Run Your Follow-Up Without the Overwhelm.
Lead Sifter brings contacts, pipelines, texting, email, calls, forms, booking, websites and workflows into one simple platform, with an assistant that does the work and the compliance already built in. It is sold only through brand partners, who offer it to their own clients under their own name.
White-label accounts are $497 a month plus usage. Lead Sifter does not sell to end users directly: your clients buy from you.
The Tools You Need, Made Simple
No stitching together five tools, and no menu with a hundred options. Fewer screens, plain-language labels, and an assistant for the rest.
Contacts and Pipelines
Every contact keeps its full history: messages, calls, notes and documents. Drag deals across stages from first conversation to won.
Text and Email
Send one-to-one or in sequences. Consent is recorded, STOP is honored automatically, and a guided registration walks you through carrier approval for texting.
Calls in Your Browser
Call from the app, forward to your cell, screen and record voicemail. Every call lands on the contact’s timeline.
Forms and Surveys
Questionnaires people actually finish: one question at a time or all together, on a hosted page or embedded in your own site.
Calendar and Booking
Share a booking page that checks your Google calendar for conflicts and adds a Meet link, with texting consent captured on the page.
Workflows
Chain texts, emails and waits with if/else branches, sending hours and schedules, so follow-up happens without anyone remembering to do it.
Websites
Build pages with forms and booking on them, publish them on your own address, and keep everything in the same account as your contacts.
Account Templates
Set up one account once, then start every new customer from it. When you improve the template, customers who haven’t changed that item get the update; their own edits are never overwritten.
An Assistant That Does the Work
Ask for what you want in plain English: “text everyone who booked this week.” Anything risky waits for your approval, and everything can be undone.
Move Over the Parts You Want, When You Want
Pick contacts by tag or date, choose the pipelines and message types, preview exactly what will happen, then run it. Save the selection and run it again on cut-over day.
- Read-only: your current account is never changed
- Preview first, with nothing imported
- Re-run safely: it updates instead of duplicating
- Undo any single run on its own
- Nobody is texted or emailed, and no workflow fires
Contacts tagged customer, not tagged do-not-import
- 1,284 of 3,910 contacts match
- 1,102 new · 171 merge into existing · 11 refresh
- 212 deals in Sales Pipeline
- Texts and emails since January 1
Example figures.
Your Brand, Your Clients, Your Price
Brand partners give every client their own account, with the partner's name, logo, colors and web address. You see and manage all of them from one place, you decide which tools each client gets, and you set what your clients pay you. We never sell to your clients, so we never compete with you.
- A separate white-label account for each client, $497 a month plus usage, with its own contacts and numbers
- Your brand on the sign-in page and the emails clients see
- Turn tools on or off per client, so each one sees only what it needs
Smart Syndicator
Smart Syndicator is the white-label version of Lead Sifter for people who raise capital. It adds what that work needs on top of the same platform:
- Investor pipelines, raises and commitments
- Capital calls, distributions and an investor portal
- E-signature that protects Social Security numbers and bank details
- Lead search from real SEC filings
- Texts, emails and calls come out of this balance as they happen
- Low-balance email before it runs out
- You set a monthly limit on automatic recharges
Pay for What You Use. Prepay So There Are No Surprises.
Add funds by card and usage comes out of your balance. Nothing is charged unless you add funds or turn on automatic recharge. If you ever run out, sending pauses; incoming texts and calls keep arriving.
Built to Hold Sensitive Customer Data
Customer files can include Social Security numbers and bank details. Security isn’t a feature here; it shaped the design.
Two-Step Sign-In Required
Every staff account must turn on two-step sign-in before it can use the app.
Encrypted Answers
Social Security, tax ID and bank answers are encrypted at rest, masked everywhere, and revealed only to verified owners with a fresh security code.
Everything Is Logged and Undoable
Changes are recorded, and most can be undone in one click, including changes made by the assistant.
Offer Lead Sifter Under Your Own Brand
Tell us who your clients are and we’ll show you how it would run as your product.