Call Optix is a web and API platform for analyzing calls, coaching teams, and organizing sales workflows. Its core tools include transcription with speaker identification, automated summaries, sentiment analysis, and dynamic call tags. Sales features cover pipeline and deal management, performance scorecards, revenue intelligence, task creation, and a coaching hub. Growth and higher plans add analysis of objections, pain points, and competitor mentions, along with automated coaching triggers. An optional Compliance Monitoring add-on checks calls against defined rules and supports script adherence scoring, disclosure detection, and audit-ready archives. Call Optix lists integrations with voice services such as Twilio and RingCentral, and CRM systems including HubSpot and Salesforce; custom voice sources can connect by API. It also offers a REST API, real-time webhooks, and Zapier connections. The platform can sync call data to CRM records, create tasks from call commitments, and move deals based on outcomes. The 14-day trial includes full feature access for the first 100 calls, requires no credit card, and can be cancelled anytime. Starter costs 149.00 USD per month and includes up to five agents.
Who it is for
Call Optix may suit sales teams, call centers, customer success teams, and small businesses that want call analysis and coaching workflows. Teams should check whether their voice and CRM systems are among the listed integrations or require API setup.
What is good
- Transcribes calls with speaker identification.
- Includes summaries, sentiment analysis, and dynamic tags.
- Syncs call data to CRM records.
- 14-day trial covers the first 100 calls.
- Trial requires no credit card.
What to know first
- No free plan is available.
- Starter costs 149.00 USD per month.
- Starter includes up to five agents.
- Compliance Monitoring is an optional add-on.
Verdict
Call Optix combines call analysis with sales workflow and coaching features. The trial provides access to the full feature set for a limited number of calls, while higher-tier plans add advanced intelligence features.
Call Optix plans and pricing
All plansCompared on call center quality management software
- Free plan
- No
- Coaching workflows
- Yes
- AI-assisted scoring
- Yes
- Calibration tools
- Yes
- Compliance reviews
- Yes
- QA channels
- voice
- Included agents
- 5 agents
