Search Results for follow up

The Hidden Problems with All-in-One Software

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All-in-one software solutions have a lot of benefits. They give you access to multiple tools for a single price, they keep your data or assets centralized, and they cut down on daily “switching cost” — time wasted moving between apps. For some people, they’re a great option. But like most things, they’re not perfect and they’re not for everyone. It’s important to understand the downsides of all-in-one applications before making an expensive purchasing decision. Key Takeaways Table of Contents Master of None All-in-Ones Offer Features in Place of Power Paying for Features You Don’t Need or Use Evaluating Your Existing All-in-One Software Usage Assessment Worksheet Assessing a Potential All-in-One 5 Priceless Lessons from Million Dollar Real Estate Investors Is Your All-in-One Actually Slowing You Down? Who are All-in-One Solutions Good For? Wait, doesn’t Carrot offer more than one solution? Understand the Benefits and Limitations Lead generation, at its best Attract, convert & close more motivated leads Try Carrot Today Everyone talks about the benefits of all-in-one apps. Now, let’s take a critical look at some of the downsides. Masters of None One of the first questions to ask yourself when considering an all-in-one is, “How good are the individual features?” While an all-in-one app may technically offer a feature, does that feature meet your needs and work well? If you were looking at just this feature, how does it compare to alternative solutions? Oftentimes, all-in-one solutions add features to make their product look more appealing and meet user wants, but it may be treated as just checking a box. A feature that doesn’t function well or live up to industry standards doesn’t really solve your need. If you’re relying on subpar features, your competition using best-in-class solutions will absolutely overtake you. Also ask yourself, “How often is each feature updated?” All-in-one providers often stretch themselves thin with complex feature suites, meaning many features are launched when they’re “good enough” and never updated or innovated. Large companies with hundreds of employees may be able to pull it off, but smaller companies don’t have the manpower to adequately maintain and support a large number of features — especially if you expect them to keep innovating to keep up with the market. Dedicated software providers aren’t stretched as thin, allowing them to put their full time, attention, and resources into maintaining, improving, and innovating a focused set of solutions. All-in-Ones Offer Features in Place of Power Do you want power and functionality, or do you want a lot of options that only work so-so? For companies that want to grow and succeed, the answer is clear — you want the tools that actually work. In a survey conducted by Carrot, 60.4% of real estate investors said they’re willing to pay for the most effective tools, even if it’s different products (versus an all-in-one marketing solution). When it comes to driving business, power is more important than a wide selection of all-in-one features. Companies that offer specialized software can build more features within that software. That one solution is their entire world, so they focus wholeheartedly on its effectiveness and depth.  Vetting and selecting different software may seem daunting, but if it helps you close more deals, it’s worth the effort. The key to building your own custom software suite is finding solutions that integrate well together. This lets you choose whatever solution works best for your needs, instead of simply taking the features and capabilities an all-in-one thinks you need. Pro Tip: If you do choose an all-in-one solution, make sure it allows outside integrations. Otherwise, you are fully locked into their features. … Continued

Why Call Tracking is the Most Profitable Real Estate Tool You’re Not Using

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Whether you’re just starting out as a real estate investor or you run a multimillion dollar investment company, everyone wants to make sure the money they spend on lead generation actually lands deals.  The best way to do that is with campaign tracking (tying specific leads to their source, like Facebook, a direct mailer, or even a billboard or radio ad). That’s easy with specific landing pages and forms. But what if a lead calls you? Even if you ask where they heard about you, they may not remember or provide specifics.  Enter call tracking. Call tracking lets you put a unique phone number on all of your lead generation channels and campaigns so you know exactly where a lead came from.  And now, call tracking is built directly into your Carrot website and included in your subscription! Key Takeaways Setting up call tracking gives you peace of mind that your marketing efforts work and allows you to focus on the areas that drive the best results. Table of Contents What are the benefits of call tracking for real estate investors? Who uses call tracking? How does Carrot Call Tracking work? Analytics & AI Call Insights How much does Carrot Call Tracking Cost? How does Carrot’s Call Tracking compare to other call tracking services?  Take your business to the next level with call tracking Lead generation, at its best Attract, convert & close more motivated leads Try Carrot Today What are the benefits of call tracking for real estate investors? Call tracking gives you a clear, accurate understanding of where each phone lead came from. Did they visit your website then call you? Did they see something on social media or get a specific direct mailer? Knowing where each lead came from lets you know what’s working. Say you’re trying out two different direct mail pieces. A lead calls and says they got your postcard. But you don’t know which one it is. You can ask them to describe it, but is that really how you want to spend your time on the phone with a new motivated lead? No! With call tracking, you can skip the entire “how did you hear about us” conversation because you already know based on the number they called. Over time, you’ll know which campaigns are the most effective based on real data tied to each unique number.  Call tracking is particularly important for understanding your website’s effectiveness. In 2024, 50.78% of traffic to Carrot-hosted websites came from mobile devices. And when people are searching on a mobile device, it’s easier to click on the phone number and make a call than it is to fill out a form. If you’re not attributing these calls to your website, you won’t have a complete picture of its effectiveness. You may even think your website isn’t generating leads when in reality it could be your biggest driver of calls. “The funny thing is, most of my leads are coming from people who find the site but choose to call instead of filling out the form. I’ve started asking everyone how they found me and what made them reach out, and more and more people are skipping the form entirely and just dialing the number. … It’s happening so often that I wonder if it’s part of a bigger shift in consumer behavior.“— Jeff Tucker, Jeff Buys Houses Cash In addition to knowing which sources generate the most leads, pay attention to which sources generate the best leads — the ones that turn into deals more often or have the largest value. You might get 100 calls … Continued

