Migrate from REsimpli to Freshsales

Direct 1:1 map for active leads and customers in REsimpli. Freshsales Contact receives first name, last name, email, phone, address, job title, and lifecycle stage. Unconverted REsimpli contacts with no deal history land as Freshsales leads by default. This mapping preserves the full contact profile including any custom fields that have been configured in REsimpli for real estate-specific data.

REsimpli contacts marked as 'lead' lifecycle stage split to Freshsales Lead object. REsimpli lifecycle stages that correspond to unqualified prospects (new, contacted) route to Freshsales Lead so the conversion funnel starts clean on the destination side. This split ensures that unqualified leads follow Freshsales' native Lead-to-Contact conversion workflow rather than being forced into the Contact object prematurely.

REsimpli contacts at 'customer' lifecycle stage map directly to Freshsales Contact. These records retain their full activity history (calls, emails, meetings) and association to the migrated Account and Deal. The mapping also preserves any notes, tasks, and follow-up activities linked to the customer record, ensuring that the complete customer interaction history is available in Freshsales for ongoing relationship management.

REsimpli companies map to Freshsales Accounts using company name as the account name. Parent-child company relationships in REsimpli map to Freshsales' parent account hierarchy. Website, industry, employee count, and annual revenue migrate as standard or custom fields. This mapping also preserves the company's address information, which can be used for billing and shipping purposes in Freshsales.

REsimpli property deals map to Freshsales Deals with deal name, amount, stage, close date, probability, owner, and priority preserved. Property-specific fields (address, ARV, rehab cost) migrate to custom fields on the Freshsales Deal record. The mapping also includes any custom deal fields that have been configured in REsimpli for property-specific information, ensuring that all relevant deal data is transferred to Freshsales.

REsimpli pipelines (New → Contacted → Offer Made → Under Contract → Sold) map 1:1 to Freshsales Deal Pipelines. Each stage name and its probability value are mapped value-by-value so weighted pipeline value reports reflect REsimpli state at migration time.

REsimpli's Driving for Dollars records hold property address, owner info, source, and status. Freshsales has no native D4D object — these migrate as a custom module (Forest plan) or as custom fields on the associated Deal record. We surface the required schema to you before migration runs.

REsimpli's skip-tracing enrichment (phone numbers, emails, owner name, found date) attaches to the contact record. Freshsales stores these as custom contact fields — phone_2, email_2, skip_traced_owner, skip_trace_date — so enrichment data is visible in the Freshsales contact timeline. This ensures that all skip-tracing information is readily accessible to sales reps when viewing contact details, enabling more informed outreach strategies.

REsimpli drip campaigns (SMS and email sequences tied to lead sources and follow-up rules) have no direct equivalent in Freshsales. We export campaign definitions including trigger conditions, step timing, and message content as a structured reference document for rebuilding in Freshsales' Sales Sequences and Workflows builder.

REsimpli list-stacking records store layered filter data (absentee owner, tax delinquent, motivation signals) as structured entries. Freshsales requires a custom module or custom field set on a Deal or Contact to represent this. We map list-stacking fields to custom fields and note which ones need a dedicated custom module for full fidelity.

REsimpli call logs, emails, meetings, and notes map to Freshsales Sales Activities. Call duration, timestamp, owner, and associated contact or deal are preserved. Freshsales Groups activities by type (call, email, meeting) in the contact timeline — REsimpli's activity log structure maps cleanly into this view.

REsimpli's aggregate lead quality score migrates as a custom numeric field on Freshsales Contact. Freddy AI scoring in Freshsales is applied independently after migration — REsimpli's score is preserved as a reference field for comparison during the initial go-live period.