The Real Estate CRM Setup Checklist – What to Do Before You Migrate

Here is why planning your CRM setup matters.

Migrating to a new CRM isn’t just about moving data, it’s about setting your wholesaling business up for long-term scale. Without preparation, you risk importing cluttered data, missing automation opportunities, and confusing your team.

CRM Setup Checklist for Real Estate Wholesalers

 1. Organize and Clean Existing Leads

• Remove duplicates and incomplete contacts
  
• Standardize phone/email formatting
  
• Tag lead sources if possible
  

 2. Map Your Sales Pipeline

• Define each lead stage clearly
  (e.g., New → Contacted → Offer Made → Under Contract → Sold)
  

 3. Outline Your Follow-Up Rules

• How often should cold leads be contacted?
  
• What triggers follow-ups: missed calls, no reply, etc.?
  

 4. Identify Your Marketing Channels

• List where leads are coming from:
  Driving for Dollars, PPC, cold calling, SEO, etc.
  

 5. Set Up Disposition Workflow

• Define who manages buyer communication
  
• Create steps for contract-to-close tracking
  

 6. Automate What You Can

• Create drip campaigns for SMS/email
  
• Set task reminders for follow-ups
  
• Assign roles and permissions for your team

How REsimpli Simplifies Setup

REsimpli comes pre-loaded with:

• Real estate pipelines
  
• Built-in drip campaigns
  
• Lead source tagging
  
• AI-powered lead summaries and scoring
  

You’ll go from spreadsheet to streamlined in under an hour; no tech skills are needed. This amazing guide tells you how to turn leads to deals. Check it out!

Ready to Set Up Your CRM Right?

Start your 30-day free trial of REsimpli and launch your wholesaling system with confidence.