Migrate from REsimpli to Zoho CRM

REsimpli Deals store property records with address, amount, stage, Dispo notes, D4D flags, and seller motivation. We map the deal object directly to Zoho Deals module, preserving deal name, amount, stage, close date, and owner lookup. Property-specific fields (property type, condition, Dispo) migrate as Zoho custom fields.

REsimpli Leads are raw prospect records with name, phone, email, source, and AI-grade metadata. We map directly to Zoho Leads module. Owner resolution uses email matching against Zoho Users. LeadGrade AI scores migrate as a custom Number field on Zoho Leads since Zoho has no native AI call-scoring equivalent.

REsimpli Contacts hold qualified individual records with phone, email, address, title, and owner. We map to Zoho Contacts. REsimpli contacts associated with a property deal link via the deal's primary contact association — we map that relationship to Zoho's Contact-Deal lookup.

REsimpli Companies store business entities with domain, industry, employee count, and revenue. We map directly to Zoho Accounts module. Owner assignment follows email-to-Zoho-user resolution. Multi-contact accounts (REsimpli supports N:N associations) collapse to primary AccountId with additional contacts surfaced as related Contact records.

REsimpli engagement logs per lead or contact include type (call, SMS, email, meeting), direction, duration, outcome, and original timestamp. We map call and SMS logs to Zoho Tasks with Subject = engagement type and Description carrying duration and outcome. Meeting logs map to Zoho Events with original start/end times. Owner resolves by email match.

REsimpli drip campaigns assign contacts and leads to multi-step SMS/email sequences with enrollment date and step progression. Zoho has no drip campaign engine natively. We preserve drip enrollment status as Tags on Zoho Leads/Contacts and record the last step reached as a custom field — your team uses this as a reference when rebuilding sequences in Zoho Blueprint.

REsimpli Speed-to-Lead records the exact timestamp when its AI agent first called a new lead. Zoho has no native speed-to-lead concept. We migrate this as a custom datetime field (Speed_to_Lead__c) on Zoho Leads, preserving the original REsimpli AI call initiation timestamp for reporting continuity.

REsimpli LeadGrade AI analyzes call recordings and assigns a numeric score (0–100) to each lead based on conversation quality and rep performance. Zoho Zia AI handles predictions and anomaly detection but not call-scoring. We migrate the score as a custom Number field (LeadGrade_Score__c) on both Zoho Leads and Contacts.

REsimpli's Driving For Dollars feature flags properties identified through on-the-ground driving routes. Zoho has no D4D concept. We migrate D4D flags as a custom Checkbox field (D4D_Flag__c) on Zoho Accounts or Leads, preserving the original REsimpli property record's D4D status for follow-up campaigns.

REsimpli Dispo records the current disposition status of a real estate deal (e.g., not interested, callback scheduled, under contract). Zoho Deals have a native Stage pick-list but no Dispo concept. We map Dispo to a custom pick-list field (Dispo_Status__c) on Zoho Deals with value-by-value mapping from REsimpli's Dispo options.

REsimpli tracks seller motivation as a multi-select property field (e.g., relocation, financial hardship, inherited property). Zoho Deals pick-list fields support single-select by default. We migrate seller motivation as a custom multi-select field (Seller_Motivation__c) on Zoho Deals, preserving all REsimpli values.

REsimpli skip tracing enriches lead records with verified phone numbers, email addresses, and owner information. We migrate skip-traced phone numbers to Zoho's standard phone and mobile fields. Verified email and additional contact fields migrate as custom fields (SkipTrace_Phone__c, SkipTrace_Email__c) since Zoho's native phone field is singular.

REsimpli campaigns track marketing outreach with name, type (SMS, email, calling), status, and start/end dates. We map directly to Zoho Campaigns module. Campaign member associations for leads and contacts migrate as Zoho Campaign Members with original enrollment dates preserved.

REsimpli Voice Sequences enroll leads in AI-powered phone follow-up flows with step tracking. Zoho has no native voice sequence or AI calling flow equivalent. We preserve enrollment status and last step reached as Tags on Zoho Leads, providing a reference baseline for your team to rebuild voice sequences using Zoho telephony integrations post-migration. All voice flow logic must be reconstructed in Zoho's telephony layer.