Custom Field Extraction | Built for Your Industry

Stop Forcing Your Sales Calls Into Generic Tags

Extract budget, timeline, objections, and YOUR industry-specific data from every call—automatically synced to your CRM.

Gong gives you "Pricing Discussion." CallOptix gives you "Budget: $650K, Timeline: Q2 2026, Pre-Approved: Yes."

No credit card requiredSetup in 24 hoursCancel anytime
What Gong Gives You

Tags Detected:

Pricing Discussion
Timeline Mentioned
Competitor Mentioned
Next Steps Discussed

Generic tags, no specific values...

What CallOptix Extracts
Budget:$650,000-$700,000
Timeline:August 2026
Competitor:Zillow, Redfin
Pre-Approved:Yes ($720K)
Must-Have:Lakewood Schools
Deal-Breaker:No HOAs
Decision Maker:Sarah (Wife)
Auto-synced to Salesforce
4.8/5
Customer Rating
1M+
Minutes Processed Monthly
5 hrs
Saved Per Rep/Week
100+
Teams Trust Us

Your CRM is a Graveyard of "Pricing Discussion" Tags

Every day, your reps mention budgets, timelines, and objections on calls. Every night, your CRM just says "Call completed."

The $180K Question You Can't Answer

"How many qualified leads mentioned a $500K+ budget last month?" Your CRM: "🤷 We logged 247 calls" The Reality: 73% of revenue-critical data mentioned on calls never makes it to your CRM. Your reps remember "3 bedrooms" but miss the $650K budget.

📊

Only 23% of deal-critical data captured

Analysis of 10,000 sales calls (CallOptix data)

You Know WHO Closes. Not HOW.

Sarah hits 140% quota. Mike hits 60%. You've listened to their calls. Sarah "just has it." But what specifically does she say when prospects mention budget? How does she pivot objections? You can't clone what you can't see.

📊

Avg. rep ramp time: 4.2 months

Top performers can't explain what they do differently

8 Hours Per Week on Data Entry

After every call: • Summarize what happened (15 min) • Update 6 CRM fields manually • Remember to log the follow-up task • Repeat 20 times per week Meanwhile, the prospect is researching your competitor.

📊

21% of rep time = admin work

10 reps = 80 hrs/week = $208K/year wasted

What If Your CRM Knew Exactly What Happened on Every Call?

Stop forcing your sales process into generic tags like "Pricing Discussion" and "Timeline Mentioned."CallOptix extracts the specific data fields that actually move deals in YOUR business.

Typical Call Intelligence Output

Call Duration:18:32
Sentiment:Positive
Topics Discussed:
Pricing ✓Timeline ✓Next Steps ✓
📝 Transcription available ↓

CallOptix Extraction (Real Estate Example)

Property Type:Single Family
Budget:$650,000-$700,000
Pre-Approved:Yes (up to $720K)
Decision Date:August 15, 2026
Must-Have:Lakewood School District
Deal-Breaker:No HOAs
Current Situation:Renting
Motivation:New baby arriving July
Decision Makers:Both spouses
Competing Agent:Keller Williams
Auto-synced to Salesforce in 2 minutes
Next Action: Send 3 listings by EOD

Define the Fields That Matter to YOUR Business

Real Estate

Custom Fields:

  • Property Type
  • Budget Range
  • Pre-Approval Status
  • School District
  • Move-in Date
  • +2 more
See Real Estate

SaaS B2B

Custom Fields:

  • Budget Authority
  • Current Tools
  • Team Size
  • Pain Level (1-10)
  • Decision Timeline
  • +2 more
See SaaS B2B

Hospitality

Custom Fields:

  • Check-in Date
  • Check-out Date
  • Room Type
  • Guest Count
  • Special Requests
  • +2 more
See Hospitality

Financial

Custom Fields:

  • Assets Under Mgmt
  • Risk Tolerance
  • Investment Goals
  • Current Advisor
  • Decision Timeline
  • +2 more
See Financial

Call Centers

Custom Fields:

  • Call Reason
  • Resolution Status
  • Escalation Needed
  • Customer Sentiment
  • Product Mentioned
  • +2 more
See Call Centers

From Your First Call to CRM-Perfect Data in 24 Hours

No phone system changes. No CRM migration. Just smarter data.

1

Connect Your Existing Stack

Plug into your phone system (RingCentral, Dialpad, Aircall, Twilio) or use our API for any telephony. Link your CRM (Salesforce, HubSpot, Pipedrive, Zoho) or integrate via API.

Works with any system. No rip-and-replace.

15 min setup
2

Define Your Custom Fields

Tell us what data you actually need: Budget ranges, decision timelines, qualification criteria, industry-specific info. We provide templates for 12+ industries.

Customize from there.

45 min workshop
3

Let AI Do the Rest

Every call automatically: Transcribed, analyzed for your custom fields, extracted and structured, synced to your CRM within 2 minutes.

Your reps never touch a note field again.

Automatic, forever

The Complete Revenue Intelligence Platform

Custom extraction is our superpower. But you get the full stack.

Extract ANY Data Point From Every Conversation

Pre-Built Templates for 12+ Industries

Start with proven field sets for real estate, SaaS, hospitality, finance, and more. Customize from there.

Define Unlimited Fields

Budget, timeline, objections, competitor names, decision makers—whatever moves YOUR deals forward.

AI That Understands Context

Not just keyword matching. Our AI understands 'around $600K' means Budget: $600,000 and 'sometime in Q3' means Timeline: Q3 2026.

