Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. WINN.AI: A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM. 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 WINN.AI when sales leaders standardizing methodology and execution across a team 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.
A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM.
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
WINN.AI is a real-time AI sales assistant built for sales reps, sales leaders, and revenue operations teams who want consistent execution on customer calls. During a meeting, WINN listens to the conversation and shows the rep, in real time, which playbook topics have been covered and which still need to be addressed, surfacing cues, suggested questions, and battle cards so reps stay on message and handle objections consistently. Sales leaders can encode their playbook and align it to common methodologies such as MEDDIC, MEDDPICC, SPICED, Challenger, and BANT so that the same process is reinforced across the whole team. Beyond live guidance, WINN automates the administrative side of selling: it takes notes, captures structured data from the conversation, updates CRM records including custom fields, and can draft follow-up emails and help with meeting preparation. It integrates with CRM and meeting platforms including Salesforce, HubSpot, Zoom, and Google Meet, syncing captured data automatically to reduce manual entry. WINN.AI is positioned as a revenue execution platform that combines real-time meeting coaching with automated note-taking and CRM hygiene, making it best suited to B2B sales teams that run structured discovery and demo calls. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); WINN.AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | WINN.AI |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Real-time playbook tracking that shows covered and remaining topics during calls |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Live cues, suggested questions, and battle cards for handling objections |
| Team usage | Searchable conversation records tied to contacts and deals | Support for sales methodologies like MEDDIC, MEDDPICC, SPICED, and BANT |
| Integrations | Transcription across more than twenty languages | Automatic note-taking and structured data capture from conversations |
| Languages & capture | Works out of the box with no separate configuration | Automated CRM updates, including custom records, plus follow-up email drafting |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Integrations with Salesforce, HubSpot, Zoom, and Google Meet |
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.
WINN.AI
Choose WINN.AI if you need sales reps getting live playbook and objection-handling guidance on calls — strengths include real-time, in-call guidance keeps reps aligned to the sales playbook.
Close Notetaker
WINN.AI
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while WINN.AI is strong for sales reps getting live playbook and objection-handling guidance on calls. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and WINN.AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Close Notetaker and WINN.AI.
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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