Top 10 AI Note-Taking Apps for Customer Success

In Customer Success, conversations are everything. From onboarding sessions to QBRs, renewal planning, and escalation calls, what’s said (and what’s not said) can make or break long-term relationships.

But taking notes manually during those calls? It's messy, inconsistent, and easy to lose track of. That’s where AI-powered note-taking tools come in. These platforms don’t just transcribe, they summarize, extract action items, and help CS teams stay aligned and proactive without the admin burden.

Whether you’re running a high-touch team with structured meetings or a lean team managing multiple accounts a day, here are the top AI note-taking apps built to make Customer Success workflows smoother, faster, and smarter.

1. tl;dv

tl;dv is a powerful AI notetaker designed specifically for remote meetings on Zoom and Google Meet. It records, transcribes, and summarizes customer calls automatically, making it a valuable asset for Customer Success teams who need to stay focused on conversations.

One of tl;dv’s standout features is timestamped highlights. During or after the call, CSMs can mark key moments like customer goals, objections, or product feedback with a single click.

These highlights are saved and time-linked to the video, so reviewing or sharing specific moments with internal teams takes seconds rather than hours.

The tool also allows users to tag teammates directly, assign follow-up tasks, and sync call insights with collaboration tools like Notion, Google Docs, or Slack. This is particularly useful during onboarding or implementation calls, where handoffs between Customer Success, Product, and Support teams need to be seamless.

For Customer Success Managers juggling multiple accounts, tl;dv reduces context switching. It creates searchable libraries of past calls, allowing teams to revisit customer sentiment, evolving goals, or past issues without digging through scattered notes. 

It also supports multilingual transcription, which helps when working with global customers.

Best for: Onboarding calls, QBR prep, internal handoffs, and high-volume CS meetings

 Pros:

• Timestamped highlights for fast review
• Transcripts, summaries, and shareable clips
• Easy integration with common CS and productivity tools
• Chrome extension makes it quick to start and tag during meetings

Cons:

• Native CRM integrations are limited unless you're on a paid tier
• Summary quality may vary slightly depending on audio clarity and accents

Tip for CS teams: Use tl;dv’s highlight tags consistently (e.g. “Goal,” “Risk,” “Next Step”) to create a standardized meeting review process across your team. This helps leadership quickly scan call recaps and spot trends across accounts.

2. Fireflies.ai

Fireflies.ai is a robust AI notetaker designed to support a wide range of conferencing platforms including Zoom, Google Meet, Microsoft Teams, and Webex. It automatically records meetings, transcribes them with impressive accuracy, and generates smart summaries that highlight action items, tasks, and key discussion points. 

For Customer Success teams, Fireflies offers a time-saving way to manage large volumes of calls without losing critical context.

What sets Fireflies apart is its AI-powered insight engine. After each call, the platform auto-identifies key parts of the conversation—such as questions, sentiment changes, follow-ups, and commitments—and presents them in a structured format. 

This makes it ideal for CSMs who need to prepare for their next meeting, create success plans, or follow up on customer blockers without manually parsing through entire recordings.

Fireflies also includes speaker tracking, which is particularly helpful during calls with multiple stakeholders.

One major advantage is its integration library. Fireflies connects with tools like Salesforce, HubSpot, Slack, Asana, Notion, and Monday.com, allowing CS teams to automate workflows directly from their meeting notes. For instance, a “next step” identified in a customer renewal call can automatically be pushed into a task list or CRM field for tracking.

Best for: High-volume CS teams managing onboarding, renewals, and cross-functional follow-ups, and those looking to scale with deeper integrations, analytics, and task automation.

Pros:

• Works across nearly all major meeting platforms
• Identifies tasks, questions, and sentiment automatically
• Searchable transcript library across all past calls
• Integrations with CRMs, project management, and documentation tools
• Shared folders for organizing notes by customer or segment

Cons:

• The UI can feel overwhelming initially due to the number of features
• Some features like advanced integrations and analytics are gated behind paid tiers
• Users say the speaker labelling is not always accurate

Tip for CS teams: Create shared Fireflies folders for key accounts or customer segments. This makes it easier to revisit historical conversations and surface patterns around expansion signals, recurring issues, or product feedback.

3. Fellow

Fellow is an AI-powered meeting assistant purpose-built for teams that care about structured, actionable conversations. Unlike generic transcription tools, Fellow combines real-time transcription with collaborative agendas, action tracking, and follow-up workflows. 

Fellow's AI Meeting Copilot automatically records meetings, transcribes discussions with human-level accuracy, and generates concise summaries highlighting key points, action items, and decisions. 

