REsimpli Review: The All-in-One CRM That Could Transform Your Real Estate Investing Game
Real estate investing is a whirlwind of moving parts—leads to chase, deals to close, marketing to manage, and numbers to crunch. If you’re anything like me, you’ve probably spent too many late nights trying to piece together a dozen tools just to keep your business humming. That’s why I decided to take REsimpli for a spin, a CRM that promises to be the Swiss Army knife of real estate investing software. After weeks of testing it out in my own wholesaling operation, I’m ready to spill the beans on whether it’s worth your time and money. Spoiler: It’s got a lot going for it, but it’s not flawless. Let’s unpack it step by step.
What Exactly Is REsimpli?
REsimpli is a comprehensive CRM tailored for real estate investors—wholesalers, flippers, or anyone hunting off-market deals. It’s the brainchild of Sharad Mehta, a real estate pro who runs his own investing business out of Highland, Indiana. His goal? To create a tool that ditches the need for multiple subscriptions by bundling everything into one platform. Lead management, marketing automation, financial tracking, skip-tracing, even a phone system—it’s all here. The pitch is bold: get up and running in under a minute, save time, and boost profits with real-time insights. Naturally, I was skeptical. Could one tool really replace my patchwork of apps? I had to find out.
Unlike generic CRMs like HubSpot or Salesforce, REsimpli is laser-focused on the real estate investor’s workflow. It’s not about managing corporate sales pipelines; it’s about finding motivated sellers, nurturing leads, and closing deals fast. And with a 14-day free trial (no credit card needed), it’s easy to dip your toes in. But let’s get to the meat of it—what does it actually do?
Diving Into the Features: What REsimpli Brings to the Table
REsimpli packs a ton of features, so I’ll break down the heavy hitters that stood out during my test run.
- CRM That Feels Built for Investors
The heart of REsimpli is its CRM, and it’s a breath of fresh air compared to clunky alternatives. The dashboard is clean and intuitive—you can upload lead lists, tag properties, and track your pipeline without drowning in menus. One feature I obsessed over is list stacking. It cross-references your leads across multiple lists to pinpoint sellers who pop up repeatedly—think of it as a shortcut to finding the most motivated ones. I uploaded a few batches of leads from past campaigns, and within minutes, it flagged a handful of properties I’d overlooked. That alone saved me hours of manual sorting. - Integrated Phone System
No need for a separate dialer like CallRail or RingCentral—REsimpli has its own built-in phone system. You can assign numbers to specific campaigns, make calls, send texts, or drop ringless voicemails (RVMs) right from a lead’s profile. I set up a local number for a texting campaign and reached out to 20 leads. The response rate was solid—three sellers texted back within a day. The ability to log calls and texts alongside each lead’s details kept everything organized, which is a godsend when you’re juggling dozens of conversations. - Driving for Dollars Made Easy
If you’re a fan of “Driving for Dollars” (cruising neighborhoods for distressed properties), REsimpli’s got you covered. The mobile app lets you snap pics of properties, log owner info, and add them to your CRM on the spot—no extra app required. I took it for a test drive (pun intended) in a nearby suburb, spotting a run-down house with overgrown weeds. I snapped a photo, pulled the owner’s details via skip-tracing (more on that later), and sent a postcard—all from my phone. It’s not revolutionary, but having it integrated saves a ton of back-and-forth. - Marketing Automation That Works
The drip campaign system is where REsimpli flexes its muscles. You can automate follow-ups via email, SMS, RVM, or direct mail, with over 90 postcard templates to choose from. I set up a simple SMS drip for a list of 50 cold leads: a friendly intro on day one, a value nudge on day three, and a casual check-in on day seven. Two sellers replied by the end of the week—one even led to a contract. The customization options are robust—you can tweak timing, messaging, and even upload your own designs for mailers. It’s not as flashy as ActiveCampaign, but it’s purpose-built for real estate. - Real-Time Financial Insights
The accounting tools surprised me. Link your bank accounts, and REsimpli tracks expenses, revenue, and marketing spend in real time. The KPI dashboard is a highlight, showing metrics like cost-per-lead and ROI at a glance. I synced my business account and saw my last month’s numbers laid out clearly—$2,500 in marketing costs, $15,000 in revenue, and a handful of deals in progress. It’s not a full-blown accounting suite like QuickBooks, but for an investor-focused CRM, it’s more than enough to keep tabs on your cash flow. - Skip-Tracing, No Extra Cost
Need a seller’s contact info? REsimpli’s skip-tracing tool is baked into every plan. It pulls phone numbers, emails, and addresses fast—usually within seconds. I tested it on a lead with just a property address, and it delivered a working phone number that matched my own records. Compared to standalone services like BeenVerified, which charge per lookup, this is a money-saver for high-volume users. - Website Hosting Bonus
Here’s a curveball—REsimpli offers free website hosting. Pick a template, edit your content, and publish a site for your business, all within the platform. I played around with it, building a simple landing page for cash buyers. It’s not as robust as Carrot or LeadPropeller, but if you’re on a budget, it’s a nice perk.
My Hands-On Experience: Putting REsimpli to Work
To really test REsimpli, I ran it through a mini wholesaling campaign. I started with the free trial, uploading a list of 100 leads I’d scraped from probate records and tax liens. The list-stacking feature flagged 12 properties that appeared on both lists—prime targets. I set up a drip campaign with a mix of SMS and RVMs, keeping the tone casual but direct: “Hey, saw your property at 123 Oak St. Interested in selling? I can make it quick and easy.” Meanwhile, I used the Driving for Dollars tool during a weekend drive, adding three more prospects to the mix.
