What's new at REsimpli

Release highlights

• Build up to 20 Lead pipelines and 20 Transaction pipelines, each with up to 20 statuses.
• Replace linear drip campaigns with Advanced Automations that support branching, splits, multiple triggers, and multiple actions across Leads, Contacts, Tasks, and Appointments.
• Use the built-in Triple-Line Dialer across Leads, List Stacking, Buyers, Agents, and Vendors.
• Keep people, properties, conversations, and working relationships connected in one place.
• Run Comp AI, estimate repairs, and prepare offers directly from the lead record.
• Track marketing, team activity, deal progress, and financial performance with expanded dashboards.

Explore the updates

Platform and navigation

• Work in a redesigned interface with clearer menus and dedicated top-level access to List Builder and List Stacking. Search note text and file names.
• Use the Open API to send and retrieve REsimpli data, connect external tools, and build custom workflows with ChatGPT or Claude.

Leads and pipelines

• Create up to 20 Lead pipelines with up to 20 statuses each, and add automations to individual stages. Work in map or grid view, customize stage cards, and rearrange lead-detail panels.
• Import up to 5,000 leads per file, consolidate duplicates, and bring in notes and custom-field values. Create missing custom fields as you map an import.
• Add land using an APN and parcel details. Filter by custom fields, dates, vacancy, ownership, and other property characteristics; edit applied filters and reuse saved views.
• Manage Dispo within Leads through up to 20 stages, ending at Accepted Offer. Keep Dispo calls, texts, and emails in the Dispo tab.

Contacts and relationships

• Keep multiple phone numbers, email addresses, and properties connected to one person. Link relationships such as spouse, attorney, tenant, or power of attorney to a lead.
• Use dedicated management spaces for Sellers, Buyers, Agents, Vendors, and Companies, with status-based workflows for each relationship type.

Team access and assignment

• Control access by system area, pipeline, status, campaign, and assigned records. Show users only what they are permitted to access, copy another user's permissions, and toggle entire permission groups.
• Rename or create roles, assign multiple users to the same role, and adjust assignments for individual leads. Route work by stage or weighted round robin.
• Give team members driver-only access to Driving for Dollars without giving them access to the full CRM. Share saved filters with view or edit permissions.

Calling, inbox, and email

• Use new Inbox tabs and folders to organize external conversations, team messages, and List Stacking activity.
• Use the Triple-Line Dialer across Leads, List Stacking, Buyers, Agents, and Vendors to call up to three numbers at once and connect to the first live answer. Single-line dialing remains available in each of these areas.
• Keep editable calling scripts on screen. Route numbers to users or roles, choose preferred outbound numbers, and set fallback numbers for automations.
• Connect Gmail or Outlook and send bulk email from relevant contact workflows. Email sending now lives in these workflows as the separate Email Marketing section is removed.
• Work with the Gen 2 Lead Manager Agent and Copilot AI within REsimpli.

Comps, offers, and seller appointments

• Run Comp AI and AI-estimated after-repair value, with size and lot adjustments and support for non-disclosure states.
• Estimate rehab needs from seller conversations with a condition-and-size matrix you can configure by market. Review a suggested maximum allowable offer and its reasoning, along with opening-offer and buyer-price figures.
• Send cash offers using a built-in template populated with seller and property details.
• Track appointment setters and assignees separately. Record qualified or unqualified outcomes, trigger the next action, and measure appointment performance for both roles.

Automations

• Drip Campaigns becomes Advanced Automations: a rebuilt workflow builder with branching, splits, delays, multiple triggers, multiple actions, and multiple automations per record. Schedule by day or elapsed time, account for weekends and holidays, and stop a sequence when someone replies.
• Start workflows from stage or tag changes, calls and SMS, call outcomes, appointments, deal-value changes, buyer or agent activity, and direct-mail delivery.
• Use AI-detected intent to route interested, uninterested, or spam responses. Automate assignments, AI calls, tasks, appointments, drive routes, tags, notifications, and call-flow changes.
• Run automations across Leads, Contacts, Tasks, Appointments, List Stacking records, Buyers, Agents, and Vendors. Enroll filtered lists, adjust active campaigns, and inspect enrolled records and completed actions. Default sequences are included.

Transactions

• Create up to 20 Transaction pipelines with up to 20 statuses each, plus custom colors and automations. Choose your own final stage.
• Review transactions geographically, keep documents on the transaction record, and share view-only document links with closing partners.