While most tools focus on what happens during the meeting, Fellow excels before and after, bringing structured agendas and accountability into every recurring touchpoint.

It offers a centralized library where all meeting recordings, transcripts, and notes are stored securely. With customizable access controls, teams can manage who has visibility into specific meeting content, maintaining privacy and compliance standards. 

Best for: Customer Success teams seeking an integrated solution for meeting transcription, summarization, and action tracking.

Pros:

• Real-time transcription and recording across major meeting platforms.
• AI-generated summaries with clear action items and decisions.
• Centralized storage with customizable access controls.
• Integrations with tools like Slack, Asana, and Salesforce for seamless workflow integration.

Cons:

• Some advanced features may require higher-tier subscriptions.
• Initial setup and customization might require a learning curve for new users.help.fellow.app+6fellow.app+6lifewire.com+6

Tip for CS teams: Use Fellow’s shared meeting agendas to align with your customers before every call. Inviting champions to collaborate on the agenda helps ensure meetings are relevant, focused, and customer-driven—while also reinforcing shared ownership of outcomes.

4. Fathom

Fathom is a versatile AI meeting assistant that seamlessly integrates with Zoom, Google Meet, and Microsoft Teams.

Like tl;dv, Fathom stands out for its real-time tagging and timestamping. During a customer call, you can click a button to highlight key moments like “Next Step” or “Pain Point,” and Fathom instantly bookmarks that point in the transcript. 

These highlights are stitched together into a concise summary after the call, which can be reviewed, edited, and shared with your team or even with the customer directly.

Fathom also offers AI-generated summaries and follow-up emails, streamlining post-meeting tasks. Its integration capabilities with tools like Salesforce, HubSpot, and Slack ensure that insights from meetings are seamlessly incorporated into your existing workflows.

Compared to tools which focus on comprehensive transcripts, Fathom prioritizes turning key moments into polished, ready-to-share highlights.

Best for: Customer Success teams seeking a streamlined solution for recording, transcribing, and summarizing meetings across multiple platforms.

Pros:

• Real-time tagging and timestamped highlights.
• AI-generated summaries and follow-up emails.
• Seamless integration with popular tools like Salesforce, HubSpot, and Slack.
• Supports multiple languages, enhancing global team collaboration.

Cons:

• Some advanced features may require higher-tier subscriptions.
• Limited customization options for AI-generated summaries.

Tip for CS teams: Implement a consistent tagging system during meetings (e.g., "Goals," "Risks," "Action Items") to standardize documentation and facilitate easier review and follow-up.

5. Avoma

Avoma is an end-to-end AI meeting assistant designed to enhance every stage of the customer meeting lifecycle. 

Avoma's AI-generated notes are one of its strong points, automatically extracting key insights from conversations, such as next steps, pain points, and objections. These summaries are organized into structured categories, making it easier for Customer Success Managers (CSMs) to review and share critical information with stakeholders.

Avoma also offers live bookmarking during meetings, allowing users to highlight important moments without disrupting the flow of conversation. Post-meeting, these bookmarks are linked to specific timestamps in the recording and transcript, facilitating quick access to relevant sections.

For teams seeking to improve internal collaboration, Avoma's augmented notes feature enables users to add context or clarify AI-generated summaries, ensuring that all nuances of customer interactions are accurately captured. 

Integration is another area where Avoma excels. It seamlessly connects with popular CRM systems like Salesforce and HubSpot, automatically syncing meeting notes and action items to the appropriate records.

Best for: CS teams with complex workflows, and those aiming to streamline meeting workflows, enhance collaboration, and maintain comprehensive records of customer interactions.

Pros:

• AI-generated summaries with structured insights.
• Live bookmarking for real-time note-taking.
• Augmented notes for enhanced context.
• Seamless CRM integrations for automatic data syncing.
• Multi-language transcription support.

Cons:

• Some advanced features may require higher-tier subscriptions.
• The breadth of features may necessitate a learning curve for new users.
• As it is a newer tool, some users have encountered minor bugs.

Tip for CS teams: Utilize Avoma's keyword tracking to monitor recurring themes in customer conversations, such as feature requests or common challenges. This data can inform product development and help prioritize enhancements that align with customer needs.

6. Otter.ai

Otter.ai is one of the most established AI transcription tools on the market, known for its real-time meeting capture and easy-to-navigate summaries. 

Otter.ai supports meetings across Zoom, Microsoft Teams, and Google Meet, and can automatically join scheduled calls using its OtterPilot feature. Once the meeting begins, it starts recording, transcribing speech in real time, and saving any slides shared on screen. 

