Use Case · Lead Management

How Lead Management works inside DataSift.

After interviewing 250+ users running multiple six and seven figure businesses, we built the ultimate lead management workflow that keeps your pipeline organized from first contact to close.

How Leads Move Through DataSift

PPC, PPL, Direct Mail, Cold Calling, TV, SMS, Radio. All lead sources seamlessly connect in Sift.
1
New Phase Lead
2
Unqualified Lead
3
Qualified Phase
STEP 01 / 03
New Lead Phase
A new lead that has not yet received a call attempt.
Prospector generates lead ➔ Switch status to "New Lead" immediately
Once status updates to "New Lead" the property auto adds to "New Lead (Unqualified)" board
Sift sequence runs and assigns "New Lead Follow Up" task
Previous
Next step
STEP 02 / 03
Unqualified Phase
Leads that have expressed interest in selling, but the responsible team member has not yet spoken to them to gauge their motivation
Lead manager calls all new leads immediately in "New Lead ( Unqualified )"
No Answer? ➔ Move to "No Contact New Lead (Unqualified ) which creates a daily follow up task.
Still No Answer after 3–5 days? ➔ Move to Nurture New Lead (Unqualified) which creates a weekly follow up task.
Answered? ➔ Qualify motivation (Cold/Warm/Hot).
Previous
Next step
STEP 03 / 03
Qualified Phase
Leads who have spoken to someone responsible for defining seller motivation
New Lead Answered Call
Determine Motivation (AI Score, Distressor, Timeline to move) - Set Property Temp - Gather All Pertinent Info
Hot Lead: Move to hot lead phase. Task assigned for 2 day follow up to gather more info. Lead manager determines if offer is needed immediately.
Warm Lead: Move to warm lead phase. Task created for follow up every 15 days
Cold Lead: Move to cold lead phase. Task created for light touch every 45 days.
Ready for Offer? ➔ Move to Acquisitions (Make Offer/Offer Follow-up).
Previous
Next step

How real investors actually use DataSift.

Here's a 7 figure company using our default account to it's full potential. They are a lean operation with a small team.
CASE STUDY
Florida Cash Real Estate
A seven-figure operation. Buys frommotivated sellers, renovates, sells or rents.
ACCOUNT SNAPSHOT
850
New Records A Month
10
Qualified Leads Per Day
1000+
Active Leads
150+
Daily Follow Ups
2+
Offers Sent Per Day
10+
Contracts a month
From the operators

Need To See Some Proof?

Excellent
4.3 / 5
·
269 reviews on Trustpilot
Long-tail follow-up pays
"Forgot to run our 'Not Interested' campaign in October. Finally ran it this month — BAM, locked one up from Lead to Under Contract in 30 minutes.$20K pop coming in."
Percy Yearleque
Quarterly rehash · $20K
40k in 5 days
"SIFT continues to help us stay consistent, organized and in business!! 40K in 5 days with the powers of follow up on Siftline board…"
Mara Garcia
Switched from Podio
Long-tail follow-up pays
"I did my first rehash campaign last month and got a contract. lol."
Christian Hernandez
First rehash · contract
$200K Single deal · probate
"Today we closed on a $200K profit FTM cold-call probate lead. Last Thursday, $83K from a direct-mail foreclosure deal. Gone through a lot of BS marketing/systems training — by far the best."
Aaron Sanchez
Cold caller · Florida
3 Deals/mo
"Right now it's just me and an admin VA. We're consistently closing 3 deals per month."
Kip McCray
Solo + 1 admin VA
Coming from another CRM?

Most CRMs hand you an empty box. DataSift ships the box assembled.

You're not paying for a database. You're paying for the system that already runs your lead management — boards, statuses, tasks, and 26+ automations wired in.
Schedule a Demo
"I came over from Podio. Best choice I ever made."
JD Monroe
"I moved over from Podio back in 2023. It's not ahard transition. Pretty simple."
Cesar Rios
Looks like we're getting off the Propstream bandwagon this week like everyone else... probably been 2 years since we've pulled more than 10k records off our account 🤣😅 Lets dive into these new Sift updates.
McKlane Bobbitt
"Went from GHL to DataSift. My lead managerdoesn't open a spreadsheet anymore."
Operator · GA

Common questions about Lead Management.

Real objections from real operators on real demo calls. Short answers.
Does DataSift work with my dialer?

Yes. Ready Mode, Smart Dialer, Call Tools, and Smarter Contact connect directly. A wrong-number disposition in the dialer flips the phone to wrong-number in DataSift in real time. A new-lead disposition fires the full sales cycle. Other dialers can connect through CSV upload or Zapier.

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.

I have too many leads. Don't I need drip campaigns for my warm and hot leads?

No. The Unqualified split (daily + weekly) is the fix. One lead manager can hold 600 to 800 qualified leads without dripping anyone out of the funnel. 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.

Won't I need to hire an acquisitions person to keep up?

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.

Will my team actually use this?

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.

What happens to leads we never reach?

They don't disappear. After 31 touches over six months, the lead moves to Ghosting. From there it gets swept every 45 days through a dialer or text campaign.

"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."

You don't lose leads. You stop spending your lead manager's day on the ones who aren't talking back.

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.

Can I customize it?

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."