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Lead Sherpa

CRM

TCPA-compliant SMS outreach and skip tracing platform built for real estate wholesalers who want to reach motivated sellers without legal risk.

Newleadsherpa.comAdded Jun 2026
Lead Sherpa screenshot

What Is Lead Sherpa?

Lead Sherpa is a direct marketing platform for real estate investors. It combines TCPA-compliant SMS outreach, skip tracing, and list management in one place.

The platform is built around a single premise: you can text motivated sellers at scale without becoming a target for TCPA lawsuits. Every message requires a human to initiate or approve it. That human-in-the-loop design is what keeps Lead Sherpa off the auto-dialer definition under federal law.

Alongside texting, the platform offers built-in skip tracing with up to 14 data points per record — including ownership details for trusts and LLCs — and PropStack, its list-stacking tool that deduplicates and prioritizes your leads automatically.

Who Is Lead Sherpa Best For?

Lead Sherpa is a strong fit for wholesalers who are serious about compliance and who run consistent SMS outreach campaigns.

If you're sending cold texts to motivated sellers and you're worried about TCPA exposure, this platform addresses that concern at the architecture level — not just through disclaimers. It's also a good choice if you're building large lists and need skip tracing baked into your workflow rather than stitched in from a separate tool.

The Starter plan at $149/month makes sense for smaller operations texting up to 500 contacts a day. High-volume teams running 1,500+ daily texts will want to look at the Core or Pro tiers.

Lead Sherpa is not the right tool if you want fully automated drip sequences, since that would undermine its compliance model. Teams that need deep CRM automation or a built-in deal pipeline will also need to integrate an external CRM via Zapier or Podio.

Our Verdict

Lead Sherpa earns its place as the go-to SMS tool for compliance-conscious wholesalers. The human-approval requirement isn't a bug — it's the feature that lets you text at scale without the legal exposure that comes with true auto-dialers.

Pricing starts at $149/month for the Starter plan, which includes 15,000 skip traces and up to 15,000 SMS messages per month. That's a strong value proposition if you're running active campaigns.

The trade-off is speed. Because every message needs a human touch, you can't schedule and forget. If your workflow depends on fire-and-forget automation, look elsewhere. But if your priority is sustainable, low-risk outreach, Lead Sherpa is one of the most defensible SMS tools in the wholesaling space.

Key Features

TCPA-Compliant SMS Outreach
Every message requires human initiation, keeping Lead Sherpa outside the TCPA's auto-dialer definition and reducing your legal exposure on cold SMS campaigns.
Built-In Skip Tracing
Returns up to 14 data points per property record — including UBO data for trust- and LLC-owned properties — so you can reach the actual decision-maker, not just a registered agent.
PropStack List Management
Automatically deduplicates and stacks your imported lists, then lets you tag and prioritize leads based on overlapping criteria so you focus outreach on the most motivated sellers.
Prospect Relay
Lets your team text and call prospects from personal devices through the platform, keeping your private numbers private while logging all activity centrally.
Compliance Monitoring Dashboard
Tracks regulatory changes and surfaces compliance alerts so your campaigns stay current with evolving TCPA and carrier 10DLC requirements.
CRM Integrations via Podio & Zapier
Connects to Podio directly and to hundreds of other CRMs and tools through Zapier, so Lead Sherpa fits into your existing deal pipeline without rebuilding your stack.

Pros & Cons

Pros
  • Human-in-the-loop design is the most defensible TCPA compliance approach available in the market
  • Skip tracing and SMS in one platform removes the need for a separate data vendor
  • PropStack deduplication saves money by ensuring you only pay for new skip trace records
  • Generous skip trace allocations on paid plans make per-record cost very competitive
  • Free plan lets you test the platform and send real campaigns before committing to a paid tier
Cons
  • No true automation — every message requires human action, which limits throughput for solo operators
  • No built-in CRM or deal pipeline; you must integrate Podio, Zapier, or another tool to track deals
  • Third-party carrier charges (Telnyx/Twilio) are not included in plan pricing and add to the real monthly cost

Frequently Asked Questions

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Starting at
Starting at $149/mo
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Pricing Plans
Free$0/mo
  • 5,000 skip traces/month
  • Up to 900 SMS messages/month (30/day)
  • PropStack list building included
  • No CRM integrations
Starter$149/mo
  • 15,000 skip traces/month
  • Up to 15,000 SMS messages/month (500/day)
  • Podio & Zapier CRM integrations
  • Unlimited users
Core$499/mo
  • 40,000 skip traces/month
  • Up to 45,000 SMS messages/month (1,500/day)
  • Podio & Zapier CRM integrations
  • Unlimited users
Pro$1,299/mo
  • 40,000 skip traces/month
  • Up to 100,000 SMS messages/month (3,333/day)
  • Dedicated account manager
  • Unlimited users
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Starting at
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