Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. TeamRetro: Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
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 TeamRetro when conducting recurring team health checks to track morale and agile maturity 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.
Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries.
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
TeamRetro is a web-based platform designed specifically for agile teams to run structured retrospective meetings, team health checks, and estimation (planning poker) sessions. Rather than adapting a generic whiteboard, it provides a guided retrospective workflow with anonymous idea submission, dot voting, grouping, and action-item tracking carried forward between sessions. The tool ships with a large library of retrospective templates (such as Start/Stop/Continue, Sailboat, and 4Ls) and icebreakers, and includes recurring team health-check assessments that visualize how a team's agile maturity and sentiment trend over time. Its AI capabilities focus on the retro itself: automatically grouping similar cards into themes, generating discussion summaries when enabled, and producing icebreaker or custom health-check content from prompts, with organizations able to switch AI features on or off. TeamRetro integrates with tools like Jira, Trello, Microsoft Teams, and Slack so action items flow into existing workflows. It is delivered as a hosted SaaS product with a free trial and is used by teams ranging from startups to large enterprises looking to standardize and improve project retrospectives. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); TeamRetro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | TeamRetro |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Action-item tracking carried across sessions |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Guided retrospective workflow with anonymous input, grouping, and dot voting |
| Team usage | Pre-call preparation briefs before meetings | AI-assisted automatic grouping of similar ideas into themes |
| Integrations | Deal scoring based on actual call performance | AI-generated retrospective summaries (when enabled by the organization) |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Recurring team health checks with trend and sentiment tracking over time |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Large library of retrospective templates and icebreaker activities |
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.
TeamRetro
Choose TeamRetro if you need running sprint or project retrospectives for distributed agile teams — strengths include purpose-built for retrospectives rather than a repurposed generic whiteboard.
Coach Pilot
TeamRetro
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while TeamRetro is strong for running sprint or project retrospectives for distributed agile teams. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and TeamRetro 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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