Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Sona Insight: Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Sona Insight when capturing lectures and interviews with custom summary formats 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.
Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews.
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
Sona Insight (also presented simply as Sona, at sona.wtf) is an AI-powered voice-to-text and meeting assistant built for the Apple ecosystem, with support across iPhone, iPad, Mac, Apple Watch, and additional Apple platforms, plus a web browser experience. The app records conversations and transcribes them into text across a wide range of languages, then automatically summarizes key points and action items. Users can apply custom summary templates tailored to meetings, lectures, or interviews, and an AI chat feature lets them ask follow-up questions, brainstorm, or draft follow-ups based on the captured conversation. Sona supports offline recording, with internet required only for processing and AI queries, and it includes Apple-native touches such as Live Activities, Dynamic Island support, and an Apple Watch app for quick capture. Transcripts and summaries are stored in each user's personal account and can be exported and shared as PDF or text. The product targets people who want to stay present in a meeting or lecture while letting AI handle transcription, summarization, and recall afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Sona Insight is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Sona Insight |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Records and transcribes meetings, lectures, and interviews |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic summaries with key points and action items |
| Team usage | Searchable conversation records tied to contacts and deals | Custom summary templates for different conversation types |
| Integrations | Transcription across more than twenty languages | AI chat to ask questions and draft follow-ups from transcripts |
| Languages & capture | Works out of the box with no separate configuration | Offline recording with PDF/TXT export and sharing |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Apple-native Live Activities, Dynamic Island, and Apple Watch support |
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.
Sona Insight
Choose Sona Insight if you need recording and summarizing meetings while staying present — strengths include deep apple-ecosystem integration across iphone, ipad, mac, and watch.
Close Notetaker
Sona Insight
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Sona Insight is strong for recording and summarizing meetings while staying present. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Sona Insight 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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