Buyers, agents, and vendors

• Create buyer workflows with up to 20 stages and multiple contacts on each buyer record. Filter with custom and AI fields, then bulk-update custom-field values.
• Open the recipient lists behind campaign delivery, open, click, or non-delivery results, then follow up by dialer, SMS, or email. Bulk-add matching buyers to a property's Dispo tab.
• Bulk-import agents and use included outreach sequences. Manage vendors through stages and automations.

Property management

• Customize Inventory, Rental, and Sold workflows. Inventory and Rentals support up to 20 statuses, while Inventory also offers grid, list, and map views.
• Tie an inventory property's scope of work to banking expenses. Compare estimated and actual repair costs by line item, and see remaining budget or overruns.

Marketing, List Stacking, and field work

• Add Land records with APN, county, state, and reference ID. A street address is no longer required.
• Work stacked records through statuses, tasks, custom fields, date filters, and grid or map views. Filter by automation enrollment, list, or tag.
• Take action on filtered groups with calling, SMS, email, tags, assignments, field or status updates, automations, direct mail, exports, and opt-out controls. Move prospects into a selected Lead pipeline with their numbers and history.
• Assign routes and addresses to drivers, track progress, and collect door-knock updates and photos from the mobile app.
• Build seller websites for SEO and PPC that capture source and campaign details with incoming leads. Track campaigns without a dedicated phone number, or share one number across campaigns; configure call flows separately.
• Send selected records into direct-mail campaigns, track delivery, and use rules to automate future sends.

Banking and financials

• Bulk-import bank transactions and update multiple entries at once. Use transaction rules and tags to categorize, organize, and analyze financial activity.
• Manage multiple business entities within one account while keeping each entity's books separate.

Customization, tasks, calendar, and forms

• Configure custom fields, contact-specific call outcomes, dead-lead reasons, task types, and visible column order.
• Add task checklists and multiple assignees. Set up to five custom reminders for tasks and appointments, and create them through automations.
• Manage tasks and calendar activity together in monthly, weekly, or list views.
• Create multiple web forms for Leads, Buyers, Agents, and Vendors, with preset campaign, pipeline or status, phone number, and market routing.

Dashboards and reporting

• Use dedicated Lead Manager and Acquisition Manager dashboards, plus a rebuilt CEO dashboard. Review speed to lead, missed-call percentage, calls, talk time, appointments, offers, contracts, deals, and revenue.
• Compare campaigns, channels, exit strategies, users, teams, markets, sources, pipelines, and tags. Track cost per deal, marketing return, conversion funnels, days to contract, and revenue per lead.
• Monitor expected pipeline profit, stalled deals, missing buyers, aging contracts, fallout, and lost-deal reasons. Review a 30-day cash forecast adjusted for historical fallout.
• Use Daily Update for property and ownership changes, the Dialer Productivity Report for dialing activity, and dedicated communication, seller-appointment, and List Stacking reporting.
• Set revenue, spending, and net-income goals; turn them into daily or weekly activity targets; and track progress with Goal Tracker and leaderboards, including office TV mode. Save, organize, and share filtered views.

Some AI features require an AI subscription.

Explore the full feature overview

Conversational AI (SMS): More Reliable Appointment Booking SMS appointment confirmations could previously fail to create calendar appointments, leading to missed bookings or double-booked time slots. Confirmations are now detected more accurately, time slots are reserved the moment a seller confirms, and suggested times follow a standardized format, so every confirmed appointment reliably lands on your calendar with no double bookings.

Voice AI: Conversation Quality & Call Handling Improvements Voice AI could previously repeat information, skip qualification settings, return incomplete property details, or run into unreliable call transfers. Conversation context, qualification logic, property identification, transfer reliability, and webhook processing have all been strengthened, and all existing Voice Agents were automatically migrated, no action needed. Conversations now feel more natural, follow your configured workflows accurately, and deliver more dependable call handling.

Open House: Past Date Validation Fix Listings with past Open House dates previously couldn't be updated due to validation errors. Validation now accepts historical Open House dates while keeping activity logging and audit history fully intact, so you can update any existing listing without unnecessary validation failures and with your complete historical record preserved.

Hey, Community.

Gen 2 AI is officially live. This is the biggest release in REsimpli's history: an autonomous Lead Manager and an assistive AI Copilot working side by side, built around one goal, empowering a single person to close 100+ deals a year without hiring a single human.

