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Overview
8020CRM offers real estate professionals a robust Salesforce-based CRM that features AI-driven lead qualification and unified communication tools, including phone, SMS, and email. While customization options might seem limited, the platform's simplified workflows and automation tools enable teams to close more deals and scale operations efficiently with less effort.
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Starting Price
Custom
8020CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is 8020CRM?
8020CRM is specifically designed for real estate professionals and investors to enhance daily operations. The platform combines AI-powered lead qualification, integrated communication tools, and access to property data to streamline workflows. Key features include marketing automation, contract management, and financial syncing, which help teams manage their prospects and deals more efficiently. Overall, 8020CRM software serves as a versatile hub for managing and growing property investment businesses, with a strong focus on real estate needs.
8020CRM Pricing
The 8020CRM cost ranges in the following plans:
- 8020CRM Solopreneur: $197/month
- 8020CRM Team Lite: $797/month
- 8020CRM Pro: $1,497/month
Disclaimer: The pricing is subject to change.
8020CRM Integrations
8020CRM supports integration with multiple third-party platforms, such as:
- Salesforce
- Zapier Software
- Make
- QuickBooks
- Five9 Software
Who Is 8020CRM For?
8020CRM serves a range of real estate professionals and investors, including:
- Real Estate Agents
- Brokers
- Transaction Coordinators
- Acquisition Agents
- Sales Managers
Is 8020CRM Right For You?
8020CRM is designed to organize leads, communications, and property information within a unified system. The platform integrates with Salesforce and provides tools to automate marketing and sales tasks, helping teams manage their activities more efficiently. 8020CRM offers features tailored to the specific needs of real estate professionals, such as wholesalers, agents, brokers, and property managers, ensuring aligned workflows with minimal complexity.
Still unsure about 8020CRM? Contact our support team at (661) 384-7070 for further guidance.
8020CRM Features
RAIN
8020CRM includes RAIN, an AI-powered assistant that helps prioritize leads by analyzing available data to identify those with the highest potential. RAIN Inbox collects all lead communications in one place, making it easier to track conversations and respond promptly. In addition, RAIN Chat offers summaries and practical suggestions to support daily decision-making and task management.
8020 MAPS
It provides a dynamic, real-time map view of properties, leads, and transactions, allowing users to visualize opportunities geographically. Filters such as location, price range, and property status help narrow down relevant listings for focused analysis. This feature also tracks market trends and property activity, offering valuable context to assist in making informed investment choices.
Unified Communication Suite
The unified communication suite in 8020CRM brings together phone calls, SMS, and emails into a single interface, making it easier to manage all client interactions. It supports bulk messaging campaigns while maintaining personalized communication to keep prospects engaged. Automated follow-up messages and detailed activity tracking help ensure consistent outreach without manual effort.
Lightning Forms
8020CRM simplifies and speeds up data input with responsive and user-friendly forms tailored for real estate workflows. Important fields are visually highlighted to reduce errors and improve the accuracy of information entered. These forms also trigger automated workflows that update records and reduce the need for repetitive manual data entry.
Salesforce Integration And Automation
Built directly on the Salesforce platform, 8020CRM uses Salesforce marketing, sales, and experience tools to automate many routine processes. It integrates with external systems like QuickBooks for financial data and MLS databases for property information, to ensure data stays synchronized across platforms. This integration helps reduce manual updates and improve data consistency.
Pros And Cons of 8020CRM
Pros
Real estate–specific tools like skip-tracing MLS data and rehab calculators
AI automation with RAIN for lead scoring summaries and recommendations
Built-in phone SMS email and direct mail communication suite
Cons
Setup and onboarding process takes multiple weeks to complete, which can be a limitation
Customization may require time to refine layouts and workflows
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Frequently Asked Questions
What other apps does 8020CRM integrate with?
8020CRM supports integration with multiple platforms, such as Five9, Make, QuickBooks, Zapier, and Salesforce.
What types of pricing plans does 8020CRM offer?
The 8020CRM price plans include 8020CRM Solopreneur at $197/month, 8020CRM Team Lite at $797/month, and 8020CRM Pro at $1,497/month. Therefore, acquire a tailor-made cost estimate specific to your requirements.
Does 8020CRM have a mobile app?
No, 8020CRM doesn’t offer a standalone mobile application.
What language does 8020CRM support?
8020CRM currently supports English.
Does 8020CRM offer an API?
Yes, 8020CRM offers an API.
Who are the typical users of 8020CRM?
The typical users of 8020CRM include real estate agents, brokers, transaction coordinators, acquisition agents, and sales managers.
What level of support does 8020CRM offer?
8020CRM provides support through email, a chatbot, a customer portal, and a knowledge base.