The phone system was a standout. I called five leads directly from their profiles, logging notes after each chat. One seller was lukewarm but agreed to a follow-up, which REsimpli auto-scheduled as a task. The financial dashboard kept me honest—I tracked $150 in texting costs against a $5,000 assignment fee from a deal that closed mid-trial. The interface felt snappy on both desktop and mobile, though I did hit a snag customizing the KPI dashboard. It took a quick live chat with support—super responsive, by the way—to tweak it to my liking.
Overall, it streamlined my workflow more than I expected. Tasks that used to take hours (like cross-referencing leads or chasing seller info) were cut down to minutes. But it wasn’t all smooth sailing—I’ll get to the hiccups in a bit.
The Pros: Why I’m Impressed
- All-in-One Powerhouse: Combining CRM, marketing, accounting, and more into one platform is a huge win. It’s like having a personal assistant who never sleeps.
- Dead-Simple Setup: They weren’t kidding about the “under a minute” claim. I was importing leads and sending texts within five minutes of signing up.
- Cost Efficiency: At $99/month for the Basic plan, you get skip-tracing, a phone system, and direct mail tools that would cost $50-$100 each elsewhere. It’s a no-brainer for budget-conscious investors.
- Investor-Centric Design: Unlike generic CRMs, every feature feels tailored to real estate. List stacking and Driving for Dollars are perfect examples.
- Support That Delivers: Live chat and onboarding calls were quick and helpful. Knowing Sharad, the founder, is an investor himself adds credibility.
- Mobile Flexibility: The app kept me productive on the road, from snapping property pics to texting leads.
The Cons: Room for Improvement
- Learning Curve on Advanced Stuff: Basic tasks are a breeze, but mastering drip campaigns or KPI customization took some tinkering. More in-depth tutorials would help.
- No MLS Integration: If you rely on MLS data for comps or listings, you’ll need to import it manually. It’s a gap compared to tools like PropStream.
- Direct Mail Costs Sneak Up: The postcard templates are slick, but at around $0.60-$1 per piece (depending on volume), heavy mailers will feel the pinch.
- Task Overload: When you update a lead’s status, it auto-generates tasks like “Drive by Property” or “Check Comps.” I found it annoying to delete ones I didn’t need—customization here would be clutch.
- Website Limits: The free hosting is cool, but the templates are basic. Serious marketers will still want a dedicated site builder.
REsimpli Pricing: What You’ll Pay in 2025
As of February 28, 2025, REsimpli offers three tiers:
- Basic ($99/month): Core CRM, skip-tracing, phone system, and basic marketing. Ideal for solo investors or small operations.
- Pro ($249/month): Adds drip campaigns, team collaboration, and a free website. Perfect for scaling businesses.
- Enterprise ($499/month): Full automation, advanced reporting, and priority support. Built for high-volume teams.
Compared to competitors, it’s a strong value. DealMachine starts at $49/month but charges extra for skip-tracing and mailers. REI BlackBook is $97/month with fewer features. PropStream’s $99/month gets you MLS data but skips the phone system and automation. REsimpli’s all-in-one approach justifies the price, especially if you’re replacing multiple tools.
How It Stacks Up Against the Competition
Let’s put REsimpli head-to-head with some big names:
- DealMachine: Great for Driving for Dollars and lead gen, but its CRM is basic, and extras like skip-tracing cost more. REsimpli’s broader feature set wins for versatility.
- PropStream: A data powerhouse with MLS access and comps, but it lacks marketing automation and a dialer. If you need raw data over workflow, PropStream edges out. (see our Propstream Review)
- REI BlackBook: Solid for cash buyer management, but it’s light on analytics and skip-tracing. REsimpli feels more complete.
- InvestorFuse: Focuses on team workflows and lead follow-up, starting at $147/month. It’s pricier and less feature-rich than REsimpli’s Pro plan.
REsimpli’s strength is its breadth—few competitors match its all-in-one punch at this price point. That said, if you’re hyper-specialized (e.g., only need data or only need a dialer), a niche tool might fit better.
Who Should Use REsimpli?
This CRM shines for:
- Wholesalers: List stacking, skip-tracing, and drip campaigns are tailor-made for finding and flipping deals.
- Flippers: Track rehab costs and ROI in real time while managing leads.
- Small Teams: The Pro plan’s collaboration tools keep everyone aligned without breaking the bank.
- Budget-Savvy Investors: Replace a $200-$300 tech stack with one $99 subscription.
It’s less ideal for:
- MLS-Heavy Agents: No native integration means extra work.
- Big Enterprises: The Enterprise plan is robust, but massive operations might outgrow it.
- One-Trick Ponies: If you only need skip-tracing or a dialer, cheaper standalone options exist.
Final Verdict: Is REsimpli Worth It?
After weeks of testing, I’m sold on REsimpli—with caveats. It’s a powerhouse that streamlined my wholesaling hustle, cutting hours of grunt work and delivering actionable insights. The all-in-one design saved me money and headaches, and features like list stacking and the phone system gave me an edge I didn’t expect. That said, the lack of MLS integration stung, and the learning curve on advanced features slowed me down at first. Direct mail costs also crept up faster than I’d hoped.
For most real estate investors, though, REsimpli is a game-changer. It’s not perfect—4.5 out of 5 stars feels right—but it’s damn close. If you’re tired of juggling tools and want a CRM that gets the investor grind, start with the free trial. It might just become your new secret weapon.
