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Mastering Real Estate Calculators: A Guide for Investors
Unlocking the Power of 8020CRM's Deal Calculators 8020CRM’s built-in deal calculators are game-changers for Acquisition Managers, Disposition Managers, and Transaction Coordinators. They help evaluate real estate deals directly within the platform. Whether you’re analyzing a property before making an offer or assessing net profit before listing, these calculators provide consistent, fast, and strategy-aligned deal analysis. Before You Begin To get started, you need access to
3 min read


Understanding Lead, Opportunity, and Property Statuses in 8020CRM
Jump to Section Overview Before You Begin Why It Matters Lead Statuses Opportunity Stages Property Transaction Stages Best Practices Learn More Overview Statuses and stages in 8020CRM help track the progress of every lead, opportunity, and property transaction. Understanding these elements is essential for team efficiency. They help teams align processes, trigger automation, and maintain an organized pipeline. Before You Begin Ensure you have access to Leads, Opportunities,
2 min read


Editing Dashboards on the Salesforce Home Page
Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...
2 min read


The Future of Real Estate CRM is Here!
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
3 min read


Understanding the 8020CRM Interactive Process Funnel
Expore the 8020CRM process with this interactive funnel, showing how your marketing dollars spent flow through the process to dollars earned
2 min read


Understanding Salesforce Marketing Cloud in 8020CRM
Jump to section Overview Before You Begin Why It Matters How Marketing Cloud Supports You No Setup Required Best Practices Learn More Overview Salesforce Marketing Cloud is the email and messaging engine behind 8020CRM’s campaigns, automations, and follow-ups. While powerful and feature-rich, most users don’t need to access Marketing Cloud directly - 8020CRM handles the heavy lifting for you. This guide explains what Marketing Cloud does behind the scenes and how it supports
2 min read


Using Salesforce Reports in 8020CRM
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,
2 min read


8020CRM Status & Stages Overview
Jump to section Lead Status Opportunity Stages Property Transaction Stages Mapping Status Conclusion Effective management of the lead, opportunity, and property transaction status is critical for ensuring a seamless sales process and accurate performance tracking in 8020CRM. By understanding the various statuses and their triggers, you can optimize automation, improve team workflows, and ensure your KPIs remain aligned with your business objectives. Lead Status In 8020CRM, th
5 min read


Setting Up Custom Domains for Your 8020CRM Experience Cloud Site
Overview A custom domain gives your 8020CRM Experience Cloud site a branded, easy-to-remember web address. Instead of sending users to a default Salesforce URL, you can give them a direct link under your own domain - helping build trust, improve user adoption, and strengthen your brand. Before You Begin You’ll need System Admin access in Salesforce. Access to your domain registrar (e.g., GoDaddy, Squarespace). Your Salesforce-provided Experience Cloud domain information (ava
2 min read
A Few Frequently Asked Questions
What Makes 8020CRM
Getting Started
Licensing & Access
Training & Support
Data & Integrations
Features & Customization
- 01The product is built on and synergizes the latest AI innovations, industry leading Data API’s and the stack of Salesforce’s Marketing Cloud, Sales Cloud and Experience Cloud to bring you the most scalable and holistic CRM available, hands down. As an open platform, it is anything but a black box – you’re not restricted in customizations, reporting, integrations, or from creating exactly what you need to streamline your business. It has been developed with UI/UX in mind, leveraging the impressive power and capacity of the Salesforce vehicle and adding a layer focused on the user experience and activity efficiency. This wasn’t whipped up in a few hours locked away in your grandma’s garage, this has been iterated over, scrutinized, and professionally architected and developed over many years, and continues to improve at a rapid pace. Every thread of the product has been designed with adaptable business process optimization at its core, enabling your team to operate at a different level in the way you define. We are harnessing the ever increasing power of AI to make sure each user’s interaction with your data and the customer has high potency. With 8020CRM you will find a polished and complete product, with the features you need to thrive, capable of handling anything you throw at it and then some. When you’re ready to change the game – we’re ready for you.(https://8020crm.com/demo)
- 02We built 8020CRM from our experience running a mid-size multi-state operation. It was born in the trenches and on the backs of experience. We also participate in several masterminds and work directly with top performers in the industry to develop the most complete and high-performing option on the market. If you have great ideas on how to change the game and the industry, and want to see it come to reality in your CRM, let’s collaborate! For more details on our collaborations, schedule a call with us.
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