Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cleft Notes when capturing post-meeting recaps and action items by voice matters most, and Coach Pilot when automating post-call crm updates, summaries, and follow-up emails matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Cleft Notes is an AI-powered voice-note app that captures spoken thoughts, meeting recaps, and other audio and converts them into structured, readable notes. Users record by speaking, and the app transcribes the audio and reshapes it into organized output, offering formats such as bulleted and headed notes, flowing paragraphs without bullets, or a cleaned-up verbatim transcript. It performs transcription on-device, which allows it to work offline and supports a privacy-focused approach, with encrypted cloud sync and local file storage that users control. Cleft integrates with a range of productivity tools, including Notion, Apple Notes, Obsidian, Todoist, and automation via Zapier, so notes can flow into existing workflows. The app is available across the Apple ecosystem, including iPhone, iPad, Mac, Apple Watch, and CarPlay, making it convenient to capture thoughts hands-free. While it is broadly a voice-to-notes tool, it is commonly used to capture meeting summaries and post-meeting recaps, and it is aimed at professionals and individuals who think out loud and want spoken input turned into well-formatted notes rather than raw recordings. Pricing varies by plan. Check the official website for current pricing.
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
Cleft Notes is a free tier with paid upgrades (freemium); Coach Pilot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cleft Notes | Coach Pilot |
|---|---|---|
| Core capability | On-device transcription that works offline | Real-time in-call coaching via the Ricavi AI agent |
| Standout feature | Multiple output formats: organized, no-bullets, or verbatim | Automatic call recording, transcription, and CRM syncing |
| Team usage | Encrypted cloud sync with user-controlled local storage | Pre-call preparation briefs before meetings |
| Integrations | Integrations with Notion, Apple Notes, Obsidian, Todoist, and Zapier | Deal scoring based on actual call performance |
| Languages & capture | Available on iPhone, iPad, Mac, Apple Watch, and CarPlay | AI-generated forecasts from call evidence and deal-health metrics |
| Best-fit workflow | Hands-free voice capture of thoughts and meeting recaps | Drafted follow-up emails and post-call summaries |
Cleft Notes
Choose Cleft Notes if you need capturing post-meeting recaps and action items by voice — strengths include on-device transcription enables offline use and privacy.
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.
Cleft Notes
Coach Pilot
It depends on your workflow. Cleft Notes is strong for capturing post-meeting recaps and action items by voice, while Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology. Both transcribe and summarize meetings.
Cleft Notes 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Cleft Notes and Coach Pilot.
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