What would you do if you could claim back hours each week? Spend it with family? Dive back into the hobby that you’ve been neglecting? Double your annual revenue by closing more deals?
For many people, the purpose of real estate investing is to buy back your time, freedom, and control of your life to do the things you love.
But if you’re spending all your time generating leads and working deals, it can turn into a grind that doesn’t feel very fulfilling.
Carrot websites have long helped investors generate motivated seller leads. Then Carrot’s action-based CRM (built on InvestorFuse 3.0 technology) launched in 2024, helping investors hyper-focus on moving deals through the pipeline quickly. Now, we’re taking it a step further, giving you the ability to move faster, focus where it matters, and close more deals with even less manual effort.
Meet Carrot CRM AI and InvestorFuse 3.0 AI.
It’s the feature set that made Kyler Peters (of Nick Perry’s Want to Sell Now team — one of the highest volume teams in the country) say this:
Carrot CRM AI’s first tools (available now with all paid plans) include:
- AI Lead Scoring: Stop wasting time chasing the wrong leads. Focus on the highest quality leads based on the criteria that matter most to your business.
- Autonomous Lead Manager: Have more conversations and gather important, qualifying information in the background while you focus on more important tasks.
- AI Opportunity Summaries: Get caught up on every opportunity detail in just 30 seconds. Never miss important info and stop wasting time as you move between opportunities.
Key Takeaways
- Carrot CRM AI tools speed up a real estate investor’s ability to focus on the right opportunities and enable them to touch more opportunities in one day with less manual effort.
- Using Carrot CRM AI saves hours weekly, allowing investors to message more leads and move between opportunities in just 30 seconds.
- If you’re not leveraging AI in your acquisition engine as a core part of every step in the lead flow, you will be playing catch-up within the next 12 months.
These game-changing AI features are available with both Carrot CRM and InvestorFuse 3.0. Keep reading to learn how they work, how they help, and how they’ll accelerate your investment business for a fraction of the time and money.
Table of Contents
- How AI changes the game for real estate investors
- AI Lead Scoring: Give the right attention to the right leads
- Autonomous Lead Manager: Your built-in virtual assistant
- AI Opportunity Summaries: Remember every important detail in just 30 seconds
- What can you expect from Carrot CRM AI
How AI changes the game for real estate investors
AI is about acceleration and time savings. It’s about enabling the human to focus on the parts of processing a lead that they do best while AI handles the heavy lifting on repetitive tasks. Done right, it allows a solo wholesaler or flipper to punch way above their weight class and get more done with far fewer resources. For a big Investor, it saves dozens of hours per week and tens of thousands of dollars in labor cost, while allowing each lead manager the ability to handle up to 75% more leads each day.
We didn’t just make this up. We worked with high-volume investors like Nick Perry to develop and refine the AI tools now available in Carrot CRM and InvestorFuse 3.0 (they’re the same software, just under different brand names). Here’s what they have to say about these new features and the impact they’ve had on the team …
AI has had such a huge impact on just about every facet of life lately. It’s time investors harness that power to streamline their work and make smarter decisions that lead to more deals and higher revenue.
“At the end of the day, if you’re not leveraging AI in your acquisition engine as a core part of every step in the lead flow, you will be playing catch up within the next 12 months.” — Trevor Mauch, Carrot CEO
AI Lead Scoring: Give the right attention to the right leads
Let’s be honest, not all leads are created equal. Someone might just be exploring options, while another lead could have a lot of motivation to move quickly. Some properties could require so much work that it diminishes your profit margin, while others might just need cosmetic updates. The truth is, a lot of factors impact lead quality, and trying to sort it all out manually means you:
- Need to keep track of quickly changing information
- Make judgment calls on how certain factors impact a lead’s quality and upside potential
- Spend the same amount of time trying to qualify every lead
Doing this on the fly leaves you open to mistakes, missed opportunities, and inconsistent decisions.
But you know what AI is GREAT at? Analyzing data and assigning leads a score.
That’s exactly what the AI Lead Score does. Start with our pre-built scoring scripts or create something completely unique to you, including different lead factors and deciding how much weight each one deserves. If your business focus changes or you find your best deals all have commonalities, simply update your lead scoring matrix and all your leads will be rescored, making sure the most promising opportunities always float to the top.
Because the system is AI-based, the scores aren’t static. As you work a deal and gather more information, the lead score updates. What once looked like a promising lead might cool down or turn out not to be a good fit. How long does it take you to recognize that change and move on right now? Often, the answer is “far too long,” and you end up wasting time on a deal that’s never going to close when you could be working other leads instead. AI Lead Scores recalculate every time new information is added to an opportunity or a new conversation takes place, letting you know if the lead is still hot or if it’s cooling down before you dedicate more time to it.
Wondering what leads to work on today? Simply open your CRM and look for the highest-scored leads. Those are the closest to a deal and need your attention the most.
No more arbitrary judgment, guesswork, or treating all leads the same. Now you KNOW which deserve your focus.
Autonomous Lead Manager: Your built-in virtual assistant
Remember those scenarios we outlined above about seller motivation and property condition? Knowing that info is critical to scoring a lead, but how long does it take you to gather that intel? How many phone calls, text messages, and emails do you send out each day just trying to gather the details you need to accurately assess an opportunity? How long does it take to onboard a new acquisitions manager or virtual assistant so that you’re not the one doing the ground work?
