CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CleverX when running ai-moderated user interviews at scale with automatic transcription 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.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
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
CleverX 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 | CleverX | Coach Pilot |
|---|---|---|
| Core capability | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups | Real-time in-call coaching via the Ricavi AI agent |
| Standout feature | Auto-transcription and real-time transcription of interview sessions | Automatic call recording, transcription, and CRM syncing |
| Team usage | AI highlight reels that generate chapter-based clips from each interview | Pre-call preparation briefs before meetings |
| Integrations | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams | Deal scoring based on actual call performance |
| Languages & capture | Participant recruitment from a large pool of verified professionals | AI-generated forecasts from call evidence and deal-health metrics |
| Best-fit workflow | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV | Drafted follow-up emails and post-call summaries |
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
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.
CleverX
Coach Pilot
It depends on your workflow. CleverX is strong for running ai-moderated user interviews at scale with automatic transcription, while Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology. Both transcribe and summarize meetings.
CleverX 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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