See What Wins Deals.
Then Help Every Rep Do It.
Pipeline updates itself. Forecast comes from what prospects actually said. Coaching shows up before the deal goes dark.
Salesforce + HubSpot native · Live in 24–48 hours · No long-term contract
Champion at Deal #4178 ($78K) hasn't joined last 2 calls. Stage progression flagged.
Won deals avg 3.2 engaged stakeholders. Lost deals avg 1.4. Pattern surfaced.
Competitor X mentioned in 5 active deals. Objection-handler routed to managers.
Your Pipeline Lies. Your Forecast Guesses.
The Real Story Is Buried in Calls Nobody Hears.
The Forecast Lies
Every Monday a number gets committed. Every Friday you learn which deals lied. The board doesn't care which ones.
Deals Die Quietly
The champion stops replying. The criteria shift. By the time anyone notices, the quarter is already gone.
Competitors Win in Silence
Reps say competitors come up. You don't know which ones, in which deals, or how often you lose the comparison.
Call Optix Closes the Loop
Pipeline updates itself from real conversation signal. Forecasts come from what prospects actually said. Coaching shows up before the deal goes dark. One platform — every call, every deal, every rep.
Capture. Coach. Act.
All in one platform.
Top performers convert 3–5× more than average reps. Most teams have no idea what those reps actually do differently — because nobody has time to listen to the calls where it shows up.
Capture Every Conversation
Every call recorded, transcribed, and tagged to the deal it belongs to. Searchable from day one — by rep, stage, competitor, objection, anything you want.
Coach Reps to Top-Performer Behavior
Managers get scorecards built from real moments. AI surfaces what to coach. The manager decides how. Every coaching session ties to a specific timestamp on a real call — never a vague impression.
Act on Signals Automatically
Tasks created. Deals updated. Risk flags raised. CRM fields populated. The follow-up email drafted. Reps don't lift a finger — and the next call starts with full context.
Everything your revenue stack already pretends to do —
finally working together.
Deal & Pipeline Intelligence
Every deal in your pipeline, scored from what the prospect actually said.
Each deal card shows the conversation context behind it — stakeholders engaged, signals detected, risk flags raised, next steps captured. No more clicking into Salesforce to figure out what's happening. The deal tells you.
Revenue Forecasting From Calls
Forecasts you can defend. Built on conversation signal, not rep optimism.
Every active deal contributes a confidence-weighted prediction. You see commit, best case, and pipeline — and you can click any number to see the exact conversation signals behind it. When a board member asks “how do you know?” — you have the answer.
Manager-Curated Coaching Scorecards
Coaching that scales — without managers listening to a single full call.
After every call, AI drafts a scorecard against your team's playbook (MEDDIC, discovery framework, your custom criteria). The manager opens it, edits the moments that matter, and assigns coaching. The rep sees specific feedback tied to specific timestamps — not vague impressions. Anonymized leaderboards make top reps' winning moments visible to the rest of the team automatically.
AI surfaces the moments. Managers do the coaching. Always.
AI Suggests
Coach on objection handling at 18:42 — pricing pushback was deflected, not addressed. Compare with K. Patel's response to a similar objection on 4/14.
Watch the AI extract exactly the data your sales process needs.
Most call intelligence tools transcribe and stop. Call Optix turns every conversation into structured fields you defined — pushed straight into your CRM, populated automatically, ready to act on.
Who else on your team would be evaluating this with you? And what timeline are you working against?
It would be me, our VP of Operations Sarah Lin, and our CFO David Kim for budget. We need a decision by end of Q2.
Got it. Have you looked at any other vendors in this space?
We did a quick eval of Competitor X last month — support model wasn't a fit. Also considering building internally.
Budget's approved — David signed off two weeks ago. We're looking at the $80K–$120K range annual.
Fully customizable. Extract whatever your sales process needs to know.
Different industries.
Same shift.
Identified MEDDIC drop-off at the Economic Buyer step in 60% of stalled deals. Reps started looping in EBs three calls earlier.
Cut new agent time-to-first-deal from 9 months to ~5. Surfaced which buyer questions actually predicted close.
Caught quote-to-bind drop-offs from missing carrier-specific objection responses. Coaching library built from top binders.
Standardized direct-booking conversations across 20+ properties. Surfaced exactly where conversion dropped, by property and by agent.
“Different industries, same shift — from sampling and guesswork to seeing what's actually happening on every call.”
Four things most stacks promise —
and what actually happens.
Things sales leaders
always ask first.
Most call intelligence tools record calls and stop there. Call Optix closes the loop — pipeline updates, deal scoring, manager-curated coaching, and forecast signals all flow from the same conversation data, in one platform. You're not paying four vendors for what should be one workflow.
Seamless Integration With Your Existing Stack
Call Optix connects to the CRMs and VoIP systems your team already runs on — no disruption to your workflow. Plug in and start capturing every call from day one.
Salesforce
Enterprise CRM. Auto-sync deals, fields, and call signal
HubSpot
Marketing, sales & service CRM platform
Pipedrive
Sales-focused CRM for pipeline-driven teams
Zoho CRM
Flexible CRM platform for growing sales orgs
Aircall
Cloud phone system for sales & support teams
Dialpad
AI-powered cloud communications platform
RingCentral
Unified business phone & messaging
Zoom Phone
Modern cloud phone system from Zoom
And So Many More
8x8, Twilio, Microsoft Dynamics, and any CRM or VoIP with an API
Don't see your system? We integrate with any system that has an API.
Ready to see what your top reps actually do differently?
15 minutes. We'll show you what your team's calls already contain — and how to act on it.
Live in 24–48 hours · Salesforce + HubSpot native · Role-specific onboarding · No long-term contract