See Everything.
Miss Nothing.
Real-time visibility into every rep, every metric, every task. Call Optix surfaces performance insights automatically—so you manage with data, not guesswork.
You can't improve what you can't see. And right now, most of what happens on your team is invisible—buried in CRM reports that take hours to build, gut feelings about who's performing, and problems that only surface when it's too late to fix them.
The Performance
Visibility Gap
Most managers operate with a massive blind spot. They know who their top performers are—roughly. They have a sense of who's struggling—sometimes. They can tell you how the team is doing—eventually, once someone pulls the reports.
But real-time? Granular? Actionable? That's another story.
CRM dashboards require hours of configuration and still miss conversation quality. Activity metrics don't connect to outcomes. Scorecards are built in spreadsheets that go stale the moment they're created. The gap between what's happening and what you can see is where revenue goes to die.
Call Optix Closes That Gap
Every activity tracked. Every conversation scored. Every task monitored. Every insight delivered in real-time, automatically.
Your Command Center
for Performance
The Business Intelligence Dashboard is your single source of truth for team performance. At a glance, see total call volume, talk time, call quality scores, task completion rates, and revenue metrics. No more waiting for weekly reports or asking analysts to pull numbers.
Stop asking "how are we tracking?" and start knowing. The BI Dashboard gives you board-ready metrics without the wait—total pipeline, conversion rates, activity levels, and quality scores in one view.
Performance Dashboard
Last updated: Just now
Every Metric That Matters,
Tracked Automatically
Performance isn't one number. It's a constellation of metrics that together tell the story of how your team operates. Call Optix tracks it all automatically.
Handle time, first-call resolution, transfer rates, hold time—the operational metrics that drive efficiency are tracked automatically. Stop building reports manually; start managing from live data.
Data-Driven Scorecards
for Every Rep
Multi-dimensional performance scoring that identifies coaching needs, tracks improvement, and makes performance conversations objective.
Rep Scorecard • This Week
- •Task completion declining—12 overdue follow-ups this week
- •Handle time above target on pricing conversations
- •Strong closer—review calls for best practice library
Annual reviews based on memory and gut feel don't develop talent. Spreadsheet scorecards that take hours to build go stale immediately. Your team deserves better—and so do you.
Call Optix generates comprehensive scorecards for every rep automatically, updated in real-time with every conversation. Each scorecard measures performance across multiple dimensions: call quality, efficiency, activity volume, task completion, and outcomes.
Your 1:1s just got a lot more productive. Walk into every coaching conversation with objective data, specific examples, and clear improvement targets. No more vague feedback—scorecards make development conversations concrete and actionable.
Healthy Competition,
Visible Results
Real-time rankings that motivate performance and celebrate success—customized to the metrics that matter for your team. Competition drives performance when it's fair, transparent, and focused on the right things.
Leaderboards work best when they celebrate improvement, not just absolute performance. Call Optix lets you rank by growth rate, consistency, or improvement—so your middle performers have something to compete for, not just your top dogs.
Know Where
You Stand
Numbers without context are just numbers. Is 85% call quality good? It depends—on your team average, your historical baseline, your targets, and your industry. Call Optix provides the benchmarks that make metrics meaningful.
Benchmarks are the foundation of realistic forecasting. When you know your team's true conversion rates, activity levels, and efficiency metrics—with historical context—you forecast with confidence instead of hope.
AI That Creates
Your To-Do List
"I'll send that over." "Let me follow up on Tuesday." "I'll check with my manager." Your reps make commitments on every call. Most live only in memory—and memory fails.
Call Optix listens for commitments and action items on every call, then automatically creates tasks with full context: what was promised, to whom, with what deadline. No rep has to remember to log it. No follow-up falls through the cracks.
Research shows sales reps spend 5+ hours per week on administrative tasks. Automated task creation eliminates the "write it down, log it later, hope you remember" workflow. Commitments go straight from conversation to task tracker—accurately, immediately, automatically.
4 action items detected from 12-minute call. All tasks created with context and assigned to rep automatically.
Complete Visibility
Into Follow-Through
Creating tasks is easy. Completing them consistently is where teams struggle. The Call Optix Task Tracker provides complete visibility into follow-through across your team.
This isn't just a to-do list—it's an accountability system. When every commitment is tracked and visible, follow-through becomes the norm, not the exception.
Stop asking "did you follow up with that customer?" Start knowing. The Task Tracker shows exactly what's pending, what's done, and what's overdue—for every rep, every deal, every commitment.
Stop Managing in the Dark
Your team's performance data exists—in calls, in activities, in tasks, in outcomes. Call Optix captures it all and turns it into real-time intelligence you can act on.
See what complete performance visibility looks like.