ConversationPilot

Overview

The desktop app works alongside Zoom, Microsoft Teams and Google Meet, and can also support in-person conversations. It captures microphone and meeting audio as separate streams, then shows coaching in an always-on-top overlay hidden from screen sharing. During a call, prompts can suggest questions, ways to handle objections, buying signals and qualification guidance.

Afterward, ConversationPilot generates reports, CRM notes, scorecards and follow-up email drafts. It supports SPIN, MEDDIC, BANT and Challenger frameworks. These features make it more than a transcription tool, but CRM synchronization is not supported; teams should not mistake CRM-ready notes for an automated connection to their CRM.

Key features

Live sales and recruitment guidance

For sales conversations, the prompts focus on next-best questions, objections, buying signals and qualification. Recruitment mode instead tracks salary, notice period, motivation, eligibility, availability and culture-fit indicators. That distinction gives recruiters a purpose-built set of conversation cues, while teams with other interview needs may find the focus narrow.

Call outputs and integrations

Call transcription, objection detection, coaching scorecards and next-step extraction support review and follow-up after conversations. CRM-ready notes are supported for HubSpot, Salesforce and Pipedrive; recruitment notes are supported for Bullhorn, Vincere, JobAdder, Greenhouse and Ashby. Because synchronization is not available, users should expect to handle the handoff rather than rely on notes being pushed into those systems.

Privacy and support

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 with formal assurance requirements. Support requests to [email protected] receive a response from the founder within one UK business day.

Pricing

ConversationPilot has a free plan and a 7-day trial. Paid plans are billed monthly, so teams can match the per-seat commitment to their needs without an annual billing term.

Free is a way to try the post-call workflow, but three calls per month and no live coach make it too limited for regular coached conversations. Solo is the straightforward choice for one person who wants prompts during calls. Team adds visibility and unlimited coached calls, which suits managers overseeing multiple users; its per-seat price can add up as teams grow. Manager costs more per seat and is aimed at organizations that need benchmarks and tailored scorecards, not just call coaching.

Platforms

ConversationPilot supports macOS, Windows and web. Its desktop app is central to the described live overlay and meeting-audio capture; there is no listed mobile platform. The company is headquartered in London, United Kingdom.

Who it's for

ConversationPilot fits salespeople who want structured prompts during calls and recruiters who need to track specific candidate criteria. Sales managers may value the Team dashboard and leaderboards, while larger organizations can use Manager’s analytics and benchmarks. It is a weaker fit for anyone who needs CRM synchronization, mobile access or a SOC 2 report.

Pros and cons

• Pros: Live prompts cover several established sales frameworks, giving users a choice of structured approach.
• Pros: Recruitment mode tracks practical candidate criteria, rather than treating interviews as sales calls.
• Pros: Post-call notes, scorecards and follow-up drafts reduce the work of turning conversations into next steps.
• Cons: The free plan has no live coaching, so it cannot demonstrate the product’s main differentiator without upgrading.
• Cons: CRM-ready notes do not amount to CRM synchronization, leaving users to handle the transfer.
• Cons: Team and Manager charges apply per seat, and the company does not yet hold a SOC 2 report.

Alternatives

AI Sales Call Analysis Software is a broader category to explore when comparing call-analysis tools. Choose TalkPilot if you want mobile support and a free allowance of five conversations per month, each up to 30 minutes, plus practice runs and scenarios. Amotions AI is another freemium option on macOS, web and Windows, with live coaching, roleplay, scorecards and transcripts on its free plan, though usage is limited.

Colibri.ai offers a free plan with one user, five hours of transcription per month and a 40-minute maximum recording length, making it an option when transcription limits are acceptable. Avoma starts at 19.00 USD per month on its Startup plan when billed annually, with up to 25 paid seats and unlimited free view-only seats; it may suit organizations focused on seat structure and annual billing. Jiminny is worth considering for buyers prepared for its Insights Seat’s minimum 12-month contract.

Mindtickle is a paid alternative whose Readiness plan includes training, virtual roleplays, coaching, analytics and one RTD program, but not two-way AI Role Play. Rafiki AI has a Starter plan at 19.00 USD per month when billed annually, capped at three users with stated audio and transcription allowances. ExecVision uses custom pricing, so it is an option for buyers willing to pursue a tailored quote.

Verdict

ConversationPilot is a strong fit for individual salespeople and recruiters who want live, framework-based guidance followed by ready-to-use call materials. Its most compelling reason to choose it is the combination of real-time coaching and specialized recruitment prompts. Look elsewhere if CRM synchronization, mobile support or a SOC 2 report is essential; for teams, factor the per-seat cost into the decision.