From Lead to Close,
Everything in One Place
Manage your entire pipeline in a unified workspace where every conversation, task, and touchpoint lives together—automatically. No more switching tools. No more hunting for context.
Your CRM knows about your deals. Your phone system knows about your calls. Your task manager knows about your follow-ups. But none of them talk to each other. Call Optix unifies everything. One workspace where you can see the complete picture of any opportunity in seconds—not hours.
The Hidden Cost of
Disconnected Tools
Your sales data lives in silos. Leads in one system. Deals in another. Calls somewhere else. Tasks scattered across inboxes and sticky notes. And your team is the integration layer—manually copying information, hunting for context, and hoping nothing falls through the cracks.
It's not just inefficient. It's dangerous.
Meanwhile, your "CRM" is really just a data entry system where information goes to be forgotten. The actual intelligence—what customers said, how they felt, what they need—never makes it into the record.
Call Optix Eliminates the Silos
One platform for leads, deals, calls, tasks, and contacts—connected automatically, updated in real-time, and enriched with conversation intelligence at every stage.
Your Pipeline, Fully Visible
Visual pipeline management where every deal includes complete conversation context—automatically.
The Sales Board is your command center for pipeline management. See every deal, at every stage, for every rep—in one visual workspace. Drag and drop deals between stages. Click into any opportunity for full context. Know exactly what's happening across your entire pipeline at a glance.
But here's what makes Call Optix different: every deal on your board is enriched with conversation intelligence. Click into any deal and see the full call history—not just "called on Tuesday," but the actual transcript, summary, sentiment, and extracted data from every conversation.
See Where Deals Flow—
And Where They Stick
A healthy pipeline flows. An unhealthy one has bottlenecks—stages where deals pile up, stall, and die. The Pipeline Funnel makes those bottlenecks visible.
See exactly how many deals and how much value sits at each stage. Track how quickly deals move through your funnel. Identify stages where conversion drops or velocity slows. When you can see the flow, you can fix the problems—before they show up in missed revenue.
Complete Deal Context
in One View
Everything about an opportunity—calls, contacts, tasks, notes, documents—unified on a single page.
Acme Corp
AI-Extracted Data
Contacts
Conversation Timeline
Discussed implementation timeline
Pricing walkthrough completed
Initial discovery, identified needs
Quick follow-up on proposal
Tasks
Quick Actions
Capture Leads From Everywhere,
Manage Them in One Place
Leads come from everywhere: website forms, phone calls, trade shows, referrals, purchased lists, partner channels. Most organizations manage this chaos with spreadsheets, disconnected systems, and manual processes that guarantee leads slip through the cracks.
Call Optix Unified Lead Hub captures leads from any source and centralizes them in one workspace. Every lead tracked, routed, and visible—from first touch to conversion.
Complete Audit Trail,
Automatic
What happened with this customer? When did we last talk? What did we promise? Who said what?
These questions should have instant answers. With Call Optix, they do.
Activity History automatically logs every interaction: calls with full transcripts, tasks created and completed, notes added, emails sent, stage changes, owner changes. Everything timestamped, everything linked to the right record, everything searchable.
Know Everyone Involved
in Every Deal
Deals aren't won by talking to one person. They're won by understanding everyone involved: the champion who wants you to win, the decision maker who controls the budget, the blocker who's pushing for a competitor, the end users who'll live with the product.
Call Optix Contact Management helps you track everyone. Create contact profiles with role tags. Associate contacts with companies and deals. See complete communication history for each person—every call, every email, every touchpoint.
Replace Your CRM—
Or Supercharge It
As Your Complete CRM
For teams that want one unified platform, Call Optix replaces your traditional CRM. Leads, deals, contacts, activities—all managed in one place, enriched with conversation intelligence.
- No separate tools to buy or manage
- No integration headaches
- No data living in silos
- Everything in one workspace
Integrated With Your CRM
Already invested in Salesforce, HubSpot, or another CRM? Call Optix integrates seamlessly, pushing conversation intelligence into your existing deal records.
- Keep your existing workflows
- Add conversation context you've been missing
- Automatic sync both ways
- Enrich deals with call insights
Either way, your pipeline gets smarter—because every deal is enriched with what customers actually say.
The Operational Center of Your Revenue Stack
Pipeline & Deal Management connects every other Call Optix capability
One Platform for Your Entire Pipeline
Leads captured. Deals tracked. Conversations connected. Tasks managed. Context preserved. All in one workspace—automatically.