CRM
112 articles
Actions
Custom ActionsYou are able to add Actions to your Opportunities outside of the standard Actions as you need. Some examples are Actions for things that may be specific for the…Make Offer or Put Under ContractIn real estate investing, an offer is a formal proposal made by a buyer to purchase a property under specific terms and conditions. The offer is a key step in t…Opportunity ActionsImprove lead follow-up with our action-based CRM that suggests the best next step. Actions are the heart of Carrot CRM.TasksTasks can be added to your Opportunity Actions in order to create and track Tasks that are more flexible and outside of the flow of the regular Actions.
CallRail
Integrations – CallrailThis article walks you through integrating CallRail with Carrot CRM so calls and texts are itemized as Opportunities in your Market Space. CallRail integrates v…Integrations – Callrail Inbound WebhooksWebhooks are automated messages sent from apps when a specific event occurs. They allow real-time communication between services by sending data to a designated…
Campaign Settings
Campaign GuestsSharing Opportunities via campaigns is an automatic way to invite someone to view Opportunities coming in from a campaign for quality review or any other purpos…Campaign Response TemplateThis Carrot CRM feature is only available on the Scale and Team plans.Campaigns Settings IntegrationsEach of your Campaigns has its own Webhook to add to your other lead source applications. This configures them to push to each specific Campaign in Carrot CRM,…
Campaigns
Campaign AssignmentsYou can create Assignments settings within your Campaign to assign specific Opportunities and Actions to specific people or you can create Groups and round-robi…Campaign DashboardThe Campaigns Dashboard is designed for company owners and managers to get a big-picture view of each of your Lead Campaigns. You can compare new opportunities,…Campaign ListA Campaign is a marketing funnel or type of outreach that you conduct to acquire leads. You can see the full list of your campaigns and a summary of how many de…Edit or Delete a CampaignYou can make changes to your Campaign name, purpose and status as well as add details (logs) of your campaign costs and the size of the audience as you do your…
Channels
Contracts Settings
Compatible Delivery Platforms Plans and PricingThis Carrot CRM feature is only available on the Scale and Team plans.CRM ContractsThis Carrot CRM feature is available on any paid plan.Docusign Integration using DocupilotDocusign + Docupilot is a common pair for integrating contracts into Carrot CRM. The video below will walk you through how to set everything up from scratch if…Formstack ContractsIntegrating your Contracts into Carrot CRM lets you send seller agreements directly to the seller from the system. This will allow you to be more efficient with…Setting up Document Template in Formstack (Video Walkthrough)This Carrot CRM feature is only available on the Scale and Team plans.Supported Merge TagsMerge Tags are used to ensure that the contract fields are pulling the correct information from the CRM when prefilling information like first\name, last\name,…
Dashboard
Employee ScorecardThis Carrot CRM feature is only available on the Team plan.Pipeline DashboardInside your main Carrot CRM dashboard, you’ll find a snapshot of your Pipeline. The Pipeline shows you the status of opportunities where you are the opportunity…SmartTV DashboardThe SmartTV Dashboard lets you display your team’s performance metrics on any TV or large screen. It cycles automatically between two live dashboards:Team ActivityThe Team Activity view will give you visibility into your business activity at a detailed level by the type of activity.Team OverviewThe Team Dashboard is designed for company owners and managers to get a big-picture view of your sales lead activity at-a-glance. You can compare new opportunit…
Domain SetupWe need a domain to connect a from-email in Carrot CRM to message sellers with, so a non-business e-mail like @gmail.com or @yahoo.com is not possible to integr…Workspace EmailA domain is needed for you to be able to send emails to sellers through Carrot CRM. A domain is a unique address used to access websites like carrot.com, exampl…
Getting Started
Dictionary of Terms, Acronyms and JargonThis dictionary defines the most common terms, acronyms, and jargon you'll encounter while using Carrot CRM. Use it as a quick reference whenever you run into a…Getting Started with Carrot CRMIf you’re just getting started with the Free Carrot CRM plan, follow the steps below:Opportunity Pipeline WorkflowThe Pipeline in Carrot CRM is a unique workflow that your leads will follow as you update them by completing Actions. You can assign or delegate specific sectio…
Integrations
How To Get Your API KeyThe API key is used for integrating your Carrot CRM with other tools such as Zapier or smrtPhone. Instead of having to use the same user name and password combi…Integrations – Batch DialerBatch Dialer is one of the many predictive dialers out there that have proved effective for Sales, but is more likely to be used by REIs in their businesses. Ap…Integrations – BatchLeadStackerBatchLeads can be considered as an all-in-one prospecting tool. You can push leads from BatchLeads into Carrot CRM with the push of a button once the integratio…Integrations – CalltoolsCalltools recently introduced it’s new version which they refer to as Calltools V2Integrations – Connect a Carrot CRM/InvestorFuse Account to Zapier using the API KeyOnce you have successfully built your Zap, you will complete the process by routing your leads to your Carrot CRM or InvestorFuse Market Space. This article wil…Integrations – Create