7 Must-Have Features of Real Estate Investing CRMs

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When it comes to managing leads and closing more deals, most CRMs fall into one of two categories: If you’re a wholesaler or flipper, you need a Real Estate Investing CRM that does the heavy lifting without overwhelming you. The right platform will: In this guide, we’ll break down 7 essential features that separate an effective Real Estate Investing CRM from a generic one—and show you exactly how Carrot CRM delivers them. Table of Contents Automated Lead Outreach Real-Time KPI Tracking Built-In Property Data AI Conversation Summaries Intuitive Design Easy to Switch Fair Lead Distribution If You Don’t Have a CRM Yet FAQs 1. Automated Lead Outreach: Increase Your Lead Volume Without Increasing Your Workload Most investors lose deals during the qualification phase. A lead texts you at 11 PM asking about your process, but by morning, they’ve already connected with three other buyers. Speed matters in real estate, but manually responding to every inquiry kills your productivity. What you need is an automated system that keeps conversations going without constant manual intervention.  Here’s how Carrot CRM achieves that with three automation layers working together: 2. Outreach Sequences: Set up customized follow-up campaigns by choosing the outreach method (texts, emails, voicemails), crafting the message, and setting the timing for each sequence.  3. Autonomous Lead Manager: It gathers property details, timeline, and motivation through back-and-forth texting with your leads. Then it compiles everything for your review, essentially giving you a virtual lead manager without the salary. Here’s a quick video showing how you can keep your pipeline engaged with Carrot CRM 👇 2. Real-Time KPI Tracking: Know Your Numbers Without Cumbersome Spreadsheets Generic CRMs tell you how many “sales” you have, but not if it’s your Facebook ads that are working, or your organic content.  Spreadsheets can’t track how fast your team responds to leads. And since you can add unlimited columns and formulas to spreadsheets, you waste time building complex tracking systems for vanity metrics like “total phone calls made” instead of focusing on numbers that actually drive revenue. Without real estate-specific KPIs, you’re left guessing where to spend your marketing money.  The first step is knowing which KPIs matter to you. Check out this podcast to know 8 must-know KPIs for wholesalers and flippers.   After that, you need a system that tracks these numbers automatically and shows you exactly what to fix when performance drops. That’s where a CRM like Carrot, which is built for real estate investors, can help.  It tracks:  From lead tracking to SEO insights, you can get it all in one platform. Take a look at how it works:  Advanced Analytics & Insights w/ Carrot’s Success Tracking  3. Built-In Property Data: Stop Paying for Separate Research Tools Every deal starts with the same question: “Is this property worth pursuing?” But getting that answer means bouncing between Zillow, county records, MLS data, and comp websites—burning 15-20 minutes per property just to gather basic information. Multiply that across dozens of leads per week, and you’re spending hours on research instead of talking to motivated sellers. Most investors either pay for expensive data subscriptions or make offers blind, hoping their estimates are close. Neither approach scales when you’re evaluating multiple deals daily.  Instead of juggling multiple subscriptions, Carrot CRM gives you comprehensive property data reports with everything you need: As one investor put it: “There’s no need for a separate data provider to look up properties anymore. If you’re still paying for property research, just get Carrot CRM. There’s no question about it. It’s even got comps. No more searching for comps, you have them all right now.” … Continued

From REsimpli to CarrotCRM: How Jose’s Team Streamlined Acquisitions to Close More Deals [CarrotCRM Review]

