PROFESSIONAL SERVICES
Your sales process shouldn't hold your consultants back.
Ricavi captures every sales conversation and acts as an assistant for your team. It stops busywork, updates your CRM, automates coaching, and unlocks insights. One agent. Every deal covered.
Trusted by great sales teams at:
Trusted by great sales teams at:
Trusted by great sales teams at:
Great consultants solve problems.
Ricavi finds the right one first.
Your best sellers are your best consultants. But they skip discovery because they jump straight to solutions. Ricavi's coaching sidebar makes sure they ask about business impact, decision process, timeline, and budget, even when they're excited to show what they know.
Stop proposing before you
know what you're solving.
The deal health scorecard tracks whether your team has clearly defined the problem, expected outcomes, and project scope. If a deal moves toward proposal without these, the score shows it.
When a partner hands off
a client, the history stays.
Every call is captured and summarised. When a consultant moves on or a colleague picks up the relationship, the full history is there: every conversation, every decision, every requirement. No lost context.
Your team never fill out
the CRM. Ricavi does it for them.
After every call, Ricavi suggests CRM updates: contacts met, topics discussed, next steps agreed. Your consultants review and approve with a click.
Connect your tools
Works with the tools your team already uses.
Gmail
Gmail
Outlook
Outlook
Microsoft Teams
Microsoft Teams
Hubspot
Hubspot
Salesforce
Salesforce
Google Calendar
Google Calendar
OneDrive
OneDrive
Slack
Slack
Drive
Drive
Zoom
Zoom
Microsoft Dynamics
Microsoft Dynamics
More tools to
stay on track.
More tools to
stay on track.
The one percenters that add up, built to keep your reps focused and your pipeline clean.
The one percenters that add up, built to keep your reps focused and your pipeline clean.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Handover briefs
When a consultant changes, the incoming person gets a complete relationship history, not a CRM note.
Handover briefs
When a consultant changes, the incoming person gets a complete relationship history, not a CRM note.
Handover briefs
When a consultant changes, the incoming person gets a complete relationship history, not a CRM note.
Proposal readiness score
A subset of the deal health scorecard that shows whether your team is ready to propose, or whether they're jumping too early.
Proposal readiness score
A subset of the deal health scorecard that shows whether your team is ready to propose, or whether they're jumping too early.
Proposal readiness score
A subset of the deal health scorecard that shows whether your team is ready to propose, or whether they're jumping too early.
Custom methodology
Build a framework that matches your firm's client engagement process rather than a generic sales model.
Custom methodology
Build a framework that matches your firm's client engagement process rather than a generic sales model.
Custom methodology
Build a framework that matches your firm's client engagement process rather than a generic sales model.
Cross-sell detection
Ricavi tags moments on calls where a client mentions a challenge outside the current scope. Future opportunity, auto-flagged.
Cross-sell detection
Ricavi tags moments on calls where a client mentions a challenge outside the current scope. Future opportunity, auto-flagged.
Cross-sell detection
Ricavi tags moments on calls where a client mentions a challenge outside the current scope. Future opportunity, auto-flagged.
Coaching for non-sellers
Coaching calibrated for consultants who sell, not dedicated salespeople. Guidance without the sales jargon.
Coaching for non-sellers
Coaching calibrated for consultants who sell, not dedicated salespeople. Guidance without the sales jargon.
Coaching for non-sellers
Coaching calibrated for consultants who sell, not dedicated salespeople. Guidance without the sales jargon.
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Real feedback.
Real results.
Real feedback.
Real results.
Ricavi captures every sales conversation and acts as an assistant for your team.
Ricavi captures every sales conversation and acts as an assistant for your team.
“We all think we have some idea of sales until we hear what Coach Pilot has to offer. Ricavi is a must for business owners and sales executives.”
Jamie Lingham
CEO, Absolute Immigration
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
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0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
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0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
Question?
We got answers.
Question?
We got answers.
Need help?
Talk to our team and we’ll show you a custom walkthrough.
Talk to our team and we’ll show you a custom walkthrough.
Our consultants aren't salespeople. Will they use this?
That's exactly who Coach Pilot is built for. The coaching sidebar guides consultants through discovery without getting in the way of the conversation. And the automated admin means they don't have to do data entry they've always avoided.
