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How does the Close Notetaker work?

Close Notetaker automatically transcribes and summarizes your sales calls and meetings using AI-powered speech recognition and natural language processing. This means you get accurate notes, key insights, and action items without lifting a finger. It records both audio and video from all participants for your meetings.

How accurate are AI-generated call + meeting summaries?

Our AI-driven call and meeting summaries and transcriptions are highly accurate, capturing key takeaways and next steps from your conversations. While no AI is perfect, the Close Notetaker is pretty dang great.

Where are my summaries and transcripts stored?

All AI call and meeting notes and summaries are automatically logged in Close CRM under the corresponding contact or deal, so you can easily refer back to them later.

Does Notetaker work with Zoom, MS Teams, and Google Meet?

Close Notetaker works with all 3! You'll just connect your corresponding account, and our native integration takes it from there.

Does Notetaker work with any calling system?

Notetaker works seamlessly with Close’s built-in calling system. If you’re using an external phone service, you’ll need to log calls manually.

How much does Close Notetaker cost?

Close Notetaker is available as an add-on to our standard pricing packages. This means you can enable AI-powered call summaries and transcription for an additional cost. Check out our pricing page for details on adding it to your plan.