Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Zocks |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | AI note-taking with speaker attribution for client meetings |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Live meeting analysis during calls |
| Team usage | Searchable conversation records tied to contacts and deals | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Transcription across more than twenty languages | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Works out of the box with no separate configuration | AI-drafted follow-up and client response emails |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Pre-meeting preparation with agendas and client profiles |
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.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Close Notetaker
Zocks
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Zocks 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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