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. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cirrus Insight when recording, transcribing, and summarizing sales calls and customer 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.
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.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Cirrus Insight is a Salesforce-centric sales productivity platform that pairs CRM email/calendar sync and sales-acceleration tools with a Conversation Intelligence and Meeting AI capability aimed at customer-facing teams. Its meeting bot sits in calls as an attendee, captures video, transcribes conversations word-for-word in real time, and produces post-meeting insights, draft follow-up emails, and suggested next steps. It also offers pre-meeting briefs that pull attendee and company context from sources like Salesforce, public web data, and third-party datasets (the separate Meeting AI feature focuses specifically on this pre-meeting research), plus live in-meeting coaching and answers on the fly. Captured contacts, conversations, and company data are written back automatically to Salesforce, which is the platform's primary integration; it also works alongside Gmail and Outlook inboxes. Because recording and transcription are delivered as part of a broader sales/CRM suite rather than a standalone notetaker, it best fits teams already standardized on Salesforce. The company says it serves 50,000+ customer-facing teams. Pricing is modular and quote-based: seats can be purchased per feature, no public dollar figures or named tiers are listed, and a survey or demo is required for exact figures.
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
Cirrus Insight is a free tier with paid upgrades (paid); Coach Pilot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cirrus Insight | Coach Pilot |
|---|---|---|
| Core capability | Meeting bot with call recording & real-time transcription | Real-time in-call coaching via the Ricavi AI agent |
| Standout feature | Post-meeting insights, follow-up drafts & next steps | Automatic call recording, transcription, and CRM syncing |
| Team usage | Pre-meeting AI briefs (Meeting AI) | Pre-call preparation briefs before meetings |
| Integrations | Live in-meeting coaching | Deal scoring based on actual call performance |
| Languages & capture | Automatic Salesforce sync | AI-generated forecasts from call evidence and deal-health metrics |
| Best-fit workflow | Meeting bot with call recording & real-time transcription | Drafted follow-up emails and post-call summaries |
Cirrus Insight
Choose Cirrus Insight if you need recording, transcribing, and summarizing sales calls and customer meetings — strengths include bot joins calls as an attendee, captures video, and transcribes word-for-word in real time, then surfaces post-meeting insights, draft follow-ups, and next steps.
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.
Cirrus Insight
Coach Pilot
It depends on your workflow. Cirrus Insight is strong for recording, transcribing, and summarizing sales calls and customer meetings, while Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology. Both transcribe and summarize meetings.
Cirrus Insight is a free tier with paid upgrades and Coach Pilot is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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