Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. RocketPhone.ai: Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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 RocketPhone.ai when surfacing buying signals and recommended next steps for aes matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data.
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
RocketPhone.ai is a conversation intelligence platform built specifically for Salesforce, designed to capture customer conversations across voice, video, mobile, and in-person channels and turn them into structured data inside the CRM. It automatically records and transcribes conversations, then applies AI to generate summaries, sentiment analysis, and topic extraction, syncing the results into Salesforce so reps spend less time on manual call logging. The platform offers live AI assistance during calls, deal-signal detection with next-step recommendations, and compliance monitoring with QA alerts. A distinguishing feature is RocketCell, a business mobile network that lets the platform log and analyze mobile calls, extending conversation intelligence beyond desk-based and web-meeting calls to field and mobile-heavy teams. RocketPhone is a certified Salesforce ISV available on the AppExchange and emphasizes reliability and compliance, including GDPR and FCA. It primarily serves sales leaders and reps who want buying signals and reduced admin work, and is also applied by customer service, field, and marketing teams. For SDR and AE teams standardized on Salesforce, it provides conversation capture and intelligence tightly embedded in their existing CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); RocketPhone.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | RocketPhone.ai |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Automatic capture and transcription of voice, video, mobile, and in-person calls |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI summaries, sentiment analysis, and topic extraction synced to Salesforce |
| Team usage | Pre-call preparation briefs before meetings | Mobile call logging via the RocketCell business mobile network |
| Integrations | Deal scoring based on actual call performance | Live AI assistance during calls |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Deal-signal detection with next-step recommendations |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Compliance monitoring and QA alerts |
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.
RocketPhone.ai
Choose RocketPhone.ai if you need capturing sales conversations directly into salesforce — strengths include deep native integration with salesforce as a certified isv.
Coach Pilot
RocketPhone.ai
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while RocketPhone.ai is strong for capturing sales conversations directly into salesforce. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and RocketPhone.ai is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Coach Pilot and RocketPhone.ai.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Below, they line up on price, capture method, and how each fits a real meeting stack.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. The right pick comes down to team size, budget, and the workflows you want to automate.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence This comparison weighs them on pricing, features, and everyday workflow fit.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Below, they line up on price, capture method, and how each fits a real meeting stack.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. This comparison weighs them on pricing, features, and everyday workflow fit.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. Below, they line up on price, capture method, and how each fits a real meeting stack.