Call Optix
Call Optix is an AI call analytics and intelligence platform for sales teams, call centers, customer success teams, and small businesses.
What Call Optix is
Call Optix is an AI call analytics and intelligence platform for sales teams, call centers, customer success teams, and small businesses. Its core features include transcription with speaker diarisation, call summaries, sentiment analysis, and dynamic tags. Sales tools cover pipeline and deal management, performance scorecards, revenue intelligence, task creation, and a coaching hub. Growth and higher plans add objection, pain point, and competitor mention analysis, plus 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 connects to listed voice services and CRM platforms, and supports API, webhook, and Zapier connections. It can sync call data to CRM records, create tasks from call commitments, and move deals based on call outcomes. The 14-day trial provides full feature access for the first 100 calls, requires no credit card, and can be cancelled anytime. The platform is available on web and via API.
Good
- Transcribes calls with speaker diarisation and summaries.
- Includes sentiment analysis and dynamic call tags.
- CRM syncing can create tasks and move deals.
- Trial covers the first 100 calls with full feature access.
- REST API, webhooks, and Zapier connections are available.
Watch out
- No free plan is available.
- Starter costs $149 a month.
- Compliance Monitoring is an optional add-on.
- Starter includes up to 5 agents.
Who it suits
Call Optix is suited to sales teams, call centers, customer success teams, and small businesses seeking call analysis and coaching workflows. Businesses needing script checks can consider its optional compliance add-on.
Verdict
Call Optix combines call analysis, sales workflow tools, and coaching features, with advanced intelligence on Growth and higher plans. Its 14-day trial covers 100 calls, while ongoing plans begin at $149 a month.
Plans and prices
From Call Optix's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $149 a month | 2,500 analysis minutes/mo · Up to 5 agents · Core Intelligence features · 30-day data retention · $149/mo |
| Growth | $599 a month | 11,000 analysis minutes/mo · Up to 20 agents · Core + Advanced Intelligence · Rollover minutes (up to 3,000) · 90-day data retention · $599/mo |
| Scale | $1,499 a month | 30,000 analysis minutes/mo · Up to 50 agents · Core + Advanced Intelligence · Rollover minutes (up to 10,000) · 1-year data retention · $1,499/mo |
| Enterprise | Priced on request | Custom analysis minutes · Unlimited agents · Core + Advanced Intelligence · Custom rollover & retention · Custom |
The facts
Each one read from Call Optix's own pages, with the date it was checked.
What it does
- Advanced features
- Growth and higher plans include objection handling analysis, pain point extraction, competitor mention intelligence, and automated coaching triggers.checked 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.checked 30 Sep 2026
- Call analysis
- Core plan features include AI transcription with speaker diarisation, automated call summaries, sentiment analysis, and dynamic call tagging.checked 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.checked 30 Sep 2026
- CRM integrations
- Listed CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Dynamics 365, Zendesk Sell, and SugarCRM.checked 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.checked 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.checked 30 Sep 2026
- Sales intelligence
- The platform includes pipeline and deal management, performance scorecards, revenue intelligence, automated task creation, and a coaching hub.checked 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.checked 30 Sep 2026
- Security claims
- The homepage states “SOC 2 Type II, GDPR” under its security information.checked 30 Sep 2026
- Telephony integrations
- Listed voice sources include Twilio, RingCentral, Aircall, JustCall, OpenPhone, CallHippo, and MyOperator, with custom sources supported via API.checked 30 Sep 2026
- Who it serves
- The homepage lists sales teams, call centers, customer success teams, and small businesses as audiences for the product.checked 30 Sep 2026
The company
- Headquarters
- The privacy policy gives the company location as Sector 118, Mohali, Punjab, India.checked 30 Sep 2026
Money
- Trial
- The 14-day free trial includes full feature access, covers the first 100 calls, requires no credit card, and can be cancelled anytime.checked 30 Sep 2026
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