Best-in-Class CRM for Real Estate Investors | Carrot
CarrotCRM, formerly InvestorFuse
Close More Deals with a CRM that Thinks Like an Investor
Is your CRM a hive of activity or a graveyard of cold leads?
Do you spend more time poking around looking for things or actually doing active work?
CarrotCRM is built for action and motivated leads.
AI tells you who’s hot. Automated follow-up keeps them warm. Your team knows exactly what to do next.
5,000+
Businesses use Carrot
1.3M+
Leads generated
$2.5B+
Deals closed
10+
Years in business
What I felt was relief… CarrotCRM just worked. Before we had CarrotCRM, we were doing workarounds for every single new lead. Over the day, the week, the month — that’s just a waste of time. [After switching from REsimpli], what I felt was relief… It just worked.
Jose Lopez
Everyone says they’re different. Here’s why CarrotCRM really is.
Challenges of other CRMs
“Tasks” left to languish are useless.
Your tasks just become a digital to-do list with lackluster reminders that are easy to ignore. It’s an expensive filing system that doesn’t help you get anything done.
Overloaded with subpar features.
All-in-one solutions are tempting, but how well do they actually work? Half-baked features that don’t work well and are never updated leave you stuck with a clunky, complicated system that doesn’t actually work. And systems that don’t work don’t drive revenue.
Difficult setup & expensive onboarding fees.
Too many CRMs are overly complex, taking forever to set up. Or worse, they charge outrageous setup fees and still take forever to set up! If it’s that complicated, how easy is it to actually use every day? (Hint: probably not very easy 😬)
Solutions with CarrotCRM
CarrotCRM drives you to action.
CarrotCRM’s unique action-based system ensures every task has a due date and doesn’t let you complete a task without setting the next step and deadline. Then, the Your Day dashboard guides you through the most important actions every day, actively helping you complete them. It’s not a checklist, it’s an activity hub.
Best-in-class solutions meet your actual needs.
CarrotCRM doesn’t do direct mail and list stacking and driving for dollars and … and … and … It focuses on being the best CRM for working inbound leads (the ones who actually want to sell to you). Period. Then, we support robust integrations so you can connect other best-in-class tools and create your ultimate, high-performance tech stack — the exact one you need. No waste.
Included setup and onboarding set you up for success.
You can start uploading leads right away. Plus, all CarrotCRM paid plans include setup, integration connections, and onboarding to make sure you’re set up for success and know exactly how to use your CRM. No extra fees.
Automated Outreach
Communicate with your leads without lifting a finger
Real estate is about relationships, and relationships are built on communication. But calling, texting, or emailing your entire lead list could take days. Why not let drip campaigns and AI outreach agents do the heavy lifting for you?
CarrotCRM’s multiple automated outreach features let you communicate with leads on their own timeline, without the manual effort.
- Instantly respond to new leads via text or email – even when you’re not online
- Drip campaigns based on use cases to warm up leads
- AI lead managers collect opportunity details and qualify leads for you
Property Data & Comps
Centralized data at your fingertips, at no extra charge
To make a smart offer, you need all the details. That might mean digging through county records, checking potentially outdated info on Zillow, or even paying for a data service.
Want to save time and money by getting all that info in one spot? With CarrotCRM you can. And it’s included with every CarrotCRM membership. No extra fees, no locked-down data.
- Ownership and sales details
- Mortgage and tax data
- Property information
- Nearby comp details
AI Opportunity Summaries
Stop wasting time and start working more deals
CarrotCRM Opportunity Summaries recap all the important information you need in 30 seconds, no matter how many touchpoints and conversations you’ve had.
- Property facts
- Seller intent
- Past communications
- An overall summary of the opportunity’s key information
AI Lead Scoring
Instantly know which leads deserve your attention
Identifying the right leads means the difference between closed deals and wasted time. CarrotCRM’s AI Lead Scoring helps you identify the most promising opportunities at a glance.
Your Day Dashboard
Know exactly what to do next
CarrotCRM’s Your Day makes it simple. See exactly how many tasks are due and an estimate of how long completion will take. Even better, just hit the “Start Now” button and the CRM will walk you through each task in order of importance.
Analytics & Reporting
Measure your success
CarrotCRM helps you keep track of your success on every level, from personal metrics to team insights to deal source tracking. Measure key activities and business indicators like:
- Daily activities
- Average touches per opportunity
- Average time to contract
- Contract to close ratio
The perfect CRM for every team
CarrotCRM Essential: Great for solopreneurs, small teams, and investors doing a couple of deals a month.
CarrotCRM Scale: Best for dedicated investors who need more reporting insights and automation.
CarrotCRM Team: The top choice for teams and well-established businesses or companies with high lead volume.
CarrotCRM is simple, intuitive, and built specifically for how real investor businesses actually operate.
Have questions? We’re here to help!
Real estate investors love CarrotCRM
Our lead managers have more than 5x’d the number of calls they’re making, which has resulted in a direct increase of 4-5x in the number of appointments they’re setting, which has resulted in more contracts and more deals for our team. But what’s crazy is that despite the increased calls, we’ve actually saved a lot of time. Tyler Vinsand
Here’s how Carrot stacks up against other popular CRMs…
REsimpli
“This is so much more intuitive and easier to work than REsimpli.” — Austin J.
Left Main REI
“Left Main overpromised and underdelivered. CarrotCRM does the opposite — they consistently overdeliver.” — Alexander C.
GoHighLevel
“Carrot is the iPhone of CRMs and GoHighLevel is like using an Android… it’s not user friendly.” — Everett M.
CarrotCRM Tools for Teams
AI Tools
Handle large lead volumes faster, more efficiently, and more successfully with built-in AI tools.
TV KPI Dashboard
Project your key dashboards to your own office or the sales floor to keep an eye on trends and activity.
Employee Scorecard
Keep track of individual employees’ tasks, trends, and success metrics so you know who’s excelling and who needs coaching.
Weighted Round Robin
Send more leads to your seasoned pros or throttle a new hire so they’re not overwhelmed. Weighted Round Robin makes sure everyone has an appropriate workload.
Restricted Users
Keep team members focused on the opportunities they’re working by hiding everything they don’t need to see.
Unlimited Groups
Send leads to the right teams and specialists by setting groups for region, lead type, or however you divide your team.
CarrotCRM Frequently Asked Questions
Can I demo CarrotCRM?
You can try the free version of CarrotCRM anytime!
Are there setup fees?
No! CarrotCRM does not have any setup fees.
Is it easy to migrate from my existing CRM?
We make it as easy as possible to migrate from an existing CRM.