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ConversationPilot

conversationpilot.ai

From $32/mo Free plan WebWindowsmacOS
Visit conversationpilot.ai
Spec score 9.0 #3 of 23 in AI Sales Call Analysis Software

What it is

ConversationPilot provides real-time AI coaching during sales and recruitment conversations. Prompts can guide next questions, objection handling, buying signals, and qualification, using SPIN, MEDDIC, BANT, or Challenger frameworks. The desktop app runs alongside Zoom, Microsoft Teams, and Google Meet, and also supports in-person conversations. It captures microphone and meeting audio as separate streams, then displays coaching in an always-on-top overlay hidden from screen sharing. After calls, it produces reports, CRM notes, scorecards, and follow-up email drafts. Recruitment coaching tracks salary, notice period, motivation, eligibility, availability, and culture-fit indicators. CRM-ready notes are supported for HubSpot, Salesforce, and Pipedrive, as well as Bullhorn, Vincere, JobAdder, Greenhouse, and Ashby. ConversationPilot says it does not store audio: short clips are transcribed and discarded. The free plan allows three calls per month without live coaching; paid plans start at $39/mo, and a seven-day trial is listed. Traffic uses TLS 1.2 or later, and the company says it does not yet hold a SOC 2 report.

Spec sheet

What it does
ConversationPilot provides real-time AI coaching during sales, recruitment, customer-success and fundraising conversations, followed by reports and follow-up drafts.Read 15 Oct 2026 · conversationpilot.ai
Support
Business customers can request a DPA, processor list and security-questionnaire response by email, with a stated one-business-day founder response target.Read 15 Oct 2026 · conversationpilot.ai
Headquarters
London, United KingdomRead 28 Sep 2026 · conversationpilot.ai
AI providers
OpenAI Whisper performs speech-to-text and Anthropic Claude generates coaching and reports from transcript text.Read 15 Oct 2026 · conversationpilot.ai
API and SDKs
The reviewed maker pages do not document a public REST API, SDK, webhook interface or MCP server.Read 15 Oct 2026 · conversationpilot.ai
Audio handling
Audio is sent in short clips for transcription and is not stored by ConversationPilot; transcripts and reports remain in the account until deleted.Read 15 Oct 2026 · conversationpilot.ai
Audio retention
ConversationPilot says it never stores audio; audio is transcribed in short clips and discarded.Read 1 Oct 2026 · conversationpilot.ai
Buying signals
The product flags buying, candidate, risk and opportunity signals as they appear.Read 15 Oct 2026 · conversationpilot.ai
Company founded
Companies House records incorporation on 11 May 2026.Read 15 Oct 2026 · find-and-update.company-information.service.gov.uk
Company headquarters
Companies House lists Future Systems AI Ltd at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.Read 15 Oct 2026 · find-and-update.company-information.service.gov.uk
Company legal name
ConversationPilot is a trading name of Future Systems AI Ltd, company number 17210087.Read 15 Oct 2026 · conversationpilot.ai
Compliance limitation
ConversationPilot states that it does not yet hold a SOC 2 report.Read 15 Oct 2026 · conversationpilot.ai
Consent responsibility
Terms place responsibility on users to follow recording and transcription laws and obtain required consent from other participants.Read 15 Oct 2026 · conversationpilot.ai
Core function
ConversationPilot provides real-time AI coaching during conversations, including next-best questions, objection handling, buying signals and qualification guidance.Read 1 Oct 2026 · conversationpilot.ai
CRM integrations
The technology-team page states that CRM-ready notes are supported for HubSpot, Salesforce and Pipedrive.Read 1 Oct 2026 · conversationpilot.ai
Desktop capture
The app captures the user's microphone and meeting audio as separate streams and displays coaching in an always-on-top overlay hidden from screen sharing.Read 1 Oct 2026 · conversationpilot.ai
Desktop overlay
The Windows and Mac applications stay on top of the user's screen and are hidden from screen sharing.Read 15 Oct 2026 · conversationpilot.ai
Frameworks
