Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Upmeet: French AI meeting assistant that records calls without a bot, transcribes them, and makes meeting knowledge searchable. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Upmeet when sales teams syncing meeting outcomes into salesforce or hubspot matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
French AI meeting assistant that records calls without a bot, transcribes them, and makes meeting knowledge searchable.
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
Upmeet is an AI meeting assistant developed by SAS VRM, a France-based company that emphasizes French data residency and GDPR compliance. The product focuses on what it calls the post-meeting layer: rather than only producing notes, it aims to clarify decisions, assign responsibilities, and make meeting knowledge searchable across a team. Upmeet offers a desktop application that records video calls directly without adding a separate bot participant to the meeting, which the company describes as a more discreet and confidential capture method. It also supports in-person recording and importing existing audio files. After capture, Upmeet automatically transcribes the conversation and generates structured summaries that highlight decisions and action items. A searchable meeting memory lets users query past meetings through an AI agent interface, and the tool integrates with CRM systems such as Salesforce and HubSpot as well as communication and productivity tools like Slack and Teams. Upmeet provides specialized configurations tailored to different industries. It is aimed at French and European teams, including sales and operations groups, that want meeting records kept within France. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Upmeet is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Upmeet |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Desktop app records video calls without adding a bot participant |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | In-person recording and audio file import support |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic transcription with summaries highlighting decisions and actions |
| Integrations | Transcription across more than twenty languages | Searchable meeting memory with an AI agent query interface |
| Languages & capture | Works out of the box with no separate configuration | Integrations with Salesforce, HubSpot, Slack, and Teams |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Industry-specific configurations |
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.
Upmeet
Choose Upmeet if you need french and european teams needing meeting records hosted in france — strengths include bot-free recording avoids a visible assistant in the meeting.
Close Notetaker
Upmeet
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Upmeet is strong for french and european teams needing meeting records hosted in france. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Upmeet 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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