$800K a Year From 200 Probate Records a Month

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.

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.

Drip campaigns are for ghosting leads and not-interested follow-up. Never for warm or hot. Warm and hot get a human call, every time, on a tempo set by when the seller will sign.

Most operators give away 20% of their revenue solving an operational problem with a hire. A trained lead manager working the default build prevents that hire for a long time. Bring in an acquisitions specialist when your lead manager is buried in qualified follow-up that's converting — not before.

Your lead manager works six filters every day:

1. Call New Leads
2. Unqualified Overdue
3. Unqualified Due Today
4. Qualified Overdue
5. Qualified Due Today
6. Leads Missing Task

When all six are empty at end of day, the day is done. No guessing. No drowning. No leads sitting where they shouldn't.

‍"For every hundred ghostings, I could probably pull another two deals at minimum a year out of them. That could be worth a hundred grand to my company every year."
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You don't lose leads. You stop spending your lead manager's day on the ones who aren't talking back.

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.

Yes, but don't. Not at first. Run the default for 60 days. Prove your team has the discipline. Then extend. Most operators who break their CRM do it in the first 30 days by trying to make it "smarter."

Yes — and the two work better together. Your dialer or SMS tool handles the conversation. DataSift handles the data that survives the conversation. If your dialer ever gets flagged or shut down, every wrong number, correct number, and Not Interested response stays safe in DataSift.

No. DataSift works with any marketing approach. Sequential is the framework we teach because it's the one our top operators run, but you can use the platform for bulk-only, niche-only, drip-only, or any mix you already have working.

Run bulk. If you want the framework, Bulk Sequential is the one we teach — same flow as Niche Sequential, just at volume through power-dial integrations and bulk mail. If you already have a bulk approach that works, DataSift tracks the dispositions, the wrong numbers, the responses, and the rehash pool either way.

No. Niche Sequential runs at 150 to 200 new records a month. Small budget, small team, real results. Scale into Bulk when you're ready.

The marketing operator works a short set of filters every day: a needs-skip view, a ready-to-call view, the active touch cycles, a needs-mail view, deep prospecting, and rehash. Same loop every day. Nothing complicated.

They don't disappear. After the call cycle is exhausted, records move to Deep Prospecting or back into a rehash cadence. The "every number wrong or dead" pool stays accessible for mail and door-knock campaigns. You don't lose records. You stop spending budget on the ones who aren't picking up.

The default account ships with the four core Filter Preset folders, SiftLine boards, statuses, sequences, and task presets already wired. The Niche Sequential and Bulk Sequential workflows are recommended structures that go on top — typically added the same day you pull your first list.

The Lead Manager qualifies the lead, gathers motivation, and moves the card to "Send to Acquisitions" in the SiftLine board. The moment that card moves, a sequence fires: the Make Offer task is created, assigned to the AQS, and the card appears on the Acquisitions Board. The AQS doesn't set anything up. They open their Make Offer filter in the morning and it's already there.

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For teams with multiple AQS people, tasks can be round-robin assigned so work distributes automatically across the team.

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Fewer than you think. One dialed-in AQS inside DataSift can handle five or more offers a day. Before you hire a second AQS, hire a Lead Manager first — and make sure your first AQS is hitting their daily offer quota. The default build handles the prioritization, the follow-ups, and the handoffs. The person handles the conversation.

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The Activity Log keeps everyone honest. Every offer, every follow-up, every call is stamped to the record. The Offer Follow-Up Overdue filter and No Tasks filter catch anything that fell through. The Lead Manager owns every lead — even while it's in AQS hands — and has every right to hold the AQS accountable for overdue tasks.

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Make the offer on Day 0. Follow up Day 1, Day 2, Day 3, then Day 5. Call or text each time. If the seller needs more time, apply the task and change the due date — don't skip it. If there's no decision after one week, the contract expires and you restart the offer. Keep mailing the record until a contract is actually signed.

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It's the offer status between "made" and "accepted or rejected." When a seller says they need time to think, update the offer to Considering and let the follow-up sequence run. It keeps the record visible in your Offer Follow-Up filter, tracks the offer against your KPIs, and makes sure no open offer sits without a next action.

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Tag rejected offers with "Review Rejected." At the end of every week, filter by that tag and do a call review with a team member. Once reviewed, swap the tag to "Reviewed Rejected." Over time you'll see patterns — objections you can handle differently, deal structures you're not using. Closing more deals starts with understanding why you're losing them.

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Not yet. Run the manual process first. Get consistent. The goal is to show up every day and do the work until it becomes second nature — then add the automation as a reward for the consistency, not a shortcut around it. One sequence worth adding early: auto-attach a Make Offer task when a card moves to the Make Offer phase. Everything else, do manually until you've built the habit.

