Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. SecondBody: Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery. 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 SecondBody when auditing real calls to find where deals stall matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery.
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
SecondBody is a voice-first AI sales training and coaching platform, branded as an AI coach called Rory, that aims to bridge the gap between classroom training and live selling. Reps run simulated cold calls, discovery conversations, and objection-handling scenarios against an AI buyer that pushes back in real time, and the AI scores conversations on dimensions such as talk-to-listen ratio, question quality, objection handling, and methodology adherence. Beyond practice, SecondBody offers conversational intelligence that can audit real sales calls or integrate with call recorders to pinpoint exactly where reps struggle, from weak intros to fumbled objections. It captures top performers' techniques and turns them into reusable playbooks and training material, gives managers analytics on behavioral patterns and skill gaps, and uses gamification such as streaks, leaderboards, and challenges to drive consistent practice. The platform pulls context from CRM data, call recordings, pricing documents, and company resources to keep coaching relevant. It serves SDR and BDR groups as well as enterprise and specialized sales teams, and offers a free tier for solo sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); SecondBody is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | SecondBody |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Voice-first AI role-play with a real-time AI buyer |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Scoring on talk-to-listen ratio, question quality, and objection handling |
| Team usage | Searchable conversation records tied to contacts and deals | Conversational intelligence that audits real calls or recordings |
| Integrations | Transcription across more than twenty languages | Playbook automation capturing top-performer techniques |
| Languages & capture | Works out of the box with no separate configuration | Manager analytics on behavioral patterns and skill gaps |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Gamification with streaks, leaderboards, and challenges |
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.
SecondBody
Choose SecondBody if you need onboarding new reps and reducing ramp time — strengths include combines role-play practice with analysis of real calls.
Close Notetaker
SecondBody
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while SecondBody is strong for onboarding new reps and reducing ramp time. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and SecondBody 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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