Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. TeamRetro: Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and TeamRetro when conducting recurring team health checks to track morale and agile maturity matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries.
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
TeamRetro is a web-based platform designed specifically for agile teams to run structured retrospective meetings, team health checks, and estimation (planning poker) sessions. Rather than adapting a generic whiteboard, it provides a guided retrospective workflow with anonymous idea submission, dot voting, grouping, and action-item tracking carried forward between sessions. The tool ships with a large library of retrospective templates (such as Start/Stop/Continue, Sailboat, and 4Ls) and icebreakers, and includes recurring team health-check assessments that visualize how a team's agile maturity and sentiment trend over time. Its AI capabilities focus on the retro itself: automatically grouping similar cards into themes, generating discussion summaries when enabled, and producing icebreaker or custom health-check content from prompts, with organizations able to switch AI features on or off. TeamRetro integrates with tools like Jira, Trello, Microsoft Teams, and Slack so action items flow into existing workflows. It is delivered as a hosted SaaS product with a free trial and is used by teams ranging from startups to large enterprises looking to standardize and improve project retrospectives. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); TeamRetro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | TeamRetro |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Action-item tracking carried across sessions |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Guided retrospective workflow with anonymous input, grouping, and dot voting |
| Team usage | Searchable conversation records tied to contacts and deals | AI-assisted automatic grouping of similar ideas into themes |
| Integrations | Transcription across more than twenty languages | AI-generated retrospective summaries (when enabled by the organization) |
| Languages & capture | Works out of the box with no separate configuration | Recurring team health checks with trend and sentiment tracking over time |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Large library of retrospective templates and icebreaker activities |
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.
TeamRetro
Choose TeamRetro if you need running sprint or project retrospectives for distributed agile teams — strengths include purpose-built for retrospectives rather than a repurposed generic whiteboard.
Close Notetaker
TeamRetro
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while TeamRetro is strong for running sprint or project retrospectives for distributed agile teams. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and TeamRetro 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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