Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Smart Noter: AI note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings. 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 Smart Noter when capturing lectures and interviews into searchable notes 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.
AI note-taker app that records, transcribes with speaker labels, and summarizes meetings, lectures, and voice recordings.
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
Smart Noter is an AI-powered note-taking app, published under Deep Flow Software Services / Codespace Apps, that records audio and turns meetings, lectures, interviews, and voice memos into transcripts, summaries, and to-do lists. The app performs real-time speech-to-text transcription with speaker identification, then uses an AI summary engine to generate concise summaries and automatically extract action points and to-do lists from a recording. Beyond live recording, it can summarize uploaded audio, video, and PDF files, and an interactive chat lets you ask questions about a conversation, such as who was assigned a particular task. Notes can be exported and shared to destinations like Slack, Notion, Google Docs, and Google Drive, and the app connects with calendar tools such as Outlook, Google Calendar, Microsoft Teams, and Zoom. Notes sync across devices for access anywhere. Smart Noter is available on iOS and Android, with the official website describing it as speech-to-text and AI transcription for meetings. The privacy and terms pages are hosted on the smartnoter.ai domain, and the iOS listing shows recent version updates, indicating an actively maintained product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Smart Noter is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Smart Noter |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Real-time transcription with speaker identification |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI summaries with automatically extracted action points and to-do lists |
| Team usage | Pre-call preparation briefs before meetings | Summarizes uploaded audio, video, and PDF files |
| Integrations | Deal scoring based on actual call performance | Interactive chat to query a conversation |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Export and share to Slack, Notion, Google Docs, and Google Drive |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Calendar and conferencing connections (Outlook, Google Calendar, Teams, Zoom) |
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.
Smart Noter
Choose Smart Noter if you need recording and summarizing business meetings with assigned action items — strengths include speaker labels make multi-person meeting transcripts easier to follow.
Coach Pilot
Smart Noter
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Smart Noter is strong for recording and summarizing business meetings with assigned action items. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Smart Noter 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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