Circleback: AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Circleback when automatically capturing notes and action items so attendees can stay focused in meetings matters most, and Coach Pilot when automating post-call crm updates, summaries, and follow-up emails matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Circleback is a Y Combinator-backed AI meeting assistant that captures, transcribes, and organizes conversations automatically. It works with Zoom, Google Meet, Microsoft Teams, Webex, GoTo, Slack huddles, and in-person meetings, and offers a botless option via its desktop app for those who prefer not to send a bot into calls. After each meeting it produces structured notes, identifies and auto-assigns action items, and provides searchable transcripts with speaker identification across 100+ languages. AI-driven automations and "Insights" can push data into connected tools and answer questions across past meetings. Integrations include Gmail, Outlook, Slack, Google Calendar, HubSpot, Salesforce, Attio, Zoho, Linear, Notion, Monday, Zapier, and Make, plus developer access through MCP, a CLI, and webhooks. Circleback states SOC 2, GDPR, EU-US DPF, and HIPAA compliance, and offers mobile and desktop apps. New users can try it free before subscribing.
Best suited for
Coach Pilot is an AI sales coaching and conversation-intelligence platform built around an AI agent called Ricavi that joins sales calls and works during and after the conversation. During calls, Ricavi provides live sidebar guidance that tracks methodology compliance and objection handling, acting as a real-time coach for the rep. The platform captures calls automatically with recording, transcription, and CRM syncing, and it can draft follow-up emails and post-call summaries within minutes. Beyond meeting notes, Coach Pilot scores every deal based on actual call performance rather than rep-entered notes, and it builds AI-generated forecasts using call evidence and deal-health metrics. It also generates pre-call preparation briefs ahead of meetings so reps walk in informed. Coach Pilot supports a range of recognized sales methodologies including MEDDIC, BANT, and SPIN Selling, and it integrates with common tools such as Gmail, Outlook, Salesforce, HubSpot, and Zoom. The product positions itself around in-call real-time coaching rather than purely post-call analysis, and it is an active, operating product with login access, demo bookings, and customer testimonials. It is well suited to revenue teams that want coaching, CRM automation, and forecasting tied directly to recorded conversations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Circleback is from $20.83/mo (paid); Coach Pilot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Circleback | Coach Pilot |
|---|---|---|
| Core capability | AI meeting notes | Real-time in-call coaching via the Ricavi AI agent |
| Standout feature | Action item tracking | Automatic call recording, transcription, and CRM syncing |
| Team usage | Multi-language transcription | Pre-call preparation briefs before meetings |
| Integrations | AI search across meetings | Deal scoring based on actual call performance |
| Languages & capture | Workflow automations | AI-generated forecasts from call evidence and deal-health metrics |
| Best-fit workflow | AI meeting notes | Drafted follow-up emails and post-call summaries |
Circleback
Choose Circleback if you need automatically capturing notes and action items so attendees can stay focused in meetings — strengths include works across zoom, google meet, microsoft teams, webex, goto, slack huddles, and in-person meetings.
Coach Pilot
Choose Coach Pilot if you need coaching reps live during sales calls to keep them on methodology — strengths include combines live coaching, conversation intelligence, and forecasting in one tool.
Circleback
Coach Pilot
It depends on your workflow. Circleback is strong for automatically capturing notes and action items so attendees can stay focused in meetings, while Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology. Both transcribe and summarize meetings.
Circleback is from $20.83/mo and Coach Pilot is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Circleback and Coach Pilot.
Circleback is automation-first (it triggers CRM, Linear and Slack actions); Granola is a bot-free personal notepad. Automation versus privacy.
Circleback: AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls. Cirrus Insight: Salesforce-focused sales productivity platform whose Conversation Intelligence module records meetings, transcribes them word-for-word in real time, and auto-generates summaries and next steps synced to CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
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