About
Built for the sales floors legacy software left behind.
ClearPath Optimization is the modern AI-powered dialer and CRM for call centers and sales rooms - whether your team sits on one floor, in a dozen storefronts, or in a hundred living rooms.
Built by operators
Built by operators, for operators.
ClearPath Optimization is built by a team with 40+ years combined in tech and SaaS - and we run sales floors of our own.
We ran our own operation on the same legacy dialers and CRMs every other owner is stuck with. We lived the gap firsthand: no real-time visibility into call quality, no automated grading of our reps, no way to catch a compliance problem until it had already cost us. Spreadsheets to manage teams across locations. Manual call reviews. Reports that were already stale by the time they ran.
So we built the platform we wished we'd had. Every feature in ClearPath comes from a real problem we hit running a sales floor - not a focus group.
Our mission
Make every agent the best version of themselves - with AI that grades, coaches, and protects every call in real time.
Selling is a relationship business that runs on phone calls - in every industry. The tools teams use to manage those calls haven't kept up, especially once the floor stopped being a room. We're fixing that with an AI-native platform that grades, coaches, and protects every conversation - whether the rep is in the building or three time zones away.
Who we serve
Built for the way sales teams actually operate today.
Call Centers
High-volume inbound and outbound floors that need intelligent routing, real-time call intelligence, and automated grading on every conversation - not yesterday's report.
Sales Rooms
Closing floors where the difference between a good month and a bad one is coaching. Every call graded within seconds of hangup, with the exact drill for every rep.
Brick-and-Mortar Teams
Storefronts, branches, and physical locations that need one platform across every site - with location-level reporting and a single view of performance.
Remote & Distributed Teams
Fully remote and hybrid floors where you cannot walk the room. Connection quality telemetry, live monitoring, and AI grading give you the visibility the room used to.
Why we exist
Legacy dialers were built for a world that doesn't exist anymore.
The dialers and CRMs most teams use today were designed in the early 2000s - before AI, before real-time analytics, before a sales floor could be spread across a continent. They route calls, record audio, and produce yesterday's reports.
Then 2020 happened. Overnight, every floor went remote - and the management model that depended on walking the room, listening over a shoulder, and reading the energy of a bullpen went with it. Owners were flying blind: bad rep connections burning CPA, missed opportunities buried in untranscribed audio, compliance problems only surfacing long after the call. We solved that for our own floor with software, and that software became ClearPath.
ClearPath Optimization grades every call automatically, monitors agent connection quality in real time, and surfaces the exact coaching opportunity for every rep - week over week. Your remote floor gets more visibility than a room ever gave you, and your physical locations get the same picture on the same platform.