ConversationPilot

Overview

The desktop app runs alongside Zoom, Microsoft Teams and Google Meet, and also supports in-person conversations. It captures the user's microphone and meeting audio as separate streams, then displays prompts in an always-on-top overlay hidden from screen sharing. That keeps guidance visible to the user during a call without putting it into a shared screen presentation.

ConversationPilot goes beyond transcription: it creates post-call reports, CRM notes, scorecards and follow-up email drafts. But CRM-ready notes are not the same as CRM synchronization. The product does not sync with a CRM, so teams should expect to handle that step outside the app.

Key features

Coaching during conversations

Sales prompts cover next-best questions, objection handling, buying signals and qualification. Support for SPIN, MEDDIC, BANT and Challenger gives teams a way to align prompts with established sales frameworks. That makes the live coach most relevant to users whose conversations follow a repeatable approach; it is less tailored to teams that do not use these methods.

Recruitment mode tracks salary, notice period, motivation, eligibility, availability and culture-fit indicators. Those cues suit hiring conversations with defined criteria, though the focus may be narrower for interviews centered on other evaluation needs.

Post-call outputs and integrations

Reports, scorecards, next-step extraction and follow-up email drafts can reduce the work of turning a conversation into follow-up actions. CRM-ready notes are supported for HubSpot, Salesforce and Pipedrive; recruitment notes are supported for Bullhorn, Vincere, JobAdder, Greenhouse and Ashby. These outputs help prepare handoffs, but they do not remove the need to move information into a CRM because CRM synchronization is not supported.

Audio handling and security

ConversationPilot says it does not store audio: it transcribes short clips and discards them. It also says neither it nor its OpenAI and Anthropic providers use conversations to train models. Traffic uses TLS 1.2 or later, and hosting providers encrypt data at rest. The company does not yet hold a SOC 2 report, a material consideration for organizations that require one. Support requests sent to [email protected] receive a response from the founder within one UK business day.

Pricing

The Free plan is free and allows 3 calls/month, but has no live coach. It is useful for limited use of the product, not for evaluating its core real-time coaching in regular calls.

Solo costs 39.00 USD per month, billed monthly, and provides full live coaching for individual use. It is the direct fit for a solo salesperson or recruiter who wants prompts and post-call outputs without team features.

Team costs 59.00 USD per month, billed monthly per seat, and includes unlimited coached calls, a manager dashboard and leaderboards. That removes the Free plan's call cap and adds team visibility, but per-seat billing makes the cost rise with headcount.

Manager costs 89.00 USD per month, billed monthly per seat, and adds advanced coaching analytics, organization-wide benchmarks and custom scorecards. It is aimed at teams that need broader performance comparison and tailored scoring; smaller groups may not need those extras.

The pricing note also offers a 7-day trial. No trial terms beyond its length are given. For a plan without a published price, pricing is custom pricing.

Platforms

ConversationPilot is available on macOS, Windows and the web. The desktop app's meeting support includes Zoom, Microsoft Teams, Google Meet and in-person conversations.

Who it's for

ConversationPilot is a good match for salespeople using structured frameworks, recruiters tracking defined candidate criteria, and managers who want call scorecards or team analytics. It is a weaker fit for organizations that require direct CRM synchronization or a SOC 2 report, and for users who need live coaching from a free plan.

Pros and cons

• Pros: Live prompts address questions, objections, buying signals and qualification, helping users steer conversations as they happen.
• Pros: Post-call reports, scorecards, next steps and email drafts support follow-through, with CRM-ready notes for named sales and recruiting systems.
• Pros: Recruitment mode tracks specific candidate criteria rather than treating hiring calls as generic sales conversations.
• Cons: The Free plan allows only 3 calls/month and has no live coach, so it does not demonstrate the main paid feature.
• Cons: CRM-ready notes do not sync automatically, leaving teams to move information into their CRM themselves.
• Cons: The company does not yet hold a SOC 2 report, which may rule it out for organizations with that requirement.

Alternatives

For a broader set of AI Sales Call Analysis Software, compare tools by the analysis and workflow your team needs. Choose Amotions AI if a free plan with limited live coaching, roleplay, scorecards and transcripts is more useful than ConversationPilot's free plan, which has no live coach; its free plan is limited to two playbook documents or links.

Colibri.ai is worth considering if a five-hour monthly transcription allowance and a 40-minute recording cap on its free plan fit your needs. TalkPilot may suit users who want a free allowance of five conversations, five practice runs and three scenarios, with each conversation capped at 30 minutes.

Avoma offers a Startup plan at 19.00 USD per month billed annually, with up to 25 paid seats and unlimited free view-only seats; consider it if that seat structure fits better than ConversationPilot's per-seat monthly Team and Manager pricing. Jiminny is another option; its Insights Seat plan is 42.00 USD per month with a minimum 12-month contract.

Gong Forecast, Allego and Closr AI are alternatives to consider.

Verdict

Choose ConversationPilot if you want live sales or recruitment guidance backed by post-call reports, scorecards and follow-up materials, and its monthly per-seat plans fit your team. Its clearest advantage is the pairing of in-conversation coaching with structured outputs; look elsewhere if direct CRM synchronization or a SOC 2 report is essential, or if you need to try live coaching on the free plan.