Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Salesfinity: AI parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, 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 Salesfinity when sales managers coaching reps via recorded calls and objection insights 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 parallel dialer for B2B SDR and AE teams with built-in objection tagging, call recording, 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
Salesfinity is an AI-powered parallel dialer built specifically for B2B SaaS sales development reps (SDRs) and account executives focused on outbound prospecting. The platform dials multiple numbers simultaneously and automatically filters out voicemails, dial tones, and automated responses so reps only spend time on live human conversations. Alongside the dialer, Salesfinity records and analyzes calls for coaching purposes: it tags objections, tracks recurring objection trends, and surfaces suggested responses and pitch tips during calls without requiring constant manager oversight. A collaborative "Salesfloor" feature lets teams dial together, share wins, and mentor newer reps in a shared virtual space. Salesfinity also includes waterfall data enrichment that replaces bad phone numbers with verified alternatives drawn from multiple data providers, and it auto-rotates and registers numbers to reduce spam flagging. It integrates with common revenue tools including HubSpot, Salesforce, Outreach.io, Salesloft, Apollo.io, and Amplemarket. The product is live and actively used by B2B SDR teams, with calling supported across more than 100 countries. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Salesfinity is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Salesfinity |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI parallel dialer that connects reps only to live human answers |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic objection tagging and objection-trend tracking |
| Team usage | Searchable conversation records tied to contacts and deals | Call recording and call analysis for coaching |
| Integrations | Transcription across more than twenty languages | Real-time suggested responses and pitch tips during calls |
| Languages & capture | Works out of the box with no separate configuration | Collaborative Salesfloor for team dialing and mentoring |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Waterfall data enrichment to replace bad phone numbers |
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.
Salesfinity
Choose Salesfinity if you need sdr teams running high-volume outbound cold-calling campaigns — strengths include purpose-built for high-volume outbound sdr and ae workflows.
Close Notetaker
Salesfinity
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Salesfinity is strong for sdr teams running high-volume outbound cold-calling campaigns. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Salesfinity 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.
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