How to Switch from REsimpli to BILT CRM
Updated June 17, 2026
To switch from REsimpli to BILT CRM: export your contacts, lists, deals, and communication history to CSV; map REsimpli's lead statuses and tags to BILT's acquisition pipeline; import a test batch first; rebuild active drip and dialer follow-up as BILT sequences and AI follow-up before disabling them in REsimpli; reconnect your sending identities; and run both in parallel for about a week so no live deal slips during the cutover.
REsimpli is a capable all-in-one investor CRM — lists, driving for dollars, a dialer, direct mail, and drip campaigns under one roof. BILT CRM overlaps on a lot of that, but it's built around the outbound engine: LOI blasting, cold email, SMS, and AI follow-up assembled to generate and work deals, not just house them.
Because both tools are investor-native, the data move is clean and the field mapping is mostly one-to-one. The work is deciding what carries over as-is and which REsimpli motions you rebuild as BILT sequences before you turn anything off. Here's the path that protects your active deals.
The migration, step by step
- Export everything to CSVPull your contacts, lists, deal/lead records, tags, and communication history out of REsimpli to CSV, and keep an untouched backup copy as your rollback.
- Inventory active drips and dialer flowsList every running drip campaign, dialer sequence, direct-mail cadence, and automation in REsimpli so you know exactly what has to be rebuilt before you turn anything off.
- Map statuses and tags to BILTMap REsimpli's lead statuses 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 your complete contact, list, and deal data into BILT.
- Rebuild active sequences in BILTRecreate your live drip and dialer follow-up as BILT sequences — and lean on BILT's AI follow-up to work replies the moment they land — before disabling them in REsimpli.
- 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 REsimpli live for about a week alongside BILT so any in-flight conversation or active drip 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 REsimpli account so historical data stays recoverable.
Consolidation math
REsimpli already bundles a lot, so this isn't a stack-reduction story the way leaving a generic CRM is — it's a refit. The case for BILT is the engine: where REsimpli organizes lists and runs drips, BILT's LOI blasting, cold email, SMS, and AI follow-up are built to generate and work the deals. If outbound volume is your bottleneck rather than list management, consolidating onto BILT puts the deal-generation motions at the center instead of alongside.
Frequently asked
Will I lose my data moving from REsimpli?
Not if you export everything to CSV first and import a test batch before the full load. Because both are investor CRMs, the field mapping is mostly one-to-one and historical records move cleanly. The real risk is active drips and in-flight conversations — protect those by rebuilding sequences in BILT before disabling REsimpli and running both in parallel for about a week.
How is BILT different from REsimpli?
REsimpli is a broad all-in-one — lists, driving for dollars, dialer, direct mail, drips. BILT is narrower and built around the outbound engine: LOI blasting, cold email, SMS, and AI follow-up that generate and work deals. If your bottleneck is sending offers and following up at volume rather than organizing lists, that's the difference that matters.
Do I have to rebuild my drip campaigns by hand?
Your active drips and dialer follow-up need to be recreated in BILT, but many get simpler because BILT's AI follow-up works replies directly instead of routing them through fixed steps. Inventory your REsimpli campaigns first so nothing active gets dropped in the move.
Can I cancel REsimpli 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.
The takeaway
Switching from REsimpli to BILT CRM is a low-risk refit between two investor-native tools: the data maps cleanly, so the order is what matters — export and back up, map statuses before importing, test a batch, rebuild drips before disabling the old tool, and run both in parallel for a week. The payoff is putting the outbound engine — LOIs, email, SMS, AI follow-up — at the center of how you generate deals.