Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Sally: German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Sally when sales and customer teams syncing meeting outcomes to crm systems matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions.
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
Sally is an AI meeting assistant built by Aliru GmbH in Mannheim, Germany, aimed at German-speaking and international teams that want automatic meeting documentation. Users add Sally as a participant by inviting its email address to a calendar event, after which it joins meetings on Microsoft Teams, Zoom, Google Meet, or Webex to capture audio and produce a transcript. The platform supports a large number of languages, recognizes German dialects and linguistic nuances, and can also transcribe uploaded audio files for in-person meetings. After a meeting, Sally generates a structured summary and automatically identifies action items and decisions, which can be assigned and tracked. It additionally surfaces meeting analytics such as speaker talk time. Sally connects to a wide range of business tools, including CRM and collaboration software such as HubSpot, Salesforce, Slack, and Asana, so that notes and tasks flow into existing workflows. The company emphasizes European data-protection standards, GDPR compliance, and SOC 2 alignment. It is aimed at teams that need accurate German-language records and integrated follow-up management. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Sally is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Sally |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Joins Teams, Zoom, Google Meet, and Webex meetings to record and transcribe |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Strong German-language transcription including dialect handling, plus many other languages |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic summaries with action item and decision extraction and assignment |
| Integrations | Transcription across more than twenty languages | Meeting analytics such as speaker talk time |
| Languages & capture | Works out of the box with no separate configuration | Integrations with CRM and collaboration tools (HubSpot, Salesforce, Slack, Asana) |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Offline/uploaded audio file transcription for 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.
Sally
Choose Sally if you need german-speaking teams needing accurate meeting minutes and action items — strengths include optimized for german language and dialects, useful for german-speaking organizations.
Close Notetaker
Sally
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Sally is strong for german-speaking teams needing accurate meeting minutes and action items. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Sally 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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