If you’re in sales, you know the struggle; juggling back-to-back calls, scrambling to capture key details, and trying to recall who said what after a long day. That’s where an AI notetaker for sales comes in. These smart tools automatically transcribe conversations, highlight action items, and sync everything directly into your CRM. No more frantic note-taking or sifting through recordings. Just clear, concise insights that keep your pipeline moving.
Sales isn’t just about talking; it’s about listening, understanding objections, and following up at the right time. But when you’re multitasking, details slip through the cracks. AI-powered note-taking apps ensure that never happens by summarizing meetings, identifying next steps, and even tagging conversations based on deal stages or customer pain points. With real-time transcription and CRM integration, sales teams can focus on what they do best –
closing deals.
In this guide, we’ll break down the five best AI notetakers for sales teams, comparing key features, integrations, pricing, and overall usability. Whether you’re a solo rep looking for efficiency or a revenue leader aiming to streamline team workflows, there’s a tool here for you. Let’s dive in.
What to Look for in AI Note-Taking Apps for Sales Teams
Not all AI notetakers are created equal, especially when it comes to sales. A generic transcription tool might capture what was said, but a sales-focused AI notetaker goes much further. It identifies key insights, tracks action items, and integrates seamlessly into your sales workflow, helping you automate processes and boost productivity.
Whether you’re a solo rep or managing a full revenue team, choosing the right tool can make the difference between a well-organized pipeline and a chaotic mess of forgotten details. Here are the key features you should look for in an AI note-taking app designed for sales teams:
- AI-generated summaries
- CRM integrations
- Topic detection and smart tagging
- Speaker identification
- Real-time transcription and language support
- Security and compliance
Let’s dive into each one in a little more detail.
AI-Generated Summaries: Capture Key Insights Without Lifting a Finger
The best sales conversations are dynamic, filled with insights, objections, and follow-up opportunities. Trying to write everything down while actively engaging with a prospect? That’s a recipe for missed details. Conversations aren’t meant to flow that way. AI-generated summaries take this burden off your plate, automatically distilling long meetings into concise highlights.
A strong AI notetaker doesn’t just transcribe, it intelligently extracts action items, key takeaways, and next steps. For example, if a prospect mentions needing budget approval before moving forward, a good AI tool will flag this as a critical follow-up. This allows sales professionals to focus entirely on the conversation, building rapport instead of scrambling to capture notes. With AI handling the summaries, your team can confidently revisit key moments and move deals forward with precision.
CRM Integration: Keep Your Pipeline Organized and Up to Date
Every salesperson knows the struggle: after back-to-back meetings, there’s the dreaded task of manually updating CRM records. It’s one of those tasks that you just wish you didn’t have to do: long-winded, tiresome, and tedious. When your AI notetaker integrates with CRM platforms like Salesforce, HubSpot, or Pipedrive, this process becomes effortless.
Instead of copy-pasting notes or trying to recall specifics from memory, the right AI tool automatically logs meeting details, action items, and even sentiment analysis into the appropriate CRM fields. Some platforms even go further, linking notes directly to deal stages, contact records, and follow-up tasks.
This seamless integration ensures your pipeline stays updated in real time, allowing reps to spend less time on admin work and more time closing deals. It’s a life-saver for those at risk of dying of boredom.
Topic Detection & Smart Tagging: Keep Conversations Organized
Sales calls aren’t just generic discussions, they cover deal negotiations, objections, feature requests, and next steps. A powerful AI notetaker recognizes these patterns, categorizing conversations accordingly through smart tagging and topic detection.
For instance, if a prospect repeatedly brings up concerns about pricing, the AI can flag this meeting under “Objections.” If a discussion centers around a demo or trial setup, it might be categorized under “Follow-Ups.” This kind of organization makes it easy for sales teams to quickly retrieve relevant notes instead of scrolling through hours of transcripts. It also helps sales managers spot trends across multiple deals, identifying recurring objections or key selling points that resonate with prospects.
Speaker Identification: Ensure Clear Communication Across Teams
In many sales environments, it’s not just one rep on a call; there are account executives, sales engineers, managers, and even clients jumping in. Keeping track of who said what can be challenging, especially in fast-paced discussions.
AI-powered speaker identification solves this by distinguishing between different voices and attributing statements accordingly. This is especially useful for internal collaboration. If a sales engineer promises a custom integration and a rep needs to follow up, the AI notetaker ensures that promise is documented and assigned to the right person. No more, “Wait, who said they’d send that follow-up email?” The AI has it covered.
Real-Time Transcription & Language Support: Essential for Global Sales Teams
For sales teams working across different regions and time zones, real-time transcription and multilingual support are game-changers. Having a transcript available as the meeting happens allows reps to review key points on the fly, ensuring they don’t miss crucial details during live conversations.
Beyond transcription, language support is critical for international sales teams. If your company operates across Europe, Asia, or Latin America, an AI notetaker that can transcribe and summarize in multiple languages ensures nothing gets lost in translation. Some tools even translate meetings in real time, allowing teams to collaborate seamlessly across language barriers.
These AI notetakers are essential for sales teams that operate asynchronously and/or remotely.
Security & Compliance: Protecting Sensitive Sales Data
Sales meetings often involve sensitive information. From pricing negotiations and contracts to customer data, a great AI notetaker ensures this information is stored securely and remains compliant with regulations like GDPR, CCPA, or SOC 2.
For businesses handling enterprise clients, data security is non-negotiable. Look for AI tools that offer end-to-end encryption, role-based access controls, and secure cloud storage to prevent unauthorized access. Some platforms also provide on-premise hosting options for companies that require full control over their data.
Beyond security, compliance is equally important. If you work in industries like finance or healthcare, using an AI notetaker that automatically anonymizes sensitive information or offers audit trails can help meet regulatory requirements without adding extra administrative work.
