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About

Call Optix is an AI-powered sales intelligence & voice analytics platform that transforms customer conversations into revenue insights. It automatically transcribes & analyzes every call with sentiment analysis, and dynamic tagging to reveal trends and surface upsell opportunities. The AI extracts custom fields specific to your business—check-in dates, policy numbers, vehicle preference etc. Agent performance scorecards measure call quality and efficiency, giving managers clear visibility into strengths & development areas for targeted coaching. The Business Intelligence Dashboard serves as your real-time command center for calls, talk time, and revenue metrics, while the visual Sales Board & Pipeline Funnel track deals through customizable stages with win/loss rates & conversion data. From lead capture to deal management with full activity history, Call Optix unifies conversation intelligence and CRM in 1 platform, with AI agents that handle bookings, qualify leads, and follow-ups.

About

Many companies conduct ad-hoc internal reviews of some of their bids, but a successful Win/Loss program is more comprehensive. Win/Loss analysis is an ongoing, systematic analysis of why a company’s deals are won and lost. The process is simple, but the results are powerful because they help decision-makers implement company-wide changes. Analysts conduct qualitative and quantitative interviews with decision-makers at prospect companies, for both won and lost deals. Our interview guides result in objective insights related to purchasing decision processes, solution capabilities and features, sales team effectiveness, pricing, and contracting. We regularly provide clients with individual reports for each deal so they can understand the nuances of each individual case. In the end, we deliver a summary report that analyzes trends across multiple deals over time. The aggregation of several deals over time lets us deliver recommendations about value proposition, product features, etc.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales Managers & Directors, Call Center Managers, VP of Sales, Customer Success Managers, Sales/ Support Agents, SMB Owners, B2B Saas

Audience

Companies interested in a solution providing objective insights related to purchase decisions processes and systematic analysis

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0.06/minute
Custom Solution. Custom Pricing.
At Call Optix, we believe you shouldn't pay for features you don't use. Because every business has unique communication needs, we don't do "one-size-fits-all" bundles. Instead, we craft a custom plan that scales exactly with your volume.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Call Optix
Founded: 2023
India
www.calloptix.com

Company Information

Fletcher/CSI
United States
fletchercsi.com/services/winloss-analysis/

Alternatives

Alternatives

Nimitai

Nimitai

REN AI Technologies Private Limited
Ox Engine

Ox Engine

Ox Win Loss

Categories

Categories

Conversation Intelligence Features

Account Health Alerts
AI Insights
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Integrations

Aircall
Dialpad Connect
HubSpot CRM
JustCall
Microsoft Dynamics 365
Pipedrive
RingCentral Automatic Call Recording
Salesforce
Sugar Connect
Twilio
Vonage Contact Center
Zapier
Zendesk
Zoho CRM

Integrations

Aircall
Dialpad Connect
HubSpot CRM
JustCall
Microsoft Dynamics 365
Pipedrive
RingCentral Automatic Call Recording
Salesforce
Sugar Connect
Twilio
Vonage Contact Center
Zapier
Zendesk
Zoho CRM
Claim Call Optix and update features and information
Claim Call Optix and update features and information
Claim Fletcher/CSI and update features and information
Claim Fletcher/CSI and update features and information