Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Summarize by Moodbit: A Microsoft Teams app from Moodbit, available on the Teams app store / Microsoft AppSource, that turns Teams meeting transcriptions into AI summaries, action items and sentiment analysis. 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 Summarize by Moodbit when extracting suggested action items from teams calls 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.
A Microsoft Teams app from Moodbit, available on the Teams app store / Microsoft AppSource, that turns Teams meeting transcriptions into AI summaries, action items and sentiment analysis.
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
Summarize by Moodbit is a Microsoft Teams app published by Moodbit and listed on the Microsoft Teams app store / Microsoft AppSource. It is designed to plug directly into Microsoft Teams meetings and convert real-time Teams transcriptions into clear, concise meeting notes without manual note-taking. After a meeting, the app posts an AI-generated summary of key points and a list of suggested action items into the chat, so participants can focus on the conversation rather than on writing things down. A distinguishing feature is AI-powered sentiment analysis applied to Teams meetings, which classifies the tone of the discussion as positive, neutral or negative to help teams understand dynamics and morale. Because it is delivered as a native Teams add-on, there is no separate software to install beyond adding it from the Teams store, and it works for participants attending live as well as those catching up afterward. Moodbit's broader platform has expanded toward enterprise AI automation, and the Summarize Teams add-on continues to be promoted and listed as available in 2025/2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Summarize by Moodbit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Summarize by Moodbit |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Distributed through the Microsoft Teams app store / Microsoft AppSource |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Turns real-time Microsoft Teams transcriptions into meeting notes |
| Team usage | Pre-call preparation briefs before meetings | AI-generated meeting summaries posted to the Teams chat |
| Integrations | Deal scoring based on actual call performance | Automated action-item and task recommendations |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | AI-powered sentiment analysis of meeting tone |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Native Teams add-on with no separate software to install |
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.
Summarize by Moodbit
Choose Summarize by Moodbit if you need automatically summarizing microsoft teams meetings into the chat — strengths include installs natively from the microsoft teams store with minimal setup.
Coach Pilot
Summarize by Moodbit
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Summarize by Moodbit is strong for automatically summarizing microsoft teams meetings into the chat. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Summarize by Moodbit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving Coach Pilot and Summarize by Moodbit.
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.