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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Call Optix is an innovative platform that utilizes AI for sales intelligence and voice analytics, turning customer interactions into actionable revenue insights. It provides automatic transcription and analysis of each call, incorporating sentiment analysis and dynamic tagging to uncover trends and identify upselling possibilities. Additionally, the AI is capable of extracting tailored fields pertinent to your business, such as check-in dates, policy numbers, and vehicle preferences. Performance scorecards for agents evaluate call quality and efficiency, offering managers insightful visibility regarding both strengths and areas needing improvement for focused coaching. The Business Intelligence Dashboard functions as an up-to-the-minute command center, displaying call metrics, talk time, and revenue statistics, while the visual Sales Board and Pipeline Funnel facilitate the tracking of deals through customizable stages, complete with win/loss ratios and conversion information. By streamlining the entire process from lead acquisition to deal management while maintaining a comprehensive activity history, Call Optix integrates conversation intelligence and CRM into a single platform, supported by AI agents that manage bookings, qualify leads, and conduct follow-ups effectively. This cohesive approach not only enhances operational efficiency but also empowers teams to make informed decisions that drive sales growth.

Description

Graphly has been recognized as the leading reporting platform for Infusionsoft users, a title awarded by the founders of Infusionsoft themselves. When performance is tracked, it tends to enhance, and when performance is both tracked and reported, the speed of improvement tends to accelerate significantly. Marketing Monitor enables users to analyze website traffic, document evolving lead sources, evaluate funnel conversions, make adjustments, enhance strategies, and repeat the process for ongoing success. Sales functionality allows for the tracking of individual sales representative performance, revenue forecasting, and examination of both gross and net revenue figures. Customer service capabilities include reviewing net promoter scores, fulfilling orders, boosting retention rates, and ensuring customer satisfaction. The Tag Funnel feature illustrates the quantity of contacts associated with specific tags over a selected timeframe, showcasing how many tags are assigned to contacts during that period. Additionally, it tracks the current lifetime value trends of customers throughout a designated duration and forecasts adjusted revenue from active opportunities based on their stage probabilities. The platform also provides a comprehensive view of appointments, notes, and tasks for each user, facilitating comparisons among team members to enhance overall productivity and accountability. Ultimately, Graphly empowers Infusionsoft users with invaluable insights that drive growth and efficiency across various business functions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aircall
Dialpad Connect
HubSpot CRM
JustCall
Keap
Microsoft Dynamics 365
Pipedrive
RingCentral Automatic Call Recording
Salesforce
Sugar Connect
Twilio
Vonage Contact Center
Zapier
Zendesk
Zoho CRM

Integrations

Aircall
Dialpad Connect
HubSpot CRM
JustCall
Keap
Microsoft Dynamics 365
Pipedrive
RingCentral Automatic Call Recording
Salesforce
Sugar Connect
Twilio
Vonage Contact Center
Zapier
Zendesk
Zoho CRM

Pricing Details

$0.06/minute
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Call Optix

Founded

2023

Country

India

Website

www.calloptix.com

Vendor Details

Company Name

LEAP

Founded

2009

Country

United States

Website

leapmade.com

Product Features

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Product Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

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