Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Mentalyc: Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals. 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 Mentalyc when documenting psychiatric and assessment notes such as mse and biopsychosocial assessments matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals.
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
Mentalyc is an AI documentation platform built for therapists, counselors, psychiatrists, PMHNPs, social workers, and other behavioral health professionals. It captures sessions in several ways: recording telehealth or in-person sessions with client consent, uploading an audio file, dictating a recap, or typing a short summary. The session audio is transcribed, and according to the company audio is processed and deleted while transcripts are stripped of identifying details. From this input it auto-generates clinical notes in multiple formats, including SOAP, DAP, BIRP, GIRP, PIRP, PIE, intake notes, MSE, biopsychosocial assessments, and supervision/consultation notes. Beyond notes, it produces treatment plans with measurable goals and tracks client progress over time. Mentalyc is web-based and accessed through a browser after signup, and it can sync with EHR systems such as SimplePractice, TherapyNotes, and Jane App or run as a standalone tool. It states it is HIPAA and SOC 2 compliant and does not use customer data to train AI models.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Mentalyc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Mentalyc |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Transcribes recorded, uploaded, dictated, or typed sessions into structured notes |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Generates multiple note formats (SOAP, DAP, BIRP, GIRP, PIRP, PIE, MSE, intake, supervision) |
| Team usage | Pre-call preparation briefs before meetings | Automated treatment plans with measurable goals |
| Integrations | Deal scoring based on actual call performance | Progress tracking across sessions without client questionnaires |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | EHR integrations with SimplePractice, TherapyNotes, and Jane App |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | HIPAA and SOC 2 compliant with audio deleted after processing and de-identified transcripts |
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.
Mentalyc
Choose Mentalyc if you need generating progress notes from recorded or in-person therapy sessions — strengths include purpose-built for mental health documentation with many clinical note formats.
Coach Pilot
Mentalyc
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Mentalyc is strong for generating progress notes from recorded or in-person therapy sessions. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Mentalyc 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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