The 5 Best AI Notetakers for Sales Teams
AI-powered note-taking tools have become essential for modern sales teams. They save hours of manual work, ensure no key detail slips through the cracks, and help teams focus on selling rather than scribbling notes.
But not all AI notetakers are created equal. Some excel in CRM integrations, while others shine in real-time transcription or collaboration features. Below, we break down five of the best AI notetakers for sales teams, so you can find the right fit for your workflow. We’ll cover:
- tl;dv
- Otter.ai
- Fathom
- Fireflies.ai
- Leexi
Let’s dive in!
1. tl;dv
In the world of remote work, efficient communication and documentation are critical. Enter tl;dv, an AI-powered meeting assistant that records, transcribes, translates, and extracts key insights from your virtual meetings. Whether you’re juggling multiple meetings at once or looking to extract the most relevant details from your calls, tl;dv ensures you never miss out on valuable insights.
Its two primary goals are:
Reducing the time spent in meetings – by allowing you to skip non-essential ones and catch up later.
Maximizing meeting efficiency – by extracting insights, analyzing conversations, and offering AI-powered coaching.
Sales teams, UX researchers, product managers, and customer success teams can all leverage tl;dv to streamline their workflows and make data-driven decisions with ease.
In this deep dive into tl;dv, we’ll cover:
- Key features
- Integrations
- Pricing
- Pros
- Cons
- Why it’s great for sales teams
Key Features of tl;dv
tl;dv has an impressive feature set that makes it a quality choice for any sales team, big or small. Whether you want a specific AI notetaker for sales teams, or a versatile tool for recording, transcribing, and summarizing any and all kinds of meetings, tl;dv is a great choice. Here are some of its most powerful (and useful) features:
- AI-powered meeting summaries
- Multi-meeting intelligence
- AI-powered sales coaching
- Smart transcription and translation
- Custom meeting notes templates
- Timestamps, tagging, and clips
- Concurrent meeting recording
Let’s take a look at each of these key features in more detail:
AI-Powered Meeting Summaries
tl;dv uses state-of-the-art AI to generate concise meeting summaries, saving you hours of manual note-taking. With automatic highlights and timestamps, you can instantly locate key discussion points without replaying entire meetings.
Multi-Meeting Intelligence
Sales managers benefit greatly from recurring AI-generated reports. These reports analyze multiple meetings over a period and extract relevant trends, enabling data-driven decision-making.
Imagine it’s Monday morning, you check your inbox and you have an email with a link to a highlight reel of all the most important parts from your sales reps’ calls last week. They’re all stitched together into one video, complete with summary, notes, and timestamps so you can jump straight to the important bit.
The important thing here is that you can choose what you want the AI to focus on. If you’re interested in receiving regular reports where prospects mention competitors, you can do that. If you’d rather hear about any objections to your pricing, then that can be arranged too. Whatever you want updates on, you’ll get it.
AI-Powered Sales Coaching
Sales reps can improve their objection handling and negotiation techniques using either preset sales playbooks (including MEDDIC and BANT frameworks) or custom-made ones, as well as automated coaching features. tl;dv even provides feedback on talk time, filler words, and overall engagement.
It features a powerful dashboard where sales managers can oversee everything. It ensures your reps are sticking to their sales scripts and helps you identify areas where your strategy could be improved.
Smart Transcription & Translation
Available in 40+ languages, tl;dv’s transcriptions ensure seamless collaboration across global teams. The automatic speaker detection feature ensures that every transcript is well-structured and easy to follow.
Additionally, tl;dv is available in a localized form for seven different languages, making it easier to use overall. It’s not just a translated website, it’s custom-built for speakers of different languages. It makes all the difference in user friendliness.
Custom Meeting Notes Templates
tl;dv allows users to create or edit meeting note templates, which can be customized for specific use cases such as sales calls, product updates, or user research sessions. These templates sync automatically with CRM tools, ensuring that key takeaways are always documented.
What this means is you can wave goodbye to manually updating your CRM. tl;dv automates the process so you don’t need to lift a finger. Simply have your sales call, focus fully on the conversation while the AI takes notes on your behalf, then move onto the next one. The CRM will be updated on its own at the end of each and every sales call.
Timestamps, Tagging, and Clips
Mark important moments in meetings with timestamps and tags. Share specific meeting highlights or create clips and reels to condense important insights, making collaboration effortless.
Concurrent Meeting Recording
Double or triple-booked? No problem. tl;dv allows users to record and transcribe multiple meetings at the same time, ensuring that you never miss crucial discussions.
tl;dv’s Integrations
With over 5,000+ integrations, tl;dv seamlessly connects with Notion, Slack, HubSpot, Salesforce, Google Drive, ClickUp, and more. These integrations help streamline workflows by automatically syncing meeting insights into your preferred workspace.
For sales teams, the ability to push timestamps and key insights directly to a CRM ensures that every sales call is documented efficiently. Custom meeting note templates further enhance this by allowing sales reps to auto-sync structured insights into their CRM, reducing manual data entry and improving productivity.
Did you know that sales reps currently spend only 36.6% of their time actually selling, with about 18% of their time spent filling in their CRMs? With tl;dv, you can convert that CRM time to more selling. AI agentic workflows aren’t replacing jobs, they’re enhancing workflows and increasing worker focus.
tl;dv’s Pricing
tl;dv is well-known for its freemium plan where users get totally unlimited meeting recordings, transcriptions, and summaries, as well as some more advanced AI features in a limited form. In total, tl;dv has four plans:
- Free plan
- Pro plan
- Business plan
- Enterprise plan
Let’s take a look at each one in a bit more depth. What exactly do you get for each?
