Keep in touch with every lead, effortlessly
Lead follow-up doesn’t have to take a lot of time, energy, or effort. Automated outreach keeps you top-of-mind and qualifies opportunities while you work on other things.
Your company keeps working, even when you aren’t
If you could multiply yourself, how many more leads could you follow up with? Automated outreach is your secret weapon to scaling without adding headcount or spending more time working.
- Instant lead follow-up, even when you’re offline
- Qualify leads without lifting a finger
- Quietly nurture leads who aren’t ready yet, then re-engage when they are
Autorespond to New Leads
Fast lead response every time, anytime
You might have heard of the 5-minute response rule for new leads. But research shows responding to a lead within one minute can increase conversion rates by 391%. Getting back to a lead immediately can definitely make or break your deal.
But that doesn’t mean you should be attached to your computer or phone at all times (that’s the opposite of the life of freedom you’re trying to build). CarrotCRM‘s Autoresponder feature instantly responds to a new lead via text and email for you to get the conversation going.


AI Assistant
Qualify leads without lifting a finger
Once your lead is engaged, it’s time to qualify them. That used to mean a lot of back and forth for information gathering. Instead of spending hours asking questions and trying to arrange a meeting, let CarrotCRM’s Autonomous Lead Manager (ALM) — your new VA! — handle it for you.
Tell it what information you want it to gather, and the ALM has full SMS text conversations with leads, just like a human would. Autonomous Lead Managers aren’t static messages. The AI reacts to what the lead says and engages in a conversation. Expand your ability to work more leads … without hiring another lead manager.
Qualify Leads
Need to gather details about an opportunity? Let your AI Assistant have the back-and-forth conversation for you!
Set Appointments
Finding a time to connect can be surprisingly difficult. The AI Assistant can work out the details and let you know what works best for the lead.
Request Testimonials
Client testimonials are important to landing more opportunities, but odds are they’re low on your to-do list. Don’t ignore them, assign the task to AI for follow-through!
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.”
Drip Campaigns
Stop ignoring your cold leads
Sometimes a lead isn’t ready yet, but if they forget about you, you may lose the deal when they are. Stay top-of-mind and engaged by keeping in touch with cold leads with automated drip campaigns.
Customize your campaigns (called Sequences in CarrotCRM) for different topics and timelines. Set the outreach method (texts, emails, etc.), message content, and timing for each sequence so you can follow up accurately with different types of leads. These work great for keeping in touch with very cold leads who don’t need the more focused engagement of the Autonomous Lead Manager.

Make your life easier, automate communciations.
It’s simple math, if you’re personally messaging every lead, you can only handle so many — there’s only so many hours in a day. How many deals do you lose each month because of this limitation? Automating some of your messages lets you work more leads, faster, and more effectively.
Who Uses Automated Outreach
Small Teams
When you work alone or with a small team, time is extra precious. Stretch your resources by automating key communications. Keep your business moving without burning out.
Companies with Legacy Lead Lists
Have you built up a large, legacy lead list? It may be impossible to individually message everyone, but keeping in touch is easy with automation. Keep working those cold leads!
High Lead Volume Companies
High lead volume is a blessing and a curse. It could mean more deals, but it also means more work! Focus on the most important opportunities while automated outreach tools take care of the busy work.
How CarrotCRM helps …
Super solid CRM and the automations helped me close more deals without hiring more people.
Keith Sant
The amount of time and energy we save by leveraging Carrot has given us the opportunity to streamline our operations, which has allowed us to scale up our deal flow, and ultimately our profitability. If you are a flipper, wholesaler, or a realtor, look no further!
Nick K.
CarrotCRM Automated Outreach FAQs
How much do the CarrotCRM automated outreach tools cost?
Drip campaign sequences are included with all CarrotCRM subscriptions, including the free subscription!
Campaign Autoresponders are available starting at the CarrotCRM Scale plan.
The Autonomous Lead Manager (AI assistant) is available as an AI add-on with any paid CarrotCRM plan.

