Every Monday
A ranked list, not a spreadsheet
New records are pulled, scored for your services and ranked A, B or C, so the best opportunities are at the top before your team's first coffee.
TM
Your CRM, with leads built in.
Sales AtEase is a lead platform for sales teams and service businesses. It turns public records in your industry into a private, interactive map of who to call next, scored and ranked, with a CRM pipeline, team logins and a weekly digest built in. Editions for real estate brokerages and oilfield service companies, each priced for its industry. Live in about 2 weeks.
What changes for your team
Less list-building. More conversations.
Most sales teams spend their best hours figuring out who to call. Sales AtEase does that part every week, so your people spend their time on the phone and in meetings.
On the map
See where the work is
Every lead is a pin on a private map with the reasons it scored high, so you can plan routes, farms and territories, not just call lists.
In one place
Nothing falls through
Leads flow straight into your pipeline with notes, follow-up dates and a "call today" list, next to the customers and deals you already have.
Example math (illustrative, not a client result). Say one won job or one listing is worth $5,000 to you, and your team spends 6 hours a week building lists. If Sales AtEase gives that time back and turns into one extra deal a quarter, that's about $20,000 a year against a monthly fee that starts at $149. Bring your own numbers to the demo, and if the math doesn't work, we'll tell you.
Editions
One platform. Built for your industry.
Every edition shares the same map, CRM and digest. What changes is the data we pull, how we score it and the rules that keep your outreach compliant.
Live
Sales AtEase for Real Estate
Likely-to-sell homes in your farm from county records: long-time owners, absentee owners, homestead changes and pre-foreclosure postings. Homeowner cards, CSV export and postcards straight from the map. Fair housing safe by design.
Live demo
Sales AtEase for Oilfield
New Texas Railroad Commission drilling permits and operator records, scored for your services (frac support, wireline, workover, coiled tubing), with multi-well pads, operator profiles and drafted outreach for the top permits.
Next
More industries
Restaurants (catering and corporate leads), home services and contractors, and other businesses that sell to a market public records can map. Tell us your industry on the demo call.
Is Sales AtEase right for you?
| A great fit if you… | Probably not yet if you… |
|---|---|
| Find new business by prospecting, not just waiting for calls | Get all the work you can handle from referrals |
| Have a team (or plan to) that needs one shared pipeline | Sell to a handful of accounts you already know by name |
| Sell in a market that public records can map: homes, permits, new businesses | Sell mostly online to customers anywhere |
| Track leads in spreadsheets, sticky notes or a CRM nobody updates | Love your current CRM (ask about leads only: it feeds your CRM instead) |
What you get
Exactly what's included at setup and every month.
| At setup | Every month |
|---|---|
| Your market set up: counties, farm areas or territories, and the services you sell | Fresh records pulled and scored on a schedule (weekly or daily, by edition) |
| Scoring tuned to the jobs and customers you actually want | The Monday digest: your top new leads, emailed to your team |
| A private, password-protected map with lead cards, filters and export | Hosting, security, backups and data-source fixes when public formats change |
| Logins for your team, with roles for owners, reps and assistants | A monthly tune-up and a short results report |
| Your existing customers and open deals imported into the CRM | The CRM: pipeline stages, tasks, reminders, notes and activity history |
| Outreach templates and compliance rules for your industry | Next-business-day support. Your data is yours to export anytime |
Database, email and hosting costs are included. Things in your business's name, like postcards, a texting number or your own domain, are billed at cost or set up in your name.
Pricing
Priced for your industry.
Each edition has its own setup and monthly price, because the data, the market size and the team look different in every industry. Your exact quote comes in writing after the demo call, before you commit.
Real Estate
$149/agent/month
Map edition. Add the CRM for $199 per agent a month. Brokerage setup from $2,500. Sold to brokerages and teams.
- Likely-to-sell map for each agent's farm
- Team logins for agents and assistants
- Postcards from the map at cost + a small fee
- Monthly refresh and report
Oilfield and energy services
$299/rep/month
Full CRM included, 3-rep minimum. Setup from $5,000. Leads only (sent to the CRM you already use): $199 per rep a month.
- Daily permit or record pulls, scored A/B/C
- Operator and account profiles
- Drafted outreach for top leads
- Monday digest for the whole team
Live in about 2 weeks.
— 01 —
Demo
We show you a live map built from public records in your industry and agree on your market, services and team size.
— 02 —
Set up
We pull your market, tune the scoring to the work you want and import your current customers and deals.
— 03 —
Go live
Your team logs in to the map and gets the first Monday digest. Billing starts here, not before.
— 04 —
Tune
We review what turned into conversations and deals each month and adjust the scoring so the list keeps getting better.
Sales AtEase questions.
Where does the lead data come from?
Public records for your industry, such as county appraisal district and foreclosure records for real estate, or Texas Railroad Commission permits and operator filings for oilfield. We follow each source's terms of use and never buy scraped personal data.
Is this a CRM or a lead list?
Both. Leads land in a built-in CRM with pipeline stages, tasks, notes and team logins, next to the customers and deals you already have. If you love your current CRM, the leads-only option feeds it instead.
Who can see our data?
Only your team. Each client's map and CRM are private, password-protected and kept separate from every other client. You can export everything at any time, and we delete it if you cancel.
Does it send messages for us?
No. Sales AtEase drafts outreach and reminds your team when to follow up, but a person on your team reviews and sends every message. That keeps you in control and on the right side of Do Not Call, CAN-SPAM and industry rules.
Is the real estate edition fair housing compliant?
It's built to be. Scoring uses property and ownership signals only, never race, religion, national origin, familial status, disability or any other protected class, and postcard templates follow fair housing and TREC advertising rules.
My industry isn't listed. Can you build it?
Often, yes. If public records can show who's likely to need your service (new permits, new businesses, property changes), we can usually build an edition for it. Tell us about your market on the demo call.
How long is the contract?
Terms depend on the edition and are written into your quote before you sign. Your data is always yours, and you can export it anytime.
See it with your own market
Stop guessing who to call next.
On a 30-minute call we'll show you a live map built from public records in your industry and talk through what your team would see every morning.