Which AI Tools Automate Sales Meeting Notes?

Trying to capture action items, buyer signals, and key objections while staying present in the conversation is nearly impossible to do both well.

AI meeting assistants can automate your notes, transcription, and follow-ups so you can focus on selling.

I tested 20+ notetakers to find which ones actually work for sales teams. Here are my top 5 options.

Best AI Notetakers for Sales Teams: Quick Comparison

For more detailed reviews of each of these tools, continue reading.

Best AI Tools for Sales Meeting Notes: Detailed Reviews

1. Avoma

Avoma is an all-in-one AI meeting assistant and revenue intelligence platform built specifically for sales teams. It combines automated note-taking, conversation intelligence, deal risk alerts, and forecasting to help sales teams close more deals faster.

Who It's Best For

Growing sales teams (25-100 reps) who want an affordable all-in-one alternative to expensive tools like Gong or Chorus, and sales leaders who need pipeline visibility and coaching without breaking the budget.

Key Features

• AI Meeting Assistant provides automatic transcription in 75+ languages, custom AI note templates (MEDDIC, SPICED, SPIN), and AI-generated follow-up emails
• Auto CRM Updates automatically save notes and update custom CRM fields in Salesforce, HubSpot, Zoho, Pipedrive, and Copper
• Conversation Intelligence Add-on includes AI call scoring, automated coaching recommendations, real-time answer assistant, talk pattern analysis, and custom keyword/topic tracking
• Revenue Intelligence Add-on delivers AI-powered deal risk alerts, automatic sales methodology tracking, pipeline inspection, forecasting reports, and AI win-loss analysis
• Scheduler & Lead Router Add-on offers group and round-robin scheduling, advanced lead routing rules, inbound form qualification, and SDR-to-AE handoff automation
• "Ask Avoma" AI Copilot gets you answers from individual meetings, across all conversations, or at the deal/account level
• Smart Playlists automatically curate call recordings based on rules for easy coaching and review
• Integration ecosystem includes native integrations with CRMs, dialers (RingCentral, Aircall, Kixie), Slack, MS Teams, Zapier, and more

Pros

• Built with sales workflows in mind, from MEDDIC scoring to deal risk alerts
• Replaces multiple point solutions (Otter + Gong + Chili Piper) with one integrated tool
• Free collaborators so view-only users (managers, marketing, CS) don't count toward your seat count
• 14-day unrestricted trial with all features including add-ons, no credit card required

Cons

• Add-on costs add up quickly, with Conversation Intelligence ($35/user/month) and Revenue Intelligence ($35/user/month) bringing total cost to ~$99-109/user/month
• Best for teams of 10+ as solo sales reps or very small teams might find better value in simpler alternatives
• Learning curve for advanced features due to the all-in-one nature
• Requires annual billing for Enterprise plan with a 10-seat minimum for SSO, HIPAA compliance, or advanced security features

Pricing

Base plans start at $29-39/user/month for unlimited transcription and CRM automation. The decision point is whether you need add-ons. Conversation Intelligence ($35/user/month) and Revenue Intelligence ($35/user/month) push costs to ~$100/user/month, but you only pay for seats that actually need these features.

For sales teams wanting Gong-level intelligence without the $100+/seat baseline, Avoma offers flexibility without overpaying for unused features.

2. Char

Char is an open-source AI notepad for meetings built for high-agency people who demand complete control over their data and AI stack. Everything is stored as plain markdown files—not in proprietary databases.

Who It's Best For

High-agency professionals across all industries—sales, consulting, healthcare, legal—who want zero lock-in, complete control over their AI stack, and free meeting notes without vendor dependency.

Key Features

• Plain markdown files stored locally, works with any tool (Obsidian, Notion, VS Code) with zero lock-in
• Your choice of AI stack including managed cloud, bring your own API keys, or run local models
• Bot-free meetings that work with all meeting platforms (Zoom, Teams, Meet, etc.) by listening to your computer's audio and microphone
• Works offline so you can take notes, record audio, and transcribe meetings without internet connectivity
• Flexible AI model options let you go local, self-host, or connect to custom AI endpoints
• Custom templates let you create and save templates for different meeting types (limited on free, unlimited on Pro)
• Chat with notes lets you query your meeting history conversationally (limited on free, unlimited on Pro)
• Calendar integration automatically detects and prepares for upcoming meetings
• Mic/Speaker identification distinguishes between your audio and system audio for one-on-one calls
• Export options include Markdown, PDF, and Rich text formats
• Open-source for full transparency and customization options

