Stay focused, move faster, and add an employee or virtual assistant without worrying about their quality of work with Carrot’s action-based, insights-driven, AI-enabled real estate CRM. No overly complicated systems, no overwhelming (and expensive) all-in-ones, just a simple, focused solution that works as you grow.
Automatically reach out to a lead as soon as they come in … no matter what you’re personally doing.
Analyze your pipeline, assess campaign effectiveness, & dig into actions, speed-to-lead, and more with advanced KPIs.
Move faster, make sure you’re focusing on the best leads, and handle increased lead volume with AI tools.
As soon as you log into Carrot CRM for the day, you’ll see your My Dashboard, quickly showing you:
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:
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.
When you’re dealing with hundreds of leads, you need a powerful tool that works in the background to lighten your team’s load and advance more opportunities.
Not all leads are equal. Instantly identify which are most likley to turn into a deal and focus on those — based on your unique scoring criteria. Scores update as the opportunity evolves.
Your team is wasting hours every week just remembering opportunity details. Claim that time back with AI summaries that capture every detail in seconds.
Mike Wall
Nate Funkhouser
Dan Buys Houses
Three things I love the most about this platform:
