Overdue follow-up deals closed in their first weeks
Closed stubborn follow-up deals right after joining DataSift. The CRM surfaced leads they were missing.
About
Antione and Alana, seasoned real estate pros, shifted their decade-long approach with the help of DataSift. Their mastery of lead flows, strategic marketing, and dynamic deal closures reflects their innovative edge in the industry.
Operating market
Antione and Alana thrive as real estate professionals in Austin, Texas, leveraging their expertise to navigate the local market with precision and finesse.
Favorite features
The Challenge
Antione and Alana came in with a data background and a stack that fought them anyway. Their prospecting database had no CRM function, so they bolted Podio on top to compensate. Two systems meant scattered statuses and marketing decisions made on guesswork. In Antione's words, their marketing was all over the place and they were chasing their tail the entire time.
Even after joining in September 2021, the skepticism did not vanish overnight. They ran DataSift and Podio side by side for years because the familiar build felt safer than a full cutover. An early import mapped their tags incorrectly, and support had to pull in a developer to bulk delete the bad records. Meanwhile one lead sat at the top of their dashboard from September 2021 on. Direct mail, ringless voicemail, SMS, cold calls: every channel came back with wrong numbers, voicemails, and disconnects. They had written the property off.
What They Built
Cutting the operation down to one system
The full cutover finally happened when the smart dialer integration landed and Podio kept changing under them. Marketing, lead management, acquisitions, and closed contracts now live in one place, start to finish. Alana, who came from healthcare rather than tech, runs operations inside the same boards and built the sequences that removed the guesswork.
Letting saved presets surface the records nobody touched
Their data manager breaks every monthly data subscription into saved preset views by list, stack count, and preferred zips. Antione checks those views at night and pushes overlooked records straight into marketing.
There are times where I'm just like late at night looking at them and then like adding some filters on top of what we already have. And I'm like, oh my God, 300 new records that we haven't got any status on.
Exhausting a record instead of remarketing to it
The two-year lead broke open through record exhaustion, not new spend. The property was inherited, and county records still showed the deceased mother's name because of a gift deed. Every other investor was marketing to the wrong person. They re-skip traced the record, called the family members, and got the actual owner on the phone.
It truly was like a sensei flow type thing. And we wouldn't have, I don't think any other investor would have reached her without doing it this way.
Working leads with humans, on the board's schedule
Lead managers live in the pipeline board with cold, warm, and hot sequences and tasks. Instead of pushing quiet leads to dead and paying to remarket later, a person calls when the system says to call.
Before and After
Before DataSift
- A VA Works Every No-Contact Lead in DataSift
- Daily Follow-Ups Run From the Sift Line Tasks
- Nine Deals Under Contract After the Stacked Niche Switch
- Cold Callers Sent KPIs by Hand Outside the System
- Expensive PPC Spend With No Return
- Follow-Up Leads Vanished Into an Abyss in the Old CRM
- 60,000 Records a Quarter Feeding His Bulk Callers
- Four Contracts Signed in 10 Days
- Three Deals a Week, Two Weeks Running
- First Direct to Seller Push in 30 Years of Business
- A $10,000 Mail Campaign That Produced Nothing
- 15 Years Buying Only From the MLS and Wholesalers
- New lender agreed 12 days after the first collapsed
- $105,696 net profit after closing costs
- Nine properties contracted at $360K, sold at $450K
- Hard money lenders would not lend on rural portfolios
- Local title companies refused assignments and passthroughs
- Seller would only sell one house, priced far over appraisal
- Still Runs on a $500 Monthly Budget
- An $85K Deal Off a 50-Name Stacked List
- 13 Contracts in Six Weeks From 250 Prospects
- About $40K Spread Across Six Months, Still Behind
- Five Contracts in a Row Fell Through
- Shotgun Lists Across Too Many Zip Codes
- One Contract Per 25-35 Leads, Half the Typical Ratio
- Each Caller Brings 16-18 Leads a Week
- 50,000 Free County Records Called on a Four-Month Cycle
- Two Partners Dialing Everything Themselves From 2017 to 2019
