Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Vinyl: AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions. 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 Vinyl when tracking post-meeting action items and deadlines across multiple clients 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 meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions.
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
Vinyl is an AI meeting assistant built specifically for accounting and bookkeeping firms to automate the documentation and follow-up work around client meetings. It joins or captures meetings across Microsoft Teams, Zoom, and Google Meet, and offers a mobile app for in-person client meetings, then produces AI summaries that highlight key points and action items organized by client entity. Vinyl captures and tracks follow-up tasks with deadlines so commitments do not fall through the cracks, and it can deploy notes and actions into a firm's practice management software automatically. An AI chat capability lets users query previous meetings and analyze trends across multiple client interactions, and the tool can help generate follow-up emails, scope-of-work documents, and handoff notes from meeting content. Aimed at improving client experience and reducing post-meeting admin, Vinyl positions itself around saving time on documentation for each hour of client meetings. It launched into private beta with a group of firms before becoming generally available, and is operating as a live product for accounting and bookkeeping professionals managing recurring client relationships. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); Vinyl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | Vinyl |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | Meeting capture across Microsoft Teams, Zoom, and Google Meet |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Mobile app for in-person client meetings |
| Team usage | Pre-call preparation briefs before meetings | AI summaries with key points and action items organized by client entity |
| Integrations | Deal scoring based on actual call performance | Action item tracking with deadlines |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Deployment of notes and actions into practice management software |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | AI chat to query past meetings and analyze trends across clients |
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.
Vinyl
Choose Vinyl if you need documenting client onboarding and advisory meetings at accounting firms — strengths include purpose-built for accounting and bookkeeping firm workflows.
Coach Pilot
Vinyl
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while Vinyl is strong for documenting client onboarding and advisory meetings at accounting firms. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and Vinyl 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.
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