Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. 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 Coach Pilot when coaching reps live during sales calls to keep them on methodology matters most, and Goelo when producing methodology-aligned summaries for sales reviews matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries.
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
Goelo is an AI conversational intelligence platform for sales teams that records, transcribes, and summarizes customer meetings, then uses that information to automatically populate CRM data. Its workflow centers on three steps: call, click, and sync, designed to move information from a sales conversation into the CRM with minimal manual effort. Goelo's AI assistant joins meetings across video conferencing platforms such as Zoom, Google Meet, and Microsoft Teams, and produces structured summaries that capture elements like the introduction, key insights, important numbers, and next steps, with support for common sales methodologies including MEDDIC, BANT, and SPICED. By analyzing conversations throughout the sales cycle, it can keep customer records updated automatically, addressing the common problem of incomplete or out-of-date CRM data. Goelo integrates with workspace tools like Google Workspace and Microsoft 365 and with Salesforce as a primary CRM integration for auto-filling fields. The platform is aimed at sales teams and revenue organizations that want to reduce time spent on post-call administration, improve CRM data quality, and keep summaries aligned with their chosen sales framework so reps can focus more on selling. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Goelo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Goelo |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | AI assistant that records and transcribes sales meetings |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Automatic CRM data population from conversations |
| Team usage | Pre-call preparation briefs before meetings | Structured summaries covering insights, key numbers, and next steps |
| Integrations | Deal scoring based on actual call performance | Support for MEDDIC, BANT, and SPICED sales methodologies |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Works with Zoom, Google Meet, and Microsoft Teams |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Integrations with Salesforce, Google Workspace, and Microsoft 365 |
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.
Goelo
Choose Goelo if you need automatically updating crm records after sales calls — strengths include streamlines moving meeting data into the crm with minimal manual entry.
Coach Pilot
Goelo
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Goelo is strong for automatically updating crm records after sales calls. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Goelo 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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