Pros

• Free forever for local transcription, BYOK, and all core features—no artificial caps or trial periods
• Zero vendor lock-in—plain markdown files, switch AI providers anytime, export files anywhere
• Works offline, perfect for field sales, remote locations, or when internet is unreliable
• Simple, distraction-free notepad interface focused purely on note-taking without sales-specific complexity
• Open-source with active development and rapid feature shipping based on user feedback

Cons

• macOS only (Sonoma 14.2 or later), requires M-series chip for best performance
• No advanced sales features like deal tracking, coaching metrics, or revenue intelligence
• Manual speaker tagging required for calls with multiple participants on one side
• Limited integrations compared to sales-specific tools (currently Obsidian and Attio)

Pricing

Char is free forever for local transcription, BYOK, and all core features. Managed cloud service is $8/month for the easiest setup.

Enterprise offers custom pricing for teams needing SSO, consent management, and admin controls.

For sales teams, Char isn't a replacement for Avoma or Sybill's deal intelligence. It's the zero-lock-in notepad for professionals who want complete control over their data and AI stack, whether you're in healthcare, consulting, sales, or any field where ownership matters.

3. Fathom

Fathom is an AI meeting assistant focused on simplicity and ease of use, offering unlimited transcription and basic summaries on its free plan. It provides sales-specific features like Deal View, CRM field sync, and AI scorecards for teams that need structured deal intelligence.

Who It's Best For

Individual sales reps or small teams (2-10 people) who want a user-friendly tool with generous free features, and sales leaders who need basic coaching metrics without enterprise complexity.

Key Features

• AI meeting summaries provide basic summaries on free plan; advanced summaries with custom frameworks on paid plans
• Deal View summarizes insights across multiple calls for a specific deal (Business plan only)
• CRM integrations auto-sync summaries and action items to HubSpot, Salesforce, Close, Pipedrive, and Copper
• CRM field sync updates custom CRM fields automatically (Business plan only)
• Ask Fathom is a conversational AI to query meeting content and generate follow-up emails
• AI scorecards & coaching metrics grade calls against sales methodologies like MEDDIC or SPICED (Business plan only)
• Clips, playlists, and search let you highlight key moments and organize recordings
• Keyword alerts notify you via email or Slack when specific topics are mentioned
• Integrations include Slack, Asana, Zapier, and native CRM connections

Pros

• Simple, intuitive interface with minimal learning curve compared to complex platforms
• Works natively with Zoom, Google Meet, and Microsoft Teams without requiring a bot
• CRM sync available even on the free plan (limited to 3 users per domain)

Cons

• CRM field sync and Deal View only available on the most expensive Business plan ($28/user/month)
• Coaching metrics and AI scorecards also locked behind the Business plan, limiting its value for sales managers on lower tiers
• Team collaboration features require at least the Team plan ($18/user/month minimum 2 users)
• Less robust conversation intelligence compared to Avoma or Gong. No talk pattern analysis, sentiment tracking, or advanced topic intelligence

Pricing

Fathom's free plan appears generous but has a catch. You get unlimited transcription, but the useful features—advanced summaries, AI action items, Ask Fathom—cap out at 5 calls per month. Most salespeople hit this limit in a week.

For real utility, you'll need Premium ($20/month) for unlimited AI features as an individual, Team ($18/month per user, 2+ users) for collaboration, or Business ($28/month per user, 2+ users) for CRM field sync and Deal View.

Also check: Fathom AI Alternatives

4. tl;dv

tl;dv is an AI meeting assistant that emphasizes multilingual support (30+ languages) and multi-meeting intelligence. It provides AI-powered sales coaching, aggregated insights across calls, and deep CRM integrations for scaling teams.

Who It's Best For

Sales teams that handle multilingual calls, sales managers who need coaching insights and multi-meeting trend analysis, and organizations wanting comprehensive intelligence across dozens of customer conversations.

Key Features

• Multi-meeting AI reports deliver aggregated insights, trends, and AI-generated reports across multiple calls to your inbox
• Sales coaching platform provides AI-driven call analysis, playbook adherence tracking, objection handling insights, and performance metrics
• AI speaker insights track talk patterns across single or multiple meetings (Business plan)
• Custom AI summary formats support MEDDIC in Japanese, Smart AI Topics in any language, or completely custom formats
• CRM automation auto-logs notes and outcomes to HubSpot, Salesforce, and other CRMs; includes deeply customizable field mapping (Business plan)
• AI follow-up emails automatically draft next-step emails based on conversation context
• Ask tl;dv AI lets you query meeting content conversationally
• AI Agents for Sales automate recurring insights like competitor mentions, feature requests, or objection tracking
• 6000+ integrations connect with virtually any tool via Zapier and native integrations

