8020CRM documentation

Follow the complete 8020CRM lifecycle or go directly to the task, role, or operating question you need.

One product, one operating lifecycleStart with the complete journey or go directly to the job you need. Technical packaging is intentionally kept out of the customer workflow.

Choose a task

Start hereUnderstand 8020CRM

Learn the product vocabulary, roles, workspaces, records, and operating model.

Open the introduction Use the interfaceHome and daily work

Follow the packaged Home page, navigation, record tabs, Tasks, RAIN Hub, and utility tools.

Open the screen guide Complete lifecycleFrom first contact to close

Follow an opportunity from intake or property sourcing through qualification, deal execution, closing, and reporting.

Follow the lifecycle Find opportunitiesSource and evaluate properties

Search, review, enrich, compare, and bring selected property opportunities into 8020CRM.

Open property workflows Work relationshipsManage leads and follow-up

Capture, assign, contact, qualify, nurture, and convert potential opportunities.

Open lead workflows Investment operationsRun investment deals

Move seller opportunities through acquisition, disposition, transaction coordination, and close.

Open investment workflows Retail operationsRepresent buyers and sellers

Manage buyer searches, listings, offers, accepted contracts, commissions, and closing.

Open retail workflows Marketing operationsCampaigns and performance

Manage Campaigns, responses, Expenses, Campaign Statistics, attribution, reports, and dashboards.

Open marketing guidance AdministrationConfigure and operate 8020CRM

Set up access, markets, teams, integrations, forms, automation, governance, and analytics.

Open administration SupportDiagnose and recover safely

Trace configuration, access, data, automation, deferred work, and provider outcomes before retrying.

Open troubleshooting