Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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 Mili when automatically syncing meeting summaries and tasks into an advisor crm 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.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the 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
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Mili |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Pre-call preparation briefs before meetings | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Deal scoring based on actual call performance | Custom note and action-item formats for advisory workflows |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Additional agents for scheduling, onboarding, prospecting, and compliance |
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.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Coach Pilot
Mili
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Mili 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.
More head-to-head comparisons involving Coach Pilot and Mili.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Below, they line up on price, capture method, and how each fits a real meeting stack.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. The right pick comes down to team size, budget, and the workflows you want to automate.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence This comparison weighs them on pricing, features, and everyday workflow fit.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Below, they line up on price, capture method, and how each fits a real meeting stack.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. This comparison weighs them on pricing, features, and everyday workflow fit.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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.