Free Plan ($0/month)
The Free Plan is one of the most generous in the market, making it perfect for individuals and small teams looking for AI-powered insights without any cost. With this plan, you can get started in mere moments to unlock:
Unlimited video recordings and transcripts for Google Meet, Zoom, and MS Teams
AI-powered moment summaries
10x AI meeting notes & Ask tl;dv AI requests
10x AI multi-meeting reports
Slack, Email, and Calendar integrations
Custom timestamps, highlights, and clips
Automatic speaker recognition
3 monthly uploads
Pro Plan ($18/month per user)
The Pro Plan is ideal for sales teams, as it offers advanced reporting, CRM automation, and AI-driven coaching that directly improves sales call efficiency. When you pay for 12 months up front, the Pro plan works out as $18 per user per month. If you prefer to pay on a monthly basis, it’ll be $29 per user per month.
The Pro plan unlocks:
Everything in the Free Plan, plus:
Unlimited AI meeting notes & Ask tl;dv AI
Unlimited AI multi-meeting reports
Sales coaching tools & custom playbooks
Downloadable recordings & transcripts
5,000+ integrations, including advanced CRM integrations (HubSpot, Salesforce, etc.)
Priority support
Business Plan ($59/month per user)
The Business plan is fantastic for those who really mean business. If you want to scale Sales and CS, this is the plan for you. It provides sales playbook monitoring, AI coaching, AI speaker insights, deeply customizable CRM integrations, and much more. When billed annually, it’ll set you back $59 per user per month. If billed monthly, it’ll cost $98 per user per month.
Here’s what you get:
Everything in Pro Plan, plus:
Sales playbook monitoring
AI coaching
AI speaker insights (multi-meeting)
Enhanced GDPR and consent management
- APIs and webhooks
Deeply customizable CRM integrations
Caller integrations
Multi-team management
Enterprise Plan (Custom Pricing)
Large organizations can benefit from custom AI reports, enterprise-level security, and seamless organization-wide deployment. The Enterprise plan has fully customizable pricing because one size doesn’t fit all at this scale. Different businesses have different needs and tl;dv accommodates these.
Everything in Business Plan, plus:
Custom security & compliance settings
Dedicated account manager
White-labeling options
AI-powered organization-wide insights
On-premise deployment options
tl;dv Pros
- Records, Transcribes, and Summarizes. Condense your conversations into actionable insights from calls on MS Teams, Zoom, and Google Meet.
- High Quality Free Plan. Generous free plan with AI-powered summaries, notes, and speaker detection.
- Seamless Transcriptions & Translations. Supports over 40+ languages for global collaboration.
- AI-Powered Coaching. Sales teams can benefit from playbooks, negotiation insights, and performance analytics.
- Multi-Meeting Intelligence. Recurring AI reports provide insights across multiple meetings.
- CRM & Productivity Integrations. Automatically syncs meeting notes with Notion, Slack, HubSpot, Salesforce, and 5,000+ more.
- Timestamps & Tagging. Easily locate and share key meeting moments.
- Concurrent Meeting Recordings. Attend multiple meetings at once with AI-powered transcription.
- User-Friendly Interface. Simple and intuitive for both beginners and experts.
tl;dv Cons
- Limited Compatibility. Not yet available for Webex or BlueJeans.
- AI Limitations on Free Plan. While recording, transcribing, and summarizing is completely free, tl;dv’s other AI-powered features are limited for free users.
Why tl;dv is Great for Sales Teams
Sales teams thrive on data, efficiency, and insights; tl;dv delivers all three in spades. With AI-powered sales coaching, real-time objection handling tips, and structured meeting reports, sales reps can refine their techniques and improve win rates.
Sales managers, in particular, benefit from multi-meeting intelligence, which gathers insights across multiple sales calls. This allows them to track sales performance, identify common objections, and refine sales playbooks without sifting through hours of recordings.
Plus, seamless CRM integrations mean that meeting insights sync directly with HubSpot, Salesforce, and other CRMs, ensuring that sales teams stay organized and efficient.
Scoring an impressive 4.7/5 on G2 from 341 reviews, tl;dv cements its position in first place as the top AI notetaker for sales teams.
2. Otter.ai
Otter.ai is a powerful AI-driven transcription and note-taking tool that simplifies meeting documentation for sales teams. It offers real-time transcription, summaries, and integrations with numerous apps, making it a vital tool for remote work environments where communication efficiency is crucial. Sales teams can greatly benefit from Otter’s ability to capture discussions, key insights, and action items automatically, helping sales reps stay focused on client interactions without worrying about manual note-taking.
In this Otter deep dive, we’ll cover:
- Key features
- Integrations
- Pricing
- Pros
- Cons
- Why it’s great for sales teams
Key Features of Otter.ai
Otter.ai offers a rich set of features tailored to businesses, especially sales teams. Here’s a breakdown of the key features that make Otter.ai a standout choice:
- Real-time transcription
- Automated summaries
- Speaker identification
- Collaboration tools
- Custom vocabulary
Let’s take a look at each one in a bit more depth.
Real-time Transcription
Otter provides live transcriptions that allow users to see the text as the conversation unfolds. This is crucial for sales teams during meetings, as it ensures no valuable information is missed. It’s also great for those who are hard of hearing as they can quickly double-check what was said.
Automated Summaries
Otter’s AI automatically generates meeting summaries, highlighting key topics and decisions made. This saves time, ensuring that sales reps can quickly review important moments after meetings.
Speaker Identification
Otter’s AI can differentiate between speakers, making it easier to follow who said what in a meeting, even in large discussions or team calls. While this is somewhat of a core feature for AI meeting assistants now, it’s still vital that it works well.
OtterPilot for Sales
OtterPilot is only available in the Enterprise plan, but it’s a massive help for sales teams. It allows you to coach your sales teams at scale, providing advice live during a call without needing to interrupt it to do so. It extracts sales insights, adds notes to your CRM, and generates follow-up emails so your reps can spend more time selling.
