The Real Estate CRM that helps (not hurts) you

Day in the life of a real estate investor with a growing team using Carrot CRM

As soon as you log into Carrot CRM for the day, you’ll see your My Dashboard, quickly showing you:

• Which priority actions need your attention today
• Which tasks are overdue
• How many new leads came in
• Key metrics about your progress, touches per opp, speed to lead, and more
• Benchmarks for different pipeline stages to help you compare your progress

If you’ve implemented Campaign Autoresponders (available with Carrot CRM Scale), you won’t need to worry about new leads going uncontacted since the autoresponder reaches out instantly for you. (But if a new lead does slip through the cracks undetected, you’ll see it on your dashboard.)

Need to vet new leads but don’t have the time to gather all the critical details yourself? Choose an AI Autonomous Lead Manager (ALM) to work each opportunity. You set the goal for each ALM, ensuring it gets the exact information you need while you focus on more important tasks.

Which tasks exactly? No more guessing or wondering which to-do list on our desk is the most recent. Navigate to the Actions section of your CRM to see exactly which actions are due today (and which are overdue!). As soon as you complete an action, Carrot CRM prompts you to set the next task and deadline so nothing gets forgotten or missed.

If you have a lead/acquisition manager or work with VAs, you can effortlessly send them specific leads using the Groups feature. Many growing real estate companies group leads by source, type of deal, or region if you service more than one location. (Your employees have the same Action-based system, so you can be sure they stay on task. You can also track completed and overdue tasks by employee in the Team section of Carrot CRM, so you’re never left wondering.)

Whether you’re working opportunities yourself or need to make sure your employees have the information they need for proper follow-up, Carrot CRM has several features to keep you informed and focused on the best opportunities:

• AI Lead Scoring: Set company-specific lead scoring criteria so you can easily find the most promising leads for your business. Lead Scores update as new info is gathered, making sure you don’t waste time working a lead that isn’t a good fit.
• Property Reports: Don’t jump between Prop Stream, Zillow, and county records to gather all the technical details about a property. Carrot CRM has built-in Property Reports with all the information you need, plus details on nearby comps for easy comparison and assessment.
• AI Opportunity Summaries: It takes 5+ minutes scrolling through an opportunity to remember all the details. More if your lead manager left details in the notes section instead of filling in the correct fields. AI Summaries give you all the information in just 30 seconds … no matter where it was entered.

If leads go cold or drop below your preferred Lead Score threashold, add them to an automated outreach Sequence. This keeps messaging them without manually effort from you or using AI credits with the Autonmous Lead Manager. Automated features like the AI tools and outreach sequences let you scale how many leads your work without expanding your company’s headcount.

Scaling a real estate investing company can be nerve-wrecking. You’re still putting in long hours yourself while figuring out what you can delegate and how to find people you trust to work some leads and opportunities. Carrot CRM helps you streamline your own tasks while giving you peace of mind that new hires stay focused and insights to make sure they’re getting the job done.