Use Case · Lead Management

How Lead Management works inside DataSift.

We did the heavy lifting interviewing 250+ Users with Multiple 6 and 7 Figure Revenue to build a complete no lead left behind Lead Management Workflow
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Every tool below exists to move leads.

Nothing here is a standalone "feature." Each tool plugs into thesame loop and disappears into the workflow. You shouldn't notice them — until you try to run leads without them.
Default Build
Statuses, tasks, boards, and automations are set up before you log in.
Property Statuses
The phase the lead is in. Set once. Automations handle the rest.
Tasks
Created and deleted automatically as leads move between phases.
SiftLine Boards
Visual pipeline for Leads Management, Acquisitions, and Transactions.
Sequences & Automations
26+ in the default build. They fire behind every phase move.
Records Page
The board is the view. The records page is the work.
Property Temp
Control lead priority by setting a hot, warm or cold lead temp
Custom Fields
Seller info captured live — timeline, condition, debts, ownership.
Filter Presets
Six built-in filters. Your lead manager lives here all day.
Activity Log
Every status change, task, and automation logged on every record.
Dialer Integrations
Ready Mode, Smart Dialer, Call Tools, Smarter Contact — real-time sync.
SiftMap
Pull data filtered by equity, distress, AI score, and neighborhood.
Lists
Segment records for any campaign in one click.
Skip Tracing
Built in. Unlimited skips on Business plans.
Direct Mail
Sent from inside DataSift. No exports. No CSV roundtrip.
Owner Records
Match a record to the right person, every time.

How real investors actually use ‍DataSift.

The default build was developed after interviewing 250+ six- and seven-figure investors, one by one. This is what they needed — so we built it.
CASE STUDY
Florida Cash Real Estate
A seven-figure operation. Buys frommotivated sellers, renovates, and sells or rents.
ACCOUNT SNAPSHOT
450K+
Records
1,019
Active leads
~80
Active offers
10/day
New leads
150
Prospects/day
18mo
Lead → closed deal
FAQ

Common Questions

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.

Will new data automatically add to my Sift account?

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.

How does the unlimited skiptracing work?

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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What is DataSifts default account?

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

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