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Call Optix
What Call Optix is
Call Optix is an AI-powered call analytics platform for reviewing conversations, coaching teams, and streamlining workflows. Core features include transcription with speaker identification, automated summaries, sentiment analysis, and dynamic call tags. Sales tools cover pipeline and deal management, performance scorecards, revenue intelligence, automated task creation, and a coaching hub. Growth and higher plans add objection, pain-point, and competitor-mention analysis, as well as 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 integrations include Twilio, RingCentral, Aircall, and others; CRM destinations include HubSpot, Salesforce, Zoho CRM, and others. Call Optix also offers a REST API, real-time webhooks, and connections through Zapier. Plans start at $149/mo, with a 14-day trial covering the first 100 calls and requiring no credit card. The trial includes full feature access. Call Optix is available on web and via API.
Who it suits
It suits sales teams, call centers, customer success teams, and small businesses that want call analysis and coaching workflows. Teams needing CRM syncing or compliance reviews may also find its listed integrations and optional compliance add-on relevant.
What it does well
- Transcribes calls and identifies speakers.
- Includes summaries, sentiment analysis, and dynamic call tags.
- Offers sales scorecards, revenue intelligence, and coaching tools.
- Connects to listed voice sources and CRM systems.
- Trial includes full access for the first 100 calls.
What to know first
- No free plan is listed.
- Starter is $149/mo and includes up to five agents.
- Compliance Monitoring is an optional add-on.
- Advanced analysis is limited to Growth and higher plans.
Limits
Starter costs $149/mo and includes up to 5 agents, 2,500 analysis minutes per month, core intelligence features, and 30-day data retention. Growth and higher plans include advanced intelligence features.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $149/mo · 2,500 analysis minutes/mo · Up to 5 agents · Core Intelligence features · 30-day data retention | $149 a month |
| Scale | $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 | $1,499 a month |
| Growth | $599/mo · 11,000 analysis minutes/mo · Up to 20 agents · Core + Advanced Intelligence · Rollover minutes (up to 3,000) · 90-day data retention | $599 a month |
| Enterprise | Custom · Custom analysis minutes · Unlimited agents · Core + Advanced Intelligence · Custom rollover & retention | On request |
As calloptix.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Call Optix website.
- Start the 14-day free trial; it requires no credit card and covers the first 100 calls.
- Connect a listed voice source or configure a custom source through the API.
- Connect a CRM destination to sync call data and workflows.
- Choose a paid plan after reviewing its agent, analysis-minute, and retention limits.
Verdict
Call Optix combines call analysis with sales workflows, integrations, and optional compliance monitoring. Its 14-day trial provides full feature access for the first 100 calls, while paid plans start at $149/mo.
Questions
How much does Call Optix cost?
Starter is $149/mo. Growth is $599/mo and Scale is $1,499/mo; Enterprise pricing is custom.
Is there a free plan or trial?
There is no free plan. The 14-day trial provides full feature access for the first 100 calls, requires no credit card, and can be cancelled anytime.
What platforms does Call Optix support?
Call Optix is available on web and through an API.
Which voice services and CRMs can it connect to?
Listed voice sources include Twilio, RingCentral, Aircall, JustCall, OpenPhone, CallHippo, and MyOperator, with custom sources supported through the API. Listed CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Dynamics 365, Zendesk Sell, and SugarCRM.
Who makes Call Optix?
Its privacy policy identifies Dafolks as the company doing business as Call Optix.
What are the Starter plan limits?
Starter includes up to 5 agents, 2,500 analysis minutes per month, core intelligence features, and 30-day data retention.
Facts from Call Optix's own pages
- 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
- 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
- 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
- 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
- CRM integrations
- Listed CRM destinations include HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Dynamics 365, Zendesk Sell, and SugarCRM. · 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
- Headquarters
- The privacy policy gives the company location as Sector 118, Mohali, Punjab, India. · calloptix.com, 30 Sept 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, 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
- 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
- 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
- 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
- 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