New Opportunities from EmailsThere are times when the lead source that you have cannot establish a direct integration, not just with Carrot CRM, but other web based apps as well. This may b…Integrations – Facebook AdsAn integration with Facebook Ads is possible for Carrot CRM. Facebook Ads has a webform feature which can be connected with the use of Zapier.Integrations – HTTP Post using JSON templateThis is one of couple of ways you can create opportunity (lead) in your Carrot CRM and tag campaign dynamically using submitted campaign name value in payload.Integrations – InvestorLiftInvestorLift is a platform for dispo which lets you find buyers for your properties at high prices, but they also offer a service of creating a website for sell…Integrations – LeadSherpaLeadSherpa is a call and texting web based app specifically designed for Real Estate Investors. A user can set up campaigns in Sherpa and upload lists where the…Integrations – MojoMojo is a power dialing system that allows a user to do outbound calls by connecting any reliable phone into the Mojo platform. A user in Mojo can simply assign…Integrations – PrintgeniePRINTgenie is a platform that lets you send automated direct mail to your sellers from your computer. You can have multiple templates saved in a Printgenie acco…Integrations – ReadymodeReadymode is a web-based predictive dialer application that doubles as a CRM and an SMS prospecting tool. Pushing leads from Readymode to Carrot CRM is as easy…Integrations – REIRailREIRail is a call tracking software mainly used for Real Estate Investors. REIRail provides tracking phone numbers so you can easily track, manage and record al…Integrations – ROORRoor is an online prospecting tool that mainly focuses on SMS prospecting for potential leads. You can push leads from ROOR to Carrot CRM even if they are just…Integrations – Smarter ContactSmarter Contact is an outbound prospecting tool that houses the capability of considering the exchange of messages itself to prospects as a lead in a CRM struct…Integrations – smrtPhoneThis Carrot CRM feature is only available for Scale and Team plan users.Integrations – WebformsThere are instances when you may not have a direct lead source that we can integrate, or you are doing cold-calling, driving for dollars or door knocking and wa…Integrations LibraryBelow is a list of platforms or applications that can be integrated with Carrot CRM for lead generation.Send Leads from Your Carrot Website to Carrot CRM or InvestorFuseCarrot’s digital marketing tools and Carrot CRM are designed for real estate investors, helping you attract more leads and close more deals.
Lead Routing
Default Lead RoutingLead Routing is especially important for teams that have 2 or more team members. This setting will ensure that your Opportunities are being assigned to the corr…GroupsThis Carrot CRM feature is only available on the Scale and Team plans.Push ToPush To is automation that lets you quickly hand off an Opportunity to someone or to a group complete with a predetermined action, assignee, due date, group, et…
My Profile And Pipeline
MessagingThis Carrot CRM feature is only available for Scale and Team plan users.My AccountYour personal information in your profile can be personalized including your photo and contact information. It’s important to have at least your name in your ac…My DashboardMy Dashboard displays relevant information regarding your account to provide insight into your performance and call out important actions for you to take.My Profile SettingMy SettingsThis section is where you change settings that are specific to your account like how you want to sort your Opportunities or Actions by default. Each user will h…NotificationsYou can customize your external notifications in a very granular way and send them to email, text message, or both depending on your preferences. Below are the…Text and Email SignaturesSignatures are blocks of text automatically appended to the end of an email message. They typically include the sender’s name, title, company, contact informati…
Opportunities
Group TabsWhen you create a group in the team settings, a tab appears in the Opportunities and Actions section where opportunities assigned to that group will be located.…Guest AccessGuest Access allows you to invite people outside of your team to view a specific opportunity which is useful for situations like Joint Venture deals, Realtor tr…Linked OpportunitiesFrom within any Contact you can search and view what Opportunity they are associated with. If the Contact is not associated with a particular Opportunity this w…Mark an Opportunity as DeadWhen it is clear your Opportunity/lead will not result in a sale or any further activity you can mark it as Dead which will hide the Opportunity from your list.Mark and Revive Dead OpportunitiesWhen it is clear your Opportunity (lead) will not result in a sale or any further activity you can mark it as Dead which will hide the Opportunity from your lis…Multiple Opportunities in a ContactYou can have multiple Opportunities associated with one contact. This is useful when there are instances when a Contact has two or more properties that they wou…Notes SectionNotes are a great way to summarize your observations on seller interactions and outcomes. By saving Notes, you will be able to keep track of the progress of the…Opportunities DashboardView a summary of your Opportunities in the Opportunities Dashboard based on where they are in your Pipeline. You can add, delete, export or click to edit your…Opportunity InfoOnce your Opportunity has been created you can add more information to it and start tracking activity, offers, etc. Much of this data will be captured as your A…Opportunity OffersThis view lists the history of offers made to a seller in one location. You can easily edit your offer here as well save them and send them to a printer.Opportunity Property ReportsWe partnered with REAPI to bring Property Report integration into Carrot CRM. It’s simple, easy to use, and available to all Carrot CRM users. The Property Repo…