Now, it only takes 10 minutes.
After a quick, easy setup, the new Autonomous Lead Manager (ALM) does the qualifying and outreach communication for you so you can focus on other (more important and lucrative) things. It’s not a static, pre-built drip campaign. It’s a smart, interactive bot that speaks like you and reacts appropriately to what the other person says. When it completes its goal or recognizes that it’s time for you to jump back in, it sets a task for you to follow up.
Not only do ALMs handle the heavy lifting, it also means you can hold more conversations at once, increasing your active lead pipeline. If you’re manually texting someone, there’s a limit on how many active conversations you can have at one time (without eventually mixing up the details or missing a message). The ALM handles as many conversations as you need without getting tripped up. It’s like having unlimited VAs or acquisition managers for less than a penny per interaction. (Plus, you get unlimited ALMs with any paid CRM plan, putting your cost as low as $69/month plus small usage fees … that’s a lot of value for less than a fancy dinner.)
Even better, Autonomous Lead Managers can be used for just about any goal-based communications, meaning you can automate almost all of your important but tedious outreach. Here are a few other examples of how Carrot CRM members use the ALMs.
- Gathering customer quotes or reviews
- Asking for property photos
- Setting appointments
- Following up with leads who have ghosted you
- Working out deal details if someone is balking
ALMs open up your capacity for communication, without stressing your bandwidth.
AI Opportunity Summaries: Remember every important detail in just 30 seconds
When it’s time to reach out yourself, knowing the opportunity’s details is critical (otherwise, you might waste time reasking the same qualification questions or risk sounding insensitive to the seller’s motivation). At best, it likely takes you at least five minutes to refresh yourself on an opportunity — longer if there have been a lot of interactions, it’s been a while since you looked at this lead, or someone else did the initial qualification.
If you’re working five leads per day, that’s 25 minutes or more you lose remembering details before you can even pick up the phone or craft a message. If you’re a high-volume team working 20-30 leads per day, that’s well over 1-2 hours of lost time! Now, what if getting a detailed summary of the opportunity only took 30 seconds (like it does with the new AI Opportunity Summaries)? You’d get back 90% of your lost time!
Carrot CRM’s opportunity summaries let you dive into four key areas:
- Overall Opportunity Summary: A recap of all the critical info you need
- Property Details: A breakdown of all known property details
- Seller Intent: Catching you up on the seller’s motivation and timeline
- Communication Summary: So you know where the last communications left off and communication preferences
The summaries are especially helpful if you’re working with different acquisition teams or virtual assistants, meaning data might not always be entered into the right field. Jumbled data means you could miss key information, even if you are looking deeply …or you have to spend even longer finding it. The AI summaries pull data in from everywhere, making sure it gets seen … even if it is in the wrong spot or buried in a weeks-old note.
It’s time to harness the information you already have so you can actually use it (and get your time back!).
What can you expect from Carrot CRM AI
Above all, Carrot CRM AI features are built to work for you. That means they’re customizable to your needs.
You have full control over your AI Lead Scoring: the criteria it scores, how those criteria are scored, and the weight each one has. Having control over your own scoring criteria allows you to make adjustments whenever you need to. If you change your strategy or decide to focus on different qualification criteria, you can update scoring instantly … without having to wait for the machine learning to readjust. Other AI scoring solutions lock you into what they think is best or score based on previous deals. Meaning if you change direction, you’re at the mercy of their locked-in algorithm and will have to deal with incorrect lead scores until the AI catches up. How many missed deals could that be?
You also have control over the Autonomous Lead Manager, from what its goals are to the language it uses and when it sends messages. It doesn’t take an engineering PhD to program either. Simply write in plain language (like “Ask why the lead is selling and their timeline to sell” or “Don’t send any messages after 9pm”) and the AI will understand. While ALM is still in beta testing, it will show you a preview of every message before sending, so you’re always confident in the message and language. Once you’re happy with your autonomous lead manager, you can turn the preview feature off and let it work quietly and efficiently in the background.
Right now, Carrot CRM AI features charge on a per-usage basis, with most interactions costing a fraction of a cent. The exact cost of each usage varies depending on the amount of communication and analysis of each opportunity. For example, a new opportunity might typically cost around $0.02 to analyze, while an opportunity that’s been active for several months could average around $0.05. This approach ensures that you only pay for the resources you use. Curious about your exact costs? There’s a clear breakdown of AI activities and their costs easily available in your instance, so you can keep track of everything. Here’s an estimated average of AI usage costs for each Carrot CRM plan (higher-tier plans typically handle more lead volume, meaning they’re likely using more AI features as well):
- Essential: $2/month
- Scale: $30/month
- Team: $115/month
Another way Carrot CRM is customizable and lets you control costs is your ability to select which AI features you want to turn on and which individual opportunities they’ll work on. For instance, if you have an opportunity that’s been in your pipeline for a while, you can turn off the AI Summaries and Autonomous Lead Manager but leave Lead Scoring on in case new data makes the opportunity hot again.
These are just the first set of Carrot AI features being released. Stay tuned for more AI CRM and website features later this year! In the meantime, go start your AI journey and let us know what you do with all your extra time.