We really love CarrotCRM’s integrated AI summaries that pull together notes, communications, and webform details — it gives me the full story of a lead instantly.
Reclaim 90% of your time with AI Opportunity Summaries
Refresh yourself on all the specific details of each opportunity in just 30 seconds (instead of 5+ minutes), speeding up how quickly you can move between leads and giving you the time to work more opportunities, more successfully.
How AI Opportunity Summaries Help Real Estate Investors
Work More Deals
The average person spends 5+ minutes reviewing lead details — longer if you’ve been working that lead for a while. With AI Summaries, it takes 30 seconds (no matter how long you’ve been working the lead). Imagine how many more deals you can work each day!
Always Have ALL the Details
Whether you’re personally reaching out, using automated outreach, or working with a VA or acquisition manager, there are a lot of spots where new info is added to an opportunity. Never miss a crucial piece of intel, no matter when it was added.
Have Better Conversations
Sales is all about connections, and leads feel like you’re listening and care if you always get all the details right. Don’t ask the same question twice or forget an important detail because you missed it in your endless notes log.
Opportunity Overview Summary
A concise recap of the opportunity
In just a few sentences, you’ll understand exactly what’s going on with the opportunity — what’s motivating the seller, important details about the property, and where the latest communications left off — so you can pick back up in seconds. Whenever new information or communications are added to the opportunity, the summary automatically updates, so you always have the latest info.
Without AI summaries, you’d spend five or more minutes scrolling through opportunity details, attached notes, and communication logs to piece everything together. If time is money, Opportunity Summaries put cash in your pocket.
Communication Summary
Remember your last conversation
Get a recap of your most recent touchpoints and what was discussed, making it easy to stay in-the-know with any opportunity, no matter how many you’re managing or who’s doing the actual communication (even automated messages!)
If you’re using an integrated phone system, you don’t even have to add notes from your calls. The AI does it for you, updating your communication logs, any relevant fields, and the Communication Summary.
Property Fact Summary
Important intel about the property
As you gather information about the property — size, condition, work required — you undoubtedly add it to specific fields in your CRM. But when you want to make a quick call or send a follow-up text, you don’t want to dig through the opportunity to remember what you already know and what you’re still missing.
The Property Facts Summary pulls all relevant property information into a simple paragraph that takes only seconds to read.
Seller Intent Summary
Connect with sellers on a personal level
Building a personal connection with sellers and understanding their motivation is key to landing a deal. Do they need to sell quickly because of a job relocation? Is it an inherited house from a deceased loved one? Having all the details about a seller’s intent before you reconnect makes sure you take the right tone and can ask the next right questions to move things along.
Seller situations aren’t all the same, and showing compassion and building personal relationships could be what wins you the deal!
Other Carrot CRM AI Tools
Autonomous Lead Manager
Work leads without lifting a finger. The Autonomous Lead Manager interacts with leads and responds to their messages, gathering the information you need while you focus on more advanced deals.
AI Lead Scoring
Make sure you’re not wasting time on a dud deal by focusing on leads with the most promising attributes. Customize your lead scoring to surface the best leads for you and watch for score changes as more info is gathered.
AI SMS Compliance
Make sure carriers don’t block your text messages to leads for compliance violations. If the AI SMS checker finds an issue, it recommends a fix so you can keep working without interruption.
See Carrot CRM’s AI features in action and ask all the questions!
What people are saying…
Tyler Vinsand
757 Property Solutions
With this CRM…our lead managers have more than 5x’d the number of calls they’re making which has resulted in a direct increase of roughly 4 to 5 times as well in the appointments that they’re setting, which has resulted in more contracts and more deals for our team…We’ve also saved a lot of time. Our lead managers are putting out about 300 calls a day in the same time that it used to take to make 60 calls a day. Using this CRM has made a humungous impact for our business.
Nate Funkhouser
Dan Buys Houses
Three things I love the most about this platform:
- Total confidence in the support team. This is one of the greatest support teams you will find in any sort of CRM you use.
- Never lose track of your leads. The money is in the follow-up. With this platform, you will keep track of all the leads in your pipeline…this platform makes it so simple to use.
- This platform has helped our business grow from 20 deals in the first year to 40 deals this year, if not more. You will grow your revenue. They want to see you succeed.
See the full list of Carrot CRM features & pick the best plan for you …