Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Sonnet AI: Bot-free AI meeting assistant that records device audio, transcribes, and generates structured notes and action items across major conferencing apps. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Sonnet AI when recruiters documenting candidate interviews with structured templates 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.
Bot-free AI meeting assistant that records device audio, transcribes, and generates structured notes and action items across major conferencing apps.
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
Sonnet AI is an end-to-end AI meeting assistant and notetaker that captures conversations without sending a separate bot into the call. Instead of joining as a visible participant, it records high-quality audio directly from the user's device, which lets it work across Zoom, Google Meet, Microsoft Teams, Slack and Discord without per-platform integrations or plug-ins. Once a meeting ends, Sonnet produces a transcript and a structured set of notes, pulls out action items with potential assignees and deadlines, and stores everything in a searchable conversation database so users can revisit past discussions. It offers a template gallery aimed at specific contexts such as sales, recruiting, legal and medical meetings, along with customizable note layouts that support elements like tables and concept maps. Additional features include meeting reminders and preparation tools, participant relationship tracking, and the ability to keep CRM records updated from meeting content. It is designed for professionals and teams who want hands-free note capture and reliable post-meeting follow-up without disrupting the flow of a live conversation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Sonnet AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Sonnet AI |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Bot-free recording that captures device audio without joining the call as a participant |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automatic transcription with AI-generated structured notes |
| Team usage | Searchable conversation records tied to contacts and deals | Action item extraction with assignees and deadlines |
| Integrations | Transcription across more than twenty languages | Template gallery for sales, recruiting, legal, medical and other meeting types |
| Languages & capture | Works out of the box with no separate configuration | Searchable database of past conversations |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Works across Zoom, Google Meet, Microsoft Teams, Slack and Discord |
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.
Sonnet AI
Choose Sonnet AI if you need sales reps capturing call notes and follow-ups without a bot in the room — strengths include no visible bot joins the meeting, which can feel less intrusive to participants.
Close Notetaker
Sonnet AI
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Sonnet AI is strong for sales reps capturing call notes and follow-ups without a bot in the room. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Sonnet AI is a free tier with paid upgrades. 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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