Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Substrata: AI sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent. 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 Substrata when coaching sellers on social dynamics in high-stakes conversations matters most. Try them side by side on real calls before deciding — needs vary by team.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
AI sales intelligence platform that analyzes the social and emotional signals behind conversations to help dealmakers read buyer intent.
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
Substrata is an AI sales coaching and deal intelligence platform that takes a different angle from typical conversation intelligence tools: rather than focusing on transcription and summaries, it analyzes the social and emotional signals beneath sales conversations. Its core function is to model buyer psychology, attitudes, and momentum across interactions to help professional dealmakers understand intent and power dynamics. A central component is SoundWave, a real-time conversational analytics engine that listens to sales calls and analyzes voice tone, pace, pauses, interruptions, and the push-pull of social dynamics, surfacing the why behind what is being said rather than just the words. Substrata applies this signal analysis across conversations and email exchanges to gauge buyer sentiment and engagement, giving sellers and revenue leaders a read on how deals are actually progressing. The platform is aimed at B2B revenue professionals and leaders, and is positioned for smaller and mid-sized dealmaking teams that want behavioral insight into negotiations and high-value conversations. It has been recognized as a high performer across sales coaching, AI sales assistant, conversation intelligence, sales analytics, and revenue operations categories. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Substrata is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Substrata |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Behavioral analysis of buyer attitudes, intent, and power dynamics |
| Team usage | Pre-call preparation briefs before meetings | Email signal analysis for sentiment and engagement |
| Integrations | Deal scoring based on actual call performance | Deal momentum tracking across conversations |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Coaching insights focused on social and emotional cues |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | SoundWave real-time analysis of tone, pace, pauses, and interruptions |
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.
Substrata
Choose Substrata if you need reading buyer intent and sentiment during negotiations — strengths include analyzes social and emotional subtext beyond plain transcription.
Coach Pilot
Substrata
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Substrata is strong for reading buyer intent and sentiment during negotiations. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Substrata 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.
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