Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. User Evaluation: AI research workspace that transcribes interviews in dozens of languages and turns them into cited insights, clips, charts, and reports. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and User Evaluation when generating cited insight reports, clips, and presentation decks 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 research workspace that transcribes interviews in dozens of languages and turns them into cited insights, clips, charts, and reports.
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
User Evaluation is an AI-powered research platform that automates user and customer research workflows, from recruiting participants and conducting interviews to analyzing findings, within a single workspace. It transcribes audio and video in dozens of languages with speaker labels and custom vocabulary, and processes multimodal inputs including audio, video, text, PDF, and CSV. Its AI analysis uses an agentic chat with a set of tools that cite evidence as it generates insights, identifying pain points, delighters, and themes, automatically tagging mentions, and creating visual summaries. The platform turns research into shareable outputs such as video clips saved as MP4 files, charts including bar, pie, and flow diagrams, editable reports exportable to PDF or DOCX, and presentation decks with native PPTX export. Workflow tools include interview scheduling and recording, live note-taking during sessions, survey creation with both fixed and adaptive chat-style follow-ups, and Kanban-style collections for organizing insights. User Evaluation offers a free tier to start along with paid plans that add capabilities such as white-labeling and SSO. By combining multilingual transcription, evidence-cited AI analysis, and rich exportable outputs, it aims to compress hours of research into customer insight quickly. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); User Evaluation is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | User Evaluation |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Transcription in dozens of languages with speaker labels and custom vocabulary |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Multimodal input support for audio, video, text, PDF, and CSV |
| Team usage | Searchable conversation records tied to contacts and deals | Agentic AI chat that cites evidence and identifies pain points and themes |
| Integrations | Transcription across more than twenty languages | Automatic tagging of mentions and visual summaries |
| Languages & capture | Works out of the box with no separate configuration | Exportable outputs: MP4 clips, charts, PDF/DOCX reports, and PPTX decks |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Interview scheduling, recording, and live note-taking |
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.
User Evaluation
Choose User Evaluation if you need transcribing and analyzing multilingual research interviews — strengths include evidence-cited ai analysis keeps insights traceable to sources.
Close Notetaker
User Evaluation
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while User Evaluation is strong for transcribing and analyzing multilingual research interviews. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and User Evaluation 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 User Evaluation.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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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. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
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.