Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Optiverse: Swiss AI meeting assistant (Optiverse AG, Zurich) that transcribes meetings, generates summaries and action items, and feeds CRM and workflow tools. 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 Optiverse when enriching crm records and follow-up tasks from sales meetings 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.
Swiss AI meeting assistant (Optiverse AG, Zurich) that transcribes meetings, generates summaries and action items, and feeds CRM and workflow tools.
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
Optiverse is an AI meeting assistant developed by Optiverse AG, a Swiss company headquartered in Zurich and incorporated in 2024. The platform centralizes and automates meeting data for both virtual and in-person meetings, capturing conversations via integrations with Zoom, Microsoft Teams and Google Meet as well as in-person recordings. Its OptiAgent assistant auto-generates transcripts, summaries and action items in 45+ languages, lets users ask for key points and insights from a meeting, and goes beyond documentation by populating tasks in boards, drafting follow-up emails and syncing data into downstream workflows. Optiverse markets a dedicated sales configuration that turns meeting content into CRM enrichment, pipeline updates and assigned follow-up tasks, and the company states it offers a large catalog of integrations spanning transcripts, email, meetings, CRM and messaging. It is offered as a cloud product for SMEs and an on-premise option for larger enterprises. On the compliance side, Optiverse emphasizes Swiss hosting, enterprise-grade security, GDPR and Swiss FADP alignment, ISO 27001 certification, and a stated policy of not using customer data for AI model training. The product is actively operating in 2025/2026, with the company reporting daily meeting usage and B2B pilots and having received Swiss startup funding and recognition. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Optiverse is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Optiverse |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | OptiAgent assistant producing transcripts, summaries and action items in 45+ languages |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Capture for virtual meetings (Zoom, Teams, Meet) and in-person recordings |
| Team usage | Pre-call preparation briefs before meetings | Follow-up email drafting and automatic task creation in boards |
| Integrations | Deal scoring based on actual call performance | CRM enrichment and sales-pipeline workflow automation |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Broad catalog of integrations across transcripts, email, CRM and messaging |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Cloud and on-premise deployment options |
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.
Optiverse
Choose Optiverse if you need automating meeting notes and action items for swiss and european teams — strengths include swiss-hosted with strong privacy positioning (gdpr, fadp, iso 27001).
Coach Pilot
Optiverse
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Optiverse is strong for automating meeting notes and action items for swiss and european teams. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Optiverse 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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