G2

TRUMAC H.

General Manager

Mid-Market (51-1000 emp.)

2/14/2026

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

5/5

What do you like best about Call Optix?

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. Review collected by and hosted on G2.com.

What do you dislike about Call Optix?

It took me a little while to understand it at first, but now everything is working well and I’m happy with it. Review collected by and hosted on G2.com.

What problems is Call Optix solving and how is that benefiting you?

We were losing leads. Someone would call, our guy would talk to them, and then either forget to follow up or not take notes. To be honest, a lot of things were going wrong. We had no real way to know what was happening, and the audit only listened to a maximum of 5% of calls. Now everything is automated and trackable, and without even realizing it, my team is competing with each other because of the leaderboard/scoring. i got good feedback from my team Review collected by and hosted on G2.com.