Meet the team behind Gen 2

Gen 2 AI was unveiled live on April 16, 2026, hosted by Sharad Mehta (Founder & CEO of REsimpli), Tyler Scott (Creator of Gen 2 AI), and Sandip Vaghasiya (CTO of REsimpli).

AI Lead Manager: autonomous

Your tireless Lead Manager. It answers every call and SMS, qualifies leads in real time, handles objections, books appointments, follows up relentlessly, and keeps your pipeline updated on its own.

AI Copilot: assistive

Your rep's new superpower. It organizes every seller and buyer conversation, drafts personalized SMS, prioritizes leads, and preps your team to walk into every call 100% ready.

Pricing & timeline

Gen 2 AI is free to try for every user through May 31. Here's how the rollout works:

• April 18: Gen 2 goes live, free trial starts for all users
• May 31: Deadline to lock in loyalty and discounted pricing
• June 1: Standard list pricing begins for everyone

Bundles: Full AI Team from $799/mo, Lead Manager from $599/mo, AI Copilot from $299/mo (loyalty pricing, up to 38% off list). Individual agents are also available a la carte, from $99/mo to $399/mo. KPI Insights and Translate AI are included free with every bundle.

Start your free trial

Every Gen 2 AI agent, available to every active REsimpli user, no credit card required. Log in, head to the AI Marketplace, and start your free trial today.

Expanded list of Filters

We've enhanced the List Builder with more filters to help narrow your search.

• Property Details: Property Type, Property Use Type, Bedrooms, Bathrooms, Area, Lot Size, Year Built, Pool, Garage, Attic, Basement, Number of Stories, HOA, Flood Zone.
• Value & Equity: Estimated Value, Estimated Equity $, Estimated Equity %, Unknown Equity, Assessed Value, Assessed Improvement Value, Assessed Land Value.
• Owner Information & Occupancy: Owner Occupied, Vacant, Years of Ownership, Ownership Type, Last Sale Date, Unknown Last Sale Date, Last Sale Price, Median Income, Absentee Owner, Location, Last Sale Type, Investor Buyer, Inherited.
• Portfolio Info: Total Properties Owned, Total Portfolio Value, Total Portfolio Mortgage, Total Portfolio Equity.
• Mortgage: Open Mortgage, Remaining Balance, Cash Buyer, Free & Clear, First Mortgage Type, Second Mortgage Type, Third Mortgage Type, Assumable Loan.
• MLS: MLS Status, Days on Market, Listing Amount.
• Pre-Foreclosure & Bank Owned: Active Foreclosure, Notice Type.

Increased Credits for FREE Monthly Cash Buyer Searches

• Pro: 10 (from 1).
• Basic: 30 (from 3).
• Enterprise: 100 (from 10).

Workflow & Communication

• Call Progress Bar is Back: track your calls more efficiently and see exactly where you are in your call workflow.
• Bigger & Better SMS Attachments: send images up to 4MB, including PNG files, directly via SMS.
• List Stacking Notifications: tag someone in your list stacking and they'll receive a notification.
• Easier Tag Management: add tags directly from the Tags section without opening individual contacts.

AI Agents Pricing

• Call Answer AI: $99/mo + $0.25/min.
• Voice Follow AI: $99/mo + $0.25/min.
• Speed to Lead AI: $99/mo + $0.25/min.
• Conversational AI: $99/mo.
• Call Grade AI: $99/mo.
• Meet Grade AI: $99/mo.
• Lead Score AI: $99/mo.
• KPI Insights AI: $49/mo.
• Translate AI: $19/mo.
• Get all AI Agents for $199/mo plus $0.25/min for the Voice AIs.

Other Updates

• New Webhook Feature: push Call Recordings to an external platform using the new Webhook feature.
• Bulk Task Management: bulk select tasks in the My Tasks tab and mark them as completed or delete them all at once.
• App (iOS and Android) Updates: Inventory Module, Calculator Tab in Leads (Basis and Advanced), Customize App Menu Bar, and 2-Factor Authentication.

New updates to the REsimpli mobile app (iOS & Android) designed to keep you connected, move faster, and close more deals on the go.

Mobile App Updates

• In-Person Recording Fix: resolved an issue preventing some In-Person Recordings from uploading.
• Conversational AI Now Live: enable Conversational AI from the app to automate inbound lead engagement.
• AI-Powered Outbound Calling: make outbound calls directly from the app using AI.
• Mark Secondary Contacts as Primary: set a secondary contact as primary directly from mobile.