Our consultants aren't salespeople. Will they use this?
That's exactly who Coach Pilot is built for. The coaching sidebar guides consultants through discovery without getting in the way of the conversation. And the automated admin means they don't have to do data entry they've always avoided.
Our consultants aren't salespeople. Will they use this?
That's exactly who Coach Pilot is built for. The coaching sidebar guides consultants through discovery without getting in the way of the conversation. And the automated admin means they don't have to do data entry they've always avoided.
What happens when a consultant hands off a client?
Every conversation is captured and summarised. When a consultant moves on or a colleague picks up the relationship, the full history is there: every call, every decision, every requirement. No context is lost in the handover.
What happens when a consultant hands off a client?
Every conversation is captured and summarised. When a consultant moves on or a colleague picks up the relationship, the full history is there: every call, every decision, every requirement. No context is lost in the handover.
What happens when a consultant hands off a client?
Every conversation is captured and summarised. When a consultant moves on or a colleague picks up the relationship, the full history is there: every call, every decision, every requirement. No context is lost in the handover.
Can Ricavi help prevent premature proposals?
Yes. The deal health scorecard tracks whether your team has clearly defined the problem, expected outcomes, and project scope. If a deal moves toward proposal without these, the score shows it.
Can Ricavi help prevent premature proposals?
Yes. The deal health scorecard tracks whether your team has clearly defined the problem, expected outcomes, and project scope. If a deal moves toward proposal without these, the score shows it.
Can Ricavi help prevent premature proposals?
Yes. The deal health scorecard tracks whether your team has clearly defined the problem, expected outcomes, and project scope. If a deal moves toward proposal without these, the score shows it.
Is recording appropriate for relationship-based selling?
With bot-free recording, your client has no idea. The conversation feels exactly the same. Many professional services firms find that capturing every conversation actually strengthens relationships because nothing discussed is ever forgotten or misremembered.
Is recording appropriate for relationship-based selling?
With bot-free recording, your client has no idea. The conversation feels exactly the same. Many professional services firms find that capturing every conversation actually strengthens relationships because nothing discussed is ever forgotten or misremembered.
Is recording appropriate for relationship-based selling?
With bot-free recording, your client has no idea. The conversation feels exactly the same. Many professional services firms find that capturing every conversation actually strengthens relationships because nothing discussed is ever forgotten or misremembered.
Do we need a dedicated sales team to use Ricavi?
No. Coach Pilot works for any team that has client-facing conversations, whether that's dedicated business development, partners, or consultants who sell as part of their role.
Do we need a dedicated sales team to use Ricavi?
No. Coach Pilot works for any team that has client-facing conversations, whether that's dedicated business development, partners, or consultants who sell as part of their role.
Do we need a dedicated sales team to use Ricavi?
No. Coach Pilot works for any team that has client-facing conversations, whether that's dedicated business development, partners, or consultants who sell as part of their role.
What actually happens after a sales call?
Within minutes, Ricavi writes a structured call summary, updates every relevant field in your CRM, drafts a follow-up email for your rep to review, scores the deal against your methodology, and flags exactly what the rep should do next. Your rep's only job is to review and hit send.
What actually happens after a sales call?
Within minutes, Ricavi writes a structured call summary, updates every relevant field in your CRM, drafts a follow-up email for your rep to review, scores the deal against your methodology, and flags exactly what the rep should do next. Your rep's only job is to review and hit send.
What actually happens after a sales call?
Within minutes, Ricavi writes a structured call summary, updates every relevant field in your CRM, drafts a follow-up email for your rep to review, scores the deal against your methodology, and flags exactly what the rep should do next. Your rep's only job is to review and hit send.
Can we track methodology adoption for non-sales people?
Yes. Build a custom methodology that matches your firm's client engagement process. Ricavi will coach against it, score adherence, and track improvement over time, all without assuming your team identifies as "salespeople."
Can we track methodology adoption for non-sales people?
Yes. Build a custom methodology that matches your firm's client engagement process. Ricavi will coach against it, score adherence, and track improvement over time, all without assuming your team identifies as "salespeople."
Can we track methodology adoption for non-sales people?
Yes. Build a custom methodology that matches your firm's client engagement process. Ricavi will coach against it, score adherence, and track improvement over time, all without assuming your team identifies as "salespeople."
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.