Know Where Your Revenue Is Going—Before It Gets There
Move from reactive reporting to predictive intelligence. AI-powered forecasting that sees deal risk before it stalls, connects conversation quality to closed revenue, and gives you confidence in your numbers.
Revenue leaders live in a constant state of uncertainty. Forecasts built on rep optimism. Pipeline that looks healthy until deals suddenly go dark. Month-end surprises that should have been visible weeks ago. Call Optix changes the equation.
The Forecasting Problem
No One Wants to Admit
Every revenue leader has felt it: that knot in your stomach during forecast calls, knowing the numbers you're committing to are built on a foundation of optimism, incomplete data, and rep gut feelings.
Deals marked "90% likely" go dark without warning. Pipeline that looked strong on Monday evaporates by Friday. Month-end arrives and suddenly you're scrambling to explain a miss that seemed impossible two weeks ago.
Call Optix Makes Signals Visible
The problem isn't your team. It's visibility. The real signals are in the conversations: the hesitation in a prospect's voice, the competitor suddenly mentioned, the champion who's gone quiet. Call Optix analyzes every conversation, surfaces every risk signal, and grounds every forecast in what customers actually say—not what reps hope they mean.
Forecasts You Can
Actually Trust
AI-powered predictions based on conversation signals—not just CRM stages and rep optimism.
Traditional forecasting is an exercise in aggregated guesswork. Reps assign stages. Managers apply gut-check discounts. Everyone hopes for the best.
Call Optix forecasting works differently. Our AI analyzes every conversation in your pipeline—sentiment shifts, engagement patterns, objection frequency, competitor mentions, buying signals, champion activity. These signals feed a prediction model that tells you not just what might close, but why, and with what confidence.
Learn From
Every Forecast
A forecast is a hypothesis. Every closed period is a chance to test that hypothesis and improve. Call Optix tracks your forecast accuracy automatically—comparing predictions to actual results across every rep, every segment, every time period.
Find the Leaks
In Your Funnel
Revenue problems rarely announce themselves. They hide in funnel stages where conversion rates silently decline. A 5% drop in demo-to-proposal conversion doesn't send an alert—it just quietly bleeds revenue over months.
Understand Why You Win—
And Why You Don't
Every closed deal—won or lost—contains lessons. But most organizations never learn them systematically. Win reasons are celebrated anecdotally. Loss reasons are coded generically and forgotten.
See Deal Risk
Before Deals Die
Deals don't die suddenly. They send signals for weeks: calls that don't get returned, sentiment that shifts negative, competitors that suddenly appear, champions that go quiet. The problem is those signals live in conversations—not in CRM fields.
Slice Revenue Data
Any Way You Need
Every revenue question requires a different view. What's our pipeline by region? How does Q2 compare to Q1? Call Optix gives you the filters and views to answer any question, instantly.
Connect Conversations
To Closed Revenue
Marketing knows which campaigns generate leads. Sales knows which reps close deals. But connecting the dots—from first touch through conversation quality to closed revenue—is where most organizations lose the thread.
Revenue Intelligence for
Customer Success
Revenue doesn't stop at the initial close. For many businesses, expansion and renewal revenue is where the real value lives—and Customer Success is where it's won or lost.
Expansion Revenue
Track upsells, cross-sells, and expansion by account, CSM, and segment
Renewal Forecasting
Predict renewal likelihood based on conversation sentiment and engagement
Churn Impact
Quantify revenue lost to churn. Understand the revenue stakes of retention
Lifetime Value
Identify accounts with expansion potential based on conversation patterns
For Customer Success Leaders
Stop fighting for attribution. Call Optix gives you defensible revenue numbers—expansion generated, renewals secured, churn prevented—tied directly to customer conversation data. Finally, CS gets the same revenue visibility that sales has always had.
Forecast With Confidence
Your pipeline holds the answers—in every conversation, every signal, every pattern. Call Optix turns those signals into predictable revenue intelligence.