🔥 Features
Features of our lead
distribution software
Opta is the modern, intuitive lead distribution platform designed to help you get more done, without needing to be a tech genius. We provide all the features you need to capture, qualify, and route lead generation campaigns.
Capture leads from anywhere
Seamlessly collect lead information across multiple channels. Our intuitive interface allows you to easily capture leads from anywhere.
Web forms
Opta integrates with your website forms, instantly capturing lead data as it’s submitted. Connect Opta to forms on any of your digital properties for automatic lead collection and processing.
Third-party vendors
Your partners can easily post data into Opta through posting instructions in their publisher login. This ensures quick capture and organization of third-party leads without manual data entry.
Compliant, unique leads only
Ensure lead quality and compliance with our advanced filtering and verification tools. Opta streamlines your lead intake process, eliminating duplicates and validating data to meet industry standards.
Pre-ping
Instantly check leads against your existing database to prevent duplicates before acquisition, saving costs, maintaining data integrity, and ensuring performant campaigns for your partners.
Suppression lists
Automatically filter out leads on your do-not-contact lists to ensure compliance and protect your brand reputation. We support global suppression lists and campaign specific suppression lists.
Deduping
Prevent duplicate leads across multiple campaigns by activating deduping, ensuring you’re only paying for a unique lead once – saving your company on wasted ad spend.
Data validation
Verify email, phone, address, IP, and more in real-time, ensuring you’re only accepting and paying for leads with valid contact information.
Compliance solutions
Block leads that come through without TrustedForm or Jornaya, or any lead that contains information consistent with previous litigators or members of the federal do not call list.
Post leads wherever and however
Flexibly distribute leads to your preferred destinations with advanced routing options. Opta ensures leads reach the right place at the right time, maximizing your conversion potential.
Real-time
Instantly route fresh leads to your sales team or integrated systems for immediate follow-up. Our real-time posting ensures new leads reach your team immediately, increasing your chances of successful conversions.
Aged
Schedule lead delivery for optimal timing, allowing for strategic follow-up. This feature helps manage lead flow, prevents overwhelming your sales team, and enables targeted outreach at the most effective times.
If/then conditions
Create custom routing rules based on lead attributes and posting responses, ensuring each lead is sent to the appropriate destination in the exact sequence you want.
Reposting
Easily resend leads based on specific criteria, reducing data loss and maximizing lead utilization. This failsafe mechanism ensures valuable leads aren’t lost due to temporary connection issues or system downtimes, maintaining the integrity of your lead flow.
Email delivery
Send leads directly to specified email addresses, ideal for smaller teams or as a backup delivery method. This flexible option ensures you never miss a lead, even when you’re away from your main systems.
Waterfalls
Set up sequential posting attempts to multiple endpoints, ensuring leads are delivered even if primary destinations are unavailable. This robust distribution method guarantees lead delivery, automatically trying alternative routes based on your set rules.
Easily manage partners
Streamline your partner relationships with Opta’s comprehensive management tools, making partner management and campaign optimization quick and easy.
Easy onboarding
Quickly integrate new partners into your ecosystem with our intuitive onboarding process. Set up accounts, configure data mappings, and establish posting rules in minutes, allowing you to start working with new vendors or buyers without delay.
Detailed reporting
Gain deep insights into partner performance with comprehensive analytics and reporting tools. Track lead quality, conversion rates, and ROI for each partner, empowering you to make data-driven decisions and optimize your partnerships.
Partner logins
Provide partners with secure, role-based access to relevant data and tools. Custom dashboards allow vendors and buyers to monitor their performance, access necessary information, and manage their accounts independently, reducing administrative overhead.
Email notifications
Keep partners informed with automated email alerts for important events, such as new lead postings, performance milestones, or account updates. This proactive communication ensures all parties stay aligned and can respond quickly to new opportunities or challenges.
Don’t see the feature you’re looking for?
We’re very intentional about the features and functionality we build into Opta. We’re constantly
shipping new updates based on user feedback.
If you don’t see a feature that you need, drop us a note and let us know. We’d love to hear from you.
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