Actionist·REsimpli 3.0
REsimpli 3.0

REsimpli 3.0

· #227 most-used

The all-in-one CRM that runs your real estate investing business

CRMSalesMarketingAnalyticsAutomationPhone & SMSLead Generation

REsimpli 3.0 is the all-in-one CRM built exclusively for real estate investors and wholesalers — no customisation needed, no duct-taped stack. It combines lead management, list building, skip tracing, direct mail automation, a built-in power dialer, ringless voicemail drops, driving for dollars, KPI tracking, transaction management, and AI-powered lead scoring in a single platform. Connect it to Actionist and your agents can create and qualify leads, track acquisition pipelines, fire drip sequences, log dispositions, and surface KPI insights — all without leaving your workflow.

Try REsimpli 3.0 with ActionistVisit REsimpli 3.0
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual lead entry, follow-up sequencing, skip-tracing lookups, and KPI dashboard assembly — tasks that chew up hours every week for a typical acquisitions team.

Schedule

What your REsimpli 3.0 agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

REsimpli 3.0 × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~10 hrsSaved / week
3Personas served
For acquisitions
Featured4 apps

Inbound seller lead routed, assigned, and dripped within minutes

A motivated seller hits the form and within about a minute is in REsimpli as a lead, assigned to the right rep, enrolled in the drip sequence, and announced in the team's Slack channel — all without anyone touching a keyboard.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a motivated-seller web form is submitted on the investor's Carrot site
Trigger
Step 1
W
Webhook
Receive inbound form submission from Carrot webhook
write
Step 2
REsimpli 3.0
Create Lead with seller contact info, property address, market, and lead source
write
Step 3
REsimpli 3.0
Assign Lead to the acquisition rep with the lowest open-deal count
write
Step 4
REsimpli 3.0
Enroll Lead in the new-seller drip campaign at step 1
write
Step 5
Slack
Post new-lead alert to #acquisitions with seller name, property, and assigned rep
write
Step 6
Google Sheets
Append lead row to the weekly inbound tracking sheet for KPI attribution
Result
Create Lead with seller contact info, property address, market, and lead sourceAssign Lead to the acquisition rep with the lowest open-deal countEnroll Lead in the new-seller drip campaign at step 1Post new-lead alert to #acquisitions with seller name, property, and assigned repAppend lead row to the weekly inbound tracking sheet for KPI attribution
The win
Saved per run
8 min
Runs / week
~30×
Zero inbound leads miss the CRM or sit unassigned over the weekend
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    45 min / week
    Manual lead routing and status updates

    Reps manually enter inbound leads into REsimpli, decide who to assign them to, and update pipeline statuses after each call — adding 5–10 minutes of admin per lead that compounds across a high-volume acquisitions team.

    Sales Agent
    0 min
    Agent creates, assigns, and progresses leads automatically

    Inbound leads from any source arrive in REsimpli automatically with the correct source tag and assigned rep. Status updates fire when real events happen — offer sent, appointment booked, contract signed — without a rep touching the CRM.

  • Marketing
    40 min / week
    Manual drip enrollment and channel reporting

    Marketing manually enrolls new lists in REsimpli drip sequences, re-enrolls cold leads one by one, and builds weekly channel ROI reports from exported spreadsheet data — time that compounds as list volume grows.

    Marketing Agent
    0 min
    Agent enrolls lists and generates channel ROI reports on schedule

    New leads are enrolled in the correct drip the same day they arrive. Cold leads re-enter nurture sequences monthly without a manual sweep. Channel ROI reports pull directly from REsimpli KPI data and arrive before each budget review.

  • Customer Support
    25 min / week
    Manual appointment reminders and seller follow-up

    Acquisition coordinators manually text sellers to confirm appointments, send contract reminders, and check that inbound inquiries were responded to — repetitive tasks that slip under high call volume.

    Customer Support Agent
    0 min
    Agent sends confirmation SMS and audits seller communication automatically

    Every seller with a same-day appointment receives a confirmation SMS before 8 AM. Contract expiry reminders fire automatically. Inbound inquiry response audits run weekly — nothing slips regardless of call volume.

  • Human Resources
    30 min / week
    Manual lead assignment and rep handovers

    Operations managers manually check rep workloads, redistribute overloaded leads, and handle PTO handovers by going through the REsimpli board and reassigning one lead at a time — a time-consuming process repeated every time a rep is out.

    Human Resources Agent
    0 min
    Agent balances workloads and automates PTO handovers

    Every Monday the agent rebalances open-deal counts across reps. Friday PTO sweeps reassign all open leads from absent reps to their designated backup before anyone logs off for the weekend.

  • Finance
    35 min / week
    Manual disposition logging and bookkeeping export

    Finance chases the acquisitions team for deal numbers after every closing, manually enters disposition records into REsimpli, and exports closed-deal data to the bookkeeping spreadsheet by hand — a weekly process that delays the books by days.

    Finance Agent
    0 min
    Agent logs dispositions and exports to books automatically on close

    When a closing confirmation arrives, the agent logs the disposition in REsimpli and writes the deal data to the bookkeeping sheet before anyone is asked. The books are current every Monday without the finance team chasing acquisitions.

  • Operations
    60 min / week
    Manual pipeline hygiene and KPI report building

    Operations manually deduplicates leads, syncs skip trace results into REsimpli one by one, and assembles weekly KPI scorecards by exporting CRM data and formatting it in a spreadsheet — work that takes hours and delays reporting.

