Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Trellus when increasing connect rates with a parallel dialer 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.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
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
Trellus is a real-time AI sales coaching and dialing tool delivered primarily as a lightweight Chrome extension that layers on top of existing sales engagement platforms such as Salesloft, Outreach, and HubSpot. Its real-time coaching analyzes call audio during live conversations to detect intent and signals and provides adaptive guidance, nudging reps to adjust pacing, listen more, or change approach as the conversation unfolds. Alongside live coaching, Trellus offers a parallel dialer that lets reps dial multiple lines at once to increase connect rates, with automated voicemail drops and number-health monitoring. The platform also includes AI voice agents that can handle inbound qualification or act as practice prospects for rep training, plus call analytics and performance scoring so managers can review conversations after the fact. A sales floor feature supports team collaboration. Because it runs as a browser extension on top of tools reps already use, Trellus is designed to add live guidance and faster dialing without requiring teams to migrate to a separate platform. It is aimed at sales development reps, account executives, and sales leaders focused on outbound calling performance. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Trellus is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Trellus |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time, in-call AI coaching and adaptive guidance |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Parallel dialer with multiple simultaneous lines |
| Team usage | Searchable conversation records tied to contacts and deals | Automated voicemail drops and number-health monitoring |
| Integrations | Transcription across more than twenty languages | AI voice agents for practice roleplay and inbound qualification |
| Languages & capture | Works out of the box with no separate configuration | Call analytics and performance scoring |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Chrome extension that layers onto Salesloft, Outreach, and HubSpot |
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.
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
Close Notetaker
Trellus
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Trellus 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 Trellus.
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Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. Below, they line up on price, capture method, and how each fits a real meeting stack.