Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Siro: AI coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app. 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 Siro when coaching field reps remotely using recorded conversations 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 coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app.
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
Siro is an AI coaching and conversation intelligence platform designed specifically for in-person and field sales teams, a segment that traditional call-recording tools built for video meetings do not cover. Reps record their face-to-face customer conversations using Siro's mobile app, and the platform automatically transcribes and analyzes those recordings to surface coaching opportunities, objections, and selling behaviors. A real-time capability called Halftime delivers coaching cues mid-conversation. Siro includes Ask Siro, which lets sales leaders query recorded field conversations in natural language to find patterns in objections, competitive mentions, and rep performance, with answers linked back to specific recordings so managers can review and coach efficiently across many consultations. A self-coaching feature surfaces how stronger reps handled similar situations, giving reps an example to learn from. The platform also drafts follow-ups, flags key deal moments, and syncs data to CRM systems. Siro serves industries with heavy field and in-home selling, such as home improvement, home services, automotive retail, telecom, multifamily housing, and medical aesthetics. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Siro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Siro |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Mobile recording and transcription of in-person sales conversations |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Real-time mid-conversation coaching (Halftime) |
| Team usage | Searchable conversation records tied to contacts and deals | Ask Siro natural-language search across recorded field conversations |
| Integrations | Transcription across more than twenty languages | Self-coaching with examples drawn from top-performing reps |
| Languages & capture | Works out of the box with no separate configuration | Automated follow-up drafting and CRM sync |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Performance analytics and coaching insights for managers |
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.
Siro
Choose Siro if you need recording and analyzing in-home and field sales appointments — strengths include purpose-built for in-person and field sales that video tools miss.
Close Notetaker
Siro
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Siro is strong for recording and analyzing in-home and field sales appointments. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Siro is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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