All-In-One Sales Guidance System
All-In-One Sales Guidance System
All-In-One Sales Guidance System
CapOptix is a sales guidance platform that helps revenue teams close deals faster by providing structured workflows, prioritized task guidance, and Al-based insights to improve performance and forecasting.
Big Problems Need Big Solutions
Big Problems Need Big Solutions
CapOptix Addresses These Major Sales Problems.
Overcrowded Sales Tech Stack
Juggling CRM, lead generation, pipeline management, sales enablement and analytics tools is a nightmare.
Long Sales Cycle
The longer the sales cycle the riskier the opportunity.
Poor Task Prioritization
Correctly prioritizing tasks across multiple opportunities is extremely challenging for salespeople.
Inconsistent Performance
Sales skills, knowledge and experience varies a lot by Rep resulting in inconsistent performance and outcomes.
Insufficient Deal Visibility
A lack of clear, up‑to‑date visibility into all active accounts makes it difficult for teams to make informed and strategic decisions.
Unreliable Forecasting
Over exuberant sales forecasting makes it hard to hit the numbers.
Big Problems Need Big Solutions
Big Problems Need Big Solutions
CapOptix Addresses These Major Sales Problems.
Overcrowded Sales Tech Stack
Juggling CRM, lead generation, pipeline management, sales enablement and analytics tools is a nightmare.
Long Sales Cycle
The longer the sales cycle the riskier the opportunity.
Poor Task Prioritization
Correctly prioritizing tasks across multiple opportunities is extremely challenging for salespeople.
Inconsistent Performance
Sales skills, knowledge and experience varies a lot by Rep resulting in inconsistent performance and outcomes.
Insufficient Deal Visibility
A lack of clear, up‑to‑date visibility into all active accounts makes it difficult for teams to make informed and strategic decisions.
Unreliable Forecasting
Over exuberant sales forecasting makes it hard to hit the numbers.
Overcrowded Sales Tech Stack
Juggling CRM, lead generation, pipeline management, sales enablement and analytics tools is a nightmare.
Long Sales Cycle
The longer the sales cycle the riskier the opportunity.
Poor Task Prioritization
Correctly prioritizing tasks across multiple opportunities is extremely challenging for salespeople.
Inconsistent Performance
Sales skills, knowledge and experience varies a lot by Rep resulting in inconsistent performance and outcomes.
Insufficient Deal Visibility
A lack of clear, up‑to‑date visibility into all active accounts makes it difficult for teams to make informed and strategic decisions.
Unreliable Forecasting
Over exuberant sales forecasting makes it hard to hit the numbers.
Overcrowded Sales Tech Stack
Juggling CRM, lead generation, pipeline management, sales enablement and analytics tools is a nightmare.
Long Sales Cycle
The longer the sales cycle the riskier the opportunity.
Poor Task Prioritization
Correctly prioritizing tasks across multiple opportunities is extremely challenging for salespeople.
Inconsistent Performance
Sales skills, knowledge and experience varies a lot by Rep resulting in inconsistent performance and outcomes.
Insufficient Deal Visibility
A lack of clear, up‑to‑date visibility into all active accounts makes it difficult for teams to make informed and strategic decisions.
Unreliable Forecasting
Over exuberant sales forecasting makes it hard to hit the numbers.
CapOptix delivers next level sales guidance
From customisable workspaces to effortless team collaboration, CapOptix is designed to simplify your day and help you focus on what matters most.
Built by Us. Tailored for You.
Flexible Roles, Focused Results
Tailor the platform to meet your current organizational structure.
Custom-fit Communication
Tailor automated emails, scripts, and presentations for your unique business.
Dynamic Configuration Technology
Identify key inputs to ensure the prioritization matrix dominates critical encounters.
Flexible Roles, Focused Results
Tailor the platform to meet your current organizational structure.
Custom-fit Communication
Tailor automated emails, scripts, and presentations for your unique business.
Dynamic Configuration Technology
Identify key inputs to ensure the prioritization matrix dominates critical encounters.
Built by Us. Tailored for You.
Flexible Roles, Focused Results
Tailor the platform to meet your current organizational structure.