Pros

• Industry-leading multilingual capabilities with translation and summarization in 30+ languages, perfect for global sales teams
• Enterprise-grade security (SOC 2, GDPR, ISO 27001) with option for privately hosted AI
• Unlimited uploads on Pro plan for analyzing pre-recorded calls
• Pro plan at $29/month offers unlimited AI notes, making it competitive for individual reps

Cons

• Advanced features like AI speaker insights (multi-meeting), sales playbook monitoring, and deeply customizable CRM integrations require the expensive Business plan ($98/month)
• A 3.4x increase from Pro to Business plan that's hard to justify for mid-sized teams
• No CRM field sync on Pro plan; requires Business tier for custom field mapping
• Free plan's 10 AI notes per month means active sales reps will need to upgrade immediately
• Sales coaching and playbook features are only fully unlocked on Business tier

Pricing

tl;dv's free plan is useful with 10 AI meeting notes per month (vs. Fathom's 5), unlimited recordings, and full transcription.

Pro at $29/month unlocks unlimited everything and works well for individual reps or small teams.

However, sales managers needing coaching insights across multiple meetings or teams wanting custom CRM field mapping must jump to Business at $98/month, a steep increase that positions it closer to enterprise tools.

Also check: I Tested tl;dv So You Don't Have To [2025 Review]

5. Sybill

Sybill is an AI sales assistant purpose-built for account executives, functioning as a sales coordinator, personal assistant, and research analyst combined. Unlike basic notetakers, Sybill learns from every call, email, Slack message, and CRM update to automate sales busywork across the entire deal lifecycle.

Who It's Best For

Account executives managing complex B2B deals who need deal-level intelligence and automation, not just meeting transcription, plus sales managers who want coaching insights without the enterprise price tag of Gong.

Key Features

• Deal-centric AI learns from calls, emails, Slack, and CRM to build complete deal context and answer questions across all touchpoints
• Pre-meeting briefs provide automated prep with company insights, deal history, attendee LinkedIn summaries, and talking points
• Magic summaries generate AI-powered meeting summaries with outcomes, key takeaways, pain points, and next steps
• 100% CRM autofill auto-extracts and fills MEDDPICC, BANT, and up to 10 custom CRM fields (Business plan) or unlimited fields (Enterprise)
• AI follow-up emails learn your writing style and draft personalized emails 80% faster with customizable templates (Business plan)
• Ask Sybill is a conversational AI that answers deal questions, creates mutual action plans, suggests closing strategies, and performs win/loss analysis
• Deal Workspace & Pipeline provides a centralized view of all deal activity, health, risks, and next steps across your pipeline
• Behavioral AI analyzes non-verbal cues, engagement, sentiment, and intent from video calls (Business plan)
• AI tasks capture, organize, execute, and track tasks automatically across deals
• Integrations include native CRM sync (Salesforce, HubSpot), Slack, email, calendar, Zapier, and work alongside existing call recorders like Gong

Pros

• Saves 14 hours/week on sales busywork according to customer data, with 80% faster follow-ups
• 100% CRM autofill rate eliminates manual data entry completely
• Can work alongside Gong/Chorus if you already have those tools
• 14-day free trial with full access to test deal intelligence features

Cons

• Business plan required ($99/month) to unlock the features that make Sybill worth it
• More expensive than basic notetakers like Fathom or tl;dv without offering coaching analytics or revenue intelligence found in Avoma
• CRM autofill limited to 10 fields on Business plan; unlimited requires Enterprise (custom pricing)
• Newer player in the market with less brand recognition than established tools

Pricing

Sybill's pricing reflects its positioning as a deal-focused AI assistant rather than a simple notetaker. Essentials at $29/month offers basic transcription and summaries but strips out the deal intelligence features that make Sybill special.

The real value starts at Business ($99/month), which unlocks 100% CRM autofill (up to 10 fields), custom AI follow-up emails, Deal Workspace, and behavioral AI. If you need unlimited CRM field mapping or advanced integrations, Enterprise requires custom pricing.

So, Which Sales AI Notetaker Should You Actually Pick?

The answer depends on what's killing your productivity right now.

If you're spending hours updating CRM fields after every call, Sybill or Avoma will save you 10+ hours a week. If your deals span multiple languages, tl;dv is your answer. For compliance-sensitive work, Char keeps conversations on your device. If you want simplicity without a learning curve, Fathom gets the job done.

Start with the one that solves your biggest pain point today.

Wish to give Char a test run? Download it for free.