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Average Ratings 3 Ratings

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support

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

Gain a clear understanding of the factors that contribute to your team's achievements. By tracking the journey from lead to opportunity and from cross-sell to renewal, over 10,000 businesses have effectively minimized risk, opened new avenues for growth, and accelerated their revenue streams. Effortlessly synchronize deal activities and engagement metrics to gain a comprehensive view of your sales process. It's crucial to recognize that activity data serves as the primary predictor of sales performance. Our system automates, integrates, and logs all team activities directly into your CRM. Uncover the specific actions your sales representatives have taken, identify any missed steps, and analyze how prospects have reacted, enabling you to achieve more reliable and predictable outcomes. Gaining insights into the distinctive practices of your top performers has never been simpler. Record, transcribe, and scrutinize every customer interaction throughout the sales process. Collect valuable transcripts, key phrases, trends, and talk durations. By merging conversation analytics with extensive activity tracking and advanced machine learning, you can enhance every aspect of your organization, including forecasts, reporting, product development strategies, and much more, ultimately driving sustained success. This thorough approach ensures you are well-equipped to adapt to changing market conditions and elevate your team’s performance continuously.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Zendesk Yes 
Adobe Marketo Engage No 
Aircall Yes 
Bullhorn No 
Datawarehouse.io No 
Desktop.com No 
Dialpad Connect Yes 
HubSpot CRM Yes 
JustCall Yes 
Kayako No 
Microsoft Dynamics 365 Yes 
Pipedrive Yes 
RingCentral Automatic Call Recording Yes 
Rivery No 
Sugar Connect Yes 
Twilio Yes 
Vonage Contact Center Yes 
Zapier Yes 
Zoho CRM Yes 

Integrations

Salesforce Yes 
Zendesk Yes 
Adobe Marketo Engage Yes 
Aircall No 
Bullhorn Yes 
Datawarehouse.io Yes 
Desktop.com Yes 
Dialpad Connect No 
HubSpot CRM No 
JustCall No 
Kayako Yes 
Microsoft Dynamics 365 No 
Pipedrive No 
RingCentral Automatic Call Recording No 
Rivery Yes 
Sugar Connect No 
Twilio No 
Vonage Contact Center No 
Zapier No 
Zoho CRM No 

Pricing Details

$0.06/minute
Custom Solution. Custom Pricing.
At Call Optix, we believe you shouldn't pay for features you don't use. Because every business has unique communication needs, we don't do "one-size-fits-all" bundles. Instead, we craft a custom plan that scales exactly with your volume.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Call Optix

Founded

2023

Country

India

Website

www.calloptix.com

Vendor Details

Company Name

InsightSquared

Founded

2010

Country

United States

Website

www.insightsquared.com

Product Features

Conversation Intelligence

AI Insights Yes 
Account Health Alerts No 
Call Analytics Yes 
Call Recording Yes 
Call Recording Cloud Storage Yes 
Call Snippets Yes 
Call Transcription Yes 
Call/Meeting Sharing Yes 
Sales Coaching Yes 
Topic Tags Yes 
Topic-Based Analytics Yes 
Video Conferencing Analytics Yes 
Win/Loss Analysis Yes 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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