Web Updates

• AI Notifications: new alerts for AI-driven activity.
• Phone Number Alerts: instant notice when a call hits a disconnected number.
• General Purpose & iMessage Numbers: notifications now added for these number types.

iOS / Android Updates

• More Communication Options: use general purpose numbers for calls, SMS, and RVM across leads, buyers, and vendors.
• Enhanced Analytics: added "Days in Pipeline" for better tracking.
• Flexible Seller Addition: add sellers without a phone number or email.
• Vendor Management (iOS): delete vendors directly from lead details.
• Bug Fixes: resolved production issues for smoother app performance.

List Builder

• Target Lists by Source: filter and organize leads by source.
• Smart List Clean up: remove duplicates and invalid contacts in one click.
• Import Upgrade: supports more file types and faster mapping for bulk imports.
• Credits: Basic 10,000/mo, Pro 20,000/mo, Enterprise 50,000/mo. Credits are used only when exporting to List Stacking or CSV.

Skip Tracing

• Credits: Basic 10,000/mo, Pro 20,000/mo, Enterprise 50,000/mo.
• Property detail views auto skip trace without using credits. Credits apply only when skip tracing from List Stacking or Leads.

AI Agents

• Call Answer AI, Voice Follow AI, Speed to Lead AI: require AI Voice minutes; balance auto renews in $10 increments.
• Conversational AI: responds only to inbound seller messages (does not initiate), replies 24/7 within ~20 seconds, can run alongside Drip Campaigns, and deducts from SMS credits.
• Call Grade AI: scores calls based on top-performer benchmarks. Custom scoring criteria planned for a future update.
• Meet Grade AI: records in-person meetings from the Lead Detail page (max 60 minutes). Delivers a recording, transcript, summary, key highlights, coaching notes, and a scored breakdown.

KPI Dashboard

• CEO Dashboard with configurable time-period views.
• Light / Dark mode toggle.
• Goal Tracker, Individual Dashboard, Individual Comparison Dashboard, and Lead Source / Campaign Comparison Dashboards.

Notifications

• SMS notifications now available on the phone number linked to your REsimpli profile.
• List Stacking Dialer phone numbers now send notifications.

Drip Campaigns

• Choose a custom "from" number instead of the default campaign number.
• Send drips to multiple contacts within a single lead.

Buyers

• Bulk SMS can now send from a local area code number, not just toll free.
• New columns: Last Outgoing Touch, Last Incoming Touch.
• Additional filter options added.
• Primary account owner is no longer auto-assigned when adding a new buyer contact.

Other Updates

• Inventory: add vendor contacts (tenants, contractors, etc.).
• Recurring Tasks: available for Leads, Buyers, Vendors, and General Business.
• Task due dates automatically shift when linked Under Contract or Closing dates change.
• Email Marketing: filter past campaign audiences by "Not Opened" and "Not Clicked."
• General Purpose Phone Number: call and text leads, buyers, and vendors; activity logs update automatically.
• iMessage: integrated via LinqBlue. No A2P 10DLC required. $1,200/year. Supports calls and SMS. Email support@REsimpli.com to purchase (4 to 5 day turnaround).
• List Stacking: new "Last Dialed" column sorts contacts by recency. Dialer notifications added. One-off Skip Tracing no longer requires a name.
• Leads: see when teammates are active on the same lead. React to comments (with reactor name on hover). Leave voice notes directly in a lead.

As of March 1st, REsimpli 5.0 is live on every plan. Highlights:

• AI Voice Assistant: answers inbound calls instantly, qualifies leads, routes them to the right team member or sends booking links. Full call recordings and transcripts included.
• Advanced Email Marketing: build and automate segmented bulk campaigns for buyers and vendors, with engagement tracking, scheduling, and automatic DNC compliance.
• Expanded Drip Campaigns: now available for buyers and vendors, with status / tag-based triggers, chained follow-ups, and per-campaign conversion tracking.
• Transaction Management: replaces the Wholesale Pipeline. Tracks all deal types with customizable statuses and buyer communication logs.
• Leads Management: new tabbed interface, faster skip tracing, improved file uploads. Website leads now auto create and skip trace from address alone.
• List Stacking: same tabbed interface and skip tracing improvements as Leads.
• Cash Buyers: new map view by location, call / text tracking per buyer, multi-contact profiles, and team assignment.