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. Not feature bloat and desperately reaching out to uninterested contacts.
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.
I’ve used a bunch of CRMs, I’ve used Salesforce, I’ve used HighLevel and they can get complex. I like the simplicity of CarrotCRM. A lead comes in, you see it, it’s at the top, you see the status, you can tag it, you can do whatever you want. The simplicity of the system actually helps us a lot and enables us to just do what we need to do with a lead. That’s the best part. What I love about CarrotCRM is it’s simplicity when compared to other CRMs.
Kevin Riggi
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
How much time do you spend every day scrolling through opportunity details, communication logs, and meeting notes to refresh your memory on a specific lead? Five minutes per lead? 10? That adds up to a lot of wasted time … and fewer opportunities actually worked (which means fewer deals closed). …There’s that leaky bucket again!
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
Focusing on the right leads means the difference between closed deals and wasted time. But that means you need to identify the right leads.
That’s where CarrotCRM’s AI Lead Scoring comes in.
Fully customizable to score leads based on the attributes that matter most to you, AI Lead Scoring helps you identify the most promising opportunities at a glance. As opportunity details change and more qualifying information is gathered, lead scores update automatically, so you’re always giving the right attention to the right leads.
As an acquisitions manager, staying on top of all of your leads and making sure you’re giving the right attention to the right leads is crucial. Don’t waste your time going through a basic CRM and treating every lead the same.
Kyler Peters
Want to Sell Now
Your Day Dashboard
Know exactly what to do next
Setting a task only works if you actually follow through. (Just ask my languishing to-do list!) But we get it, knowing what to focus on, deciding where to start, and figuring out how much time to set aside can be daunting.
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 on the dashboard and the CRM will walk you through each task in order of importance. No clicking through screens, no more overwhelm, just action.
I love that CarrotCRM is action based. Whenever there’s a new lead and I call it, when the call ends CarrotCRM gives you the next steps based on what the call outcome was. I like that, it’s very straightforward.
Jose Rodriguez
Analytics & Reporting
Measure your success
Since you’re a real estate investor, you’re probably a bit of a data nerd. 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
- And more …
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.
The platform is incredibly user-friendly, and the layout makes sense. Everything from new actions, overdue tasks, and opportunities through to transactions flows naturally. The automated lead routing and instant assignment features are a game-changer for speed and accountability.
We also really love the integrated AI summaries that pull together notes, communications, and webform details — it gives me the full story of a lead instantly. The property report integration is another favorite; being able to view ownership info, value, and mortgage balance right in the app saves a ton of time for my team.
CarrotCRM keeps evolving with real updates that improve workflow. It’s rare to see a tech company that cares this much about user success.
Alexander Cruz
CR of Maryland
Have questions? We’re here to help!
Book a 1:1 demo with a CarrotCRM expert to ask your questions and see if CarrotCRM works for you needs.
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. 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
GoHighLevel and Carrot are like Android and iPhone. If you want your acquisition managers to stay in their lane and do what they have to do, CarrotCRM is the best one. The reality is that CarrotCRM is set up so nothing can fall through the cracks. I feel like there’s absolutely zero way for anything to fall because of all the tasks and pipelines, etc. that CarrotCRM has.
Cam D.
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. It doesn’t have a perfected ecosystem like y’all do.” — 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! If you want to see the paid features in action, set up a call with our team.
Is there a time limit on free CarrotCRM?
No! The free account is free for however long you need it! Only pay when you’re ready to upgrade for more users and features.
Does CarrotCRM include a website?
CarrotCRM does not include a website, but you can always add a Carrot website membership!
You can also connect leads from another website provider to CarrotCRM with a Zapier integration. (Carrot leads are automatically integrated into CarrotCRM.)
Can I add non-Carrot leads and offline leads into CarrotCRM?
Yes! If the leads come from another online source, you can connect that source to CarrotCRM with a Zapier integration. You can also upload a list of qualified offline leads.
Are there setup fees?
No! CarrotCRM does not have any setup fees. CarrotCRM Free is easy to set up yourself and the Essential, Scale, and Team plans come with included setup support and integration assistance. We also provide weekly onboarding sessions and open office hours to help answer any questions. Paid plans begin at just $69/mo.
Is it easy to migrate from my existing CRM?
We make it as easy as possible to migrate from an existing CRM.
Chat with a CRM specialist about migration options.
Is CarrotCRM an “all-in-one?”
No, and that’s a good thing! We believe that all-in-one solutions do many things, but rarely do any of them well (it’s simply too much for one company to maintain to a high standard). Plus, with all-in-one solutions, you’re locked in and can’t choose your preferred providers (even if you don’t like their offering).
We built CarrotCRM and Carrot websites as standalone products to ensure they always get the full attention they (and you!) deserve.