Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Coach Pilot when coaching reps live during sales calls to keep them on methodology matters most, and CraftNote when capturing in-person conversations and converting them into structured notes matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms.
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
CraftNote is an AI-powered meeting assistant available on the web, iOS, and Android that captures, transcribes, and analyzes conversations in real time and converts them into organized notes. It generates structured summaries suited to follow-ups and action items, identifies speakers, and supports a wide range of languages with automatic detection. A meeting bot can join calls on platforms including Google Meet, Zoom, Microsoft Teams, Slack Huddles, Webex, and Discord to capture full transcripts and summaries automatically, and the browser-based app lets users record, transcribe, and summarize without a download while syncing across phone and tablet. CraftNote also offers customizable note templates such as to-do lists, minutes, and executive briefs, an AI chat interface for querying recorded content, and export options including PDF, DOCX, and shareable links. The app is developed by Joyolabs and became available on Google Play in mid-2025. It is positioned for busy professionals who want meeting documentation handled automatically across both online calls and in-person conversations, with encrypted storage and privacy protections for stored content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); CraftNote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | CraftNote |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Real-time transcription and AI-generated summaries |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Meeting bot for Google Meet, Zoom, Microsoft Teams, Webex, Slack Huddles, and Discord |
| Team usage | Pre-call preparation briefs before meetings | Speaker identification and multi-language support with auto-detection |
| Integrations | Deal scoring based on actual call performance | Customizable note templates such as minutes, to-do lists, and executive briefs |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | AI chat for querying recorded content |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Export to PDF and DOCX and shareable links; web, iOS, and Android apps |
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.
CraftNote
Choose CraftNote if you need automatically transcribing and summarizing online meetings across multiple platforms — strengths include works across web, ios, and android with cross-device sync.
Coach Pilot
CraftNote
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while CraftNote is strong for automatically transcribing and summarizing online meetings across multiple platforms. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and CraftNote is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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