The product supports SPIN, MEDDIC, BANT and Challenger frameworks for live prompts.Read 1 Oct 2026 · conversationpilot.ai
Independent listing platforms
GetApp lists web, Android and iPhone/iPad as supported platforms.Read 15 Oct 2026 · getapp.com
Independent listing pricing
GetApp shows no pricing information for ConversationPilot.Read 15 Oct 2026 · getapp.com
Independent listing support
GetApp lists email/help-desk and FAQs/forum support, with documentation and videos as training options.Read 15 Oct 2026 · getapp.com
Integration status
The terms say CRM and ATS integrations are in development and that post-call notes are currently exportable.Read 15 Oct 2026 · conversationpilot.ai
Licence
The terms say the company owns the platform, design and proprietary AI systems, indicating closed-source software.Read 15 Oct 2026 · conversationpilot.ai
Limit: directory data conflict
GetApp describes ConversationPilot as joining calls and storing recordings, which conflicts with the maker's no-bot and no-audio-storage statements.Read 15 Oct 2026 · getapp.com
Live prompts
The service surfaces next-best questions and follow-ups while the conversation is happening.Read 15 Oct 2026 · conversationpilot.ai
macOS requirements
macOS 14.2 or later uses one System Audio Recording permission; older Macs use a guided BlackHole audio-driver installation.Read 15 Oct 2026 · conversationpilot.ai
Manager features
Team and Manager subscriptions include dashboards, leaderboards, benchmarks and call-review capabilities.Read 15 Oct 2026 · conversationpilot.ai
Meeting compatibility
The desktop overlay works alongside Zoom, Microsoft Teams and Google Meet, and the maker also states support for in-person conversations.Read 15 Oct 2026 · conversationpilot.ai
Meeting support
The desktop app runs alongside Zoom, Microsoft Teams and Google Meet and also supports in-person conversations.Read 1 Oct 2026 · conversationpilot.ai
Model training
ConversationPilot says neither it nor its OpenAI and Anthropic providers use conversations for model training.Read 1 Oct 2026 · conversationpilot.ai
Objection handling
It detects objections and displays suggested reframes or responses during calls.Read 15 Oct 2026 · conversationpilot.ai
Post-call output
It automatically produces post-call reports, CRM notes, scorecards and follow-up email drafts.Read 1 Oct 2026 · conversationpilot.ai
Post-call report
After a call it creates an executive summary, objections, signals, risks, next actions, CRM notes and a follow-up email draft.Read 15 Oct 2026 · conversationpilot.ai
Praise: independent review availability
The reviewed Capterra, GetApp and Software Advice listings contain no user review praise; each shows zero or no reviews.Read 15 Oct 2026 · softwareadvice.com
Qualification
A live BANT-style scorecard tracks budget, authority, need and timeline coverage.Read 15 Oct 2026 · conversationpilot.ai
Rating on Capterra
0.0 out of 5 from 0 reviews.Read 15 Oct 2026 · capterra.com
Rating on GetApp
0 out of 5 from 0 reviews.Read 15 Oct 2026 · getapp.com
Rating on Software Advice
No rating; 0 reviews are shown.Read 15 Oct 2026 · softwareadvice.com
Recruitment integrations
Recruitment CRM-ready notes are supported for Bullhorn, Vincere, JobAdder, Greenhouse and Ashby.Read 1 Oct 2026 · conversationpilot.ai
Recruitment mode
Recruitment coaching tracks salary, notice period, motivation, eligibility, availability and culture-fit indicators.Read 1 Oct 2026 · conversationpilot.ai
Security controls
The maker states TLS 1.2+ in transit, encrypted data at rest, signed and notarized desktop builds, checksum-verified updates and Stripe card processing.Read 15 Oct 2026 · conversationpilot.ai
Security posture
Traffic uses TLS 1.2 or later, data at rest is encrypted by hosting providers, and the company says it does not yet hold a SOC 2 report.Read 1 Oct 2026 · conversationpilot.ai
Self-hosting
The product is delivered as a hosted web service with downloadable Windows and Mac clients; no self-hosting option is documented.Read 15 Oct 2026 · conversationpilot.ai
Speaking analytics
Live call scoring includes talk-to-listen ratio analysis.Read 15 Oct 2026 · conversationpilot.ai
Visual engagement
Video calls can show High, Moderate, Low, Attention Shift or Camera Off indicators with confidence levels.Read 15 Oct 2026 · conversationpilot.ai