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No. Rejected the offers recycle to Lead Management for nurture. No-decision records stay in the system with follow-up tasks.

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No. Your account ships with the Acquisitions Board, Task Presets, Sequences, and all eight Filter Presets already wired. Add your team, pull your first list from Lead Management, and you're making offers the same afternoon.

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The moment a contract is signed in Acquisitions, the record updates to Under Contract. That status change fires a sequence: the card moves to the Transactions Board, a Process Contract task is created and assigned to the Dispositions Coordinator, and the record is ready to route. The coordinator opens their task queue and it's already there.

The Transactions Board is the hub — every contract lands there first. The coordinator reviews the deal, sets the exit type, and the card routes automatically. Wholesale, Flips, and Rentals each have their own phase columns and task presets built for that exit. The Transactions Board holds the Closed and Fell Through statuses — when a deal finishes, the card auto-removes from the active view.

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Each board has its own phases and task presets. Wholesale moves through buyer activation, offer selection, and assignment. Flips move through scoping, rehab, and listing. Rentals move through scoping, tenant placement, and occupancy. Set the exit type and the card routes automatically.

Your buyers list is a pre-built list inside DataSift. Add buyers as records, tag them by buy box — market, price range, property type, cash or financed. When a wholesale deal is ready, filter by criteria, select the right buyers, and reach out directly from the record. Every conversation and offer logs on the deal.

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Every closed deal logs purchase price, total expenses, exit price or assignment fee, and net profit. Filter by exit type, month, or source list — no spreadsheet, no exporting. The data is on the record.

Yes. Both boards run independently inside the same account. Each has its own statuses, tasks, and sequences. One account, two pipelines, clean separation between them.

They update to Fell Through on the Transactions Board — the card auto-removes from the active view, a review task fires, and the record stays active. The seller is still in your account. Any future contact connects back to the original record. You never lose a deal. You sometimes lose the timing.

Use the STAB-THEM check on every record: Status, Tasks, Assignee, Board, Messages. Run the Deals Missing Task filter daily — it surfaces every active deal without a next step. Every deal always has a status. Every status always has a next task.

Filter closed deals by source list, exit type, or marketing channel. Open any record and the full history is there — first marketing touch to closed exit. Days-to-close, profit, deal source, every step in between. That's your playbook for where to spend your next marketing dollar.

No. Your account ships with all six SiftLine boards, task presets, sequences, and filter presets already wired. Learn the manual flow first — run deals step by step before leaning on automations. Once you understand each phase, the automations become something you earn. Most operators are running a live dispositions pipeline the same week they get in.

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.

DataSift helps real estate companies locate the best markets, execute targeted marketing, and identify the right sellers, buyers and buy boxes. Sift gives your team one place to manage leads, follow-ups, tasks, appointments, and KPIs to keep your operation tight.

Our lowest plan starts at $149 a month and our highest plan is $1250 a month.

Yes, all users have access to our support team through our support chat. We offer live calls, community calls, help center tutorials and a large investor community for widespread support.

Yes. Expert plan, AI plan and users with the SiftMap Pro add-on can opt to have records auto-added to their account based on their preferred criteria.

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.

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DataSift provides pay per skip pricing as well as a fixed $97 a month unlimited skiptracing add on. Unlimited skiptracing comes with the Expert and AI Plans automatically

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Free Lists

• Free and Clear
• High Equtiy
• Low Equity
• Negative Equity
• Owner Occupied
• Absentee
• Pre-Foreclosure
• Foreclosure

SiftMap Pro Lists

• Pre-Foreclosures - Notice of Default
• Pre-Foreclosures - Lis Pendens
• Pre-Foreclosures - Notice of Foreclosure
• Pre-Foreclosures - Final Judgement
• Pre-Foreclosures - Court Order
• State Tax Lien
• Federal Lien
• Liens (Mechanic's, Utility)
• Judgment Liens
• HOA Liens
• Bad Credit
• Estate Sales
• Probate Properties
• Criminal Felony
• Senior Homeowners
• Divorce Properties
• Eviction
• Vacant Properties
• Pre-Probate
• Low Income
• Bankruptcy Properties
• Inheritance Properties
• Tax Delinquent Properties
• Short Term Loan

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When you create a new DataSift account (or enable the default build if you're an existing user), you'll have:

• Pre-built SiftLine Boards
• Default Lists, Tags, and Phone Tags for easy organization
• Pre-set Property Statuses and Contact Statuses
• Task Presets for Lead Management, Acquisitions, and Transactions.
• Saved Filter Presets to quickly filter for tasks.
• Ready-to-go Sequences (Automations) for smooth daily workflows

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Yes! You can manage any prospect with an address in DataSift. No street address for vacant land? No worries. Upload using the APN/Parcel ID as street address. Then it’s a matter of skiptracing and running a marketing campaign in Sift.