Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Solidroad: Solidroad is an AI quality assurance and coaching platform that automatically reviews and scores 100% of a CX team's customer conversations across phone, chat, email, and video, then turns the findings into agent training simulations. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Solidroad when onboarding and continuously coaching cx agents with realistic ai customer simulations matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Solidroad is an AI quality assurance and coaching platform that automatically reviews and scores 100% of a CX team's customer conversations across phone, chat, email, and video, then turns the findings into agent training simulations.
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
Solidroad is an AI-native quality assurance and training platform built for enterprise customer experience and support teams. Instead of manually sampling a handful of interactions, it ingests and reviews 100% of customer conversations across phone calls, live chat, email tickets, and video, then auto-scores each one against custom scorecards aligned to a team's own quality standards. The platform auto-tags key moments, highlights, and risks, surfacing skill gaps and coaching opportunities across both human agents and AI agents. What makes it distinct is how it closes the loop: QA findings feed directly into AI-powered training simulations that look, act, and sound like real customers, letting reps practice scenarios that vary by difficulty, language, and channel while the system grades them and gives tailored feedback. It integrates with support stacks including Zendesk, Intercom, and Gong. Founded in 2023 and Y Combinator-backed, Solidroad raised a 2026 Series A and counts brands such as Ryanair, Oura, Crypto.com, Podium, and Fever among its customers. It is sold via demo and sales engagement.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Solidroad is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Solidroad |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Automated review and scoring of 100% of customer conversations across phone, chat, email, and video |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Custom AI scorecards aligned to a team's own quality and compliance standards |
| Team usage | Searchable conversation records tied to contacts and deals | Auto-tagging of highlights, key actions, and risk moments within conversations |
| Integrations | Transcription across more than twenty languages | AI training simulations that mimic real customers, varied by difficulty, language, and channel |
| Languages & capture | Works out of the box with no separate configuration | Automatic grading and tailored coaching feedback for agents based on QA findings |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Integrations with support tools like Zendesk, Intercom, and Gong |
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.
Solidroad
Choose Solidroad if you need automating qa coverage to score every support call, chat, and ticket instead of sampling — strengths include reviews every interaction rather than a small manual sample, giving full qa coverage.
Close Notetaker
Solidroad
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Solidroad is strong for automating qa coverage to score every support call, chat, and ticket instead of sampling. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Solidroad is custom pricing. 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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