All the features your sales team needs to stay productive & in control.

CapOptix is a multi-dimensional sales guidance platform that provides revenue teams with real-time feedback throughout the sales process to help sell more consistently, efficiently, and at scale.

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

Got Questions? Don’t worry, we’ve got the Answers.

Got Questions? Don’t worry, we’ve got the Answers.

Got Questions? Don’t worry, we’ve got the Answers.

General Questions

General Questions

General Questions

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?

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?

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?

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?

Sales Process

Sales Process

Sales Process

How do reps know what to do next?

How do reps know what to do next?

How do reps know what to do next?

Can I make exceptions to the sales process for certain reps?

Can I make exceptions to the sales process for certain reps?

Can I make exceptions to the sales process for certain reps?

How does CapOptix help sales managers?

How does CapOptix help sales managers?

How does CapOptix help sales managers?

AI Call Analysis

AI Call Analysis

AI Call Analysis

Can you make calls directly from the CapOptix platform?

Can you make calls directly from the CapOptix platform?

Can you make calls directly from the CapOptix platform?

Can the AI scoring be customized?

Can the AI scoring be customized?

Can the AI scoring be customized?

Reporting

Reporting

Reporting

How often is CapOptix reporting refreshed?

How often is CapOptix reporting refreshed?

How often is CapOptix reporting refreshed?

Can managers compare rep performance?

Can managers compare rep performance?

Can managers compare rep performance?

Communications

Communications

Communications

Can content be customized for different industries?

Can content be customized for different industries?

Can content be customized for different industries?

Can my company logo be added to all CapOptix’s communication?

Can my company logo be added to all CapOptix’s communication?

Can my company logo be added to all CapOptix’s communication?

Is the CapOptix communication and platform multi-lingual?

Is the CapOptix communication and platform multi-lingual?

Is the CapOptix communication and platform multi-lingual?

Lesson Factory

Lesson Factory

Lesson Factory

How long are the training lessons for sales reps and sales managers?

How long are the training lessons for sales reps and sales managers?

How long are the training lessons for sales reps and sales managers?

How do users know which lessons to watch?

How do users know which lessons to watch?

How do users know which lessons to watch?

Can custom lessons or glossary terms be added to Lesson Factory?

Can custom lessons or glossary terms be added to Lesson Factory?

Can custom lessons or glossary terms be added to Lesson Factory?