AI TOOL PROFILE
8020CRM: Real Estate Investor CRM
- Real Estate
- CRM
- Real estate investors
- Real estate wholesalers
- Real estate brokerage teams
- Small to mid-sized real estate agencies
Pricing
Monthly plans start at $447 for Solopreneurs. Onboarding fees apply, including $3,500 for Solopreneurs and $6,500 for Team Lite. A standalone RAIN OS plan is available for $197/month with a 7-day free trial.
At a glance
- Best for
- Real estate investors, Real estate wholesalers, Real estate brokerage teams, Small to mid-sized real estate agencies
- Key use cases
- Lead Generation and List Building, Deal Pipeline Management, Automated Lead Nurturing, Transaction Coordination
- Integrations
- DocuSign, QuickBooks
- Official website
- Visit 8020CRM official website
How AI is used
8020CRM is a CRM built on the Salesforce platform for the real estate investment and wholesaling industry. It combines lead management with data tools like skip tracing and property data to support the process of finding and closing deals.
The tool is designed for solopreneurs, small teams, and larger real estate organizations. It provides a structured environment for tracking deals, managing marketing campaigns, and utilizing AI for field updates and lead scoring.
Buyers should note that the system includes DocuSign integration and QuickBooks sync, as well as built-in tools for list building. Because it is based on Salesforce, it supports scalability for growing operations.
Prospective buyers should confirm the initial onboarding costs and whether the tiered monthly pricing aligns with their team size and feature requirements.
Key Features
RAIN OS AI Tools
Supports AI agents, scoring, conversation insights, and automated field updates.
Property Data & List Building
Provides access to County/MLS data and a list builder to identify real estate opportunities.
Skip Tracing
Supports single and bulk skip tracing to find contact information for property owners.
Deal Tracking
Includes tools for offer tracking, underwriting calculators, and monitoring lost deals.
Marketing Automation
Supports drip campaigns, bulk email, and SMS messaging for lead outreach.
Dispo and Listing Portals
Integrated portals to help manage the disposition and listing process.
Use Cases
Lead Generation and List Building
Using County/MLS data and skip tracing to identify and contact potential sellers.
Deal Pipeline Management
Tracking a property from the initial offer through underwriting to the closing stage.
Automated Lead Nurturing
Setting up drip campaigns and automated messaging to maintain contact with prospects.
Transaction Coordination
Managing contracts through DocuSign and syncing financial data with QuickBooks.
Integrations
- DocuSign
- QuickBooks
FAQ
Who is 8020CRM designed for?
- It is designed for real estate investors, wholesalers, and real estate teams who need a scalable system for managing deals.
What are the onboarding costs for 8020CRM?
- Onboarding fees are $3,500 for the Solopreneur plan and $6,500 for the Team Lite plan.
Does 8020CRM include data tools?
- Yes, it includes County/MLS data, a list builder, and single and bulk skip tracing capabilities.
Is 8020CRM customizable?
- Yes, as it is built on Salesforce, it is designed to be scalable and customizable to a business's specific processes.
Source category: Real Estate
Source subcategory: CRM
More tools in Real Estate
Other published listings in the Real Estate category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
