Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and 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 Terret when generating coaching playbooks from patterns in top-performer conversations 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.
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and 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
Terret is an AI-powered revenue intelligence platform for B2B sales, account management, and customer success teams, and was formerly known as BoostUp before rebranding in September 2025. Its conversation-intelligence product records and analyzes sales calls, identifying patterns across thousands of conversations to surface what top performers do differently and to feed deal and forecasting models. Terret natively combines that conversation data with its forecasting engine, using call insights and sentiment to predict deal outcomes and project revenue attainment at both the deal and aggregate level. The platform automatically analyzes calls, populates sales-methodology fields, and generates follow-up actions, reducing manual CRM work. Additional capabilities include automatically generated sales playbooks based on winning behaviors, AI-generated real-time call briefs delivered via Slack ahead of meetings, deal-risk detection with intervention recommendations, and analysis that surfaces product gaps from lost deals and expansion signals in existing accounts. Terret integrates with Salesforce for auto-syncing and with Slack for real-time briefs. It is aimed primarily at CROs, RevOps leaders, and revenue teams at mid-market and enterprise B2B organizations that want conversation intelligence tied directly to forecasting and pipeline execution. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Terret |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic CRM field population and follow-up action generation |
| Integrations | Transcription across more than twenty languages | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | Works out of the box with no separate configuration | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
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.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
Close Notetaker
Terret
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Terret 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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