Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Slipbox: Privacy-first, bot-free AI meeting companion that captures system audio locally on Mac and Windows and turns it into transcripts, notes, and summaries. 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 Slipbox when privacy-conscious professionals who cannot use cloud meeting bots 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.
Privacy-first, bot-free AI meeting companion that captures system audio locally on Mac and Windows and turns it into transcripts, notes, and summaries.
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
Slipbox is a privacy-first AI meeting companion built for individual professionals and teams who want to capture meetings without sending a bot into the call. Instead of joining a conference as a visible participant, Slipbox runs on your own machine and captures the device's system audio alongside your microphone, then transcribes the conversation on-device in real time. As the meeting progresses it can surface real-time insights and cues, and once the conversation ends it generates AI summaries using customizable templates, tagged notes, and searchable meeting records. Because the core transcription happens locally, audio does not need to leave the device, and the product uses a hybrid model in which optional cloud features can be turned on when needed; users can also bring their own LLM API key or point Slipbox at local models such as Ollama to keep data within their firewall. It works across common communication apps including Zoom, Microsoft Teams, Google Meet, Slack, FaceTime, WhatsApp, Signal, Telegram, Discord, and Webex, and integrates with note tools like Obsidian. Slipbox is available for macOS, Windows, and iPhone, and is suited to consultants, researchers, and privacy-conscious knowledge workers who want a personal meeting record without a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Slipbox is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Slipbox |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Bot-free capture of system audio plus microphone directly on the device |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | On-device, real-time transcription with optional hybrid cloud features |
| Team usage | Searchable conversation records tied to contacts and deals | AI summaries from customizable templates, tagged notes, and searchable records |
| Integrations | Transcription across more than twenty languages | Automatic meeting detection across Zoom, Teams, Meet, Slack, FaceTime and more |
| Languages & capture | Works out of the box with no separate configuration | Bring-your-own LLM API key or local model support (e.g. Ollama) |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Speaker identification, semantic search, and Obsidian integration |
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.
Slipbox
Choose Slipbox if you need consultants and researchers keeping private records of client and interview calls — strengths include no bot joins the call, so capture is discreet across many platforms.
Close Notetaker
Slipbox
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Slipbox is strong for consultants and researchers keeping private records of client and interview calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Slipbox 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.
More head-to-head comparisons involving Close Notetaker and Slipbox.
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