Audience
Sales Managers & Directors, Call Center Managers, VP of Sales, Customer Success Managers, Sales/ Support Agents, SMB Owners, B2B Saas
About Call Optix
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.
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.
Company Information
Videos and Screen Captures
Stop losing hours to manual call logging and administrative busy work. Call Optix automatically enriches your CRM (HubSpot, Salesforce, etc.) with high-fidelity data extracted directly from customer conversations. This "hands-free" workflow syncs full transcripts, AI-generated smart summaries, and dynamic tagging for custom fields—such as room types or locations—ensuring your deal records are always accurate, searchable, and actionable.