Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Sotto: Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Sotto when privacy-first transcription of imported audio recordings on-device 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.
Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models.
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
Sotto is a native Swift dictation app for macOS 13 and later that converts speech to text in real time. It works as a system-wide push-to-talk layer: the user holds a hotkey, speaks, and Sotto inserts clean text into whatever app is in focus, from Slack and Notion to Xcode and email fields. Audio is transcribed by local engines, including OpenAI Whisper models (Tiny through Large V3 Turbo and Distil Large V3) and NVIDIA Parakeet v2/v3, so by default recordings never leave the Mac; users can optionally connect cloud providers such as OpenAI or Groq with their own API keys for added accuracy. Beyond live dictation, it can import and re-transcribe audio files, supports 90+ languages, keeps a searchable history of recordings with timestamps, and offers a custom vocabulary dictionary. One-click AI processing can rewrite, summarize, translate, or reformat dictated text. It is aimed at developers, writers, and privacy-conscious professionals who want fast, local voice input rather than a cloud meeting-bot service.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Sotto is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Sotto |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | System-wide push-to-talk dictation that inserts text into any app |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Local on-device transcription via Whisper and NVIDIA Parakeet models |
| Team usage | Searchable conversation records tied to contacts and deals | Audio file import and re-transcription with searchable, timestamped history |
| Integrations | Transcription across more than twenty languages | Support for 90+ languages with per-language hotkeys |
| Languages & capture | Works out of the box with no separate configuration | One-click AI processing to summarize, translate, or rewrite dictated text |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Optional cloud transcription via user-supplied OpenAI or Groq API keys |
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.
Sotto
Choose Sotto if you need hands-free dictation of emails, messages, and documents across mac apps — strengths include local processing keeps audio on-device for strong privacy.
Close Notetaker
Sotto
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Sotto is strong for hands-free dictation of emails, messages, and documents across mac apps. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Sotto is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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