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Call Optix

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6 reviews
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Average star rating
4.9
Serving customers since
2023
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Call Optix

6 reviews

Call Optix is an AI-powered sales intelligence and voice analytics platform that transforms every customer conversation into actionable revenue insights. Built for sales teams, call centers, and service organizations, it automatically monitors, transcribes, and analyzes calls to eliminate guesswork and drive performance. The platform delivers fast, speaker-differentiated transcription with automated summaries that capture key outcomes from every conversation. Sentiment analysis identifies at-risk customers and surfaces coaching opportunities in real-time, while dynamic tagging reveals conversation trends across your entire organization. What sets Call Optix apart is its deeply customizable data extraction. Define custom fields specific to your business—whether that's check-in dates for hotels, policy numbers for insurance, or vehicle preferences for automotive—and the AI automatically extracts and structures this information from unstructured audio. Transform raw data into team improvement with detailed agent performance scorecards measuring call quality, efficiency, and task consistency. Managers gain clear visibility into individual strengths and development areas, enabling targeted coaching that turns every rep into a top performer. The Business Intelligence Dashboard provides a real-time, high-level command center for all sales activity—total calls, talk time, quality scores, and revenue metrics at a glance. The visual Sales Board and Pipeline Funnel track every deal through customizable stages, displaying win/loss rates, conversion metrics, and revenue in pipeline so you always know exactly where you stand. From lead capture via webhooks and custom forms to comprehensive deal management with full activity history, Call Optix unifies conversation intelligence, agent coaching, and CRM functionality in a single platform. Need to scale beyond your team's capacity? Deploy intelligent AI agents that handle inbound bookings, answer FAQs, qualify leads, and conduct outbound follow-ups—around the clock.

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Verified User in Retail
AR
Verified User in Retail
03/30/2026
Validated Reviewer
Review source: Organic

Complete Visibility Into Calls With AI Insights and Automated Follow-Ups

The biggest thing for us has been complete visibility into our phone operations. Before Call Optix, we had no idea that our sales team was spending 65% of their time handling support calls instead of actually selling. The AI transcription and call categorization made that painfully obvious — and once we restructured based on that data, conversions jumped 47%. The automated task creation is a game-changer too. Our agents used to promise follow-ups and then forget. Now every commitment made on a call becomes a tracked task automatically. We recovered about $40K in revenue just from follow-ups that used to slip through the cracks. Custom data extraction is brilliant — it pulls out product interest, budget range, decision timelines from every call without anyone lifting a finger. That alone saved our team hours of manual data entry every week.
TRUMAC H.
TH
TRUMAC H.
Owner @ Trumac Healthcare
02/14/2026
Validated Reviewer
Review source: Organic

No More Chasing Call Updates—AI Dashboard Keeps Everything on Track

The best part is that I don’t have to chase my team for call updates anymore. Everything is just there: what was discussed, what was promised, and what needs to happen next. We get a lot of calls daily, and earlier it was impossible to keep track of everything. Now I just open the dashboard and I know exactly what’s going on. The AI picks up the details from the call on its own, which is really nice and saves a ton of manual work.
Capt. Arjun Singh K.
CK
Capt. Arjun Singh K.
Driving Maritime Innovation | DigiMoor X7 | Digital Compliance & AI-Powered Solutions for Shipping
02/14/2026
Validated Reviewer
Review source: Organic

Pipeline Visibility That Helps Us Catch Deals Before They Slip Away

The pipeline visibility has been a big improvement. Before this, deals would just sit there for weeks and nobody followed up on them. Now, if something is going cold or a client sounds off on a call, it shows up. I’ve caught a couple of deals that were about to slip away just because the system flagged them early, and that’s been huge for us.

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What is Call Optix?

Call Optix is an AI sales intelligence platform for call analytics, agent coaching, deal & funnel management, data-driven revenue growth

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Year Founded
2023