How to Migrate from Podio to REsimpli Without Losing Data

Thinking about moving your CRM from Podio to REsimpli? You are not alone.

Many investors switch after realizing that Podio is holding them back with complex workflows, outdated automations, and too many moving parts. 

The good news is, migrating to REsimpli is easier than you think. This guide walks you through how to do it step by step without losing important leads, tasks, or documents.

Step 1: Export Your Podio Data

Inside Podio:

• Export your lead data as CSV files
  
• Make sure to include all key fields: name, email, phone, notes, source, tags, and assigned rep
  
• Export activity logs if available, and save any documents attached to leads
  

If you use Google Sheets or Globiflow extensions, pull backups from there too.

Step 2: Clean Up Before Import

Before uploading to REsimpli:

• Standardize your fields (remove duplicates, fix formatting)
  
• Remove inactive or unqualified leads to keep your new CRM clean
  
• Label each dataset by status or stage (e.g., “Follow-Up,” “Under Contract”)
  

This is a perfect opportunity to declutter and remove bad data.

Step 3: Import into REsimpli

Inside REsimpli:

• Go to the import section under “Leads.”
  
• Upload each CSV and match the fields with REsimpli’s fields
  
• Tag your lists during import for future tracking
  
• Upload documents into the corresponding lead profiles
  

If you need help, REsimpli’s support team can assist with bulk imports and field mapping.

Step 4: Rebuild Automations (Without Coding)

In Podio, your automations likely use Globiflow or Zapier. When it’s Podio vs REsimpli,  REsimpli has everything is built-in.

Set up:

• SMS and email drip campaigns
  
• Speed to lead workflows for new inquiries
  
• Notifications for missed calls or contract signings
  
• AI Agents to optimize marketing and lead management
  

You can now manage all of this from one place, without relying on outside tools.

Step 5: Train Your Team

Hold a training session with your team to walk through:

• New pipeline stages
  
• Daily follow-up workflow
  
• Lead source tagging and updates
  
• Offer submissions and e-signature flow
  

REsimpli’s interface is built for simplicity, so your team will get up to speed fast.

Conclusion

Migrating from Podio to REsimpli is not just about moving data. It is about upgrading your systems, saving hours each week, and simplifying your business. If your CRM is slowing you down, now is the time to make the switch.