- VA Cleaned Every County Download by Hand in Excel
- Another Blanket ListSource Pull Whenever the Pipeline Ran Dry
- Same county-data system expanding into Texas and Miami
- $800K in revenue from six or seven deep-research deals
- About 20 people across data, calling, research, and sales
- PropStream tax delinquent lists arrived after owners had already paid
- Two years hunting a golden list that did not exist
- Bandit signs at intersections, cold calling all day from a coffee shop
- Four deals closed faster than his first three
- 8,200 dials and 25 leads in one November
- Four VAs running one calling and texting protocol
- Generic YouTube advice with no sequence to follow
- Back at a sales job four months after going full time
- Spent $35,000 on marketing with zero return
- About 35 Leads Per Deal Across 347 Total Leads
- $253K In Cash And Equity From One Package Deal
- 40 Properties Wholesaled In Under Four Months
- 12-Hour Days And A 45-Minute Commute
- No Deals Found Through Realtors, MLS, Or Craigslist
- Cold Calling From A Printed Spreadsheet In The Parking Lot
- Pulls Nearly All His Data Straight From the County
- Runs Jacksonville Virtually on $1,000 a Month
- Locked a Contract Four Days After His January Restart
- Scattered Across SMS, Facebook Ads, and a Website
- Partner's $2 an Hour Caller Hit a 1% Contact Rate
- Called Lists Three Times Then Trashed Them
- 50,000 sqft warehouses in negotiation, one to two leads daily
- $59,000 spread on his first big wholesale deal
- Every eviction filed in New Jersey, worked daily
- Old CRM buried callers in highlight and right-click drama
- Phenomenal months, then crickets for months
- Overnight pharmacy shifts, 84 hours in a single week
- Knows the playbook works and is replicating it
- First off-market contract four months after starting
- $250,000 assignment fee on deal one
- Weak cash position after funding ground-up projects
- Questioned whether real estate money was even real
- Two years spending on development deals, not making much back
- $40,000 month tracking with fixed costs
- Five first to market deals since April
- Probate filings pulled daily in multiple counties
- Two mail campaigns, response rates he did not like
- Costs fluctuated month to month with list spend
- Custom Podio build, broad absentee and vacant lists
- Owner buried beside her son after two years unclaimed
- Runs every heir search solo now
- Five heirs found, contacted, and signed across Texas
- Needed a specialist for her first deep heir search
- Paper records only, fathers listed by initials
- Probate leads dead-ended with no findable heirs
- Every No Recycled On A Two-Year Rehash Cycle
- Three VAs Clean Data Before A Single Dial
- Three First To Market Niche Filters Worked Daily
- Loose Onboarding And Under-Corrected Bad Hires
- Team Swung From Large To Small To Solo
- Broad Marketing Across Every Niche At Once
- Mornings and evenings back with his family
- 8 person crew handles whole projects in sets of two
- 40+ properties across three portfolios in about six months
- Afraid to take on payroll and a crew
- The bottleneck on his own projects
- Software job eight to five, real estate five to midnight
- 55% Answer Rate On One-By-One Click To Call
- Free County Data Replaced Every Paid List
- $45K Fee Closed One Week After The Callback
- Podio, Slack, And Multiple VAs, No Traction
- 30,000-Record Lists Dialed Two Or Three Times Through
- At Least $40K Wasted On Lists And VAs
- Four Marketing Attempts on a Couple of Lists
- A Three-Person Team at About $1,800 Cost Per Contract
- Almost Two Years Nomadic Across Asia, Europe, and the Middle East
- Behind a Jacksonville Desk 95 Percent of the Time
After DataSift
- Achieved Data Clarity
- Consistent Deal Flow
- Inconsistent Deal Flow
- Poor Marketing Flow
- Little Data Clarity
- Relied On Google Sheets
- Consistent Deal Flow
- Data Clarity / Organization
- Wholesales, Flips And Does Retail
- Strong Marketing Flow
- Didn't Understand Data Management
- Strong Real Estate Agent
- Wanted To Break Into Wholesaling But Didn't Know How
- Healthy Scale
- Data Driven Decisions
- Consistent Deals
- Strong Marketing Flow
- Inconsistent
- Little Data Insight
- Unorganized Bulk Marketing
- Strategic Focus on Niches
- Enhanced Lead Flow and Certainty
- Streamlined Marketing Process
- Efficient Use of Data
- Direct Mail & Deep Prospecting
- Broad, Unfocused Strategy
- Inconsistency in Results
- Dependency on Luck
- Marketing Clarity
- 6 Figure Months
- High Deal Volume
- Strong Marketing Flow
- Proper Data Management
- Weak Marketing Flow
