Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. OpenOats: Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time. 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 OpenOats when privately transcribing meetings on a mac without sending audio to the cloud 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.
Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time.
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
OpenOats is an open-source macOS meeting note-taker, created by Yazin Akkawi (the project was previously named OpenGranola before being renamed), that sits alongside your calls and both transcribes the conversation and helps you contribute to it. It captures both sides of a meeting and transcribes audio locally on Apple Silicon so audio never leaves the device, while in real time it searches your own markdown or plain-text knowledge base to surface relevant talking points and things worth saying during the discussion. The application window is hidden from screen sharing by default, which lets it stay private during video calls, and transcripts and session logs are auto-saved locally. OpenOats supports both fully local operation through Ollama and cloud providers such as OpenRouter and Voyage AI, so users can choose between complete offline privacy and hosted models. It is written primarily in Swift, distributed under the MIT license, and actively maintained with very frequent releases. The project documents itself at openoats.com and targets users who want a privacy-respecting, self-hostable alternative to cloud meeting copilots, combining live transcription with a retrieval layer over personal notes rather than only producing an after-the-fact summary. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); OpenOats is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | OpenOats |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Real-time local transcription of both sides of a conversation on Apple Silicon |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Live retrieval of relevant talking points from your own notes during meetings |
| Team usage | Pre-call preparation briefs before meetings | Window hidden from screen sharing by default for privacy on calls |
| Integrations | Deal scoring based on actual call performance | Auto-saved transcripts and session logs to local files |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Works fully local via Ollama or with cloud models (OpenRouter, Voyage AI) |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | MIT-licensed, self-hostable Swift application |
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.
OpenOats
Choose OpenOats if you need getting live, context-aware prompts from your own notes during sales or customer calls — strengths include local on-device transcription keeps meeting audio private.
Coach Pilot
OpenOats
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while OpenOats is strong for getting live, context-aware prompts from your own notes during sales or customer calls. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and OpenOats 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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