelligence, sales engagement, a sales dialer, and real-time guidance in a single system. For meetings and calls, the platform automatically records and transcribes conversations, then applies AI analysis to surface topics, objections, competitor mentions, and next steps, writing results back to CRM records so reps avoid manual data entry. A real-time coaching capability surfaces guidance and prompts to reps during live calls rather than only after the fact, helping them handle objections and follow approved messaging. A mobile capability lets field reps capture in-person meetings, generate transcripts and summaries, and sync insights to Salesforce. Because it is built natively on Salesforce, activity, calls, emails, and meetings are logged directly in the CRM, and managers can use call libraries, scoring, and analytics for coaching across the team. Revenue.io is aimed primarily at mid-market and enterprise Salesforce-based sales, revenue operations, and enablement teams that want to consolidate several point tools into one platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Revenue.io is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Revenue.io |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Automatic call and meeting recording with transcription |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI conversation analysis (topics, objections, competitor mentions, next steps) |
| Team usage | Searchable conversation records tied to contacts and deals | Real-time, in-call coaching and guidance |
| Integrations | Transcription across more than twenty languages | Native Salesforce activity logging and CRM sync |
| Languages & capture | Works out of the box with no separate configuration | Integrated sales dialer and engagement workflows |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Mobile capture of in-person meetings |
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.
Revenue.io
Choose Revenue.io if you need recording and analyzing sales calls and meetings inside salesforce — strengths include native salesforce integration keeps activity and meeting data in the crm.
Close Notetaker
Revenue.io
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Revenue.io is strong for recording and analyzing sales calls and meetings inside salesforce. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Revenue.io is a free tier with paid upgrades. 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 Revenue.io.
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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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