Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Whisperit: Whisperit is a Swiss-hosted, AI-powered workspace for legal professionals that turns voice dictation into formatted legal documents and supports case analysis and research. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Whisperit when reviewing and extracting key facts, parties, and timelines from case files and contracts 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.
Whisperit is a Swiss-hosted, AI-powered workspace for legal professionals that turns voice dictation into formatted legal documents and supports case analysis and research.
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
Whisperit is an AI-powered workspace built for lawyers, law firms, solo practitioners, and notaries. Its core is voice-first dictation: users speak naturally and Whisperit transcribes their words in real time, with speaker labels and legal-specific vocabulary, then turns the result into a structured, formatted legal document ready to review and edit. Beyond dictation, the platform analyzes uploaded case files, PDFs, and emails to extract parties, dates, and key facts, and offers legal research that returns cited answers from a user's documents and external legal databases. Drafting templates and style profiles apply firm-specific citation, numbering, and tone rules. It supports dictation and correspondence in German, French, Italian, Dutch, and English. Whisperit emphasizes security and compliance: data is hosted on Swiss servers, encrypted, and compliant with GDPR and Swiss data protection law, with team collaboration features including real-time editing and version tracking. Integrations include Microsoft Word, Outlook, Google Drive, OneDrive, SharePoint, Gmail, DocuSign, IncaMail, and PDF tools. It primarily serves European legal teams.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Whisperit is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Whisperit |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time voice dictation transcribed into formatted legal documents |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Speaker labels and legal-specific vocabulary recognition |
| Team usage | Searchable conversation records tied to contacts and deals | Document analysis extracting parties, dates, and key facts from case files, PDFs, and emails |
| Integrations | Transcription across more than twenty languages | Legal research returning cited answers from documents and external databases |
| Languages & capture | Works out of the box with no separate configuration | Drafting templates and style profiles enforcing firm-specific citation, numbering, and tone |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Multilingual support across German, French, Italian, Dutch, and English |
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.
Whisperit
Choose Whisperit if you need lawyers dictating and drafting formatted legal documents by voice — strengths include purpose-built for legal workflows with practice-area templates and legal vocabulary.
Close Notetaker
Whisperit
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Whisperit is strong for lawyers dictating and drafting formatted legal documents by voice. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Whisperit is custom pricing. 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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