After the meeting, Otter generates a summary that highlights key discussion points and action items. While the summaries are not as tailored or structured as some newer tools, they’re clear, quick to review, and searchable by keyword. 

CSMs can also highlight important transcript sections, tag teammates, or add comments and clarifications. This makes it easier to loop in product, support, or leadership without writing a recap from scratch.

While other tools shine in formatting and speed, Otter’s strength lies in its consistency and multi-platform support, especially for hybrid teams. 

The multi-platform support and availability via desktop or mobile app make it useful for CSMs who are on the move or supporting global customers. While it may lack deeper analytics or AI coaching features, its transcription and collaboration features are more than sufficient for most day-to-day CS workflows.

Best for: CS teams looking for dependable transcription, easy collaboration, and accessible post-call documentation across multiple meeting platforms

 Pros:

• Works with Zoom, Google Meet, and Microsoft Teams
• Transcribes and summarizes meetings in real time
• OtterPilot can auto-join and record meetings on your behalf
• Transcripts are searchable, shareable, and editable
• Available as a mobile app for notes on the go

Cons:

• Summaries are basic compared to some CS-focused tools
• Accuracy can dip slightly with strong accents or poor audio
• More advanced collaboration features require paid plans

Tip for CS teams: Set up OtterPilot to automatically join recurring customer calls. This ensures that no insights are missed, even if you're double-booked, and gives you a consistent record of every conversation for future reference.

7. Notion AI

Notion has evolved into a comprehensive meeting assistant, now featuring ‘AI Meeting Notes’: a tool that transcribes, summarizes, and organizes meetings directly within your Notion workspace. For Customer Success teams, this means that Notion can serve as both your call notetaker and your central hub for managing follow-ups, success plans, and internal visibility. 

Notion AI can transcribe meetings across platforms like Zoom, Google Meet, and Microsoft Teams. Unlike dedicated notetaking apps that focus solely on transcription, Notion immediately integrates the results into your broader workflow..

What makes Notion particularly powerful for Customer Success is how well it connects meeting notes to other parts of your CS operation. 

Notes from an onboarding call can be linked to the customer’s success plan. A QBR conversation can update an executive-facing dashboard. A renewal conversation’s next steps can be tracked in a task board.

Notion also shines in standardization. You can templatize note structures for different types of CS calls, like onboarding, product check-ins, escalations, and renewals, and use AI to automatically fill in key details after each meeting. This makes your post-call process not just faster, but more consistent across your team.

Best for: CS teams who want transcription and notes fully embedded into their customer workspaces and processes

 Pros:

• Native meeting transcription across major video platforms
• Smart summaries with auto-extracted action items and decisions
• Tight integration with task boards, databases, and project trackers
• Ability to templatize note structures by meeting type
• Supports multilingual transcription for global CS teams
• Eliminates the need for toggling between notetaking and workflow tools

Cons:

• Desktop-only support at launch (mobile and web versions may lag)
• No speaker labeling or advanced voice analytics (yet)
• Audio transcription depends on local machine settings and can be inconsistent in noisy environments

Tip for CS teams: Use Notion AI to build a connected success workspace by linking meeting notes directly to account dashboards, support issues, and success plans. Over time, this creates a living record of customer interactions that’s searchable, shareable, and strategically valuable across departments.

8. Supernormal

Supernormal is a lightweight but highly effective AI meeting assistant that is built with simplicity and speed in mind.

For Customer Success teams, Supernormal is particularly helpful when time is tight and calls are frequent. It requires virtually no setup, and the output is immediately usable, providing summaries of the conversation, decisions made, and action items with context and clarity. 

Unlike bulkier tools that may require configuring templates or tagging mid-call, Supernormal delivers a clean summary right after your meeting ends, which can be shared internally or with the customer with minimal editing.

What sets Supernormal apart is its emphasis on high-quality, ready-to-share output. The summaries are structured in a narrative format that feels more professional than raw transcript dumps, making it easier for CSMs to communicate progress and decisions to executives, product managers, or customers themselves. 

It also supports automatic syncing with tools like Notion, Google Docs, and HubSpot, so Customer Success teams can automatically archive notes and push key details to their CRM.

Supernormal is ideal for CSMs who want a reliable AI assistant that gets the job done with minimal friction. It’s particularly well suited for low-touch or mid-touch CS teams who want to improve documentation without adding complexity.

