Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Symbl.ai: Developer conversation-intelligence API for transcribing and analyzing voice, video, and chat conversations. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Symbl.ai when scoring and analyzing sales calls for coaching 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.
Developer conversation-intelligence API for transcribing and analyzing voice, video, and chat conversations.
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
Symbl.ai is a conversation-intelligence platform delivered as APIs and SDKs that lets developers transcribe and analyze voice, video, and chat conversations, including meetings and customer calls. Beyond raw transcription, Symbl.ai focuses on extracting structure and meaning from conversations: it can generate speaker-attributed transcripts, summaries, topics, action items, questions, and entities, and it can score calls and monitor sentiment in real time. It supports both real-time streaming over WebSocket for live meetings and processing of recorded audio and video, which makes it suitable for building meeting assistants as well as sales and support analytics tools. The platform is now part of Invoca and continues to operate, targeting enterprises that want to embed real-time AI agents and analytics into their own products rather than buy a finished end-user application. Typical implementations include adding live transcription and summaries to a conferencing tool, scoring and coaching sales calls, and surfacing compliance or quality signals from conversations. Because it is developer-first, using Symbl.ai requires engineering work to integrate its APIs into an existing application or workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Symbl.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Symbl.ai |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time streaming and recorded conversation transcription |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Speaker diarization with speaker-attributed transcripts |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic summaries, topics, action items, and questions |
| Integrations | Transcription across more than twenty languages | Real-time sentiment analysis and call scoring |
| Languages & capture | Works out of the box with no separate configuration | Entity recognition and conversation analytics |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Developer APIs and SDKs for voice, video, and chat |
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.
Symbl.ai
Choose Symbl.ai if you need embedding live transcription and summaries into a meeting tool — strengths include goes beyond transcription with rich conversation analytics.
Close Notetaker
Symbl.ai
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Symbl.ai is strong for embedding live transcription and summaries into a meeting tool. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Symbl.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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