Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Swell AI: Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts. 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 Swell AI when turning a single episode into show notes, a blog article, and social posts for distribution matters most. Run both through a week of actual calls to see which suits your workflow.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Swell AI transcribes podcast audio and video with automatic speaker labeling and turns the transcript into show notes, articles, summaries, and social posts.
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
Swell AI is a transcription and content-repurposing platform built for podcasters, content creators, marketers, and agencies. Users upload audio or video, or pull episodes in from sources such as RSS feeds, Apple Podcasts, YouTube links, and cloud storage like Dropbox, Google Drive, and OneDrive. Swell AI generates a transcript in which speakers are automatically identified and labeled, and provides a transcript editor where you can highlight and clip sections, which the platform saves for reuse across a team. From the same transcript it produces repurposed content: show notes, summaries, long-form SEO articles, newsletters, titles and keywords, and social posts such as LinkedIn posts, Twitter/X threads, and Instagram captions. It can also export highlighted sections as video clips and audiograms, and create an episode-trained chatbot that can be embedded on a site. The platform offers a REST API for custom integrations and a dashboard for managing multiple shows. It is distinct in pairing accurate transcription with a broad, podcast-focused repurposing pipeline rather than transcription alone.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Swell AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Swell AI |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Audio and video transcription with automatic speaker identification and labeling |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Transcript editor for highlighting and clipping sections, with AI-suggested compelling segments |
| Team usage | Searchable conversation records tied to contacts and deals | Content repurposing into show notes, summaries, SEO articles, newsletters, and social posts |
| Integrations | Transcription across more than twenty languages | Video clip and audiogram export from highlighted transcript sections |
| Languages & capture | Works out of the box with no separate configuration | Bulk import from RSS feeds, Apple Podcasts, YouTube, and cloud storage (Dropbox, Google Drive, OneDrive) |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | REST API and multi-show dashboard for teams and agencies |
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.
Swell AI
Choose Swell AI if you need transcribing podcast episodes and labeling speakers for an accurate, editable transcript — strengths include combines accurate transcription with a wide range of automated repurposing outputs in one tool.
Close Notetaker
Swell AI
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Swell AI is strong for transcribing podcast episodes and labeling speakers for an accurate, editable transcript. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Swell AI 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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