Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Rilla: Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Rilla when coaching field reps asynchronously across many appointments matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations.
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
Rilla is a speech analytics and AI coaching platform built for in-person field sales teams, particularly in home services and the trades. Instead of managers physically accompanying reps on ridealongs, reps record their in-person sales conversations, and Rilla automatically transcribes and analyzes each conversation to surface insights, summaries, and coaching opportunities. Managers gain visibility into conversations across their team and can review recordings, leave comments and highlights, and deliver asynchronous feedback from anywhere, which lets them coach far more appointments than in-person ridealongs would allow. The platform adapts to a team's specific sales process and can highlight how reps' conversations compare to the behaviors of top performers, helping standardize what works. Rilla serves field-sales-heavy industries including home improvement and remodeling, HVAC, plumbing, roofing, solar, automotive, dental, senior living, and multifamily property management. It is designed for sales managers and field reps who need a scalable way to capture, review, and coach face-to-face selling conversations that conventional meeting tools built for video calls do not address. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Rilla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Rilla |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Mobile recording of in-person sales conversations |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic transcription and AI conversation analysis |
| Team usage | Searchable conversation records tied to contacts and deals | Asynchronous coaching with comments and highlights |
| Integrations | Transcription across more than twenty languages | Behavior tracking against top-performer patterns |
| Languages & capture | Works out of the box with no separate configuration | Adapts analysis to a team's specific sales process |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Performance visibility across all reps and appointments |
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.
Rilla
Choose Rilla if you need replacing in-person ridealongs with recorded, analyzed conversations — strengths include purpose-built for in-person field sales coaching at scale.
Close Notetaker
Rilla
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Rilla is strong for replacing in-person ridealongs with recorded, analyzed conversations. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Rilla 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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