Why 8020CRM Calculators Are the Smarter Choice

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 users can use calculators in Opportunities (Acquisitions) and Property Transactions (Dispositions).

• For setup steps, see: Creating and Configuring Calculators in 8020CRM.

Why It Matters

Spreadsheets require manual entry, constant updates, and formula maintenance. 8020CRM Calculators eliminate those inefficiencies by:

• Automating financial calculations in real-time.

• Standardizing your deal analysis across the team.

• Reducing errors that can impact profitability.

• Providing direct integration with Opportunity and Property Transaction records for faster decision-making.

Key Advantages

1. Automation & Accuracy

• Built-in logic calculates MAO, profit margins, holding costs, cap rates, and more automatically.

• Data updates in real time as you change fields - no manual recalculations.

• Minimizes the risk of costly errors from incorrect formulas or data entry.

2. Tailored Customization for Real Estate

• Comes pre-configured with industry-standard rules like the 70% MAO rule.

• Fully editable to match your market, rehab cost assumptions, and deal structures.

• Allows scenario analysis without rebuilding formulas each time.

3. Seamless Team Collaboration

• Stored inside the CRM, so everyone works from the same version in real time.

• Eliminates the version-control issues common with shared spreadsheets.

• Supports acquisitions, dispositions, transaction coordination, and leadership review.

4. Time Savings

• Clone an existing calculator, enter deal details, and get instant results.

• Avoids repetitive spreadsheet formatting and formula setup.

• Speeds up underwriting so your team can focus on negotiations and closing.

Real Estate Use Case

A wholesale acquisitions team receives a potential deal lead. The Acquisition Manager opens the Opportunity, navigates to the Financials & Underwriting Pillar, and selects the appropriate calculator. Within minutes, they have an MAO, estimated rehab cost, and projected profit - ready to present to the seller.

Meanwhile, the Disposition Manager accesses the same record in the Property Transaction > Financials & Estimates Pillar to adjust the suggested sale price and run alternative exit strategies. No data re-entry. No formula mistakes. One source of truth for the entire team.

Comparison: 8020CRM Calculators vs. Spreadsheets

Feature	8020CRM Calculators	Spreadsheets
Automation & Accuracy	Automates complex calculations in real time	Manual entry with higher error risk
Customization	Pre-built options for markets and rules	Manual formula creation per deal
Collaboration	Real-time CRM access for all roles	Requires manual sharing & syncing
Time-Saving	Quick cloning & instant results	Constant updating & formatting

Best Practices

• Create standard calculator templates for each deal type.

• Review and update default assumptions quarterly.

• Train all acquisition and disposition staff on where calculators live and how to use them.

• Link calculators to your internal underwriting checklist for consistency.