Opta
Lead validation + routing for the trades
Opta helps contractors protect marketing spend, book more appointments, and save time by blocking low-quality leads — integrated directly into your CMS Max forms.
What Opta Does
Opta helps home improvement contractors protect their marketing spend by blocking duplicate and junk leads before they reach the CRM. Collect leads from all your sources, validate them in real-time, and only pass through qualified prospects — keeping your pipeline clean and your team focused on real opportunities.
How It Works
When a lead submits your CMS Max form, here's what happens automatically:
Leads flow to Opta first via API or webhook. Opta checks for duplicates, verifies TCPA compliance (Blacklist Alliance, TrustedForm, Jornaya), validates phone/email data, and filters by service area — all in real-time.
Key Features
Integrations
Opta connects with the tools your team already uses:
Pricing
CMS Max Forms Integration
When Opta is enabled on your account, your CMS Max forms will automatically route lead submissions through Opta's validation pipeline before delivery. No additional configuration is needed on the form level — simply enable the Opta plugin from your dashboard and enter your API credentials. Contact your account manager to get started.