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.

Start free

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

OptimizeIt · Lead Desk and owner-controlled reply settings
Lead Desk

Less friction. A clearer next step.

Drafts by default

You can review the next answer before it leaves.

Know what needs attention

See the lead, message, proposed reply and handoff.

Your pricing choice

Allow price disclosure only when it fits your business rules.

From start to finish

How lead desk fits your day.

  1. 01

    Connect the sources

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

  2. 02

    Start with drafts

    Review Opti’s proposed reply before anything is sent.

  3. 03

    Choose more automation

    Enable instant replies or eligible callbacks only when ready.

Before you start

Your business. Your controls.

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

See plans and allowances
Good questions

Know before you start.

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.

Keep everything connected

Works alongside your other tools.

Win work

AI Voice Agent

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

Explore ai voice agent
Win work

Visual quoting

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

Explore visual quoting
Win work

Estimates & signatures

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

Explore estimates & signatures

Your next project starts here.

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

Start free