Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. UserCall: AI-moderated voice user interview tool that runs qualitative discovery calls and turns transcripts into evidence-linked themes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and UserCall when triggering qualitative interviews after key in-product events matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
AI-moderated voice user interview tool that runs qualitative discovery calls and turns transcripts into evidence-linked themes.
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
UserCall is a qualitative research platform centered on AI-moderated voice (and text) user interviews. Researchers create a custom AI interviewer link, and the AI conducts structured one-to-one conversations using qualitative research best practices, asking adaptive follow-up questions to probe for depth that surveys typically miss. Sessions can run from a few minutes up to around 45 minutes and support 30-plus languages with customizable voices, with AI-powered translation and moderation for reaching global audiences. Interviews can be triggered automatically after key product moments such as signup, onboarding friction, upgrade hesitation, feature adoption, cancellation, or checkout abandonment, and the platform connects with analytics tools including PostHog, GA4, Mixpanel, Amplitude, and Segment. On the analysis side, UserCall converts interview transcripts into organized theme hierarchies with tagged excerpts, links conclusions back to supporting quotes, and offers an AI chat for custom exploration and pattern detection across the collected data. It is positioned for continuous discovery, voice-of-customer programs, and large-scale qualitative studies where scheduling many human-moderated sessions would be impractical. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); UserCall is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | UserCall |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI-moderated voice and text interviews via shareable interviewer links |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Adaptive follow-up questioning trained on qualitative research practices |
| Team usage | Searchable conversation records tied to contacts and deals | Event-triggered interviews tied to product moments (signup, cancellation, etc.) |
| Integrations | Transcription across more than twenty languages | Theme hierarchies with tagged, quote-linked excerpts from transcripts |
| Languages & capture | Works out of the box with no separate configuration | AI chat for custom exploration and pattern detection across data |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Support for 30+ languages with AI translation and moderation |
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.
UserCall
Choose UserCall if you need continuous product discovery and voice-of-customer programs — strengths include captures deeper qualitative context than static surveys without live scheduling.
Close Notetaker
UserCall
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while UserCall is strong for continuous product discovery and voice-of-customer programs. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and UserCall is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Close Notetaker and UserCall.
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