Get Ahead of the Competition With a High-Performance CRM
Pick the plan that fits you best!
Essential
$59/mo
billed annually @ $703/year
Perfect for: Dedicated real estate investors who want tools to grow their business.
- 3 Users
- Automated follow-up sequences
• 8 total sequences - Property reports
• 50 property reports /mo - Electronic contract signatures
• 5 electronic signatures /mo - Enhanced reporting
• More insights = better decisions
- Lead grouping
• 0 groups - Automated workflows
• Trigger actions and outreach - My Scorecard
• Performance at a glance - User Restrictions
• Keep team members focused - Weighted Round Robin
• Automatic lead assignment - Employee Scorecard
• Real-time team performance
Scale
$152/mo
billed annually @ $1,825/year
Perfect for: Small teams that need deeper insights into their lead flows and closed deals.
- 5 Users
- Automated follow-up sequences
• 15 total sequences - Property reports
• 100 property reports /mo - Electronic contract signatures
• 20 electronic signatures /mo
Everything in Essential and…
- Automated lead response
• Instantly contact new leads - Lead grouping
• 2 groups - Automated workflows
• Trigger actions and outreach - My Scorecard
• Performance at a glance
- User Restrictions
• Keep team members focused - Weighted Round Robin
• Automatic lead assignment - Employee Scorecard
• Real-time team performance
Team
$297/mo
billed annually @ $3,559/year
Perfect for: Full-time investment teams who need a top-of-the-line real estate CRM.
- 10 Users
- Automated follow-up sequences
• Unlimited sequences - Property reports
• 200 property reports /mo - Electronic contract signatures
• 50 electronic signatures /mo - Automated lead response
• Instantly contact new leads - Lead grouping
• Unlimited groups - Automated workflows
• Trigger actions and outreach - My Scorecard + Dashboard Reports
• Performance at a glance
Everything in Scale and…
- User Restrictions
• Keep team members focused - Weighted Round Robin
• Automatic lead assignment - Employee Scorecard
• Real-time team performance
Free Carrot CRM
$0/mo
billed annually @ $0/year
Just getting started? You still deserve a proper CRM built for real estate investing.
Carrot offers a completely free CRM (no “free trial,” just free!) that gives you the tools you need to get started and be successful.
Have questions for our team? Book a call here.
Want to see Carrot CRM in action?
Full Carrot CRM Feature Comparison
FreePerfect for: Beginner real estate investors or those only doing a few deals a year. Join Now |
EssentialPerfect for: Dedicated real estate investors who want tools to grow their business. Join Now |
ScalePerfect for: Small teams that need deeper insights into their lead flows and closed deals. Join Now |
TeamPerfect for: Full-time investors with built-out teams who need a top-of-the-line CRM tailored to real estate. Join Now |
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| $0/mo | $59/mo | $152/mo | $297/mo | |
| Users | 1 User | 3 Users | 5 Users | 10 Users |
|---|---|---|---|---|
| Integrations | Zapier | Zapier and Integration Specialist | Zapier and Integration Specialist | Zapier and Integration Specialist |
| Support | No Support | Limited Support | Priority Support | Priority Support |
| Setup Guidance | — | Group Onboarding | One-on-One Onboarding | Enhanced One-on-One Onboarding |
| Notifications | Email Only | Text and Email | Text and Email | Text and Email |
| Texting |  |
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| Emailing | |
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| Campaign Autoresponders | — | — | |
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| Inbound Call Popups | — | — | |
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| Sequence Templates | 3 Sequence Templates | 8 Sequence Templates | 15 Sequence Templates | Unlimited Sequence Templates |
| Property Data | 20 property reports a month | 50 property reports a month | 100 property reports a month | 200 property reports a month |
| Contracts | — | 5 electronic signature sends a month | 20 electronic signature sends a month | 50 electronic signature sends a month |
| Groups | — | — | |
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| KPIs | Basic KPIs | Enhanced KPIs | Enhanced KPIs, Mini Dashboard, and My Scorecard | Enhanced KPIs, Mini Dashboard, My Scorecard, and Employee Scorecard |
| Guest Access | — | |
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| Resurfacing | — | — | |
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| Workflows | — | — | |
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| Saved Views | — | — | |
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| External Sending | — | — | — | |
| Restricted Users | — | — | — | |
| Weighted Round Robin | — | — | — | |
Lead Generation + CRM
Need a real estate CRM and a lead generation website? Carrot offers a range of top-of-the-line products to help you attract, manage, and convert real estate leads into deals.
To get started, choose you Carrot subscription then add your CRM from inside your Carrot account!
I’ve used multiple CRMs in my time as an investor and I have to say… Not only is the platform awesome, but they have all the functions necessary to operate a high-volume investment company. Lastly, the team is always super responsive and helpful. Much better than my prior CRMs. I cannot overstate how awesome their support agents and helpdesk are. Thanks team!
Josh
Mike is a beast, super helpful and always fast to respond, I’m a new user and glad to see the constant and never-ending improvement in the company
Daniel Nissim
Answers to Common Questions
No! The free account is free for however long you need it! Only pay when you need more users or features.
You can get Carrot CRM with or without a website. Want to add a website? Select your Carrot subscription then simply add Carrot CRM from inside your Carrot account.
If you have another website, you can connect those leads to Carrot CRM with a Zapier integration. (Carrot leads are automatically integrated into Carrot CRM.)
If the leads come from another online source, you can connect that source to Carrot CRM with a Zapier integration. You can also upload a list of qualified offline leads.
No! Carrot CRM does not have any setup fees. Carrot Free CRM is easy to set up yourself and the Essential, Scale and Team plans come with included setup support.
We’re the only platform that gives you a “step-by-step” lead follow-up process. It strips away all the complexities and just gives you the essential functionality needed to turn leads into deals. Plus, it’s hyper-customizable to fit your structure and needs, allowing you to do more deals with less confusion.
(Always dreamed of getting the InvestorFuse CRM? That’s what Carrot CRM is! InvestorFuse joined the Carrot family and created this great new offering built on their already amazing experience.)