Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. HubSpot Meeting Notetaker: HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
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 HubSpot Meeting Notetaker when capturing service calls against the relevant contact in hubspot 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.
HubSpot's native Meeting Notetaker joins sales and customer calls to record, transcribe, and summarize them, logging everything to the HubSpot CRM.
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
HubSpot Meeting Notetaker is a meeting-capture feature built into HubSpot's Sales Hub and Service Hub, designed for revenue and customer-facing teams that run their pipeline and contacts inside HubSpot. The Notetaker automatically joins eligible meetings booked through connected calendars or HubSpot scheduling pages on Google Meet, Microsoft Teams, or Zoom, announcing its presence and recording the call. After the meeting, it produces a video recording, a transcript using automatic language detection, an AI-generated summary, and suggested next steps. Its central advantage is the CRM tie-in: when a meeting ends, the Notetaker creates a call object in HubSpot and associates it with the corresponding contact, company, or deal, so the recording, transcript, and summary appear directly on the relevant CRM records without manual logging. Meetings become eligible when stored in HubSpot with at least one external CRM contact attending. Recordings are retained for a defined period. The feature is aimed at sales and service teams that want call documentation and follow-ups captured automatically against their CRM data rather than in a standalone notetaking app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); HubSpot Meeting Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | HubSpot Meeting Notetaker |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Auto-joins meetings on Google Meet, Microsoft Teams, and Zoom |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Video recording, transcript, and AI summary of each call |
| Team usage | Pre-call preparation briefs before meetings | Automatic language detection for transcription |
| Integrations | Deal scoring based on actual call performance | Suggested next steps after the meeting |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Creates a call object logged to the relevant CRM contact, company, or deal |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Joins meetings booked through connected calendars and scheduling pages |
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.
HubSpot Meeting Notetaker
Choose HubSpot Meeting Notetaker if you need automatically logging sales call recordings and summaries to hubspot deals — strengths include logs recordings, transcripts, and summaries straight onto crm records.
Coach Pilot
HubSpot Meeting Notetaker
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while HubSpot Meeting Notetaker is strong for automatically logging sales call recordings and summaries to hubspot deals. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and HubSpot Meeting Notetaker is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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