How to Switch from REI Reply to BILT CRM
Updated June 15, 2026
To switch from REI Reply to BILT CRM: export your contacts, pipelines, and conversations to CSV; map REI Reply's pipeline stages and tags to BILT's acquisition pipeline; import a test batch first; rebuild active SMS/email sequences in BILT before disabling them in REI Reply; reconnect your sending identities; and run both in parallel for about a week so no live deal slips during the cutover.
REI Reply is a flexible, configure-it-yourself marketing platform; BILT CRM is an outbound engine with LOI blasting, cold email, SMS, and AI follow-up assembled out of the box. The migration itself is routine — the only thing at real risk is the in-flight conversations, so the order of operations matters more than the data move.
Done in the right sequence, switching is a low-risk afternoon of setup plus a week of parallel running. Here's the path that protects your active deals.
The migration, step by step
- Export everything to CSVPull your contacts, pipeline/opportunity records, tags, and conversation history out of REI Reply to CSV, and keep an untouched backup copy as your rollback.
- Inventory active automationsList every running workflow, SMS/email sequence, and trigger in REI Reply so you know exactly what has to be rebuilt before you turn anything off.
- Map stages and tags to BILTMap REI Reply's pipeline stages and tags onto BILT's acquisition pipeline (offer → negotiate → under contract → assigned). Decide the mapping on paper before importing.
- Import a test batchImport 25–50 records into BILT first and verify contacts, stages, tags, and custom fields all landed correctly before the full load.
- Import the full datasetOnce the test batch checks out, import the complete contact and deal data into BILT.
- Rebuild active sequences in BILTRecreate your live follow-up sequences in BILT — and lean on BILT's AI follow-up to work replies — before disabling them in REI Reply.
- Reconnect sending identitiesSet up your sending domains, email authentication (SPF/DKIM/DMARC), and A2P 10DLC SMS registration in BILT, and send yourself a test to confirm deliverability.
- Run both systems in parallelKeep REI Reply live for about a week alongside BILT so any in-flight conversation has a safety net during the transition.
- Cut over and archiveOnce BILT is handling new activity cleanly, cut over fully and archive (don't delete) your REI Reply account so historical data stays recoverable.
Consolidation math
REI Reply gives you the building blocks; BILT ships the outbound motions pre-assembled. If you've been paying for REI Reply plus a separate LOI or sending workflow you maintain by hand, consolidating onto BILT's built-in LOI blasting, cold email, SMS, and AI follow-up usually replaces several moving parts with one system.
Frequently asked
Will I lose my data moving from REI Reply?
Not if you export everything to CSV first and import a test batch before the full load. Historical records are the safe part. The real risk is active sequences and in-flight conversations — protect those by rebuilding sequences in BILT before disabling REI Reply and running both in parallel for about a week.
How long does the migration take?
The data move is usually an afternoon. The safe cutover is about a week, because you want both systems running in parallel long enough that no live deal slips during the switch. Rushing the parallel window is the most common way people lose pipeline.
Can I cancel REI Reply right away?
Don't — keep it active through the parallel-run week. Cancel only after BILT is cleanly handling new activity and you've confirmed sequences and deliverability work. Then archive rather than delete so historical data stays recoverable.
Do I have to rebuild my automations by hand?
Your sequences need to be recreated in BILT, but many become simpler because BILT's LOI blasting and AI follow-up are built-in rather than assembled from workflow steps. Inventory your REI Reply automations first so nothing active gets dropped in the move.
The takeaway
Switching from REI Reply to BILT CRM is low-risk if you respect the order: export and back up, map stages before importing, test a batch, rebuild sequences before disabling the old tool, and run both in parallel for a week. The payoff is trading a configure-it-yourself platform for an outbound engine where LOIs, email, SMS, and follow-up already work together.