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Call Optix

The privacy policy gives the company location as Sector 118, Mohali, Punjab, India.

What it is

Call Optix is an AI-powered call analytics and intelligence platform for analyzing conversations, coaching teams, and managing sales workflows. Its core features include transcription with speaker identification, automated summaries, sentiment analysis, and call 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 analysis, 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. The platform connects with listed voice services and CRM systems, and offers API, webhook, and Zapier connections. It can sync call details to CRM records, create tasks from commitments, and move deals based on call outcomes. Starter costs $149 a month for up to five agents and 2,500 analysis minutes monthly. Growth is $599 a month; Scale is $1,499 a month. A 14-day trial includes full features for the first 100 calls, requires no credit card, and can be cancelled anytime.

For and against

For

  • Transcribes calls and identifies speakers
  • Includes coaching hub and performance scorecards
  • Offers CRM syncing and task creation
  • 14-day trial requires no credit card

Against

  • No free plan is listed
  • Starter allows up to five agents
  • Compliance Monitoring is an optional add-on

The verdict

Call Optix brings conversation analysis, sales intelligence, and workflow connections into one platform. Its trial offers access to the features for the first 100 calls, while continued use starts at $149 a month.

Who it suits

Call Optix is aimed at sales teams, call centers, customer success teams, and small businesses. It suits teams seeking call analysis alongside coaching and CRM workflow tools.

Plans and prices

Starter

$149a month

2,500 analysis minutes/mo · Up to 5 agents · Core Intelligence features · 30-day data retention

Growth

$599a month

11,000 analysis minutes/mo · Up to 20 agents · Core + Advanced Intelligence · Rollover minutes (up to 3,000)

Scale

$1,499a month

30,000 analysis minutes/mo · Up to 50 agents · Core + Advanced Intelligence · Rollover minutes (up to 10,000)

Enterprise

Priced on request

Custom analysis minutes · Unlimited agents · Core + Advanced Intelligence · Custom rollover & retention

Every plan, in full

On the record

Advanced features
Growth and higher plans include objection handling analysis, pain point extraction, competitor mention intelligence, and automated coaching triggers.calloptix.com · read 30 Sep 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 · read 30 Sep 2026
Call analysis
Core plan features include AI transcription with speaker diarisation, automated call summaries, sentiment analysis, and dynamic call tagging.calloptix.com · read 30 Sep 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 · read 30 Sep 2026
CRM integrations
Listed CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Dynamics 365, Zendesk Sell, and SugarCRM.calloptix.com · read 30 Sep 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 · read 30 Sep 2026
Product
Call Optix describes itself as an AI-powered call analytics and intelligence platform for analyzing conversations, coaching teams, and streamlining workflows.calloptix.com · read 30 Sep 2026
Sales intelligence
The platform includes pipeline and deal management, performance scorecards, revenue intelligence, automated task creation, and a coaching hub.calloptix.com · read 30 Sep 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 · read 30 Sep 2026
Security claims
The homepage states “SOC 2 Type II, GDPR” under its security information.calloptix.com · read 30 Sep 2026
Telephony integrations
Listed voice sources include Twilio, RingCentral, Aircall, JustCall, OpenPhone, CallHippo, and MyOperator, with custom sources supported via API.calloptix.com · read 30 Sep 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 · read 30 Sep 2026
Who it serves
The homepage lists sales teams, call centers, customer success teams, and small businesses as audiences for the product.calloptix.com · read 30 Sep 2026

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