Gain Focus, Clarity, and Speed to Scale Your Business
AI lets you move faster, get more done, and make smarter decisions in a fraction of the time. Get ahead and scale your business quickly and efficiently with these built-in Carrot AI tools.
Accelerate with AI
AI isn’t going away, and the businesses that embrace it now will find themselves pulling ahead. It’s not just about time savings; it’s about focusing your efforts where they have the most value while AI fills in the gaps and handles the busy work that keeps your company running.
- Gain focus and clarity
- Zero in on what matters
- Make your brand stand out
- Scale at a fraction of the cost
“The AI lead 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. It doesn’t get any easier than this.”
Kyler Peters
Want to Sell Now
AI Tools for Every Step of the Lead to Deal Journey
Step 1: AI Content Rewrite Tool
Customize your copy in seconds
Since your website is the heart of your local marketing, it should be as unique and personalized as you are. This is where people learn who you are, why you do what you do, and — ultimately — why they should trust and work with you. That’s a lot of heavy lifting for some website copy.
Luckily, you don’t have to write it all from scratch. Carrot’s built-in AI Rewrite tool crafts amazing, unique copy that reflects your brand and attracts the right leads.
Step 2: AI Call Insights
Know exactly where your best leads come from
Once you attract leads with your amazing copy, understand exactly which pages and campaigns drive the most attention and quality leads with AI Call Insights. These insights take regular lead source tracking to the next level, providing you with:
- Conversation transcripts
- Quick summaries for fast review (especially if you’re not the one who took the call)
- Call rating to assess the opportunity quality
- Action items for your next steps
Step 3: AI Lead Manager
Let AI qualify your leads so you can focus elsewhere
Now that the lead is in your system, qualify them without lifting a finger. The Autonomous Lead Manager (ALM) is like having a team of virtual assistants.
Simply give it a goal, enter a few prompts (in plain language, no coding or complexity here!), and it texts your leads to gather information and accomplish its goal. This isn’t a static drip campaign. The ALM is dynamic and interactive, reacting to how a lead responds like a normal person having a regular conversation. Use the ALM to:
- Gather opportunity details
- Determine a lead’s motivation and timeline
- Secure meetings
- Solicit reviews and testimonials from happy clients
How the Autonomous Lead Manager Works
CarrotCRM’s AI Assistant (called Autonomous Lead Managers) interacts with opportunities on your behalf via text message, collecting the information you need from the lead. It’s not a static, pre-set message. The ALM reacts to a lead’s messages, assesses the information they share, and responds appropriately. If it hasn’t gotten the information you’re looking for, it will ask again in a different way or ask the lead for clarification.
It’s easy to set up — no complicated workflows or coding. Simply write instructions in plain language, telling the AI your:
- Goal – What do you want the lead manager to accomplish? What specific information do you want it to gather (like motivation, timeline, property condition, etc.)?
- Message Instructions – How do you want the messages to sound? Set the general tone and even give it phrases that you’d personally use.
- Schedule – How often do you want to send messages?
- Intervention Instructions – When should the AI pause and notify you to take over the conversation?
Step 4: AI Lead Scoring
Always know which leads are hottest
All the information your ALM gathers informs the AI lead score so you know which leads deserve your attention with a quick glance. You can use our pre-built lead scoring matrix or update it with the attributes you value the most to ensure it reflects your ideal opportunity.
Scores are dynamic and change over time and with new information, so you know if a lead is warming up … or if a previously promising opportunity is going cold. Stop wasting your time on the wrong leads. AI Lead Scoring points you in the right direction in real-time.
Why traditional lead scoring falls short
What makes AI lead scoring different? The way it interacts with your data … all of your data. AI lead scoring updates based on lead engagement, no matter how it comes into your system. Traditional lead scoring models are often dynamic (updating based on new info), but they have a few critical limitations.
Common lead scoring challenges:
- If data isn’t entered into the correct field, lead scoring doesn’t see it.
- You’re locked into the system’s lead scoring model, not what matters most to you.
- Some AI lead scoring programs claim to tweak the scoring algorithm based on your deals … but what if trends change or you switch or expand your focus? It takes a while for the algorithm to catch up, costing you deals and pointing you in the wrong direction.