Plans and prices

Free Free live coaching on first 2 calls · 3 recorded calls/month with post-call reports Read 15 Oct 2026 · conversationpilot.ai
Solo $39 a month monthly real-time live coach · objection handling · live BANT scorecard · post-call reports · CRM-ready notes and email drafts Read 15 Oct 2026 · conversationpilot.ai
Team $59 a month per seat monthly unlimited coached calls · manager dashboard · team leaderboards · objection and talk-ratio trends · priority support Read 15 Oct 2026 · conversationpilot.ai
Manager $89 a month per seat monthly unlimited coached calls · advanced coaching analytics · org-wide benchmarks · custom scorecards · dedicated support Read 15 Oct 2026 · conversationpilot.ai
Solo $384 a year annually real-time live coach · objection handling · live BANT scorecard · post-call reports · CRM-ready notes and email drafts Read 15 Oct 2026 · conversationpilot.ai
Team $588 a year per seat annually unlimited coached calls · manager dashboard · team leaderboards · playbooks Read 15 Oct 2026 · conversationpilot.ai
Team $588 a year annually per seat unlimited calls · manager dashboards · playbooks Read 1 Oct 2026 · conversationpilot.ai
Manager $900 a year per seat annually advanced coaching analytics · org-wide benchmarks · custom scorecards · dedicated success manager Read 15 Oct 2026 · conversationpilot.ai
Manager $900 a year annually per seat advanced analytics · dedicated success manager Read 1 Oct 2026 · conversationpilot.ai

Every ConversationPilot plan and price →

Strong points and limits

Strong points

  • Live prompts support four named sales frameworks
  • Creates reports, notes, scorecards, and follow-up drafts
  • Works with video meetings and in-person conversations
  • Audio is transcribed in short clips and discarded
  • CRM-ready notes cover sales and recruitment systems

Limits

  • Free plan allows 3 calls per month
  • Free plan does not include live coaching
  • No SOC 2 report yet
  • CRM synchronization is listed as unavailable

Who it suits

It suits sales or recruitment professionals who want live conversation prompts and post-call outputs. Teams can also consider the manager plan features, which include a dashboard, leaderboards, analytics, and custom scorecards.

ConversationPilot in depth

Read the full write-up

ConversationPilot is a live conversation coach for sales teams and recruiters who want prompts during calls and structured follow-up afterward. It is strongest for individuals or teams working to defined sales frameworks or recruitment criteria; its lack of CRM synchronization is a meaningful constraint for automated workflows.

Overview

The desktop app works alongside Zoom, Microsoft Teams and Google Meet, and also supports in-person conversations. It captures microphone and meeting audio as separate streams, then displays coaching in an always-on-top overlay hidden from screen sharing. This keeps guidance visible to the user during a conversation without exposing it through screen sharing.

ConversationPilot pairs live coaching with post-call reports, CRM-ready notes, scorecards and follow-up email drafts. It supports SPIN, MEDDIC, BANT and Challenger frameworks for live prompts. The outputs can support a team's process, but CRM-ready notes are not the same as CRM synchronization: the product does not sync notes into a CRM.

Key features

Guidance during conversations

For sales, prompts cover next-best questions, objection handling, buying signals and qualification. That focus is useful when a representative needs structure in the moment, rather than only a transcript to review later. Recruitment mode tracks salary, notice period, motivation, eligibility, availability and culture-fit indicators, giving recruiters a defined set of criteria to follow. Teams whose conversations require other kinds of interview guidance may find that scope less suited to their needs.

Post-call outputs and integrations

Automatic reports, notes, scorecards and follow-up drafts reduce the gap between a conversation and its documentation. CRM-ready notes are supported for HubSpot, Salesforce and Pipedrive; recruitment notes are supported for Bullhorn, Vincere, JobAdder, Greenhouse and Ashby. These outputs are useful starting points, but without CRM synchronization, teams should expect to handle the transfer into their systems themselves.

