Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. Below, they line up on price, capture method, and how each fits a real meeting stack.
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 Terret when generating coaching playbooks from patterns in top-performer conversations 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 revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
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
Terret is an AI-powered revenue intelligence platform for B2B sales, account management, and customer success teams, and was formerly known as BoostUp before rebranding in September 2025. Its conversation-intelligence product records and analyzes sales calls, identifying patterns across thousands of conversations to surface what top performers do differently and to feed deal and forecasting models. Terret natively combines that conversation data with its forecasting engine, using call insights and sentiment to predict deal outcomes and project revenue attainment at both the deal and aggregate level. The platform automatically analyzes calls, populates sales-methodology fields, and generates follow-up actions, reducing manual CRM work. Additional capabilities include automatically generated sales playbooks based on winning behaviors, AI-generated real-time call briefs delivered via Slack ahead of meetings, deal-risk detection with intervention recommendations, and analysis that surfaces product gaps from lost deals and expansion signals in existing accounts. Terret integrates with Salesforce for auto-syncing and with Slack for real-time briefs. It is aimed primarily at CROs, RevOps leaders, and revenue teams at mid-market and enterprise B2B organizations that want conversation intelligence tied directly to forecasting and pipeline execution. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Terret |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | Pre-call preparation briefs before meetings | Automatic CRM field population and follow-up action generation |
| Integrations | Deal scoring based on actual call performance | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
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.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
Coach Pilot
Terret
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Terret 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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