Collaboration Tools
Teams can collaborate directly within Otter by adding comments, highlighting key sections, and sharing meeting notes with ease. This makes teamwork simple as you can have conversations in the comments on the transcript, keeping every relevant discussion in one central place for all to see.
Custom Vocabulary
Otter allows users to upload custom vocabulary, which is particularly useful for sales teams working in niche industries with specialized jargon. This means that Otter’s AI can be trained to pick up on new words like acronyms.
Otter.ai Integrations
Otter seamlessly integrates with a variety of tools used by sales teams. It connects with video conferencing platforms like Zoom, Google Meet, and Microsoft Teams, but it also integrates with popular documentation tools like Google Docs and Notion, and even CRMs like HubSpot and Salesforce.
These integrations allow for easy importing and exporting of meeting data, which helps streamline workflows. For instance, Otter can automatically pull Zoom recordings, transcribe them, and sync with Slack or Google Drive for effortless sharing. Additionally, Otter integrates with CRM systems to automatically store key meeting insights. This saves sales reps hours of unnecessary work: 32% of reps spend over 1 hour per day manually filling in their CRMs. Just imagine what your reps could do with all those extra hours…
Otter.ai Pricing
Otter.ai offers several pricing plans designed to accommodate different team sizes and business needs:
- Free plan
- Pro plan
- Business plan
- Enterprise plan
Basic Plan ($0/month)
Perfect for small teams or individual users, the Free Plan offers 300 minutes of transcription per month (capped at a frustrating 30 minutes per call), with basic features like real-time transcription, speaker identification, and automatic summaries.
- Real-time transcription and summaries
- Add teammates to your workspace
- Joins Zoom, MS Teams, and Google Meet to automatically write and share notes
- 300 monthly transcription minutes; 30 minutes per conversation; Import and transcribe 3 audio or video files lifetime per user
Pro Plan ($8.33/month per user)
The Pro Plan includes 1,200 minutes of transcription per month and additional features like advanced export options, custom vocabulary, and the ability to record meetings directly from the app. This plan is ideal for small sales teams who need a more robust transcription service.
- Everything in Basic, plus:
- Enhanced team features: shared custom vocabulary; tag speakers, assign action items to teammates
- Advanced search, export, and playback
- 1,200 monthly transcription minutes; 90 minutes per conversation
- Import and transcribe 10* audio or video files per month
The Pro plan will set you back $8.33 per user per month when billed annually. However, if you want to pay monthly, you’ll be charged $16.99 per user per month.
Business Plan ($20/month per user)
Tailored for larger teams, the Business Plan offers 6,000 transcription minutes, advanced integrations, and team management features, ensuring that sales teams can work together efficiently, sharing transcriptions, notes, and insights in real-time.
- Everything in Pro, plus:
- Admin features: usage analytics, prioritized support
- Joins up to 3 concurrent virtual meetings to automatically write and share notes
- 6,000 monthly transcription minutes; 4 hours per conversation
- Import and transcribe unlimited* audio or video files
The Business plan costs $20 per user per month when billed annually. If you opt for monthly billing, you’ll pay 50% more: $30 per user per month.
Enterprise Plan (Custom Pricing)
The Enterprise Plan provides customizable features for larger organizations, including additional security measures, dedicated support, and more. Pricing is tailored based on the size and specific needs of the business.
This is the only plan that unlocks the OtterPilot for Sales. If you’re serious about getting an AI notetaker for sales, you might want to consider whether it’s worth getting Otter’s Enterprise plan when you could be using a more affordable (and more feature-filled) plan elsewhere.
- Everything in Business, plus:
- Single Sign-On (SSO)
- Organization-wide deployment
- Domain capture
- OtterPilot™ for Sales
- Advanced security and compliance controls
The Enterprise plan pricing varies based on your specific needs. You’ll need to reach out to Otter’s sales team to get a quote.
Otter.ai Pros
- Real-time Transcription. Provides instant transcriptions during meetings, ensuring nothing is missed.
- Automated Summaries. Saves time by automatically summarizing meetings and highlighting key points.
- Speaker Identification. Easily distinguish between different speakers, improving meeting clarity.
- Custom Vocabulary. Sales teams can upload industry-specific terms to ensure accuracy.
- Collaboration Tools. Allows for seamless collaboration and sharing of notes among team members.
- Integrations with Popular Tools. Connects with platforms like Zoom, Slack, Salesforce, and more.
- Cloud Storage and Accessibility. All transcriptions are stored in the cloud, making them accessible from anywhere, anytime.
Otter.ai Cons
- Accuracy Issues with Heavy Accents. Some users report that Otter struggles with heavy accents or non-standard speech patterns, leading to minor inaccuracies in transcriptions.
- Limited Functionality in Free Plan. While the free plan offers great value, it’s limited in terms of features and minutes compared to paid plans. The 30 minute cap is particularly annoying as your transcription will cut off just as you’re getting into the flow of things.
- Export Limitations. Export options are limited in the Free and Pro plans, which can be restrictive for teams needing advanced formatting.
- Can Be Expensive for Larger Teams. The Business and Enterprise Plans can become costly for large teams with extensive transcription needs.
Why is Otter.ai Great for Sales Teams?
Otter.ai is a great tool for sales teams because it saves time and ensures that no important details from sales calls or meetings are overlooked. With its real-time transcription and automatic summaries, sales reps can focus on building relationships with clients, knowing that their conversations will be accurately captured. Otter also simplifies collaboration by allowing teams to share and review meeting notes quickly.
Moreover, Otter’s integrations with popular tools like Zoom and Slack make it easy for sales teams to stay organized and ensure that all meeting data is automatically synced to their CRM. This reduces the need for manual data entry, allowing sales teams to focus on selling rather than administrative tasks.
