All in one sale guidance
All in one sale guidance

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

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

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.

Sales Management Benefits

Custom-fit Communication

Tailor automated emails, scripts, and presentations for your unique business.

Sales Management Benefits

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.

Sales Management Benefits

Custom-fit Communication

Tailor automated emails, scripts, and presentations for your unique business.

Sales Management Benefits

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.

Sales Account Prioritization
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.

Sales Account Prioritization
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.

Sales Account Prioritization
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.

Sales Optimization Software
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.

Sales Account Prioritization
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.

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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?

What differentiates CapOptix from other sales tools on the market?

How long does it take to integrate with CapOptix?

Does CapOptix support different sales roles?

How long does it take to implement CapOptix?

Do we need to replace our current CRM or sales tools to use CapOptix?

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.

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person in white shoes standing on gray concrete road

Feb 20, 2026

SOCIAL

Your rep did everything right. The deal still churned.

Julia Martin
person in white shoes standing on gray concrete road

Feb 20, 2026

INSIGHTS

What Makes (or Breaks) Adoption of a New Sales Tool?

Kevin Anthony
a lighted sign that says this way next to it

Feb 9, 2026

INSIGHTS

The Death of the Sales Playbook and the Birth of Guided Selling

Kevin Anthony