Automations

Automate
The Next Step

REsimpli Automations trigger workflows when leads reply, change stages, book appointments, receive offers, or meet the conditions you define.

4.9 Rating with
Google Facebook G2

No missed follow-ups · No manual routing · Work around the clock

REsimpli Automations builder showing a new lead flow with AI intent detection and branching paths

Built for the full follow-up

Every reply becomes the right next move

From first trigger to final handoff, Automations keep your pipeline moving without any human intervention.

Triggers & Timing

Set Up Triggers for Every Next Step

Every investor has deals that die because someone forgot the next step. Automations remove that job entirely. The right sequence starts the moment something changes.

Automation trigger library in REsimpli

Cold Lists

Automate Your Prospecting

Text on day 1. AI call on day 2. If nobody bites, the record moves itself out of the way; when someone does, the reply lands flagged in your inbox, ready to convert.

Cold outreach sequence in REsimpli List Stacking

Everywhere

Automate Workflows Across Your Business

Transactions keep moving. Buyers stay warm. Agents get recruited without a single manual touch, because if it lives in REsimpli, an automation can carry it.

Automations running across REsimpli record types

Lead Routing

Route Leads to the Right Rep

No more "who's got this one?" Round robin, weighted splits, first to answer, or everyone at once. The lead lands the moment it enters your CRM.

Weighted lead routing in REsimpli Automations

Full Visibility

Audit Every Automation Step

Nothing happens behind the scenes anymore. Who got texted, where each lead sits, what changed and when: it's all one click away.

Audit Log

Start Automating

Keep Your Business Moving With Automations

Turn on Automations and every seller hears back, day or night.