Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. 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 Tana when turning meeting notes into linked tasks and project knowledge 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 workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
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
Tana is an AI-native workspace that combines outlining, knowledge management, and a built-in meeting notetaker. Its Meeting Notetaker captures, transcribes, and summarizes meetings without requiring a bot to join the call; instead, it records computer system audio directly from the desktop app, which means it works across Zoom, Google Meet, Teams, and even in-person meetings, lectures, and interviews started on the computer. On Mac, Tana can detect when a meeting link is opened and offer to start transcribing immediately. Once captured, transcripts and summaries flow directly into the Tana workspace, where the AI can extract action items and push them to task boards, link the meeting to relevant people and projects, and surface notes where they are needed. It supports many languages with automatic detection and is available on Mac and Windows desktop apps. Tana is aimed at professionals and teams who want their meeting notes to become structured, connected knowledge rather than isolated transcripts, integrating capture with an ongoing personal or team knowledge system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Tana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Tana |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Bot-less meeting capture using computer system audio |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Transcription and AI summaries for online and in-person meetings |
| Team usage | Searchable conversation records tied to contacts and deals | Action items pushed directly to task boards in the workspace |
| Integrations | Transcription across more than twenty languages | Links meeting notes to relevant people and projects |
| Languages & capture | Works out of the box with no separate configuration | Automatic meeting detection on Mac |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | 60+ language support with automatic detection |
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.
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
Close Notetaker
Tana
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Tana is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Close Notetaker and Tana.
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