Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Zenarate: Zenarate's Performance Analyzer is an AI tool that transcribes, redacts, and scores live contact-center agent calls for quality assurance and coaching. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Zenarate when monitoring customer sentiment and emerging call topics to surface compliance and experience issues 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.
Zenarate's Performance Analyzer is an AI tool that transcribes, redacts, and scores live contact-center agent calls for quality assurance and coaching.
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
Zenarate is an AI simulation-training and conversation-analytics platform for contact centers, and its Performance Analyzer (formerly Call Analyzer) is the module that turns live customer calls into structured quality and coaching data. The AI engine automatically transcribes each interaction, redacts sensitive information, and scores calls against a client's defined call model and skill expectations, processing up to 100% of calls rather than a small sampled subset. Analysis runs nightly so leaders have results the next day, with automated scorecards, sentiment analysis, topic and trend reporting, and next-action coaching recommendations. Managers can drill into specific conversation moments, listen to the audio, and add commentary directly from the scorecard. Because it sits inside Zenarate's AI Coach platform, identified gaps can be turned into personalized roleplay simulations and coaching plans. It is built for QA managers, training leaders, and contact-center operations across industries such as financial services, healthcare, insurance, telecom, retail, and travel, and supports multiple languages and global deployments.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Zenarate is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Zenarate |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI transcription of live agent calls with automatic redaction of sensitive information |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Automated scoring of up to 100% of calls against a client's defined call model and skill parameters |
| Team usage | Searchable conversation records tied to contacts and deals | Quality-assurance scorecards with the ability to listen to audio and add manager commentary |
| Integrations | Transcription across more than twenty languages | Sentiment analysis plus topic-frequency and trend reporting across interactions |
| Languages & capture | Works out of the box with no separate configuration | Next-action coaching recommendations that convert QA findings into roleplay simulations |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Nightly batch processing so insights are ready the following day |
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.
Zenarate
Choose Zenarate if you need automating contact-center qa by transcribing and scoring every agent call instead of manual sampling — strengths include analyzes up to 100% of calls instead of a small manual qa sample, with automatic transcription and redaction.
Close Notetaker
Zenarate
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Zenarate is strong for automating contact-center qa by transcribing and scoring every agent call instead of manual sampling. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Zenarate is custom pricing. 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.
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