- Poor Data Management
- Lack of Focus
- Manual Efforts
- Successful Scale
- Total Data Clarity
- Clear Marketing Approach
- Large Deal Spreads
- Improper Data Management
- Poor Marketing Method
- Inconsistent Deal Flow
- Strong Marketing Flow
- Clear Data Management
- Clear Data Management
- Successful Scale
- Many ways to close deals
- Large deal spreads
- Poor data management
- Unable to scale properly
- Poor marketing flow
- Smaller Deal Spreads
- Increased Deal Volume
- Platform Utilization
- Realtor Collaboration
- Funding Efforts
- Lots Of Deals
- Data Driven Decisions
- Strong Marketing Flow
- Sales And Marketing Clarity
- Poor Data Management
- Poor Marketing Flow
- Relied On Bulk Marketing
- Lack of Clarity
- Automated Acquisition
- Strong Marketing Flow
- Data Driven Decisions
- Structured Follow-ups
- Increased Lead Generation
- Achieved Sales And Marketing Clarity
- Manual Acquisition Processes
- Ineffective Marketing Flow
- Minimal Lead Insights
- Poor Follow Up Flow
- Inconsistent Lead Generation
- Lacked Sales And Marketing Clarity
What changed
Their journey with DataSift wasn't just about adopting a new tool; it sparked a seismic change in their operational outlook. The integration brought coherence to their once-fragmented processes, paving the way for a more proactive and streamlined workflow. Suddenly, Antione and Alana found themselves equipped with a platform that not only organized their data but also acted as a compass, guiding their strategic decisions.
With newfound clarity, they leveraged the platform's functionalities to categorize leads effectively. DataSift's intuitive interface enabled quick access to essential data points, allowing Antione and Alana to gauge lead potential almost instantly. This revolution in their approach wasn't just about data management; it became a catalyst for targeted marketing, enabling them to tailor their strategies with precision. They were now on the forefront of identifying lucrative opportunities and optimizing their efforts for maximum impact.
"We were no longer juggling multiple platforms; DataSift consolidated everything for us, allowing a more focused and efficient workflow."
The Results
The headline number is time, not dollars. A lead first imported in September 2021 sat unreachable for two years. Within 48 hours of Antione assigning it inside DataSift, the team made contact, ran a process call and an offer call, and locked it up. The seller declined the cash offer, so they re-offered as a novation and signed the contract at 8:30 at night. Several buyer offers were already in hand on camera, pacing toward roughly double their typical assignment fee.
Before: two years of direct mail, ringless voicemail, SMS, and cold calling on one record with zero contact. After: one coordinated 48-hour push inside a single system. The partnership runs on $1,500 to $2,000 a month in overhead, and the leads they chased longest now come off the top of their own dashboard.
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Common questions before you start
Is there a free trial?
Yes DataSift offers a 7 day free trial. In those 7 days you’ll receive all necessary materials to learn exactly how to leverage Sift in your company.
How much does DataSift cost?
Our lowest plan starts at $149 a month and our highest plan is $1250 a month.
How long does setup take?
Your account ships with the lead management default build already wired. Boards, statuses, tasks, automations — ready on day one. Add your team, import your data, and your lead manager can start working leads the same afternoon.
I'm coming from Podio, REsimpli, or Go High Level. Why switch?
Every CRM needs someone to move leads where they belong. The difference is what catches the misses. Most CRMs hand you an empty box and tell you to build it. DataSift ships with the workflow assembled — boards, statuses, tasks, and 26+ automations already wired. You're not paying for a database. You're paying for the system that already runs your lead management.
How do I migrate over my data from another CRM?
Contact our support team through our support chat and they will give you all necessary materials and information to make sure you get all of your data uploaded exactly how you want it.
Does DataSift work with my dialer?
Yes. Ready Mode, Smart Dialer, Call Tools, Smarter Contact, Aircall and Kixie connect directly. A wrong-number disposition in the dialer flips the phone status in DataSift in real time. A new-lead disposition fires the full Call New Lead sequence. Other dialers connect through CSV upload or Zapier.