OtterPilot can also help with sales training, enabling you to get recommendations mid-call without interrupting it. It can draft follow-up emails, add notes to your CRM, and extract sales insights from your calls. It’s a great feature for sales teams, but it’s an expensive one, only unlocked in the Enterprise plan. This makes Otter somewhat of a strange tool. It can be beneficial for sales teams, but only if they opt for the absolute top tier of pricing, something that may not be justified when compared to competitors.
To see a deep dive on how Otter fares compared to the number one AI notetaker for sales teams, tl;dv, check out our comprehensive comparison: tl;dv vs Otter.
Otter got in earlier and got its reputation in the meeting productivity space, but a lot has changed over the past years. We’ve paired it against tl;dv to see how it has stood the test
3. Fathom
Sales teams rely on efficiency, clear communication, and accurate documentation. Fathom, an AI-powered notetaker, helps streamline this process by automatically recording, transcribing, and summarizing calls. This allows sales reps to focus on building relationships rather than taking notes.
Fathom ensures that important details from sales conversations are captured, stored, and easily accessible, making follow-ups smoother and reducing the risk of losing valuable insights.
In this deep dive into Fathom, we’ll cover:
- Key features
- Integrations
- Pricing
- Pros
- Cons
- Why it’s great for sales teams
Key Features of Fathom
Fathom offers a powerful set of AI-driven tools to enhance sales teams’ productivity. Whether you need high-quality transcriptions, automated summaries, or CRM syncing, Fathom is designed to make sales calls more efficient. Here are some of its standout features:
- AI-powered meeting summaries
- Instant call highlights
- Smart transcription
- CRM syncing & automation
- Multi-platform support
Let’s dive into each one in more depth.
AI-Powered Meeting Summaries
Fathom generates concise, AI-powered summaries of sales calls, capturing key points without the need for manual note-taking. These summaries help sales reps quickly review conversations and share insights with their teams.
Although this is quite a common feature among AI notetakers for sales teams, Fathom’s has garnered attention for being one of the best. Their AI-powered summaries are renowned for being detailed but concise.
Instant Call Highlights
With automatic highlights, Fathom identifies critical moments in a sales call, such as objections, pricing discussions, and action items. This allows sales managers to review important interactions without listening to the entire call. A big time-saver.
Smart Transcription
Fathom provides highly accurate transcriptions with automatic speaker detection, ensuring that sales teams have a clear, well-structured record of every call.
Fathom’s transcripts also benefit from speaker identification so that the AI accurately detects different speakers in the same call. This is particularly useful for calls with several participants. It certainly saves time going through the transcript and doing it all manually.
CRM Syncing & Automation
Fathom integrates seamlessly with major CRMs like HubSpot and Salesforce, automatically logging call summaries and key takeaways. This reduces manual data entry and ensures sales teams always have up-to-date information.
By automating this process, sales reps can spend so much extra time on what they do best: actually selling.
Fathom’s Integrations
Fathom integrates with leading CRMs like Salesforce, HubSpot, and Pipedrive, ensuring that call data is synced automatically. It also connects with productivity tools like Slack and Notion, helping teams stay organized and aligned.
For sales teams, these integrations mean less time spent manually updating records and more time focusing on closing deals. By pushing insights directly to a CRM, Fathom enhances collaboration and follow-up efficiency.
Fathom’s Pricing
Fathom.video provides a free-forever AI notetaker for individuals. It doesn’t come with all the fancy business integrations or the more value-packed features that something like tl;dv offers, but it does provide unlimited recordings, transcripts, and summaries. The drawback is that it’s for individuals only.
There’s also a team option with two tiers:
- Standard
- Pro
Fathom Team’s Standard Plan ($19/month per user)
Fathom’s pricing is a little vague as they push harder on the free individual plan. However, the Standard plan costs $19 per user per month when billed annually, or $29 per user per month when billed monthly. It comes with all the basic features like transcription, recording, AI notes, and meeting summaries.
Fathom Team’s Pro Plan ($29/month per user)
The highest team plan for Fathom comes in at $29 per user per month, when billed annually (0r $39 per user per month when billed monthly). This comes with additional features, such as:
- CRM sync (Salesforce, HubSpot, Close).
- Okta SSO / SCIM integration
- SOC2 report access
- Advanced access controls
- Zapier integration
Fathom Pros
Accurate AI Summaries. Instantly captures key call takeaways with AI-generated summaries.
CRM Automation. Automatically syncs call data with Salesforce, HubSpot, and more.
Speaker Detection. Accurately identifies different speakers in transcriptions.
Multi-Platform Support. Works with Zoom, Google Meet, and Microsoft Teams.
User-Friendly Interface. Simple and intuitive design makes it easy to navigate.
Fathom Cons
Vague Pricing. Fathom’s team pricing doesn’t outline what’s included in the Standard plan which adds more confusion than clarity.
Fewer Language Options. Currently supports 26 languages.
Limited Compatibility. Not yet available for Webex or BlueJeans users.
- No Sales-Specific Features. Fathom doesn’t provide anything extraordinary for sales teams, but it is a solid notetaker.
Why is Fathom Great for Sales Teams?
Fathom is a game-changer for sales teams looking to optimize their workflow. By automating call summaries, CRM updates, and transcription, Fathom allows reps to focus on selling rather than administrative tasks. Its AI-driven insights help sales managers coach their teams more effectively, while its integrations ensure seamless data flow across tools.
With Fathom, sales teams can operate more efficiently, improve their follow-up process, and ultimately close more deals with less effort.
However, it’s important to note that Fathom lacks some key features, like a speaker analytics dashboard, that could take it to the next level for sales teams. Managers aren’t able to track their sales team performance in the same way as they can on a platform like tl;dv, for instance. See how Fathom squares up against tl;dv in our detailed breakdown: tl;dv vs Fathom.
