Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Note67: A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models. 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 Note67 when capturing meeting notes where data cannot leave the device for compliance reasons 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.
A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models.
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
Note67 is a privacy-focused, local-first meeting notes assistant for desktop. It captures meeting audio, transcribes it on-device using Whisper, and produces AI-generated summaries through locally run language models via Ollama, so audio and transcripts can remain on the user's machine rather than being sent to the cloud. The app captures both microphone and system audio, and it works to separate the user's own voice from other meeting participants. It is built as a native desktop application using a Rust and Tauri foundation with a React and TypeScript front end, and an associated open-source repository is published on GitHub. Note67 is positioned for people who handle confidential conversations and have compliance or privacy constraints, such as consultants, legal professionals, and healthcare workers, as well as anyone who prefers not to rely on cloud transcription services. It supports recent versions of macOS and Windows. Because processing happens locally, the product emphasizes operating without mandatory accounts or subscriptions and keeping meeting data on the device. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Note67 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Note67 |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Local on-device transcription using Whisper |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI summaries generated by local language models via Ollama |
| Team usage | Pre-call preparation briefs before meetings | Captures both microphone and system audio |
| Integrations | Deal scoring based on actual call performance | Separates the user's voice from other meeting participants |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Native desktop app for macOS and Windows |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Privacy-first design that keeps audio on the device |
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.
Note67
Choose Note67 if you need recording and summarizing confidential client or internal meetings — strengths include local processing keeps meeting audio and transcripts on the user's machine.
Coach Pilot
Note67
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Note67 is strong for recording and summarizing confidential client or internal meetings. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Note67 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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