WholesalersAI + REsimpli Integration: Automatic CRM Updates

How WholesalersAI Works with REsimpli

REsimpli is an all-in-one CRM built specifically for real estate investors. It handles list management, skip tracing, marketing campaigns, and a built-in dialer. WholesalersAI adds the missing piece: automatic CRM updates after every call.

When your rep finishes a call, WholesalersAI processes the recording and pushes structured data directly into the REsimpli lead record. Call notes, property details, lead status, and follow-up tasks all get updated within 60 seconds -- without the rep typing a single word.

What Gets Updated

After each call, WholesalersAI extracts data from the conversation and updates your REsimpli records:

• Lead status -- Automatically updated based on the call outcome: new, contacted, qualified, follow-up needed, or dead lead
• Call notes -- A detailed summary of the conversation, structured consistently across every rep and every call
• Property details -- Address, bedrooms, bathrooms, square footage, lot size, property condition, asking price, and estimated ARV when discussed
• Follow-up tasks -- Created with due dates pulled directly from the conversation ("call me back after the holidays")
• Campaign tracking -- Call data tied back to the original marketing campaign so you can measure which lists and channels produce the best conversations
• Full transcript -- Complete call transcript attached to the lead record for reference and training

Setup Process

Getting connected takes under 45 minutes:

1. Connect your REsimpli account -- Authenticate WholesalersAI with your REsimpli API credentials
2. Map your fields -- Tell WholesalersAI which REsimpli fields correspond to each data point (property details, motivation indicators, financial info)
3. Configure lead statuses -- Map call outcomes to your REsimpli lead status workflow so records move through your pipeline automatically
4. Set note formatting -- Choose your preferred call summary structure (bullet points, narrative, or custom template)
5. Test and launch -- Run a sample call through the system to verify accuracy, then activate for your entire team

Before and After

Frequently Asked Questions

Does this work with REsimpli's built-in dialer?

Yes. WholesalersAI processes call recordings regardless of the dialer used. Whether your team calls through REsimpli's built-in dialer, an external dialer like Mojo or BatchDialer, or any other system, WholesalersAI processes the call audio and updates the REsimpli record.

Will this interfere with REsimpli's drip campaigns?

No. WholesalersAI updates lead records through the API, which works alongside REsimpli's drip campaigns and automated sequences. In fact, by keeping lead statuses accurate and up-to-date, WholesalersAI makes your drip campaigns more effective -- leads get the right messages at the right time because their status always reflects the latest conversation.

How does this work with REsimpli's list management?

WholesalersAI does not modify your lists or skip trace data. It only updates fields related to call outcomes: notes, property details, status, and follow-ups. Your list management, stacking, and skip tracing workflows in REsimpli continue to work exactly as they do today.

For a full feature comparison, see WholesalersAI vs REsimpli.