--- title: "8020CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about 8020CRM Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more." source_url: "https://www.capterra.com/p/10023718/8020CRM/" page_type: "product" language: "en" --- # 8020CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) 8020CRM ## What is 8020CRM? 8020CRM is a Salesforce-powered CRM built for real estate investors, agents, and brokers looking to automate workflows, track properties, and manage deals efficiently. It integrates MLS data, skip tracing, disposition portals, and marketing automation to create a seamless lead-to-close management system. New features like RAIN AI automate lead scoring, 8020MAPS visualizes properties and market trends, and Lightning Forms speed up contract and deal entry. Bulk Messaging & Activity Composer centralize communication, making it easier to scale outreach. Whether you're acquiring properties, managing transactions, or scaling a brokerage, 8020CRM simplifies complex workflows, enhances data accuracy, and boosts productivity—helping real estate professionals close deals faster and grow their business. ## What is 8020CRM used for? [Contact Management](https://www.capterra.com/contact-management-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $150 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for 8020CRM?[Manage this product listing](https://www.g2.com/products/8020crm/claim_requests/new?auto=true) ## 8020CRM Overview Updated September 2026 AI summary 8020CRM is a real estate CRM solution for businesses of all sizes seeking to manage contacts, clients, and property data in a unified platform. It covers core needs like lead tracking, workflow management, document handling, and analytics, while supporting appointment scheduling, real-time notifications, and mobile access. Deployment is available across web, desktop, and mobile environments. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### 8020CRM 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $150 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,068) Value For Money 0.0 (0) Value For Money 4.3 (4,685) Customer Service 0.0 (0) Customer Service 4.4 (4,478) ## 8020CRM alternatives [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.4 (226)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,062)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) [BoldTrail](https://www.capterra.com/p/176447/BoldTrail/) [4.4 (564)](https://www.capterra.com/p/176447/BoldTrail/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176447/BoldTrail/) ## FAQs about 8020CRM Overview ### What company size and specific industries is 8020CRM built for? 8020CRM is designed for small to mid-sized real estate businesses, including investors, agents, brokers, and property managers. It fits teams that need an AI-powered CRM for lead tracking, workflow automation, property management, and Salesforce integration, making it well suited to real estate-focused sales and operations. Features and Usability ### What are the key features of 8020CRM? 8020CRM offers CRM, contact and customer databases, lead management, and pipeline management for sales tracking. It also includes appointment management, task management, workflow management, reporting and analytics, document management, electronic signature, mobile access, and real-time notifications, with real estate tools such as listing management and property management. Pricing ### How much does it cost and what fees or limitations are included? 8020CRM starts at $150 per user per month for the Standard plan. That plan includes 5 Salesforce Enterprise Licenses, Activity Composer, Activity Metrics, Automated Customer Journeys, ChatGPT Integration, Integrated Contract Solutions, Integrated Disposition Portals, SMS/CTI integration, and a state-of-the-art UI/UX. Integrations ### Which third-party tools and platforms does 8020CRM integrate with? 8020CRM integrates with eight third-party tools, including communication and automation platforms such as Aircall, Five9, RingCX, and smrtPhone, plus collaboration and workflow tools like Slack, Zapier, ChatGPT, and Docusign. Getting Started and Support ### What training and onboarding options does 8020CRM offer? 8020CRM provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online options support guided instruction, while documentation and videos offer self-paced reference material for learning features and reviewing steps as needed. Getting Started and Support ### What customer support options does 8020CRM offer? 8020CRM provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. These channels give users multiple ways to get product help and resolve issues. No reviewer feedback about support quality is available here, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 1,459 Real Estate CRM reviews Capterra data shows that buyers of real estate CRM software rank the following features as their top priorities: - **Contact Database** (**60%** of reviewers rated this feature as critical) - **Client Management** (**54%**) - **Customer Database** (**49%**) 8020CRM supports all three of the features reviewers value most: **Contact Database**, **Client Management**, and **Customer Database**. Together, these capabilities give teams a central place to store relationship data, manage client interactions, and keep customer records organized, helping businesses respond faster, maintain stronger relationships, and handle day-to-day sales activity more efficiently. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Agent Management Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases 8020CRM 78 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Real Estate Agencies: For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing [View pricing plan details](https://www.capterra.com/p/10023718/8020CRM/pricing/) 8020CRM Standard $150.00 Per User,Per Month It includes: - 5 Salesforce Enterprise Licenses - Automated Customer Journeys - Integrated Disposition Portals - Activity Composer - Activity Metrics - State-of-the-Art UI/UX - ChatGPT Integration - Integrated Contract Solutions - Integrates with SMS/CTI ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Five9](https://www.capterra.com/p/132405/Five9/)[ Aircall](https://www.capterra.com/p/184709/Aircall/)[ ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)[ RingCX](https://www.capterra.com/p/242186/RingCentral-Contact-Center/)[ smrtPhone](https://www.capterra.com/p/255357/smrtPhone/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.