Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Traq.ai: Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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 Traq.ai when coaching reps using recorded conversations and analytics matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
Conversation intelligence platform that records, transcribes, and analyzes sales calls and links insights to the CRM.
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
Traq.ai is a conversation intelligence platform built for sales teams that records, transcribes, and analyzes sales calls and meetings. After each conversation, the platform generates summaries, action items, and recommended next steps, and applies analysis such as sentiment and topic detection to surface buyer preferences, competitive mentions, and obstacles raised during the call. These outputs are attached to the relevant prospect or deal record in connected systems, helping reduce manual note-taking and administrative work. Traq.ai integrates with common CRMs including HubSpot and Salesforce, as well as conferencing tools such as Zoom, Microsoft Teams, and Google Meet, and offers a mobile app for capturing in-person meetings. An AI assistant, referred to as Ask Ava, lets users query their full repository of recorded conversations to find specific information and trends across deals. The platform is aimed at sales managers and reps who want consistent call documentation, coaching material drawn from real conversations, and CRM records that stay current without heavy manual entry. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Traq.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Traq.ai |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Automatic call recording and transcription |
| Standout feature | Automatic call recording, transcription, and CRM syncing | AI summaries, action items, and recommended next steps |
| Team usage | Pre-call preparation briefs before meetings | Sentiment and conversation analytics |
| Integrations | Deal scoring based on actual call performance | CRM integrations (HubSpot, Salesforce) and conferencing connectors (Zoom, Teams, Meet) |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Ask Ava AI assistant to query past conversations |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Mobile app for in-person meeting capture |
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.
Traq.ai
Choose Traq.ai if you need documenting sales calls with summaries and action items — strengths include links call insights directly to crm prospect and deal records.
Coach Pilot
Traq.ai
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Traq.ai is strong for documenting sales calls with summaries and action items. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Traq.ai 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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