Custom-fit Communication
Tailor automated emails, scripts, and presentations for your unique business.
Dynamic Configuration Technology
Identify key inputs to ensure the prioritization matrix dominates critical encounters.
Flexible Roles, Focused Results
Tailor the platform to meet your current organizational structure.
Custom-fit Communication
Tailor automated emails, scripts, and presentations for your unique business.
Dynamic Configuration Technology
Identify key inputs to ensure the prioritization matrix dominates critical encounters.
Flexible Roles, Focused Results
Tailor the platform to meet your current organizational structure.
Custom-fit Communication
Tailor automated emails, scripts, and presentations for your unique business.
Dynamic Configuration Technology
Identify key inputs to ensure the prioritization matrix dominates critical encounters.
CapOptix delivers next level sales guidance
From customisable workspaces to effortless team collaboration, CapOptix is designed to simplify your day and help you focus on what matters most.
CapOptix delivers
next level sales guidance
From customizable workspaces to effortless team collaboration, CapOptix is designed to simplify your day and help you focus on what matters most.
Focus Where It Matters Most
Focus Where It Matters Most
Focus Where It Matters Most
Dynamic account prioritization that ensures reps work on the best accounts first.
Dynamic account prioritization that ensures reps work on the best accounts first.
Built-In Sales Compass
Built-In Sales Compass
Built-In Sales Compass
An embedded sales process with chronological next steps and real time guidance.
An embedded sales process with chronological next steps and real time guidance.
Supercharged Sales With AI
Supercharged Sales With AI
Supercharged Sales With AI
AI call analysis and scoring to drive continuous improvement.
AI call analysis and scoring to drive continuous improvement.
AI call analysis and scoring to drive continuous improvement.
Prep Time = Win Time
Prep Time = Win Time
Prep Time = Win Time
Ready Rooms designed to ensure reps prepare with confidence knowing their plan has been reviewed and refined by leadership.
Ready Rooms designed to ensure reps prepare with confidence knowing their plan has been reviewed and refined by leadership.
Clarity With Every Click
Clarity With Every Click
Clarity With Every Click
Get real-time sales reporting after every task submission—giving you immediate insight into rep performance, deal momentum, and pipeline health.
Get real-time sales reporting after every task submission—giving you immediate insight into rep performance, deal momentum, and pipeline health.
Learn About CapOptix Features
Learn About CapOptix Features
Learn About CapOptix Features
Get in depth information on all of out products and services.
Get in depth information on all of out products and services.
We Play Nice With Others.
We Play Nice With Others.
CapOptix integrates with common sales tech stack tools to import leads and update key sales milestones, so your reps don't have to.
Frequently Asked Questions
Frequently Asked Questions
Who is CapOptix for?
Who is CapOptix for?
Who is CapOptix for?
Who is CapOptix for?
What differentiates CapOptix from other sales tools on the market?
What differentiates CapOptix from other sales tools on the market?
What differentiates CapOptix from other sales tools on the market?
What differentiates CapOptix from other sales tools on the market?
How long does it take to integrate with CapOptix?
How long does it take to integrate with CapOptix?
How long does it take to integrate with CapOptix?
How long does it take to integrate with CapOptix?
Does CapOptix support different sales roles?
Does CapOptix support different sales roles?
Does CapOptix support different sales roles?
Does CapOptix support different sales roles?
How long does it take to implement CapOptix?
How long does it take to implement CapOptix?
How long does it take to implement CapOptix?
How long does it take to implement CapOptix?
Do we need to replace our current CRM or sales tools to use CapOptix?
Do we need to replace our current CRM or sales tools to use CapOptix?
Do we need to replace our current CRM or sales tools to use CapOptix?
Do we need to replace our current CRM or sales tools to use CapOptix?
Which CRMs and sales tools does CapOptix integrate with?
Which CRMs and sales tools does CapOptix integrate with?
Which CRMs and sales tools does CapOptix integrate with?
Which CRMs and sales tools does CapOptix integrate with?
Ideas, insights, and updates from our team
Ideas, insights, and updates from our team
From product announcements to practical guides — stay in the loop with how CapOptix is building smarter sales tools and sharing what we’ve learned along the way.
