Talk to your revenue.
Connect Callix to Claude in 60 seconds. 26 tools and one-click briefings turn your ads, calls, pipeline and payments into answers, rankings and actions, all from a single chat.
Claude
Trusted by teams and GTM managers
Ask it like you’d ask your best analyst.
No filters. No exports. No pivot tables. Just ask.
You ask
“How did yesterday compare to the day before?”
You get
Leads, calls, closes, revenue and spend, side by side with the day before, and what changed.
Every step from lead to close, with the conversion rate between each one.
Your five best and five worst ads, ranked by return, in one table.
Every call from that campaign, read for you: the objections, how often each came up, and who’s winning them.
Your reps ranked by closes, with the leader and how far ahead they are.
Jane’s whole story: the ad she clicked, every visit, call, message and payment, in order.
Both months side by side, and the few numbers that actually moved.
Not a guess.
The same math as your dashboard.
Every number Claude gives you runs through the same engine as your Callix dashboard. If your dashboard says a 95.49% close rate, Claude says 95.49%. It won’t make up a metric, and it won’t round off your revenue.
Callix dashboard
Close rate · this month
95.49%
Claude, through Callix
“Your close rate this month is exactly…”
95.49%
Read it. Rank it.
Explain it. Act on it.
Callix already has every ad click, call, transcript and payment. Now Claude does too, and it can read it, rank it, explain it and act on it in the time it takes to ask.
Summaries on demand
Your morning meeting, before your coffee.
Daily briefings, period-over-period comparisons and full-funnel breakdowns (leads → calls → showed → closed), each with the conversion rate between steps.
Try“Give me yesterday in one paragraph.”
Rank anything
Find your winners. Kill your losers.
Rank top or bottom campaigns, ad sets, ads or reps by any metric: ROAS, CPC, clicks, closes, dials. You’ll know in seconds where the next dollar should go.
Try“Which ad set should get next week’s budget?”
The full lead journey
Every lead’s whole story, from first click to final payment.
Ad click, site visit, events, dials, calls, messages and payments, in order on one timeline. Look anyone up by name or email.
Try“What did jane@acme.com do before she booked?”
Call intelligence
Every sales call, read and understood.
Full transcripts, AI deal analyses, scores and coaching recommendations. Ask why a deal was lost and Claude reads the call. Ask what’s stalling a campaign and it reads every call that campaign produced, then tells you the objections and the lines that beat them.
Try“What objections came up on calls from our best campaign?”
Take action, not just notes
It doesn’t just read your CRM. It runs it.
Create and update leads, log events, record payments, issue full or partial refunds, fix mistakes and manage webhooks, all from chat.
Try“Refund half of Sarah’s last payment.”
Three buttons that
replace three hours.
Built into Claude’s prompt menu. Pick one and you have the answer.
Daily briefing
Yesterday against the day before, your funnel, and what changed.
Campaign analysis
Which campaigns earn their spend and which don’t.
Lead lookup
Everything Callix knows about one lead.
Powerful enough to act.
Built so it never goes rogue.
Destructive actions ask twice. Claude checks with you, then Callix refuses the delete unless it’s explicitly confirmed.
History is never destroyed. Delete a lead and their calls and payments stay in your totals. They’re unlinked, not erased.
Refunds can’t overshoot. Partial refunds add up, and Callix won’t let them exceed the charge.
Processor data stays untouchable. Stripe-synced payments are read-only, so your books always match the source.
Your account only. Each key sees its own account and nothing else.
Works where you work.
Live in 60 seconds.
- Claude.ai
- Claude Desktop
- Cursor
- Any MCP-compatible agent
Generate your connector URL
In Callix, open Settings → Developer → MCP and create a key.
Paste it into Claude
Add it as a custom connector. No install, no config file.
Ask your first question
“How did yesterday go?” is a good one.
Everything it can do.
No SQL. No exports. No waiting on anyone.
Reporting
- Pull any KPI for any date range
- Put two periods side by side, with the change
- Walk your funnel from lead to close
- Brief you on any single day
Ads
- Rank campaigns, ad sets, ads or reps by any metric
- Break down spend, impressions and clicks, from platform down to the ad
Leads
- Find anyone by name, email or stage
- Replay a lead’s journey, first click to final payment
- Create leads and keep their stage and notes current
- Log custom events against any lead
- Remove a lead without losing their history
Payments
- List payments over any date range
- Record a payment against a lead
- Correct a payment that went in wrong
- Refund all or part of a charge
- Delete a manual payment, once you confirm
Calls
- Search calls by rep and outcome, transcripts included
- Find the objections behind any campaign, rep or stage
- Open any call and read it word for word
- Read AI deal analyses, scores and coaching notes
- Pull rep scorecards for any period
- Surface account-level insights you didn’t ask for
Automation
- Set up, list and remove outbound webhooks
- Always knows today’s date, so “last month” means last month
Stop digging through dashboards. Start asking.
Sixty seconds from now, your revenue can talk back.
Connect Callix to Claude
