The best AI note taker for sales calls captures real-time transcripts, extracts objections and next steps, and automatically syncs deal context to your CRM. Tactiq does this without a bot joining your call, making it a strong fit for client-facing sales teams.

Yes. Tactiq offers a free plan with 10 transcripts and 5 AI credits per month. No credit card required. It includes real-time transcription, AI summaries, and action item extraction across Google Meet, Zoom, and Microsoft Teams.

Most paid AI note takers integrate with Salesforce and HubSpot, but the depth varies. Some use native integrations that push structured data directly to contact and deal records. Others route through Zapier, which adds a dependency that can break quietly.

After a call ends, the tool generates a summary and pushes it to the relevant CRM record via a configured workflow or native integration. Tactiq's AI Workflows let you define exactly what gets sent (meeting notes, action items, or summaries) and automatically map them to the right HubSpot contact.

Yes. Tactiq runs as a Chrome extension and never joins your call as a visible participant. It captures transcripts directly in your browser, so your prospect only ever sees you on the call.