Day in the life of an owner when their team uses Carrot CRM
When it comes to overseeing a team, insights are everything. Carrot CRM puts all those insights at your fingertips.
Start with the Team section, where you can customize your home dashboard to highlight the metrics that matter most to you. Then drill deeper into key performance areas like:
- Actions
- Opportunities
- Opportunity distribution by Group
- Campaigns
- Automated drip Sequences
- Dead opportunities
Drill down by team member in the Employee Scorecard. This gives you detailed stats for each team member to understand how they interact with leads and if they’re completing their tasks on time. With these insights, you’ll know how quickly new hires are catching on and which experienced managers have bandwidth to take on more opportunities.
To keep an eye on these metrics throughout the day, just spend them to your TV Dashboard — an included feature with Carrot CRM Team subscriptions!
Want to find more efficiencies without adding team members? Make sure the Carrot CRM AI features are turned on and your credit balance is topped up. AI tools allow acquisiton teams to work faster and more efficiently with a fraction of the effort, enabling them to focus on the best leads and do more outreach.
Now it’s time to take a higher-level look to understand your profitability and successes.
Start by checking the Pipeline Dashboard, which gives you a clear view of conversion rates at every stage. Track unqualified-to-qualified conversions and monitor how many qualified leads are moving under contract. This visibility helps you identify bottlenecks, refine your strategy, and increase your close rates.
Fine-tune your financials in the Transaction section, where you can adjust your processes to fit your strategy (like wholesale, novation, or wholetail), boosting efficiency. Each strategy comes with customized profit formulas, statuses, and fields, giving you precise control to optimize your workflows and maximize profitability.
Want to know exactly which marketing channels and campaigns are driving deals? There are dashboards for that! Identify the overall campaign profit, deal profit, overall cost, and cost-per-deal for individual campaigns to see which perform the best. (Remember, the campaign with the most leads may not be the most lucrative or cost effective!) You can do the same thing with outreach and marketing channels in the Channels section, allowing you to see which channel generates the best leads, at what cost, and for what ROI.
Carrot CRM gives you the insights and tools to manage your team and track real-world results. Even better, it gives your lead managers and acquisition managers the tools they need to work more leads, more effectively, with less wasted time.
Day in the life of a lead or acquisition manager using Carrot CRM
As soon as you log into Carrot CRM for the day, you’ll see your personalized Dashboard. In an instant, you’ll know:
- 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
Toggle over to the Actions section to dive deeper into your tasks. As soon as you complete a task, Carrot CRM prompts you to set the next task and deadline so you never forget to follow up. It takes the effort out of follow-up and ensures you always stay on track.
Can’t remember the details of a specific opportunity? No problem! Click on the AI Opportunity Summaries to get caught up on all the details in seconds. No more scrolling through endless notes just to remember what details you’ve already gathered.
When it’s time to make a call, quickly and easily reach out to leads using a smrtPhone or DialPad integration.
Ready to follow up with a new lead? Filter opportunities by AI Lead Scores to figure out which deserve your attention first. If you have Autonomous Lead Managers set up, they’ll have already started the conversation and collected critical details for you!
This AI manager is having conversations while you’re taking a lunch break, sleeping, it’s getting all these leads qualified for you, and serving them up on a silver platter. As an acquisitions manager, it doesn’t get any easier than this.
— Kyler Peters, Want to Sell Now
If a lead’s gone cold, switch them to an automated drip Sequence to keep reaching out without manual effort or burning your AI credits.
As you’re going through your day, tag and pin your opportunities to make them easier to find or group them together by commonalities. The Actions section makes sure you always know what needs to happen next, but you can always search to find specific opportunities.
At the end of the day, check out the My Scorecard section to see today’s:
- Completed actions
- Average speed to lead
- Contacts
- Touches
Scroll through the days to see how your productivity changes the more you use Carrot’s action-based, AI-enabled CRM.
