Migrate from REsimpli to monday CRM

REsimpli leads map to Monday CRM People board contacts. Every lead field (name, email, phone, address, lead source, created date, last modified date) becomes a column on the People board. Owner assignment resolves by email match against Monday users. We validate each field against Monday's column type requirements, converting data formats as needed and flagging any values that exceed field length limits. The People board serves as the central contact repository for all migrated leads.

REsimpli's driving-for-dollars notes are free-text fields capturing property addresses, condition observations, and motivation signals. These migrate to a Monday custom Text column (Driving for Dollars Notes). No native equivalent exists in Monday CRM — this is a custom column created at migration time. The complete notes text is preserved exactly as entered in REsimpli for reference by your team.

Skip-trace results (owner name, phone numbers, email) from REsimpli migrate as a Text column (Skip Trace Result). Monday has no native skip-trace field type — the raw result text is preserved in a long-text field for reference. The complete skip-trace output including owner contact information and all associated phone numbers transfers intact, enabling your team to review original skip-trace data post-migration.

REsimpli's cash-buyer matching flags (boolean or linked records) transform to Monday's Toggle column type (Cash Buyer Match). If REsimpli stored a list of matched buyer IDs, those are preserved in a linked-items column or as comma-separated text. The toggle indicates active cash-buyer association while buyer reference details remain accessible within the record.

REsimpli's list-stacking filter criteria (absentee owner, tax delinquent, equity positive, etc.) are stored as filter configurations. These migrate as a Text column (List Stack Criteria) preserving the original filter set as reference text. The full filter configuration including all criteria parameters transfers as-is so your team can recreate the same list segments in Monday or another marketing tool post-migration.

REsimpli lead stages (New, Contacted, Made Offer, Under Contract, Won, Lost) map to Monday Status column values on the People board. Stage names are mapped value-by-value during migration. Your team configures the Status column labels to match your preferred pipeline terminology in Monday's board settings after data lands. The original stage values from REsimpli are preserved as a reference column for validation.

REsimpli companies map to a Monday Companies board. Company name, domain, address, industry, and employee count become columns. Multi-contact associations in REsimpli (one company linked to many leads) translate to linked items in Monday — one company record with multiple people items linked via a connecting column.

REsimpli property records (address, property type, equity calculation, condition, motivated seller notes) map to a dedicated Properties board in Monday CRM. This is a custom board created during migration — Monday has no native property object, so this is a flat board with property details in columns.

REsimpli acquisition deals map to a Monday Deals board. Deal name, amount, stage, close date, assigned lead, and assigned property link to the Deals board via Monday's link-to-items column. Deal pipeline stages in REsimpli become Monday Group labels on the Deals board.

REsimpli's equity calculation fields (ARV, repair estimate, offer price, equity amount) migrate as Number columns in Monday's Deals board. No automatic calculation exists in Monday — these are static migrated values. Formulas can be recreated using Monday's Formula column if the plan supports it.

REsimpli tasks map to items in a Monday Activities board. Task title, due date, assigned user, and status become columns. Parent references (which lead or deal a task belongs to) migrate as link-to-items columns. This creates a traceable connection between each activity item and its related contact or deal record within Monday's board structure.

REsimpli drip campaigns (postcard, SMS, email, ringless voicemail sequences) have no Monday CRM equivalent. These automations do not migrate. FlitStack exports campaign definitions as a reference document for rebuilding in Monday's automation builder or a third-party tool like Zapier or Make.

REsimpli's built-in dialer, phone number assignments, in-app answering, and call-barge configurations do not migrate to Monday CRM. Monday has no native telephony functionality. Your team must configure a third-party VoIP integration (Twilio, Aircall, RingCentral, or similar) post-migration to restore calling capabilities. Call history from REsimpli migrates as activity records for reference.

REsimpli's built-in SEO-optimized seller and buyer websites are platform-specific and do not migrate. Website content and configuration must be exported as reference and rebuilt on a separate web platform. This includes all website pages, text content, images, lead capture forms, SEO metadata, and domain configurations. Teams should plan for a separate web development effort to recreate these websites on their chosen platform post-migration.

REsimpli files attached to leads, properties, or deals (contracts, photos, skip-trace reports) migrate as Monday board files. Monday's file storage limits (5GB on Basic, 20GB on Standard, 100GB on Pro) apply. Large file sets may require a cloud storage integration.