Jump to a section Overview Before You Begin Why It Matters Where to Access the Calculator In the Opportunity Overrides Underwriting Section In the Property Transaction How to Use the Calculator Acquisition Use Case (Opportunities) Disposition Use Case (Property Transactions) Tips & Common Mistakes Learn More Overview 8020CRM’s built-in deal calculators help Acquisition Managers, Disposition Managers, and Transaction Coordinators evaluate real estate deals directly within the

In today's fast-paced business environment, managing customer relationships effectively is crucial for success. Off-the-shelf CRM solutions often fall short when it comes to meeting the unique needs of different businesses. This is where tailored custom CRM systems come into play. These systems are designed specifically to align with your business processes, goals, and customer interactions, providing a competitive edge and enhancing overall efficiency. Why Choose a Custom CR

Customer Relationship Management (CRM) platforms have become essential tools for businesses aiming to improve customer interactions, streamline sales processes, and boost overall efficiency. For beginners, understanding what CRM platforms are and how they can benefit a business might seem overwhelming. This guide will break down the basics of CRM platforms, focusing on Salesforce CRM, one of the most popular and powerful solutions available today. What is a CRM Platform and W

Running a real estate business is like juggling flaming torches while riding a unicycle. You need to keep your leads qualified, appointments booked, contracts signed, and deals closed - all without dropping the ball. The secret sauce? Smart business process strategies that cut the fluff and get you straight to the money-making moves. Let’s dive into how you can sharpen your workflow, save time, and boost your bottom line. Why Business Process Strategies Matter in Real Estate

If you’re in real estate investing, you know the game is all about speed, precision, and relationships. Leads come and go, appointments fill your calendar, and contracts need closing before your coffee gets cold. Managing all this without a solid system? That’s like juggling flaming torches while riding a unicycle. Enter CRM software—the secret weapon that turns chaos into clarity. I’ve tested and used many tools, and today I’m sharing what works best for real estate pros who

Running a real estate business is like juggling flaming torches while riding a unicycle. You have leads, listings, clients, contracts, and deadlines all spinning in the air. How do you keep everything from crashing down? The secret weapon is a smart, reliable CRM system. It’s not just a fancy address book; it’s your business’s command center. Let me walk you through how adopting the right CRM can transform your real estate game. Unlocking real estate CRM benefits: Why it’s a

AI isn’t just hype anymore — it’s changing how companies operate. From automating repetitive tasks to predicting customer behavior, it’s like having an extra teammate who’s never tired and always data-driven.

In today’s fast-paced business world, organizations are constantly seeking ways to improve efficiency, reduce costs, and enhance customer experiences. Enter artificial intelligence (AI)—a game-changer that is revolutionizing how businesses operate. From streamlining processes to providing deep insights, AI tools are paving the way for smarter business operations. The integration of AI into business is not just a trend; it represents a significant shift in how decisions are ma

Adopting a Customer Relationship Management (CRM) system can transform how a business interacts with its customers, streamlines processes, and boosts sales. However, the success of a CRM implementation depends heavily on how well the system is adopted by the team. This blog post will guide you through practical tips to ensure a smooth and effective CRM onboarding experience. Understanding the Importance of CRM Onboarding CRM onboarding is the foundation of a successful CRM ad

Jump to Section Overview Before You Begin Why It Matters Lead Statuses Opportunity Stages Property Transaction Stages Best Practices...

Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...

In real estate, time is money , and wasted effort on unqualified leads, inefficient workflows, and scattered data can slow down growth and cost you deals. That’s why the latest update to 8020CRM  is designed to help you work smarter, move faster, and close more transactions - without the extra hassle. This release introduces powerful tools that transform the way you manage leads, interact with data, and scale your real estate business: RAIN - Real AI Nexus:  An AI-powered ass

Expore the 8020CRM process with this interactive funnel, showing how your marketing dollars spent flow through the process to dollars earned

Jump to section Overview Before You Begin Why It Matters How Marketing Cloud Supports You No Setup Required Best Practices Learn More...

Overview Salesforce Reports in 8020CRM transform CRM data into clear, actionable insights. With built-in filters, visualizations, and scheduled delivery, they help real estate teams monitor performance, track activity, and make informed decisions across lead, deal, and marketing workflows. 8020CRM provides pre-built reports for every role — from lead managers and transaction coordinators to leadership teams. These templates let you launch quickly while maintaining consistent,

Jump to section • Lead Status • Opportunity Stages • Property Transaction Stages • Mapping Status • Conclusion Effective management of...

Overview A custom domain gives your 8020CRM Experience Cloud site a branded, easy-to-remember web address. Instead of sending users to a...

In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail). These mechanisms help ensure that your emails reach their intended recipients without being marked as spam. Key Components BCC Email Setup Purpose:  BCC (Blind Carbon Copy) allows you to receive copies of emails sent out, helping you monitor what is being sent and identify any potential issues such as bounces. Recommendati

Overview In real estate, speed and precision can make or break a deal. While many investors still rely on spreadsheets for deal analysis, these tools can be slow, prone to error, and difficult to manage at scale. The 8020CRM Calculators  replace manual spreadsheets with built-in, automated, and customizable deal analysis - giving your team instant, accurate results directly in the CRM. Before You Begin You must have System Admin  access to configure or edit calculators. All u

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Salesforce Setup Step 2: Navigate to Profiles and Permission...