Best for: Fast, high-quality call summaries with minimal setup or training 

Pros:

• Lightweight, quick, and easy to use
• Clean, professional summary formatting
• Can share notes instantly with internal or external stakeholders
• Integrates with productivity tools like Google Docs and HubSpot
• Free plan available with generous limits

Cons:

• Less customization than more complex tools 
• Limited advanced analytics or trend reporting features
• Best suited for teams with straightforward note-taking needs

Tip for CS teams: Use Supernormal’s instant summaries to create a shared “Customer Decision Log.” After each call, drop the summary into a central location your team can access. Over time, this becomes a lightweight but powerful source of truth for what was agreed, promised, or escalated, especially useful when customers change champions or when internal handoffs occur.

9. Sembly AI

Sembly AI is a sophisticated AI meeting assistant built for teams that need deep insights and structured documentation across multiple customer interactions. 

It goes beyond basic transcription by offering powerful features like keyword detection, sentiment tracking, and conversation intelligence. This makes it well-suited for Customer Success teams managing complex accounts or working across large portfolios.

What really sets Sembly apart is its focus on analytics. Customer Success Managers can search across all meeting transcripts for specific phrases, track customer concerns over time, or flag mentions of key risks like “budget” or “competitor.”

For CS leaders, Sembly provides aggregated insights across accounts. You can see which topics are trending, which customers have the most unresolved action items, or where sentiment is declining. This makes it a strong fit for mid-to-large CS organizations that want more than just documentation. 

Sembly also offers speaker identification, multi-language support, and team-based folders for organizing content by customer or lifecycle stage. Its integrations with platforms like Slack, Salesforce, and Monday.com help sync meeting outcomes with your existing workflows.

While some other complex tools on this list focus on operational automation, Sembly goes deeper into pattern recognition and sentiment analytics; this makes it ideal for CS leaders managing at scale.

Best for: CS teams focused on trend analysis, risk detection, and managing complex or high-touch accounts

Pros:

• Advanced meeting summaries with sentiment and keyword tagging
• Searchable transcript library across all customer conversations
• Speaker identification and multi-language transcription
• Aggregated insights for CS leadership and team reviews
• Good balance between usability and analytical depth

Cons:

• Interface can feel less modern compared to newer tools
• Summary readability can vary depending on speaker clarity
• More features than some teams may need, which can add complexity

Tip for CS teams: Use Sembly’s keyword and sentiment tracking to build early warning signals for churn. For example, set up alerts for when customers mention terms like “switching,” “budget,” or “frustrated” to proactively flag at-risk accounts before issues escalate.

10. Krisp

Krisp has long been known for its AI-powered noise cancellation, but it has expanded into the AI meeting assistant space, offering transcription, recording, and automatic summarization. 

What makes Krisps distinct is its dual focus on audio quality and meeting intelligence, giving Customer Success teams both cleaner calls and usable post-call insights, all in one lightweight package.

Its real-time noise cancellation, voice enhancement, and filler word removal significantly improve both the live call experience and the accuracy of downstream transcripts and summaries. This is especially valuable in hybrid or remote settings where customers may be calling in from suboptimal environments.

Another differentiator is Krisp’s speaker analytics. You can view talk-time stats, interruption patterns, and silence durations. This can be useful data for CS leaders who want to coach team members on better meeting dynamics, especially in strategic calls like renewals or escalations.

Best for: CS teams that value audio clarity as much as documentation, and want fast, clean, no-fuss summaries of every customer interaction

‍Pros:

• Industry-leading AI noise cancellation and voice enhancement
• Transcription and summarization built directly on top of enhanced audio
• Short, actionable meeting summaries with key points and decisions
• Call analytics like talk time and interruptions for coaching and QA
• Works across all major conferencing tools without needing to invite a bot

Cons:

• Requires downloading and running a desktop app to access full functionality
• Lacks deeper integrations with platforms like Asana
• No live collaboration or tagging features during the meeting
• Lacks playbook-style meeting templates

Tip for CS teams: Use Krisp for your most important strategic customer calls—renewals, escalations, and onboarding kickoffs—where poor audio or a missed point could cost you the relationship. 

Conclusion

Every CS team has a different rhythm. The right AI note-taking tool depends on the way your team works.

For plug-and-play speed, choose tl;dv, Supernormal, or Fathom. For structured collaboration, Fellow and Notion shine. Need deep integrations or analytics? Fireflies, Avoma, and Sembly lead the way. And if you care about pristine audio quality, Krisp is your best bet.

These tools help you capture what was said, but sometimes, CS teams need help knowing what to do next. That’s where Meeting Insights by Velaris can help. This feature analyzes existing transcripts using AI to surface the exact signals and next steps CS teams need, such as risks, feature requests, or action items.

It's a powerful layer that complements any of the tools in this list, helping Customer Success teams move from insight to action faster. You can book a demo with Velaris to learn more about this feature.

Whichever tool you choose, the goal remains the same: spend less time taking notes and more time acting on what matters.