    Operations Agent
    0 min
    Agent handles deduplication, data sync, and KPI reporting on schedule

    Duplicate leads are flagged every Monday before the pipeline meeting. Skip trace results sync to REsimpli before the dialer session. The weekly KPI scorecard is delivered to Slack every Friday at 5 PM without anyone building it.

  • Legal
    20 min / week
    Manual contract documentation audit

    Legal manually reviews Under Contract records in REsimpli to confirm signed agreements, closing dates, and title contacts are all logged — a weekly sweep that is often skipped under deadline pressure and leads to documentation gaps discovered at closing.

    Legal Agent
    0 min
    Agent audits contract documentation and fires deadline alerts automatically

    Every Monday the agent checks all Under Contract records for complete documentation. Contracts closing within 5 days surface on Thursday with full status. Missing records are flagged with 24-hour resolution tasks before any closing is at risk.

+ 100s of other REsimpli 3.0 automations
Average time saved
26 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on REsimpli 3.0's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug REsimpli 3.0 into Actionist

Pick the connection method that suits your environment.

Generate your personal API token inside REsimpli's profile settings and paste it here. Actionist uses it to create leads, update contacts, and read pipeline data on your behalf.

1
Open REsimpli profile settings

Log in to REsimpli, click your profile icon in the top-right corner, and select API Token from the dropdown.

2
Copy your API token

Your personal API token is shown on that page. Click to reveal it and copy it. Treat it like a password — do not share it.

3
Paste into Actionist

Paste the token in the field below and click Test connection. Actionist will run a read-only call to confirm access before any actions run.

Credentials you'll need
API Token*
REsimpli → Profile icon (top right) → API Token → Copy
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about REsimpli 3.0 + Actionist

How does Actionist connect to REsimpli 3.0?
Go to the Apps tab in Actionist, find REsimpli 3.0, and click Connect. The connection uses an API token from your REsimpli account. To get it, log in to REsimpli, click your profile icon in the top-right corner, and select API Token — the token is shown on that page. Copy it and paste it into Actionist. The agent runs a read-only test call to confirm the connection before any actions execute. The whole setup takes under two minutes.
What does Actionist need permission to do in my REsimpli account?
The API token you generate inherits the permissions of the REsimpli user who creates it. For full agent functionality — creating leads, updating statuses, enrolling drip campaigns, logging dispositions, and reading KPI data — use a token from an admin or acquisitions manager account. For read-only monitoring use cases, a standard user token is sufficient. REsimpli does not currently offer scoped API tokens with granular permission controls, so the access level mirrors the user's role.
Can the agent create leads from any source, not just web forms?
Yes. The Create Lead action works with any source that can deliver data to Actionist — Facebook Lead Ads, Google Ads lead forms, Carrot websites, CallTools inbound calls, BatchLeads list exports, webhooks from other tools, or a manual Slack command. The agent maps the available fields (name, phone, email, property address, lead source, market) and creates the REsimpli record regardless of origin. Lead source attribution is passed as a field value so the KPI dashboard correctly credits the originating channel.
Can the agent manage both seller leads and buyers in REsimpli?
Yes. Actionist can create and query both seller leads (the acquisition pipeline) and buyer contacts (the disposition buyers list) in REsimpli. A typical workflow creates a seller lead when a form arrives, manages it through the acquisition pipeline, and queries the buyers list to find the right end-buyer when the deal goes under contract. The two record types are separate in REsimpli and the agent handles both correctly.
Does the agent support REsimpli's drip campaigns and multi-channel follow-up?
Yes. The Enroll Lead in Drip Campaign action adds a lead to any existing REsimpli drip sequence starting at the step you specify. REsimpli handles the actual delivery of each touchpoint — SMS, email, ringless voicemail, and direct mail — according to the campaign schedule you set up inside REsimpli. Actionist decides when to enroll a lead and in which campaign; REsimpli runs the sequence. Common patterns: enroll new leads automatically on creation, re-enroll cold leads on a monthly schedule, or switch a lead from the new-seller drip to the nurture drip when an offer is declined.
Can Actionist pull KPI and revenue data out of REsimpli for reporting?
Yes. The Get KPI Dashboard Data action retrieves REsimpli's performance metrics — leads by source, appointments set, offers made, contracts signed, deals closed, and channel ROI — for any date range and market combination. Agents typically run this on a schedule (weekly or monthly) and write the data to a Google Sheets dashboard, post a summary to Slack, or trigger further automation when a metric drops below a threshold. The data reflects what is in REsimpli's KPI module, which tracks actual pipeline activity.
How does Actionist keep the REsimpli pipeline accurate without constant manual updates?
The agent updates REsimpli lead statuses in response to external events — a signed DocuSign agreement moves the lead to Under Contract; a third unanswered call attempt moves it to Nurture; a closing confirmation email moves it to Closed and logs the disposition. Each status change is tied to a real upstream event rather than a rep remembering to update the CRM. Notes are added automatically at key milestones, so the pipeline board reflects actual deal progress rather than what a rep last manually entered.
What is the difference between using Actionist with REsimpli versus connecting REsimpli to Zapier directly?
Zapier connects REsimpli to other apps through fixed trigger-action pairs — one event fires one action in one other app. Actionist agents reason across multiple steps, tools, and conditions in a single automated task: they can search for a lead before creating a duplicate, check workload before assigning, pull KPI data and decide whether to alert the team, or combine REsimpli data with information from Google Sheets, Slack, and Google Calendar in one cohesive workflow. Actionist also surfaces these automations as scheduled agent tasks rather than always-on Zaps, so the team sees what the agent is doing and can review outcomes.