Privacy and security

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

Pricing

The free plan costs nothing and allows 3 calls/month, but includes no live coach. It is a limited way to use the product, not a route to evaluate its defining live-coaching feature. A 7-day trial is also offered.

Solo: $39 a month, billed monthly. It includes full live coaching for individual use, making it the clearest fit for a salesperson or recruiter who wants prompts without paying for team controls.

Team: $59 a month, billed monthly per seat. It adds unlimited coached calls, a manager dashboard and leaderboards. The per-seat term makes cost grow with team size, while unlimited coached calls may suit groups that would outgrow a capped plan.

Manager: $89 a month, billed monthly per seat. Advanced coaching analytics, organization-wide benchmarks and custom scorecards target teams that need to compare and standardize coaching across the organization. It carries the highest stated per-seat price.

Solo gives up the team dashboards and management features; Team adds visibility and unlimited coached calls, while Manager is for organizations that need deeper analytics and customized scoring. The listed plans are monthly, with per-seat billing specified for Team and Manager.

Platforms

ConversationPilot supports macOS, Windows and the web. Its desktop app is designed to run alongside Zoom, Microsoft Teams and Google Meet, and it also supports in-person conversations. The separate audio streams and always-on-top overlay are central to the desktop coaching experience.

Who it's for

ConversationPilot suits salespeople who want live prompts grounded in established frameworks, recruiters who need cues around candidate criteria, and managers who want coaching dashboards or organization-wide benchmarks. It is a weaker fit for teams that require CRM synchronization or organizations for which a SOC 2 report is a prerequisite.

Pros and cons

Pros: Live prompts address questions, objections, buying signals and qualification rather than stopping at transcription.

Pros: Recruitment mode covers concrete candidate factors, and post-call reports, scorecards and email drafts support follow-through.

Pros: The Team and Manager tiers add dashboards, leaderboards, analytics and benchmarks for coaching at team scale.

Cons: The free plan has only 3 calls/month and no live coach, so it does not demonstrate the central paid feature.

Cons: CRM-ready notes do not sync automatically, leaving teams to manage the handoff.

Cons: Team and Manager are billed per seat, and the company does not yet hold a SOC 2 report.

Alternatives

For a broader set of sales-call analysis options, see AI Sales Call Analysis Software.

Jiminny is worth considering for buyers seeking a freemium option with a wider platform range; its Insights Seat is $42 a month and requires a minimum 12-month contract.

TalkPilot has a free plan with 5 conversations/month and 5 practice runs/month, and a $20 a month Pro plan, making it an option for buyers who prioritize a lower stated paid price.

Colibri.ai offers a free plan with 5 hours of transcription/month and a 40-minute maximum recording length, a fit for readers whose priority is capped transcription.

Rafiki AI is a paid alternative with a $19 a month Starter plan billed annually for up to 3 users, which may suit a small group comfortable with annual billing.

Amotions AI offers a free Basic plan with limited usage, live coaching, roleplay, scorecards, transcripts and 2 playbook documents or links; consider it if those capabilities on a free tier are the priority.

Avoma offers a $19 a month Startup plan billed annually, with up to 25 paid seats and unlimited free view-only seats, an option for teams that need broad read-only access.

Mindtickle is a paid alternative with a Readiness plan covering training, virtual roleplays, coaching and analytics, but without two-way AI Role Play.

Gong Forecast uses per-user licenses and a platform fee based on supported user count, with a customized proposal.

Verdict

Choose ConversationPilot if you are a salesperson or recruiter who will benefit from live, framework-led coaching and structured post-call outputs, or a manager who needs coaching analytics. The strongest reason to choose it is the combination of in-conversation prompts and useful follow-up materials. Look elsewhere if CRM synchronization is essential, if you need live coaching on a free plan, or if a SOC 2 report is required.

Verdict

ConversationPilot combines live coaching with post-call documentation for both sales and recruitment conversations. Review the free-plan limits, privacy statements, and security posture before choosing a paid plan.

Where Specifiction places it

Alternatives to ConversationPilotAll alternatives →