Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Typist: AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy. 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 Typist when generating srt or webvtt captions for podcasts and videos 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 speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy.
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
Typist is an AI transcription service that converts audio and video files into text and caption files. Users upload recordings in common formats such as MP3, MP4, M4A, WAV, OGG, FLAC, and WebM, and Typist returns a transcript that can be exported to DOCX, SRT subtitles, WebVTT captions, PDF, or plain text. The platform offers multiple transcription models, described as Turbo for speed, Pro for a balance of speed and accuracy, and Studio for the highest accuracy, with the Studio tier adding speaker identification. Typist supports a wide range of languages and accents and provides word-level and segment-level timestamps, which makes it suitable for producing subtitles that import cleanly into video editors. The product positions itself around fast turnaround for pre-recorded content and predictable, credit-based usage. Its documented use cases span lectures, podcasts, interviews, research and client calls, and consulting meetings, alongside students, therapists, and video editors. A free tier with a limited number of minutes lets new users try the service before moving to paid plans, and a web dashboard handles uploads, transcription, and exports. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Typist is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Typist |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Audio and video to text transcription across many file formats |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Export to SRT subtitles, WebVTT captions, DOCX, PDF, and TXT |
| Team usage | Searchable conversation records tied to contacts and deals | Multiple transcription models trading off speed and accuracy |
| Integrations | Transcription across more than twenty languages | Speaker identification on the highest-accuracy tier |
| Languages & capture | Works out of the box with no separate configuration | Word-level and segment-level timestamps for clean subtitle timing |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Support for a wide range of languages and accents |
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.
Typist
Choose Typist if you need transcribing recorded interviews and research or client calls — strengths include clean subtitle exports (srt and webvtt) that import into video editors.
Close Notetaker
Typist
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Typist is strong for transcribing recorded interviews and research or client calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Typist is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
More head-to-head comparisons involving Close Notetaker and Typist.
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