Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Lindy: AI assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks. 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 Lindy when automating follow-up emails and crm updates after meetings 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 assistant that joins calls to record, transcribe, and summarize meetings and run follow-up tasks.
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
Lindy is an AI assistant platform whose meeting notetaker joins video calls to record, transcribe, and summarize conversations, and then automate follow-up work. For meetings, Lindy connects to Zoom, Google Meet, and Microsoft Teams, captures the call, transcribes the discussion in real time, and produces summaries with action items, along with searchable transcripts for later reference. What distinguishes Lindy from a standalone notetaker is that it is part of a broader AI assistant and automation system: after a meeting it can use the transcript to draft follow-up emails, update a CRM, schedule the next meeting, and trigger other workflows across connected apps such as Gmail, Slack, and calendar tools. Users can configure the meeting notetaker from a template and extend it with custom automations. Lindy is aimed at professionals and teams who want their meeting recordings and notes to flow directly into downstream tasks, particularly sales, customer-facing, and operations roles that rely heavily on post-meeting actions and tooling integrations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Lindy is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Lindy |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Real-time transcription with summaries and action items |
| Team usage | Pre-call preparation briefs before meetings | Searchable transcripts of past meetings |
| Integrations | Deal scoring based on actual call performance | Post-meeting automations such as drafting emails and updating a CRM |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Integrations with apps like Gmail, Slack, and calendars |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Joins Zoom, Google Meet, and Microsoft Teams to record meetings |
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.
Lindy
Choose Lindy if you need capturing and summarizing sales and client calls — strengths include connects meeting notes directly to follow-up tasks and workflows.
Coach Pilot
Lindy
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Lindy is strong for capturing and summarizing sales and client calls. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Lindy 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.
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