Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Strella: AI-moderated customer research platform that runs in-depth interviews and synthesizes findings in real time, with an option for human-led calls. 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 Strella when b2b and b2c qualitative studies with built-in recruitment 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.
AI-moderated customer research platform that runs in-depth interviews and synthesizes findings in real time, with an option for human-led calls.
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
Strella is an AI-powered customer research platform designed to run in-depth interviews and generate actionable insights in hours rather than weeks. Teams create a study in minutes using AI-generated, unbiased discussion guides that any team member can refine and launch, and they can either lead interviews themselves or hand moderation to Strella's AI moderator for faster results. During AI-moderated sessions, the platform conducts the conversation and adapts questions in real time based on each participant's responses, asking thoughtful follow-up questions to explore topics more deeply. Strella handles study logistics including recruitment, incentives, and scheduling, and offers a choice between interviewing customers a team already knows or recruiting from a panel of millions of global participants with targeting across professional, demographic, and behavioral segments; it supports research in dozens of languages for both B2B and B2C studies. On the analysis side, the platform synthesizes findings in real time, identifies themes across participants and segments, and lets researchers chat with their research to generate video highlight reels and pull insights at multiple levels, from an individual participant up to broader strategic patterns. The company is venture-backed and reports use by recognized consumer brands. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Strella is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Strella |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI moderator conducting adaptive, in-depth interviews in real time |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Optional human-led moderation alongside AI-moderated sessions |
| Team usage | Searchable conversation records tied to contacts and deals | AI-generated unbiased discussion guides editable by the team |
| Integrations | Transcription across more than twenty languages | Recruitment, incentives, and scheduling handled in-platform |
| Languages & capture | Works out of the box with no separate configuration | Real-time synthesis with cross-participant and segment-level themes |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Chat-with-research and video highlight reel generation |
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.
Strella
Choose Strella if you need rapid customer discovery and concept validation interviews — strengths include flexibility to run interviews via ai or have a human moderate.
Close Notetaker
Strella
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Strella is strong for rapid customer discovery and concept validation interviews. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Strella 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.
More head-to-head comparisons involving Close Notetaker and Strella.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.