From RESimpli to CarrotCRM:How Jose’s Team Streamlined Acquisitions to Close More Deals [CarrotCRM Review] Investor Jose Lopez was running a fast-paced acquisitions team, making 150–200 calls a day — but their CRM was slowing them down, and they weren’t clear on which leads to focus on. After switching from REsimpli to CarrotCRM, his team drastically simplified their workflow, and started closing more deals in less time. Here’s what Jose has to say: More Callsin Less Time Fewer clicks and less scrubbing for data means faster (and automated) follow-up — without adding reps StreamlinedTeam Workflow Clear KPIs, an intuitive interface, and weighted lead routing saves the team hours every week SmarterLead Prioritization Inbound, SMS, cold call, RVM leads auto-grouped by quality, so you can prioritize the hottest leads. Book a demo with our team to see how we can take the headache out of switching! The Challenge: Spending More Time in the CRM Than on the Phone Jose Lopez and his acquisitions team were originally on Podio, and more recently RESimpli, but the workflow felt a bit clunky. Reps were making 150–200 calls a day, but getting slowed down by the very system that was supposed to make things more efficient. “It was just too many clicks before I’m actually on the phone. We needed efficiency. Acquisitions is momentum.” They were constantly having to sift through layers of their CRM to get to the most important info, and the team’s focus was split because they didn’t truly understand which leads were most likely to close — and which ones were worth the follow-up time. “We were doing workarounds for every single new lead. Over the day, the week, the month — that’s just a waste of time.” The Solution: A Simpler, Faster Workflow Built for Acquisitions When Jose’s team switched to CarrotCRM (previously InvestorFuse 3.0), they immediately noticed a difference in speed, # of calls made, and how easy it was to get up & running. “What I felt was relief… It just worked.” Let’s take a deeper look below at the different ways Jose is using CarrotCRM. × × Demo Carrot: How many deals are you losing to your competitor’s website? Take a Free Demo 9 Key Features Jose’s Team Uses (And Why They Work) #1 Get Up & Running Fast with Daily Action Dashboard & Pipeline Visibility Jose took advantage of getting onboarding help & his integrations set up (comes with any paid CarrotCRM plan) After that, reps log in and know exactly who to call and what to do. CarrotCRM’s intuitive action-based system let’s you filter leads by what’s assigned, what’s in progress, and what needs action — so you see the big picture and the day-to-day at a glance. Instead of logging into an overwhelming dashboard of all different leads, you’re able to cut to the chase and follow up with the hottest leads first. #2: Hold Your Team Accountablewith Advanced KPIs & Scorecards Whether you’re managing a team or making the calls yourself, CarrotCRM makes it easy to see both the big picture and the granular details — from call volume and speed to lead, to offers made, you can track your team’s progress and keep everyone aligned with the metrics that matter. #3: Send Hot Leads to Your Best Repswith Weighted Round Robin Lead Routing When a lead comes in… Protects hot leads from being handled by new reps & routes leads smarter, automatically. “It gives me peace of mind when I bring on new acquisitions managers.” #4: Focus on the Motivated Leadswith Lead Grouping & Prioritization Inbound, SMS, cold call, and RVM leads are … Continued

4 Reasons Your Real Estate Website Isn’t Getting You Leads (And How to Fix Them)

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Every day, motivated sellers in your area search online for someone to buy their house. They visit websites, compare options, and choose who to call. But they’re not always calling you. It comes down to three critical factors:  These three factors break down into 4 specific, fixable problems that most real estate investors face. Let’s see what they are and exactly how to fix each issue. KEY TAKEAWAYS Table of Contents Your Website Isn’t Showing Up in Google Your Website Isn’t Built to Convert Visitors Your Website Doesn’t Build Trust Your Website Has Technical Issues What You Should Do Next Lead generation, at its best Attract, convert & close more motivated leads Try Carrot Today 1. Your Website isn’t Set Up to be Found on Top in Search Results When someone in your area needs to sell their house fast, what do they do? They don’t flip through the Yellow Pages or look on social media platforms for a buyer.  They grab their phone and Google something like “sell my house fast Chicago” or “sell my house for cash.” If your website doesn’t show up in those search results, you won’t get this lead.  You can test this yourself — search for the terms you’d want to rank for in your area and see where your website appears. The further down you are, the fewer leads you’re getting.  Some of the common reasons why you’re not ranking on top in Google searches (aka not SEO-friendly) are:  For example, this website says they’ll buy your house in America without mentioning any specific city or region. No one likely searches “sell my house America” unless they’re living overseas and want to sell a U.S. property.  Even then, they’d probably search for their specific state or city, like “sell my house fast in New York” or “sell house quickly in Miami.” How to Fix Your Website’s SEO Issues Update your website content to include these keywords naturally. Your homepage should clearly state “We buy houses for cash in [your city]” instead of vague phrases like “comprehensive real estate solutions.”  For example, let’s look at the top result we get when we search for ‘sell my house fast san antonio’  It’s this one…  Their website’s homepage clearly states “We Buy Houses In San Antonio, TX” right in the main headline and “SELL YOUR HOUSE FAST SAN ANTONIO” and similar terms throughout the page. They’re using the exact words & questions people search for, not fancy business language. To find the right keywords you can use Carrot’s Keyword Explorer. It shows you the exact phrases people type into Google when they need to sell fast, plus how competitive each keyword is in your market. Even if you use the right keywords, technical issues on your website can still impact your SEO. Things like slow page loading, broken links, or pages that don’t work properly on mobile phones will signal to Google not to prioritize your website.  That’s where Carrot’s SEO Site Audit tool can help.  It scans your entire website and identifies technical problems that could be dragging down your search rankings. SEO isn’t a one-time fix. Regularly publish helpful content, monitor your keyword rankings, and keep optimizing based on what’s working in your market. 2. Your Website isn’t Designed for Conversion You might have hundreds of people visiting your website each month, but if they’re leaving without contacting you, you have a conversion problem. Conversion is getting visitors to take the action you want – whether that’s filling out a contact form, calling your phone number, or requesting a cash offer. Here are some … Continued

