From RESimpli to CarrotCRM: How Jose’s Team Streamlined Acquisitions to Close More Deals
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 Carrot CRM, his team drastically simplified their workflow, and started closing more deals in less time.
Here’s what Jose has to say:
More Calls in Less Time
Fewer clicks and less scrubbing for data means faster (and automated) follow-up — without adding reps
Streamlined Team Workflow
Clear KPIs, an intuitive interface, and weighted lead routing saves the team hours every week
Smarter Lead 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 Carrot CRM (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 Carrot CRM.
Demo Carrot: How many deals are you losing to your competitor’s website?
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 Carrot CRM plan)
After that, reps log in and know exactly who to call and what to do. Carrot CRM’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.
“I’m a sales guy. I just need to log in and know who to call.”
#2: Hold Your Team Accountable with Advanced KPIs & Scorecards
Whether you’re managing a team or making the calls yourself, Carrot CRM 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 Reps with 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 Leads with Lead Grouping & Prioritization
Inbound, SMS, cold call, and RVM leads are automatically grouped, so you focus your time on the hottest opportunities.
“All my inbound leads go into one group. That’s our top priority. Then the outbound leads — SMS, RVM, cold calling — go into another group. It helps my team prioritize who we’re reaching out to.”
#5: Maximize Speed to Lead with Slack Integration via Zapier
Sends real-time lead alerts to the team. Plus, Carrot CRM integrates easily with the most popular real estate investing apps!
“It integrates seamlessly with Slack. We didn’t have to build anything custom.”
#6: Get Caught Up in Seconds with AI-Powered Summaries
Carrot CRM’s AI-driven Opportunity Summaries condense every lead down to a clean, 2–3 sentence overview that includes seller intent, property facts, and recent communications — making it possible for Jose’s team to grasp critical details in 30 seconds versus digging through five minutes or more of notes.
#7: Buttery-Smooth Handoffs with Custom Fields
Carrot CRM works great out of the box, but when your process evolves, it grows with you — making it easy to add custom fields that fit your team’s exact workflow.
“It saves hours. The transaction coordinator already has everything they need when they get on the call.”
#6: Automate Your Follow-Up with Sequences & AI Lead Manager
Jose’s team regularly closes deals from Carrot’s automated follow-up sequences, which keep follow-up going through text and email. Use the default ones built into Carrot CRM or customize your own!
They’ve also just started exploring the AI-powered Autonomous Lead Manager to take that follow-up to the next level.
