Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Pickle: An in-meeting AI notetaker for Zoom focused on SMB sales teams, capturing context, key moments, and summaries inside the Zoom app. The right pick comes down to team size, budget, and the workflows you want to automate.
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 Pickle when adding time-stamped notes and action items during live sales meetings 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.
An in-meeting AI notetaker for Zoom focused on SMB sales teams, capturing context, key moments, and summaries inside the Zoom app.
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
Pickle is a conversation-intelligence and AI notetaker product centered on Zoom, positioned for small and mid-sized business sales teams. Its AI Smart Notes is built as an in-meeting notetaker that surfaces pre-meeting context and captures important moments directly inside the Zoom app, rather than relying solely on a post-call summary. During calls it can automatically record meetings, generate AI summaries and transcripts, and let users add time-stamped notes and follow-up action items in real time. Features such as custom agenda templates help structure meetings, while Snapshots and Collections let users capture and share memorable moments with their team for coaching and knowledge sharing. By focusing on capturing, finding, and sharing key sales moments from Zoom meetings, Pickle aims to help revenue teams improve their sales process and keep deal context organized. It offers a free tier alongside paid and custom plans. Pickle is best suited to SMB sales representatives and teams that primarily run customer conversations on Zoom and want lightweight conversation intelligence tied tightly to that platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Pickle is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Pickle |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | In-meeting AI Smart Notes inside the Zoom app |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Automatic recording, transcripts, and AI summaries |
| Team usage | Pre-call preparation briefs before meetings | Real-time time-stamped notes and follow-up action items |
| Integrations | Deal scoring based on actual call performance | Custom agenda templates for structuring meetings |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Snapshots and Collections for capturing and sharing key moments |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Conversation-intelligence focus for sales teams |
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.
Pickle
Choose Pickle if you need smb sales reps capturing and sharing key moments from zoom calls — strengths include tight, in-meeting integration with zoom.
Coach Pilot
Pickle
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Pickle is strong for smb sales reps capturing and sharing key moments from zoom calls. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Pickle 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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