Claim Hours Back Weekly & Close More Deals with CarrotCRM’s New AI Tools

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or see pricing here What would you do if you could claim back hours each week? Spend it with family? Dive back into the hobby that you’ve been neglecting? Double your annual revenue by closing more deals? For many people, the purpose of real estate investing is to buy back your time, freedom, and control of your life to do the things you love. But if you’re spending all your time generating leads and working deals, it can turn into a grind that doesn’t feel very fulfilling.  Carrot websites have long helped investors generate motivated seller leads. Then Carrot’s action-based CRM (built on InvestorFuse 3.0 technology) launched in 2024, helping investors hyper-focus on moving deals through the pipeline quickly. Now, we’re taking it a step further, giving you the ability to move faster, focus where it matters, and close more deals with even less manual effort. Meet CarrotCRM AI and InvestorFuse 3.0 AI. It’s the feature set that made Kyler Peters (of Nick Perry’s Want to Sell Now team — one of the highest volume teams in the country) say this: CarrotCRM AI’s first tools (available now with all paid plans) include: Key Takeaways These game-changing AI features are available with both CarrotCRM and InvestorFuse 3.0. Keep reading to learn how they work, how they help, and how they’ll accelerate your investment business for a fraction of the time and money. Table of Contents How AI changes the game for real estate investors AI Lead Scoring: Give the right attention to the right leads Autonomous Lead Manager: Your built-in virtual assistant AI Opportunity Summaries: Remember every important detail in just 30 seconds What can you expect from CarrotCRM AI How much does CarrotCRM cost? How do I get CarrotCRM AI? If you’re already a paid CarrotCRM or InvestorFuse user If you’re already a free CarrotCRM user If you don’t have CarrotCRM yet How AI changes the game for real estate investors AI is about acceleration and time savings. It’s about enabling the human to focus on the parts of processing a lead that they do best while AI handles the heavy lifting on repetitive tasks. Done right, it allows a solo wholesaler or flipper to punch way above their weight class and get more done with far fewer resources. For a big Investor, it saves dozens of hours per week and tens of thousands of dollars in labor cost, while allowing each lead manager the ability to handle up to 75% more leads each day.  We didn’t just make this up. We worked with high-volume investors like Nick Perry to develop and refine the AI tools now available in CarrotCRM and InvestorFuse 3.0 (they’re the same software, just under different brand names). Here’s what they have to say about these new features and the impact they’ve had on the team … AI has had such a huge impact on just about every facet of life lately. It’s time investors harness that power to streamline their work and make smarter decisions that lead to more deals and higher revenue. “At the end of the day, if you’re not leveraging AI in your acquisition engine as a core part of every step in the lead flow, you will be playing catch up within the next 12 months.” — Trevor Mauch, Carrot CEO AI Lead Scoring: Give the right attention to the right leads Let’s be honest, not all leads are created equal. Someone might just be exploring options, while another lead could have a lot of motivation to move quickly. Some properties could require so much work that it diminishes your profit … Continued

CRM AI Feature Page

Carrot CRM AI FAQs How much does Carrot CRM AI cost? Carrot CRM’s AI tools charge on a usage basis.* Because each AI feature is unique, the cost of each usage can vary. For example, a new opportunity might cost around $0.02 to analyze, while an opportunity that’s been active for several months could average around $0.05. Usage-based pricing ensures that you only pay for the resources you use. We’re committed to transparency, and we’ll always give you a clear breakdown of the costs right inside your CRM so you know exactly how much you’re spending and where. Estimated average monthly charges for AI usage based on plan: Essential: $5 Scale: $30 Team: $115 *This is subject to change when the tools move out of Beta release. If pricing changes, you’ll be notified in advance. Can I use the AI tools with a free Carrot CRM account? No, the AI tools are only available with a paid Carrot CRM plan. However, plans start at just $69/month! Do I have to buy all the AI tools or can I choose which ones I want? You can turn each Carrot CRM AI tool on or off individually whenever you want! You can also turn the individual AI features off for specific leads/opportunities, so you’re only spending money where you want to.