Data Quality Checks

Set validation rules: 'Budget must be number,' 'Timeline must be date.' Get clean data, always.

Works in 95+ Languages

English, Spanish, Hindi, Mandarin, and 90+ more. Detects language automatically.

Real Teams. Real Results.
Real Numbers.

FEATURED CASE STUDYHospitality

Echor Hotels: 15% Higher Conversions in 3 Months

THE PROBLEM

20+ property hospitality group with no cross-property visibility. Manual call audits consumed leadership hours. New agents took weeks to ramp up with no systematic training path.

THE INSIGHT

Call Optix revealed missed revenue opportunities — agents sent standard quotes when personalized offers could close premium bookings. AI summaries surfaced high-value guest signals instantly.

THE FIX

Unified dashboard across all properties. Automated scorecards, "gold standard" call libraries, and leadership boards transformed team performance.

SC

Suraj Chandel

Team Manager, Echor Hotels & Resorts

THE RESULTS (3 MONTHS)

Booking Conversion

+15%
Lift

Call Audit Speed

3x Faster
66% time saved

Team Productivity

+20%
15K+ calls/mo

"The audit hours have significantly reduced by 3x. Call Optix is doing it all for me right now."

CallOptix vs. Gong: The Honest Comparison

We're not trying to be Gong. We're solving the problems Gong doesn't.

Feature
Gong
CallOptix
AI Transcription
Excellent
95%+ Accuracy
Sentiment Analysis
Deal Intelligence
Coaching & Analytics
Advanced
Full Suite
Custom Field Extraction
Generic tags only
Unlimited custom fields
Industry-Specific Templates
12+ industries
Built-in CRM (Optional)
AI Agents & IVR
Included
Setup Time
4-6 weeks
24 hours average
Pricing (10 users)
~$1,500-2,000/mo
$990/month
Contract Term
12 months min
Month-to-month
Best For
Enterprise 100+ reps
Growing teams 10-100

Where Gong Wins

1️⃣

Brand Recognition

Gong is the category king. Safer choice for enterprise buyers.

2️⃣

Enterprise Features

White-glove service for F500. Advanced security certifications.

3️⃣

Ecosystem

100+ integrations vs. our top 15 (but growing).

Where We Win

Custom Extraction

Define YOUR fields, not generic tags.

40-60% More Affordable

Annual savings: $6,000-$12,000

Live in Days

6-day setup vs. 4-6 weeks

No Lock-In

Month-to-month available

How TechWidget Switched From Gong in 2 Weeks

Week 1: Parallel Testing

  • Day 1: Connect CallOptix alongside Gong
  • Day 2-3: Define custom fields (Gong can't do)
  • Day 4-7: Compare outputs side-by-side
  • Decision point: CallOptix wins on custom data

Week 2: Full Migration

  • Day 8-10: Historical call import
  • Day 11-12: Team training
  • Day 13: Cancel Gong subscription
  • Day 14: 100% on CallOptix

MIGRATION RESULTS

Kept all Gong functionality
Gained custom extraction (new capability)
Saved $900/month
Better CRM data quality
ROI Calculator

Calculate Your ROI in
60 Seconds

Conservative estimates. Your data. Real savings.

Your Team

10
20
$
18%

Industry avg: 18%

$

Default: $50 (includes salary, benefits, overhead)

Time Savings

Hours saved per rep/week:4.5 hrs
Total team hours/week:45 hrs
Annual Time Savings:$116,910

Revenue Impact (25% lift)

Current deals/month:78
With CallOptix:97 (+19)
Additional Revenue:$1,169,100/yr

Total Impact

Time Savings:$116,910/yr
Revenue Lift:$1,169,100/yr
Cost:-$11,880/yr

Net Annual Gain

$1,274,130

ROI

108.3x

Payback Period

0.5 weeks

Transparent Pricing. No Surprises.

Plans for teams of all sizes. Month-to-month or annual.

Starter

$49/user/month

Perfect for: Teams under 20 reps

  • 100 calls/user/month
  • AI transcription
  • Basic analytics
  • CRM sync
  • 5 custom fields
Most Popular

Professional

$99/user/month

Perfect for: Growing teams 10-100 reps

  • Unlimited calls
  • Advanced coaching
  • Unlimited custom fields
  • AI agents & IVR
  • Priority support

Enterprise

Custom

Perfect for: Teams 100+ reps

  • Everything in Pro
  • Dedicated CSM
  • Custom integrations
  • SSO & security
  • SLA guarantees
vs. Gong: Save 40-60%
Setup: First insights in 24 hours
Security: SOC 2 Type II, GDPR

Stop Leaving Revenue in Your Call Recordings

Every day without CallOptix is another day of "Pricing Discussion" tags and empty CRM fields.

Start 14-Day Free Trial

  • No credit card required
  • Full platform access
  • Setup in 24 hours
  • Cancel anytime

Book a Custom Demo

  • See your industry template
  • Custom field workshop
  • ROI analysis for your team
  • Migration planning (if switching)
14-Day Free Trial
No Credit Card
Setup in 24 Hours
60-Day Money-Back

Common Questions

Q: How long does setup take?

A: 24 hours average. 15 minutes to connect, 45 minutes to define fields, live the same day.

Q: Do I need to change phone systems?

A: No. We integrate with your existing VOIP (RingCentral, Dialpad, Aircall, Twilio, etc.).

Q: Can I try it alongside Gong?

A: Yes. Run both in parallel for 14 days. See which gives better data.

Q: What if my team hates it?

A: 94% adoption rate among customers. But if not: full refund within 60 days.