Simple, instant lead scoring
CarrotCRM’s AI Lead Scoring puts you in control while keeping things simple. Simply add your scoring criteria, and AI takes care of the rest. Anytime new information is added to an opportunity (anywhere in the opportunity record, including the notes section), the lead score automatically updates.
Benefits of Carrot’s AI Lead Scoring:
- Critical information impacts the lead score, no matter where in the opportunity record it’s stored.
- Instantly see when a lead goes cold (so you stop wasting your time) or when one warms up and needs more attention.
- Instantly update your scoring algorithm to reflect business changes or make scores more accurate.
Step 5: AI Summaries
NEVER miss a detail
Catch up on all that AI qualifying work and understand the opportunity details in seconds so you know what you’re talking about when you reach out. No matter where in the opportunity record info is stored (because let’s be honest, sometimes everything just gets dumped into a note when you’re busy), or when the information last changed, AI Opportunity Summaries ensure you’re always up-to-date in seconds.
Get a quick summary of:
- Property Facts: When you want to make a quick call or send a follow-up text, you don’t want to dig through every field 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.
- Seller Intent: Having the details about a seller’s intent before you reconnect helps you take the right tone and ask the next right questions. Seller situations aren’t all the same, and showing compassion and building relationships could be what wins you the deal!
- Communication: Get a recap of your most recent touchpoints and what was discussed. No matter who’s doing the actual communication (even an AI Assistant), these summaries make sure you never miss a beat.
- Overall 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.
Step 6: AI SMS Compliance
Make sure your texts reach their destination
When you’re ready to reach out personally (or when you’re setting up automated texts), you want your messages to reach your lead. But that doesn’t always happen. Make sure your SMS messages don’t fall into compliance purgatory. If your texts get lost … you’ll never close the deal.
Carrot’s AI SMS Compliance tool scans your message and lets you know if there’s a compliance issue. Even better … it recommends a fix so you can keep moving quickly.
Why people love Carrot
“I’ve already seen the lead flow increase noti”If it’s inbound leads from Carrot…it’s rarely ever over a few touch points, I’d say 3 max with seller and an additional 5-10 with title, due diligence, funding, etc!”ceably since launching on Carrot, this is a great sign!”
Jeff Filali
MrTulsa.com
“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. Our lead managers are putting out 300 calls a day in the same amount of time it used to take to make 60 calls a day.”
Tyler Vinsand
“We went from chasing leads to getting leads all day, every day. When I see a Carrot lead notification, I smile because I know the work we’ve done is paying off… It’s life-changing. You can’t put a price on your time.”
Mike Wall
Carrot AI Frequently Asked Questions
How much do Carrot’s AI tools cost?
Carrot’s AI Rewrite Tool is included with your Carrot website membership.
AI Call Tracking Insights is an optional add-on for $39/month.
Autonomous Lead Manager, AI Lead Scoring, AI Opportunity Summaries, and AI SMS Compliance are part of CarrotCRM and are billed on a usage basis. Usage varies per user, but on average, you can expect to spend:
- Essential plan: $5 per month
- Scale plan: $30 per month
- Team plan: $115 per month
Does Carrot have an AI Voice Agent for calling?
We do not currently have an AI Voice Agent, but you can integrate your preferred solution into CarrotCRM.
How much oversight do I have of the AI messages?
It’s up to you! You can let the AI Assistant send messages independently, or you can opt to review messages before they’re sent. The control is in your hands.
What happens when the AI Assistant finishes a conversation?
You’ll be notified when the AI Assistant gathers all the information you define in the Goal/Intention field. If it gets stuck or senses that a lead is getting frustrated, it will stop messaging and notify you to take over the conversation.
How do I know what criteria to use for AI lead scoring?
We give you a starter lead scoring matrix based on criteria that is often important to real estate investors. You can use this as is or adjust it to fit your lead scoring preferences.
Better Insights. More Deals. Powered by AI.
Thousands of local business providers trust Carrot to help build their online presence, generate leads, and close deals.
Talk to one of your product specialists to see what Carrot can do for you.