8020CRM: Real Estate Investor CRM
8020CRM helps real estate investors and wholesalers manage deal flow and marketing. It is designed for teams that require a system built on Salesforce with integrated skip tracing and data tools.
At a glance
- Category
- Real Estate
- Best for
- 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.
- Key use cases
- Lead Generation and List Building, Deal Pipeline Management, Automated Lead Nurturing, Transaction Coordination
- Integrations
- DocuSign, QuickBooks
- Official website
- 8020crm.com
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
Supports AI agents, scoring, conversation insights, and automated field updates.
Provides access to County/MLS data and a list builder to identify real estate opportunities.
Supports single and bulk skip tracing to find contact information for property owners.
Includes tools for offer tracking, underwriting calculators, and monitoring lost deals.
Supports drip campaigns, bulk email, and SMS messaging for lead outreach.
Integrated portals to help manage the disposition and listing process.
Use Cases
Using County/MLS data and skip tracing to identify and contact potential sellers.
Tracking a property from the initial offer through underwriting to the closing stage.
Setting up drip campaigns and automated messaging to maintain contact with prospects.
Managing contracts through DocuSign and syncing financial data with QuickBooks.
Best For
Integrations
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.
FAQ
It is designed for real estate investors, wholesalers, and real estate teams who need a scalable system for managing deals.
Onboarding fees are $3,500 for the Solopreneur plan and $6,500 for the Team Lite plan.
Yes, it includes County/MLS data, a list builder, and single and bulk skip tracing capabilities.
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