Fathom got its hype and was coined as the “free notetaker”. We were curious about how it stacked up against tl;dv when used by teams, and were left with a bit of disappointment…
4. Fireflies
Sales teams need to focus on closing deals, not taking notes. Fireflies makes this easier. It’s an AI-powered meeting assistant designed to streamline sales workflows by recording, transcribing, summarizing, and analyzing conversations. It ensures that all the important details from sales calls are captured and easily accessible, helping sales reps improve their performance and stay organized without extra effort.
With Fireflies, sales teams can:
Automate note-taking and call summaries
Integrate directly with CRMs to reduce manual data entry
Analyze conversations for insights on objections, follow-ups, and sales effectiveness
In this deep dive into Fireflies, we’ll cover:
- Key features
- Integrations
- Pricing
- Pros
- Cons
- Why it’s great for sales teams
Key Features of Fireflies
Fireflies offers a suite of features that help sales teams optimize their workflow and focus on what matters most: selling. Below are some of its most impactful features:
- AI-powered transcription and summarization
- Multi-language support
- Topic & sentiment analysis
- Automated CRM logging
- Smart search & filters
- Speaker identification
Let’s take a look at each one in more detail.
AI-Powered Transcription & Summarization
Fireflies records and transcribes meetings in real-time with a high degree of accuracy. Summaries are automatically generated, ensuring sales reps can quickly review key moments without replaying entire calls.
As discussed for previous AI notetakers for sales teams, transcription and summarization is a basic feature. However, Fireflies is far from a basic tool. It’s been around for a while, trusted by massive industry names like Nike and Expedia. Their transcripts and summaries are well-known for a reason.
Multi-Language Support
Fireflies transcribes meetings in over 100 languages, making it an absolute powerhouse for global teams that operate in multiple different countries. Not only can it translate all your transcriptions into different languages to make it easy for your team to work with, it can also detect the audio of different languages and transcribe in that language.
Topic & Sentiment Analysis
Fireflies’ AI detects key themes, sentiment shifts, and potential objections within conversations, helping sales teams refine their pitch and improve their engagement strategies.
Because of sentiment analysis, sales reps can get better data on their conversations. For example, the AI understands the customer’s emotional weight behind their words on a deeper level, which leads to a better level of analysis and a more nuanced view of the conversation. This is great for devising new strategies for tricky prospects that you can’t quite work out.
Automated CRM Logging
Fireflies syncs directly with popular CRMs like Salesforce, HubSpot, Zoho, Pipedrive, and more, logging call details, summaries, and transcripts automatically. This saves tons of time and ensures data stays consistent.
According to Toutapp, 71% of sales reps claim they spend too much time on manual data entry. Fireflies, and other AI notetakers for sales teams, reduces time wasted and helps reps enjoy their job more. Why should they have to do the tedious tasks when AI can do it instantly, without complaints?
Smart Search & Filters
Sales teams can easily locate specific conversations, keywords, or topics using Fireflies’ advanced search functionality, making it easy to revisit important discussions.
Can’t remember the exact date of the discussion or the name of the company, but you remember what you talked about? Search some keywords about the topic and Fireflies will bring up the relevant transcript. It’s that simple.
Speaker Identification
The AI differentiates between speakers, ensuring transcripts are well-organized and easy to follow, even in multi-person meetings. This is essential for producing clear transcripts that are easy to skim.
Fireflies Integrations
Fireflies seamlessly integrates with various tools that sales teams use daily, ensuring a frictionless workflow. It connects with:
Video conferencing platforms like Zoom, Microsoft Teams, and Google Meet
CRM systems such as Salesforce, HubSpot, and Pipedrive
Collaboration tools like Slack, Notion, and Asana
Cloud storage services including Google Drive and Dropbox
These integrations help sales teams automatically sync meeting data, collaborate more effectively, and maintain a centralized knowledge base.
Using AI agents for meetings, sales managers can automate workflows across all these tools and more. Imagine finishing your video call and the notes are already in your CRM, Notion, and Slack.
Fireflies Pricing
Fireflies offers a range of pricing plans tailored to different team sizes and needs. Here’s a breakdown of their plans:
- Free plan
- Pro plan ($10/month per user)
- Business plan ($19/month per user)
- Enterprise plan ($39/month per user)
Let’s take a look at each one in more detail.
Free Plan ($0/month)
The free plan is ideal for individuals or small teams looking to get started with AI-powered transcription and call recording. It offers:
Unlimited transcription in 100+ languages
Limited AI-generated summaries
800 minutes of storage per seat
Compatible with Google Meet, Zoom, MS Teams, and 10 more.
AskFred AI assistant
Searchable meeting transcripts
Pro Plan ($10/month per user)
The Pro plan is best suited for professional individuals and small teams that require more integrations and automation.
Everything in Free, plus:
AI-powered insights and sentiment analysis
Unlimited AI summaries
8,000 minutes of storage
Unlimited integrations (including CRMs)
Talk time analytics
Download transcripts, summaries, and recordings
For users that pay annually, the Pro plan works out to be $10 per month. For those who prefer monthly billing, you can expect to pay $18 per user per month.
Business Plan ($19/month per user)
Designed for fast-growing businesses that need deep analytics and customizable workflows, the Business plan unlocks conversational intelligence, video recording, and API access.
Everything in the Pro Plan, plus:
Unlimited storage
Conversational intelligence
Team analytics (for admins)
API access and webhooks
Priority support
For the Business plan, you can save 40% by paying annually at a rate of $20 per user per month. If you pay monthly, you’ll be charged $29 per user per month instead.
Enterprise Plan ($39/month per user)
For large organizations needing scalable solutions with enterprise-grade security, Fireflies’ Enterprise plan is for you. It includes:
Everything in the Business Plan, plus:
Dedicated account manager
Enhanced security and compliance options
Custom data retention
Private storage
Dedicated support
For users that pay annually, the cost is $39 per user per month. For monthly billers, you’ll be charged the same: $39 per user per month.
