Tech riderRev. 30 Sept 2026

Call Optix

Ch 076.8of 24 Call Center Quality Management Software

1Runs onAPI, Web
2Costsfree trial · paid from $149/mo
3Coaching workflowsYes
4AI-assisted scoringYes
5Calibration toolsYes
6Compliance reviewsYes
7QA channelsvoice
8Included agents5 agents

8 lines stated Written from the maker's own pages: calloptix.com

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Overview

Call Optix analyzes calls for sales teams, call centers, customer success teams, and small businesses. Core features include transcription with speaker identification, automated summaries, sentiment analysis, and dynamic tagging. Sales tools cover pipeline and deal management, performance scorecards, revenue intelligence, automated task creation, and a coaching hub. Growth and higher plans add objection handling, pain point extraction, competitor mention intelligence, and 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. Listed voice sources include Twilio, RingCentral, Aircall, JustCall, OpenPhone, CallHippo, and MyOperator; custom sources can connect via API. CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, and others. Call Optix also offers a REST API, real-time webhooks, and Zapier connections to more than 5,000 tools. Plans start at $149/mo. Its 14-day free trial includes full feature access for the first 100 calls and requires no credit card. Platforms listed are API and web.

Who it is for

Call Optix suits sales teams, call centers, customer success teams, and small businesses that analyze voice conversations. The listed coaching, CRM sync, and compliance options may also suit teams with those needs.

What is good

Includes transcription, summaries, sentiment, and call tags
Offers pipeline and deal management tools
Connects with listed voice sources and CRM systems
14-day trial requires no credit card
Supports REST API and real-time webhooks

What to know first

No free plan
Starter includes up to five agents
Starter retains data for 30 days
Compliance Monitoring is an optional add-on

Verdict

Call Optix combines call analysis with sales management, coaching, and CRM automation. The 14-day trial covers the first 100 calls; paid plans start at $149/mo, and there is no free plan.

Call Optix plans and pricing

All plans

Starter $149/mo $149/mo 2,500 analysis minutes/mo · Up to 5 agents · Core Intelligence features · 30-day data retention calloptix.com · 30 Sept 2026

Growth $599/mo $599/mo 11,000 analysis minutes/mo · Up to 20 agents · Core + Advanced Intelligence · Rollover minutes (up to 3,000) · 90-day data retention calloptix.com · 30 Sept 2026

Scale $1,499/mo $1,499/mo 30,000 analysis minutes/mo · Up to 50 agents · Core + Advanced Intelligence · Rollover minutes (up to 10,000) · 1-year data retention calloptix.com · 30 Sept 2026

Enterprise Not published Custom Custom analysis minutes · Unlimited agents · Core + Advanced Intelligence · Custom rollover & retention calloptix.com · 30 Sept 2026

Compared on call center quality management software

Free plan: Nocalloptix.com
Coaching workflows: Yescalloptix.com
AI-assisted scoring: Yescalloptix.com
Calibration tools: Yescalloptix.com
Compliance reviews: Yescalloptix.com
QA channels: voicecalloptix.com
Included agents: 5 agentscalloptix.com

Facts

Product: Call Optix describes itself as an AI-powered call analytics and intelligence platform for analyzing conversations, coaching teams, and streamlining workflows.calloptix.com · 30 Sept 2026
Call analysis: Core plan features include AI transcription with speaker diarisation, automated call summaries, sentiment analysis, and dynamic call tagging.calloptix.com · 30 Sept 2026
Sales intelligence: The platform includes pipeline and deal management, performance scorecards, revenue intelligence, automated task creation, and a coaching hub.calloptix.com · 30 Sept 2026
Advanced features: Growth and higher plans include objection handling analysis, pain point extraction, competitor mention intelligence, and automated coaching triggers.calloptix.com · 30 Sept 2026
Compliance: Compliance Monitoring is an optional add-on that checks calls against defined rules and supports script adherence scoring, disclosure detection, and audit-ready call archives.calloptix.com · 30 Sept 2026
Telephony integrations: Listed voice sources include Twilio, RingCentral, Aircall, JustCall, OpenPhone, CallHippo, and MyOperator, with custom sources supported via API.calloptix.com · 30 Sept 2026
CRM integrations: Listed CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Dynamics 365, Zendesk Sell, and SugarCRM.calloptix.com · 30 Sept 2026
Automation and API: Call Optix says it connects to more than 5,000 tools through Zapier and offers a REST API and real-time webhooks.calloptix.com · 30 Sept 2026
Data sync: The integrations page says Call Optix can automatically sync call data to CRM records, create tasks from call commitments, and move deals based on call outcomes.calloptix.com · 30 Sept 2026
Trial: The 14-day free trial includes full feature access, covers the first 100 calls, requires no credit card, and can be cancelled anytime.calloptix.com · 30 Sept 2026
Security and privacy: The privacy policy identifies Dafolks, doing business as Call Optix, as the company and says Call Optix processes platform data as a processor on clients’ instructions and does not sell platform data.calloptix.com · 30 Sept 2026
Security claims: The homepage states “SOC 2 Type II, GDPR” under its security information.calloptix.com · 30 Sept 2026
Who it serves: The homepage lists sales teams, call centers, customer success teams, and small businesses as audiences for the product.calloptix.com · 30 Sept 2026