Coaching & collaboration

Build a team of closers, not just callers

Join calls, coach reps live, and improve your team’s performance directly from your CRM.

Coaching to grow your team and improve results

Whether you’re onboarding new sales reps or refining experienced ones, Gax helps you coach with clarity, consistency, and confidence all from your CRM.

Coach with clarity

Guide live calls and provide real-time feedback.

Accelerate sales onboarding

Train new hires within real sales conversations.

Drive consistent performance

Build winning habits that lead to repeatable success.

Build your sales playbook

Turn your sales philosophy into everyday rep behavior.

Built-in coaching tools to sell smarter on every call

Deliver precise coaching with call recordings and transcripts.

Use call recordings and transcripts to analyze sales conversations, identify coaching moments, and help reps improve objection handling and closing skills. Stronger calls lead to higher conversions.

Skip the slide decks ramp new hires through real sales calls.

Use Smart Views, shared templates, and call recordings to help new reps start selling faster instead of just learning. The faster your team ramps, the sooner you see pipeline impact.

Address performance issues before they affect your pipeline.

Track rep activity across calls, emails, and meetings in Close to quickly identify performance gaps and take action before missed quotas or lost deals become recurring problems.

Don’t just celebrate success scale it.

Identify standout calls, proven workflows, and winning templates to share across the team. Double down on what works and turn your best reps into a repeatable model for closing more deals.

The coaching toolbox built for high-performing sales teams

Call Recording

Automatically record every sales call so you can review conversations, give feedback, and coach with context every time.

Call Transcripts

Review searchable transcripts and call summaries to quickly find coaching opportunities.

Live Call Listening

Silently listen in on live calls without disrupting the flow of the call. Your reps stay focused and you get all the context.

Whisper & Barge Coaching

Coach reps on live calls by whispering guidance only they can hear—or join a call instantly when a rep needs support.

Activity Reporting

Track rep activity across calls, emails, and tasks to ensure consistent outreach, balanced workloads, and stronger pipeline coverage.

Conversion Metrics

Uncover drop-offs in your funnel to coach reps with data, not guesswork. Track meeting outcomes to see how successful their conversations are.

Lead & Workflow Reporting

See how reps use workflows and automations to move leads through your pipeline.

Saved & Shared Reports

Save and share the reports your team actually uses to stay on track and hit goals.

Smart Views

Create filtered lead views so reps always know the right leads to contact, at the right time.

Shared Templates

Give reps high-performing email and SMS templates that save time, stay on brand, and drive responses.

Workflows

Design custom workflows your team can use, refine, and optimize.
Share the workflows that convert best.

Call Recordings & Sharing

Highlight and share standout calls to scale best practices and help reps learn from real conversations.

Ranked in the top 1% of CRMs worldwide on G2

(out of 700+ CRMs)

Frequently Asked Questions

Can I listen to my reps’ calls live in Gax?

Yes! With Live Listen, Whisper, and Barge-in modes, you can join ongoing calls to observe or coach in real-time without interrupting the conversation.

How can I review and give feedback on sales calls?

Every call is automatically recorded and transcribed, making it easy to review key moments, provide targeted feedback, and share standout examples with the team.

How can I review and give feedback on sales calls?

Use built-in Activity and Pipeline reports to track call volume, email activity, meeting rates, and lead conversion, helping you spot trends and coach more effectively.

Can Gax help new sales reps ramp faster?

Absolutely. Smart Views, shared templates, and automated workflows provide structure and guidance, while call recordings and examples allow them to learn by doing.

Are Gax’s coaching features included in my plan?

Features such as call recordings, live listening, and whisper coaching are included in the Enterprise plan; there are no additional fees or specific coaching options. Simply choose the plan that suits your team’s needs.

Put us in, coach

Get started with Gax and experience selling without time-consuming tasks.

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