Fireflies Pros
Accurate Transcriptions. Provides high-quality AI-generated transcripts with speaker identification.
Automated CRM Logging. Saves time by automatically updating CRMs with call notes and summaries.
Advanced Search & Filters. Allows users to find specific discussions or topics instantly.
Sentiment Analysis. Helps sales teams gauge customer reactions and refine their approach.
Seamless Integrations. Works with major CRM, video conferencing, and productivity tools.
Fireflies Cons
Limited Free Plan. Free users have fewer AI features and no integrations.
Speaker Differentiation Can Be Inconsistent. In very noisy environments, speaker identification may be less accurate.
No Real-Time Coaching. Unlike some competitors, Fireflies does not offer real-time sales coaching insights.
Why is Fireflies Great for Sales Teams?
Fireflies helps sales teams optimize their workflow by reducing administrative tasks and enhancing conversation intelligence. Its AI-powered transcription, sentiment analysis, and CRM integrations make it an essential tool for capturing customer interactions and improving sales strategies. By ensuring every call is documented and analyzed, Fireflies empowers sales reps to focus on closing deals rather than note-taking.
However, it can’t be ignored that Fireflies falls short in the sales department. While it excels with features like sentiment analysis, it doesn’t offer objection handling tips, AI sales coaching, or even multi-meeting intelligence. The video recording isn’t unlocked until the Business plan so it feels like Fireflies relies on its automations and integrations to carry it for sales teams.
If sales teams want more specific features for extra value, they’ll likely need to look elsewhere. To see how Fireflies stacks up against the best AI notetaker for sales teams, tl;dv, check out our in-depth comparison: tl;dv vs Fireflies.
In this tl;dv vs Fireflies.ai showdown, both stand out as remarkable AI notetakers, excelling in providing detailed transcriptions, concise summaries and a vast range of integrations.
However, despite their similarities, there are distinct differences that
5. Leexi
Leexi is an AI-powered meeting assistant designed to record, transcribe, and extract key insights from your calls. With powerful automation and seamless integrations, Leexi follows suit with the rest of the AI notetakers for sales teams, ensuring that sales reps can focus on actually selling rather than fiddling about with data entry.
One interesting distinction that sets Leexi apart is the fact that it’s family-run. This gives it a more personable and approachable character compared to some of the big tech giants.
Leexi helps sales teams by:
Enhancing productivity. It automates note-taking, follow-ups, and CRM updates.
Improving sales strategies. Leexi provides AI-driven insights and performance analytics.
Streamlining collaboration. It ensures that all team members have access to call summaries and insights.
With Leexi, sales teams can maximize efficiency, improve decision-making, and ultimately boost revenue. Here’s a quick breakdown of what we’ll cover for Leexi:
- Key features
- Integrations
- Pricing
- Pros
- Cons
- Why it’s great for sales teams
Let’s jump right in: what are Leexi’s standout features?
Key Features of Leexi
Leexi offers a strong feature set that can be tailored for sales teams. Whether you need AI-powered transcription, automated CRM updates, or advanced call analytics, Leexi has you covered. Here are some of its most valuable features:
- AI-powered call summaries
- Custom vocabulary
- Automated CRM updates
- Advanced speech analytics
- Multi-language transcription
- Personalized summaries
- AI scoring and coaching
Let’s dive into each one in more detail.
AI-Powered Call Summaries
A standard in all five AI notetakers for sales teams, Leexi automatically generates concise summaries of your sales calls. It highlights key discussion points, objections, and action items so that sales reps can quickly review past conversations without rewatching entire recordings. It’s basic, but it’s essential.
Custom Vocabulary
Leexi provides a custom vocabulary feature so that you can add new words to the AI’s dictionary. This is particularly useful for sales teams that regularly use acronyms or technical jargon as the ordinary AI likely won’t pick those words up.
Automated CRM Updates
Sales teams no longer need to manually input call notes into their CRM. Leexi syncs call summaries and key insights directly into platforms like Salesforce and HubSpot, ensuring that no detail is missed.
Again, this is something that is becoming a common feature among AI notetakers for Sales. Nevertheless, it’s so impactful on your team’s productivity and happiness levels, that it needs to be restated for each tool. This feature is a game-changer.
Advanced Speech Analytics
Leexi analyzes conversations to provide real-time insights on talk-to-listen ratios, sentiment analysis, and key selling points. These insights help sales managers refine their strategies and improve rep performance. It can schedule automatic reports, help you visualize with interactive charts, and track team performance with powerful dashboards.
This is a big feature for sales teams that the last few tools have missed out on. It lets your sales managers analyze sales strategies from a brand new perspective, with lots of additional data. Essentially, it’s a recipe for success.
Multi-Language Transcription
With support for more than 100 languages, Leexi makes it easy for global teams to collaborate and share insights, no matter the language spoken in a sales call. It rivals Fireflies for the amount of languages it can transcribe in.
Personalized Summaries
Leexi can adjust its summary formatting based on your preferred sales playbooks. Whether you’re using MEDDIC or SPIN, Leexi can align with your method. Similarly, it can also take notes based on your sales scripts, making sure all your meeting notes are formatted in the most relevant and accessible way possible.
AI Scoring and Coaching
Leexi’s AI automatically evaluates your calls and scores them based on predefined criteria. It can also personalize recommendations to improve your team’s sales techniques with AI coaching.
Leexi Integrations
Leexi integrates seamlessly with major sales and productivity tools, making it easy to incorporate into existing workflows. Some key integrations include:
CRM platforms like Salesforce, HubSpot, Pipedrive, Sellsy, and Zoho CRM
Communication tools such as Slack, Microsoft Teams, Zoom, and Google Meet
Project management tools like Notion, Trello, and Asana
Automation tools like Zapier and Make
These integrations ensure that sales teams can access their call summaries and insights without switching between multiple platforms. The integration with both Zapier and Make means that you can pretty much set Leexi up with any third party software to receive automatic summaries, notes, or transcripts wherever you want.
