Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. VetRec: VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation. 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 VetRec when producing discharge instructions, treatment plans, and referral letters from a single visit recording matters most. Run both through a week of actual calls to see which suits your workflow.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation.
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
VetRec is a purpose-built AI scribe for veterinary professionals that automates clinical documentation. During an appointment, the clinician taps to record the spoken consultation ambiently, and VetRec transcribes the conversation and generates structured SOAP notes, discharge instructions, treatment plans, referral letters, and phone-call notes in seconds. It offers a library of customizable templates spanning general practice, emergency, exotics, equine, dental, surgery, and other specialties, plus a Record Recap feature that summarizes lengthy patient histories. VetRec is available as a web application and as iOS and Android apps, with offline recording that syncs once back online, suiting both exam-room and field use such as farm calls. It integrates with practice information management systems (PiMS) via a one-click sync, and supports multi-pet appointments. The company states it holds SOC 2 Type II, HIPAA, and GDPR compliance. VetRec is aimed at veterinarians, technicians, relief/locum vets, students, and nonprofit animal-welfare organizations seeking to reduce documentation time and administrative burden.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); VetRec is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | VetRec |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Ambient one-tap recording with AI-generated SOAP notes in seconds |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Customizable templates across veterinary specialties (GP, ER, exotics, equine, dental, surgery) |
| Team usage | Searchable conversation records tied to contacts and deals | Additional document generation: discharge instructions, treatment plans, referral letters, phone-call notes |
| Integrations | Transcription across more than twenty languages | Offline recording that syncs when back online |
| Languages & capture | Works out of the box with no separate configuration | One-click sync to practice information management systems (PiMS) |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Web, iOS, and Android applications |
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.
VetRec
Choose VetRec if you need generating soap notes and medical records from ambient consultation recordings — strengths include purpose-built for veterinary workflows and terminology rather than a generic scribe.
Close Notetaker
VetRec
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while VetRec is strong for generating soap notes and medical records from ambient consultation recordings. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and VetRec 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.
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