Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Omnito: A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM. 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 Omnito when sales and service reps automating pre-call prep and post-call follow-ups 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.
A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups 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
Omnito is an AI-powered customer engagement platform that grew out of SUMO Scheduler, a long-standing Salesforce-native scheduling product, which rebranded to Omnito as it expanded beyond booking. The platform unifies scheduling, live chat, AI meeting intelligence, and omni-channel messaging, with its AI Notetaker as a central meeting capability. The Notetaker joins meetings on Zoom, Google Meet, and Microsoft Teams, then captures recordings, transcribes the conversation, generates summaries, and detects action items, pushing the outcomes directly into CRM records. Omnito offers a native Salesforce integration for teams needing deeper CRM workflow alignment, and it also states compatibility with other CRMs such as HubSpot and Microsoft Dynamics. Beyond note-taking, Omnito for Agentforce automates pre-call planning, note-taking, and post-call actions natively in Salesforce, and the platform includes engagement tools like an omni-channel shared inbox for chat, email, and SMS. By combining meeting capture and summarization with scheduling and follow-up automation inside the CRM, Omnito targets sales, support, and service professionals who want conversation notes, next-best actions, and contextual follow-ups handled within their existing Salesforce environment rather than in a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Omnito is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Omnito |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Recording, transcription, summaries, and action-item detection |
| Team usage | Pre-call preparation briefs before meetings | Native Salesforce integration with notes and follow-ups pushed into the CRM |
| Integrations | Deal scoring based on actual call performance | Pre-call planning and post-call actions via Omnito for Agentforce |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Stated compatibility with other CRMs such as HubSpot and Microsoft Dynamics |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Combined scheduling, live chat, and omni-channel messaging in one platform |
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.
Omnito
Choose Omnito if you need salesforce teams logging meeting transcripts and summaries directly to records — strengths include deep salesforce-native integration keeps notes inside the crm.
Coach Pilot
Omnito
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Omnito is strong for salesforce teams logging meeting transcripts and summaries directly to records. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Omnito is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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