Leexi Pricing
Leexi offers multiple pricing plans to suit businesses of all sizes. Here’s what you can expect:
- Free trial (7 days)
- AI-meeting plan ($23 per user per month)
- Business plan ($39 per user per month)
- Enterprise plan (custom pricing)
Let’s take a look at each one in a little more depth.
Free Trial ($0 for 7 days)
Leexi doesn’t offer a free plan. Instead, it provides a free trial in which you can test out all its features, but only for seven days. After that, you’ll be placed on one of the paid plans which are all priced highly compared to other AI notetakers for sales teams.
AI-Meeting Plan ($23/month per user)
This plan provides Leexi’s core features, including the ability to record and transcribe in 100+ languages, summarize meetings, integrate with Notion and Zapier, and add new words to the AI’s dictionary. The AI-Meeting plan includes:
Transcription in 100+ languages
Record Gmeet, Teams, Zoom
AI summary, follow-up tasks…
Notion & Zapier integration
Custom vocabulary
ISO27001 & GDPR compliant
If you opt for annual billing, the AI-Meeting plan clocks in at $23 per user per month. If you prefer monthly billing, you’ll be paying $29 per user per month.
Business Plan ($39/month per user)
Designed to foster greater productivity for larger teams, the Business plan unlocks CRM integrations, VoIP integrations, and automatic filling of CRM fields. It includes:
Everything in the AI-Meeting plan, plus:
CRM Integration
VoIP Integration
Weekly trends report
Personalized meeting summary
Auto-completion of CRM fields
Priority Customer support
If you opt for annual billing, the Business plan will set you back $39 per user per month. For monthly billing, you’ll be charged $49 per user per month.
Enterprise Plan (Custom Pricing)
For large organizations with specific needs, the Enterprise plan offers fully customizable solutions. It includes:
Everything in the Business plan, plus:
Team- and Enterprise-level call analytics
Automated alerts
Automatic scoring
Priority support
Public API
SSO
The Enterprise plan doesn’t have a fixed price. You’ll need to reach out to their sales team to get a quote for your specific needs.
Leexi Pros
Accurate Transcriptions. High-quality call transcriptions with support for over 100 languages.
Automated CRM Updates. Eliminates manual data entry by syncing notes directly to CRMs.
AI-Powered Coaching. Helps sales reps improve their techniques with real-time feedback.
Seamless Integrations. Works with major CRM and communication platforms.
Advanced Analytics. Provides insights into sales conversations, talk ratios, and sentiment analysis.
User-Friendly Interface. Easy to set up and navigate, even for beginners.
- Custom Vocabulary. Update your AI’s dictionary for more accurate transcriptions.
Leexi Cons
No Free Plan. There is no free plan and the free trial only lasts for 7 days.
Expensive. Compared to alternatives, Leexi’s pricing is on the higher side.
CRM Integrations Require Business Plan. Advanced CRM automation is only available in Business and higher tiers.
Why is Leexi Great for Sales Teams?
Leexi is an excellent tool for sales teams looking to optimize their call management and sales processes. Its AI-powered transcription, automated CRM updates, and coaching features ensure that reps stay focused on closing deals rather than administrative tasks.
By leveraging Leexi’s analytics, sales managers can identify areas of improvement, track performance, and refine their strategies based on data-driven insights. Whether you’re a small sales team or a large enterprise, Leexi provides the tools necessary to streamline workflows, improve efficiency, and drive revenue growth.
While its pricing may be higher than other AI notetakers for sales teams, it offers a broad feature set that should reward users fairly.
Boost Your Sales Team’s Efficiency with AI Notetakers
Incorporating AI-powered notetakers into your sales team isn’t just about saving time, it’s about working smarter. By automating note-taking, your team can focus on what really matters: building relationships, closing deals, and driving revenue. With increased productivity, better data management, and more insightful client interactions, AI tools like tl;dv help turn every conversation into an opportunity.
If you haven’t explored AI notetakers yet, what are you waiting for? Assess your team’s needs, give one a test run, and see the difference for yourself. After all, the best sales teams don’t just keep up with the competition – they stay ahead of it.
FAQs About AI Notetakers for Sales
How secure are AI notetaking apps?
AI notetaking tools prioritize security by implementing strong encryption protocols, ensuring that sensitive sales data remains protected. Many tools also comply with major data protection regulations like GDPR and CCPA, giving sales teams peace of mind when handling client conversations. Additionally, role-based access controls and secure cloud storage further safeguard critical information.
Can AI notetakers integrate with existing CRM systems?
Yes! Most AI notetakers seamlessly integrate with popular CRM platforms like Salesforce, HubSpot, and Zoho. These integrations allow automatic syncing of meeting notes, transcripts, and action items directly into your CRM, reducing manual data entry and ensuring sales teams always have up-to-date client information at their fingertips.
Do AI notetakers support multiple languages?
Many AI notetaking tools offer multilingual support, making them valuable for global sales teams. They can transcribe meetings and conversations in multiple languages, facilitating smoother communication with international clients. Some tools even offer real-time translation features, helping sales reps bridge language barriers effortlessly.
How accurate are AI-generated transcriptions?
AI-generated transcriptions can achieve accuracy rates of 85–95%, depending on factors such as background noise, speaker accents, and audio quality.
Many platforms use advanced speech recognition technology and machine learning to improve accuracy over time. Most tools also allow users to edit transcripts manually for added precision.
Are there any free AI notetaking tools available?
Yes! Several AI notetakers offer free plans with limited features, making them a great starting point for sales teams on a budget. Free versions typically include basic transcription services, while premium plans unlock advanced features like CRM integration, AI-generated action items, and analytics.
Popular options with free tiers include tl;dv, Otter.ai, Fathom, and Fireflies.ai.
