Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Reflect: Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting notes. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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 Reflect when transcribing and summarizing voice notes captured on the go 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.
Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting 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
Reflect is a minimalist note-taking and second-brain application designed for capturing ideas, linking thoughts, and building a connected personal knowledge base over time. Its core is a networked notes system with backlinks, daily notes, and instant cross-device sync, with end-to-end encryption for privacy and an iOS app that works offline. Reflect layers AI on top of this foundation: it can transcribe voice notes, generate outlines from scattered thoughts, suggest tags, summarize long entries, and list key takeaways and action items from meeting notes. It integrates with Google Calendar and Outlook so calendar events appear inside the note system, making it convenient to attach notes to meetings and follow up afterward. While Reflect is not a dedicated meeting-bot transcription service, it is well suited to professionals and knowledge workers who take meeting notes, journal, and want their captured audio and writing turned into organized, searchable knowledge. It appeals to people who value a calmer, more intentional workflow and want AI assistance for summarizing and connecting their own notes rather than automating an entire meeting pipeline. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Reflect is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Reflect |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Networked notes with backlinks and daily notes |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI voice note transcription and summarization |
| Team usage | Pre-call preparation briefs before meetings | AI extraction of key takeaways and action items from meeting notes |
| Integrations | Deal scoring based on actual call performance | Google Calendar and Outlook integration for meetings |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | End-to-end encryption with instant cross-device sync |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | iOS app with offline access and browser/Kindle capture |
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.
Reflect
Choose Reflect if you need taking and linking meeting notes within a connected knowledge base — strengths include combines a second-brain knowledge base with ai meeting summarization.
Coach Pilot
Reflect
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Reflect is strong for taking and linking meeting notes within a connected knowledge base. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Reflect 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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