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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Our cutting-edge scorecard provides a comprehensive overview of each check, utilizing straightforward green, yellow, and red indicators for easy interpretation. This compact score strip offers a wealth of information in a succinct format. Each scale is fully customizable to meet your specific needs. Pre-configured with all essential reports, Analyzer is equipped to assess the quality of your scheduling effectively. Beyond the innovative scorecards, it features schedule validation reports, government standard assessments, comparative analysis reports, performance metrics, and customizable reports that you can create from the ground up. Additionally, Steelray Project Analyzer comes with The Coach, an integrated encyclopedia that explores your results in detail, simplifying the explanations for better understanding. For some users, The Coach serves as an educational tool for grasping the basics of schedule quality, while for others, it acts as a convenient quick reference guide. This multifaceted approach ensures that users can maximize their understanding of the scheduling process and improve their overall project management skills.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aircall Yes 
Dialpad Connect Yes 
HubSpot CRM Yes 
JustCall Yes 
Microsoft Dynamics 365 Yes 
Pipedrive Yes 
RingCentral Automatic Call Recording Yes 
Salesforce Yes 
Sugar Connect Yes 
Twilio Yes 
Vonage Contact Center Yes 
Zapier Yes 
Zendesk Yes 
Zoho CRM Yes 

Integrations

Aircall No 
Dialpad Connect No 
HubSpot CRM No 
JustCall No 
Microsoft Dynamics 365 No 
Pipedrive No 
RingCentral Automatic Call Recording No 
Salesforce No 
Sugar Connect No 
Twilio No 
Vonage Contact Center No 
Zapier No 
Zendesk 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 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 

Deployment

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Call Optix

Founded

2023

Country

India

Website

www.calloptix.com

Vendor Details

Company Name

Steelray Software

Founded

2000

Country

United States

Website

www.steelray.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

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

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