Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Userology: Vision-aware AI UX research agent that moderates usability and concept-testing interviews and reports task metrics and insights. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Userology when scaling generative ux interviews without researcher bottlenecks 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.
Vision-aware AI UX research agent that moderates usability and concept-testing interviews and reports task metrics and insights.
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
Userology is an AI UX research platform built around a vision-aware AI moderator that conducts user research interviews and usability tests at scale. Unlike text-only interview bots, its moderator can watch participants complete tasks on screen, layering in interaction analysis to evaluate how users actually navigate a product, and it asks context-aware follow-up questions, detects silence, and handles technical glitches during a session. The platform supports several research methods, including generative voice interviews, prototype testing with Figma links, live product research on existing Android, iOS, and web experiences, and diary studies, with additional evaluative methods noted as in development. It supports moderation in 40-plus languages and offers built-in participant recruitment from a large panel, plus an integration with User Interviews for additional targeting, screening, and recruitment. After sessions, Userology automatically generates reports that combine transcripts, qualitative and quantitative patterns, and key metrics, and it lets teams chat with their research data to dig into findings. The product positions itself as a way for product and design teams to compress research timelines from weeks to days while reducing the manual hours typically required for moderating and analyzing studies. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Userology is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Userology |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Vision-aware AI moderator that observes on-screen task completion |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Context-aware follow-ups with silence detection and glitch handling |
| Team usage | Searchable conversation records tied to contacts and deals | Multiple methods: voice interviews, prototype testing, live product research, diary studies |
| Integrations | Transcription across more than twenty languages | Automated reports with transcripts, insights, and task-based metrics |
| Languages & capture | Works out of the box with no separate configuration | Chat-with-your-research data exploration |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Built-in panel recruitment plus User Interviews integration, 40+ languages |
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.
Userology
Choose Userology if you need ai-moderated usability and prototype testing of apps and web products — strengths include vision awareness supports usability and prototype testing, not just verbal interviews.
Close Notetaker
Userology
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Userology is strong for ai-moderated usability and prototype testing of apps and web products. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Userology 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.
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