Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Summary AI: Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them. 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 Summary AI when sending an ai agent to join and summarize remote zoom, meet, or teams calls 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.
Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them.
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
Summary AI, published by Labhouse, is an AI meeting note taker available on iOS and Android with a companion web experience. With one tap it records audio, generates transcripts with speaker labels, and produces concise bullet-point summaries that capture key decisions, action items, deadlines, and discussion points. Transcripts are searchable, and a built-in AI chat lets users ask questions about a conversation, such as who was assigned a task, and jump to the exact moment in the recording. The app supports recording and transcription in a large set of languages and can translate live. In addition to capturing audio directly on the device, Summary AI offers an AI Meeting Assistant agent that can automatically join online meetings on Google Meet, Zoom, and Microsoft Teams to record the conversation, create a full transcript, and generate a summary with key points and action items. Users can export notes to PDF and share them with their team. The product is positioned for professionals, students, and anyone capturing meetings, interviews, lectures, or podcasts on the go, and it is actively operating in 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Summary AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Summary AI |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | One-tap recording with transcripts and speaker labels |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | AI bullet-point summaries with decisions, action items, and deadlines |
| Team usage | Searchable conversation records tied to contacts and deals | AI Meeting Assistant agent that joins Google Meet, Zoom, and Microsoft Teams calls |
| Integrations | Transcription across more than twenty languages | Chat-with-your-meeting Q&A and keyword jump-to-moment search |
| Languages & capture | Works out of the box with no separate configuration | Recording and transcription across many languages with live translation |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Export to PDF and team sharing |
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.
Summary AI
Choose Summary AI if you need recording and summarizing in-person meetings or interviews from a phone — strengths include flexible capture via both on-device recording and an agent that joins online calls.
Close Notetaker
Summary AI
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Summary AI is strong for recording and summarizing in-person meetings or interviews from a phone. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Summary 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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