Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Momentum: AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows. Below, they line up on price, capture method, and how each fits a real meeting stack.
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 Momentum when revops and leaders generating pipeline and forecast insights matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows.
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
Momentum is an AI conversation intelligence and revenue orchestration platform that records, transcribes and analyzes sales and customer-success calls to turn unstructured conversations into structured, actionable data. After calls, it generates AI summaries and notes and extracts key signals, then uses agent-style automations to handle downstream work such as updating Salesforce fields, advancing pipeline stages and generating call notes so reps spend less time on manual data entry. The platform is organized around purpose-built agents, including a deal execution agent for post-call CRM updates, a customer retention agent that surfaces churn signals and sentiment from conversations, a revenue-leadership agent that produces executive briefings and pipeline insights, and a coaching agent that offers call-based coaching recommendations. Momentum integrates deeply with Salesforce, connects to Slack for real-time deal notifications and deal rooms, and can sync data into warehouses such as Snowflake for analysis. It also offers botless recording for Google Meet, capturing calls without adding a visible participant. Momentum is aimed at sales representatives, customer success managers, sales managers, RevOps teams and revenue leaders who want conversation data to flow automatically into their CRM and reporting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Momentum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Momentum |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Records, transcribes and analyzes sales and CS calls |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI summaries and automatic call notes |
| Team usage | Pre-call preparation briefs before meetings | Automated Salesforce field and pipeline updates |
| Integrations | Deal scoring based on actual call performance | Purpose-built agents for deal execution, retention, coaching and leadership insights |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Slack integration for deal notifications and deal rooms |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Botless Google Meet recording and data warehouse sync |
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.
Momentum
Choose Momentum if you need sales reps automating crm updates from call content — strengths include deep salesforce automation reduces manual crm data entry.
Coach Pilot
Momentum
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Momentum is strong for sales reps automating crm updates from call content. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Momentum 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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