Capoptix

Capoptix Developer

About this app

CapOptix brings your sales process to your phone. See what needs your attention today, move each account forward, and keep learning between meetings, using the same CapOptix account you use at your desk.

Know where you stand
• Home dashboard with your overall score, broken down into Quality, Velocity and Volume
• Top priorities, upcoming appointments, recent activity and notifications in one place
• Priorities view for appointments, opportunities and pending actions

Work your pipeline
• Leads, Opportunities and Customers lists, with views such as active, unassigned and timed out
• Account details with contacts, notes, company information, resources and communication history
• Account progress showing the next action item and how far the account has moved through each stage, from Intelligence to Interest to Qualifying
• Search across accounts, contacts, training and resources

Follow your sales process
• Complete guided tasks and checklists step by step, so every call and meeting follows your organization's process

Learn as you sell with Lesson Factory
• Task resources organized by CapOptix task
• On-demand training videos, courses and a lesson catalog
• Call analysis, a glossary of terms, and lessons learned from completed tasks

Lead your team
• Managers can review their users, along with each user's accounts and targets, based on their role

Profile and support
• Keep your profile up to date and reach CapOptix support from the side menu

A CapOptix account is required
This app is for members of organizations that use CapOptix. Accounts are created by your organization's CapOptix administrator; you cannot sign up in the app. If you need access, contact your administrator.

What’s new

First release of CapOptix for Android.