Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Shadow: A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant. 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 Shadow when privacy-conscious teams that prefer on-device transcription 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.
A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant.
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
Shadow is a bot-free AI meeting assistant for macOS that captures meetings by listening to your computer's audio in the background rather than joining the call as a visible participant. Because transcription runs locally on the Mac, the audio does not need to leave the device for that core processing step, which the company positions as a privacy advantage. Shadow can automatically detect when a meeting starts, transcribe the conversation with speaker identification, and turn the discussion into structured notes, summaries, and follow-up items. It also captures on-screen content alongside the spoken audio, so material shared during a call (slides, dashboards, or shared windows) can be reflected in the output. The tool works across common conferencing platforms including Zoom, Microsoft Teams, Google Meet, Webex, Slack, and Discord. Users can configure customizable prompts (described as Skills) to generate notes, summaries, or drafted emails, and connect outputs to other tools via webhooks. It is aimed at professionals and teams who want meeting capture without adding another bot to the call. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Shadow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Shadow |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Bot-free capture that records system audio without joining the meeting as a participant |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | On-device (local) transcription on macOS |
| Team usage | Searchable conversation records tied to contacts and deals | Speaker identification during transcription |
| Integrations | Transcription across more than twenty languages | Captures on-screen content in addition to spoken audio |
| Languages & capture | Works out of the box with no separate configuration | Customizable prompts/Skills to generate notes, summaries, and emails |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Webhook integration to connect outputs to other tools |
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.
Shadow
Choose Shadow if you need capturing notes and summaries across multiple conferencing platforms without a bot joining — strengths include does not add a visible bot to meetings.
Close Notetaker
Shadow
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Shadow is strong for capturing notes and summaries across multiple conferencing platforms without a bot joining. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Shadow 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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