Call Optix
calloptix.com
What it is
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.
Spec sheet
- Product
- Call Optix describes itself as an AI-powered call analytics and intelligence platform for analyzing conversations, coaching teams, and streamlining workflows.Read 30 Sep 2026 · calloptix.com
- Trial
- The 14-day free trial includes full feature access, covers the first 100 calls, requires no credit card, and can be cancelled anytime.Read 30 Sep 2026 · calloptix.com
- 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.Read 30 Sep 2026 · calloptix.com
- Headquarters
- The privacy policy gives the company location as Sector 118, Mohali, Punjab, India.Read 30 Sep 2026 · calloptix.com
- Advanced features
- Growth and higher plans include objection handling analysis, pain point extraction, competitor mention intelligence, and automated coaching triggers.Read 30 Sep 2026 · calloptix.com
- 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.Read 30 Sep 2026 · calloptix.com
- Call analysis
- Core plan features include AI transcription with speaker diarisation, automated call summaries, sentiment analysis, and dynamic call tagging.Read 30 Sep 2026 · calloptix.com
- CRM integrations
- Listed CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Dynamics 365, Zendesk Sell, and SugarCRM.Read 30 Sep 2026 · calloptix.com
- 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.Read 30 Sep 2026 · calloptix.com
- Sales intelligence
- The platform includes pipeline and deal management, performance scorecards, revenue intelligence, automated task creation, and a coaching hub.Read 30 Sep 2026 · calloptix.com
- 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.Read 30 Sep 2026 · calloptix.com
- Security claims
- The homepage states “SOC 2 Type II, GDPR” under its security information.Read 30 Sep 2026 · calloptix.com
- Telephony integrations
- Listed voice sources include Twilio, RingCentral, Aircall, JustCall, OpenPhone, CallHippo, and MyOperator, with custom sources supported via API.Read 30 Sep 2026 · calloptix.com
- Who it serves
- The homepage lists sales teams, call centers, customer success teams, and small businesses as audiences for the product.Read 30 Sep 2026 · calloptix.com
Plans and prices
Strong points and limits
Strong points
- 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
Limits
- No free plan
- Starter includes up to five agents
- Starter retains data for 30 days
- Compliance Monitoring is an optional add-on
Who it suits
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.
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.
Where Specifiction places it
- Customer Service QA Software#8 of 638.2
- Call Center Quality Management Software#8 of 248.2