Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. 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 Yung Sidekick when creating treatment plans and client/therapist reports for mental health practices 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.
An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals.
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
Yung Sidekick is an AI documentation assistant built specifically for mental health professionals such as psychotherapists, psychologists, counselors, and group practices. It captures sessions in three ways: recording online sessions with its built-in tool, uploading existing audio files, or using a "Dictate Recap" feature where the clinician describes the session verbally afterward. From this audio, the platform generates progress notes in multiple clinical formats including SOAP, DAP, BIRP, and GIRP, along with treatment plans and detailed therapist and client reports, plus session transcripts and analytics. The service runs as a web application (app.yung-sidekick.com), and generated reports can be copied or integrated into a clinician's existing clinical software and workflow. It emphasizes privacy and regulatory compliance, stating it is HIPAA, PHIPA, PIPEDA, and GDPR compliant, with a Business Associate Agreement available, end-to-end encryption, and automatic audio deletion after processing. It is aimed at clinicians who want to reduce time spent on administrative documentation while maintaining clinical focus.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Yung Sidekick is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Yung Sidekick |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Records online sessions, accepts audio uploads, or generates notes from a spoken Dictate Recap |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Generates progress notes in multiple clinical formats (SOAP, DAP, BIRP, GIRP, and more) |
| Team usage | Searchable conversation records tied to contacts and deals | Produces treatment plans and detailed therapist and client reports |
| Integrations | Transcription across more than twenty languages | Provides session transcripts and progress analytics |
| Languages & capture | Works out of the box with no separate configuration | Notes and reports can be copied or integrated into existing clinical software |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | HIPAA, PHIPA, PIPEDA, and GDPR compliance with end-to-end encryption and automatic audio deletion |
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.
Yung Sidekick
Choose Yung Sidekick if you need automatically drafting therapy progress notes from recorded or dictated sessions — strengths include purpose-built for therapy documentation with multiple recognized clinical note formats.
Close Notetaker
Yung Sidekick
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Yung Sidekick is strong for automatically drafting therapy progress notes from recorded or dictated sessions. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Yung Sidekick 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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