Win work · Lead Desk

Every inquiry. A clear next reply.

Let Opti organize work-related inquiries and prepare replies in Lead Desk, with the automation level you choose.

14-day free trial. No credit card required to start.

The work, made clearer

Lead Desk. Built into the workflow.

You can review the next answer before it leaves.

See the lead, message, proposed reply and handoff.

Allow price disclosure only when it fits your business rules.

From start to next step

Bring supported calls, forms, messages and inbox inquiries together.

Review Opti’s proposed reply before anything is sent.

Enable instant replies or eligible callbacks only when ready.

Available in both portals. Drafts only is the default; instant replies and AI callbacks require opt-in, ready channels and applicable plan access.

Connected capabilities

Win work

Give callers a natural conversation about your services, capture job details and bring the follow-up back to your team.

Win work

Turn photos, video or a job description into an editable estimate, then check the scope and pricing before you send it.

Win work

Build a quote, get it signed and keep booking, rescheduling and customer follow-up close to the project.

Good questions

How does lead desk fit into my business?

Let Opti organize work-related inquiries and prepare replies in Lead Desk, with the automation level you choose.

What should I check before turning it on?

Available in both portals. Drafts only is the default; instant replies and AI callbacks require opt-in, ready channels and applicable plan access.

Can I try it before choosing a plan?

14-day free trial. No credit card required to start. Choose a plan and enter payment details to continue. No automatic charge.

14-day free trial. No credit card required to start.