A powerful real estate CRM for less than $100 per month

Day in the life of a small real estate investor using Carrot CRM

Log into Carrot CRM in the morning, and you’re automatically taken to the My Dashboard view. This is a quick snapshot of the most important tasks and information for the day. You’ll see:

• Which priority actions need your attention today
• Which tasks are overdue
• How many new leads came in … and how many are still uncontacted
• Key metrics about your progress, touches per opp, speed to lead, and more

(Not a totally “solo”preneur? No problem, Carrot CRM Essential gives you three user seats, so your partner (or even a VA) can see their own dashboard, tasks, and opportunities.)

When you’re ready to get to work, switch over to the Actions section. This shows you which tasks are due today, which are overdue, and which are already scheduled. You can also view tasks by the task type (such as new lead, due diligence, seller follow-up, or custom actions you set). Once you complete a task, Carrot CRM automatically prompts you to set the next task and deadline. We keep track of everything so you don’t have to (no more “To-Do” reminders cluttering your calendar or forgetting to set a follow-up task).

Don’t remember all the details of a particular lead? Use the built-in Property Reports to see technical details about the property without wasting time searching Prop Stream, Zillow, and the county records. Or turn on the AI Opportunity Summaries, which highlights all the important details in a few sentences (even if the information didn’t make it into the right field). This feature is excellent for 2-3 person companies where your partner may have gotten new information that you’re unaware of.

Don’t have time to handle every lead yourself? That’s where the AI and automation tools come in! While you can use three automated sequences with the free CRM, Carrot CRM Essential gives you eight sequences and access to the full AI tool suite! In addition to AI Opportunity Summaries, Carrot CRM offers:

• Autonomous Lead Manager: It’s like a virtual assistant built into your CRM! The ALM has SMS-based conversations with leads to accomplish whatever goal you want — from gathering opportunity details to asking happy customers for a review. It works in the background while you focus on more advanced deals.
• AI Lead Scores: Don’t treat every lead the same (that’s a waste of time). Instead, focus on the leads that best match your deal criteria. Set your customized lead scoring criteria, and your leads are automatically graded. Scores update as more opportunity details are added, making sure the lead is still a good match. (If the lead scores don’t seem quite right as your business matures and you do more deals, simply update the scoring template and your leads will be re-scored. No need to wait for machine learning to catch up as your business grows and changes.)
• Automated Outreach Sequences: If a lead goes cold or isn’t ready to commit yet, add them to an automated outreach sequence. This is a great all-purpose tool that lets you keep in touch with zero effort for however long you’d like. Carrot CRM Essential supports eight sequences, so you can set up drip campaigns for whatever topic or circumstance fits your business. (The more specific the sequence messages, the more likely the lead is to re-engage, so you don’t want to put everyone into one generic drip campaign).
• … and more are coming!

I wish we had [the Autonomous Lead Manager] a long time ago. This would have been a game changer for me.

— Kyler Peters, Want to Sell Now

When you’re ready to close a deal, gather the electronic contract signatures right inside Carrot CRM! No need for an additional tool or integation. (But if you do want to integrate an outside solution, you have access to an integration specialist to help you set it up.)

At the end of the day, check out the My Scorecard section of your dashboard to see today’s completed actions, speed to lead, and the number of contacts and touches you made today. Look back in time to see how your efficiency and productivity are improving with Carrot CRM!

Now get off the clock and rest easy knowing that you didn’t miss anything!