Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. PatientNotes: PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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 PatientNotes when generating specialty-formatted soap and progress notes for entry into an ehr 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.
PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes.
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
PatientNotes is an AI medical scribe built for healthcare providers. It uses ambient AI listening to capture natural conversations between clinicians and patients in the background, transcribing both speakers without requiring typing or voice commands. From each encounter it generates structured clinical documentation including SOAP notes, progress notes, H&P documentation, and custom formats automatically formatted to specialty standards. The platform also suggests ICD-10 diagnosis and CPT procedure codes based on the documentation. It supports a range of medical specialties such as primary care, psychiatry, cardiology, dermatology, and pediatrics, with specialty-specific templates. Finished notes are moved into electronic health record systems via one-click copy and paste, with formatting optimized for major EHRs like Epic, Cerner, and Athena; direct API integration is not used. It is available as a native iOS app for iPhone and iPad and as a web application, with automatic syncing across devices and an Android app noted as in development. The product is marketed as HIPAA compliant.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); PatientNotes is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | PatientNotes |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Ambient AI listening that captures both patient and clinician speech in the background |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Automatic generation of structured clinical notes (SOAP, progress, H&P, custom) |
| Team usage | Pre-call preparation briefs before meetings | AI-suggested ICD-10 diagnosis and CPT procedure codes |
| Integrations | Deal scoring based on actual call performance | Specialty-specific templates across multiple medical specialties |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | One-click copy and paste into any EHR, optimized for Epic, Cerner, and Athena |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Native iOS app plus web application with cross-device syncing |
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.
PatientNotes
Choose PatientNotes if you need clinicians documenting in-person patient visits hands-free during the encounter — strengths include removes manual documentation work by transcribing encounters and drafting notes automatically.
Coach Pilot
PatientNotes
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while PatientNotes is strong for clinicians documenting in-person patient visits hands-free during the encounter. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and PatientNotes 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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