Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Tario AI: AI outbound platform with a built-in dialer that records, transcribes, and scores SDR sales calls for coaching. 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 Tario AI when automatically transcribing and analyzing high-volume dialer calls 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.
AI outbound platform with a built-in dialer that records, transcribes, and scores SDR sales calls for coaching.
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
Tario AI is an agentic outbound sales platform for SDR teams and revenue leaders that combines prospecting, multi-channel outreach, and an AI dialer with conversation intelligence. Its call analysis capability is a core pillar: every call placed through Tario's dialer is automatically recorded without a manual step, stored securely, and indexed by rep, campaign, and lead. Each recording is transcribed with speaker separation between rep and prospect and then run through Tario's AI, which scores calls across dimensions such as opening, discovery, value pitch, objection handling, and close, with timestamped feedback tied directly to the transcript. The platform tracks talk ratio and flags when reps dominate conversations, and a team coaching dashboard aggregates metrics so managers can spot patterns and share standout calls. Tario also handles AI-driven research, message personalization, automated dialing, and two-way CRM sync with Salesforce, HubSpot, and Pipedrive. It is built for outbound teams that want call recording, transcription, and structured coaching feedback alongside their dialing workflow rather than as a separate tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Tario AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Tario AI |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Built-in AI dialer with automatic call recording for outbound teams |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Transcription with rep/prospect speaker separation |
| Team usage | Searchable conversation records tied to contacts and deals | AI call scoring across opening, discovery, pitch, objection handling, and close |
| Integrations | Transcription across more than twenty languages | Timestamped feedback tied to the transcript and talk-ratio tracking |
| Languages & capture | Works out of the box with no separate configuration | Team coaching dashboard with aggregated metrics and shareable calls |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Two-way CRM sync with Salesforce, HubSpot, and Pipedrive |
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.
Tario AI
Choose Tario AI if you need sdr managers coaching reps on recorded, scored outbound calls — strengths include recording and analysis are automatic for every dialed call.
Close Notetaker
Tario AI
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Tario AI is strong for sdr managers coaching reps on recorded, scored outbound calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Tario AI 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.
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