Opportunity Property Details
Calc FieldsYou can do calculations in an opportunity using Calc fields that support basic math operations such as addition, subtraction, division, and multiplication. You…Create, Edit, or Delete Custom Opportunity FormsYou can use the default Opportunity Forms within each Opportunity or you can create your own based on your needs.Opportunity Property DetailsThe Property Details section is a place where you can record several types of data on the property lead so you have all the pertinent information at your finger…
Outbound Texting Options
Sequences
Create or Edit a SequenceYou can add your own custom sequences to your Workspace as the needs arise. Once you add a new Sequence you’ll be able to assign it to Opportunities across your…Follow Up SequencesCarrot CRM’s automated outreach sequences make sure no lead gets left behind. Sequences are a group of automated messages that are sent out to your leads on a t…Start or Stop a SequenceSequences is a great tool to stay in touch with your Opportunities without spending the energy and time doing it manually. This allows you to focus on motivated…
Settings
Dead ReasonsCreating Dead Reasons will help you understand why exactly your Opportunities are marked dead so you can make informed decisions when formulating action plans.Dialer ResultsDialer Results lets you get to as many opportunities in the shortest amount of time possible. With this feature, you can load all of your overdue and due today…External SendingExternal Sending is available on the Team plan.LabelsYou can add labels to opportunities which you can use for filtering from the Actions or Opportunities section. All labels added to the opportunity will appear i…Lead ScoringLead Scoring is available on the Team plan.ResurfacingResurfacing is available on the Scale and Team plans.TemplatesTemplates are available on the Scale and Team plans.Transactions ChecklistAfter you have made an offer to a seller and they have accepted it there’s a lot of steps to take to seal the deal and deposit your check. Much of the time your…Users and RolesUsers and Roles is where Carrot CRM Team Owners and Managers can manage CRM team members.WorkflowsWorkflows are available on the Scale and Team plans.
Text
Workspace Texting w/ smrtPhoneThis feature allows teams to use smrtPhone to text from all internal Carrot CRM features like Sequences and the Automated Seller Response.Workspace texting w/TwilioA third-party phone system is needed in Carrot CRM to send SMS to sellers. You can choose between Twilio, smrtPhone, or DialPad to connect a phone number for ou…
The Basics
Click-to-CallCarrot CRM does not have its own phone system. You can connect your dialing app to Carrot CRM using Chrome and Windows with a few simple steps.Conducting Global SearchesThere are several search functions within Carrot CRM throughout that will help you find what you are looking for from within Actions, Campaign, Opportunities, S…Contact DetailsWhen you add a Type to each of your Contacts you add the ability to record specific information for that contact type. For example, Susie Brown is a Lawyer and…Contact InfoThe Contact Info screen is where you’ll add the remaining information about your contact and this section shows you tons of information about their Activities.…Contact ListYou can add as many Contacts as you want to your Market Space and you are able to either connect them to an Opportunity or leave them as uncategorized for your…How to Add a ContactContacts can be created in two different areas for different reasons. Your property owners will automatically be created as Contacts as they are imported into y…How to Clear Browsing DataClearing the browser’s storage data clears the cache and reloads Carrot CRM if certain sections or areas are not loading properly. The process varies by browser…How to Sign in to Carrot CRMWhether you’re on our Free, Essential, Scale, or Team plan, signing in to your Carrot CRM account is simple.Interacting with your CalendarThe Calendar shows your entire Team’s appointment schedule all in one location. The Calendar is connected to your “Schedule Seller Appointment” Activities in yo…Static MenuThe menu in the upper right hand of every page in Carrot stays mostly the same regardless of what page you are on and each menu item has a specific purpose.Twilio RegulationsThe rules around texting are changing. To preserve message deliverability, Carrot CRM has texting features that keep you compliant with our provider, Twilio, an…Who is my domain name provider?Your domain name provider is the one that gives you customized domains for your website, and even your email hosting. (www.yourdomainnamehere.com, info@yourdoma…
Workspace Team Settings
AppointmentsWhen scheduling an appointment, you can enable or disable the ICS calendar invites for both the seller and/or the assignee of the appointment.Contact ImportContact Import lets you upload contacts in bulk without creating any opportunities or actions. This is what you use if you want to upload buyers, realtors, etc.…Opportunity ImportWant to transfer your leads into Carrot CRM?Opportunity MotivationsHere is an option to add custom motivations to your team. By default, you have Unknown, Cold, Warm, and Hot motivations but you can add more or even replace the…Pipeline EditorThis feature allows the user to change/edit an Action name, description and Opportunity status. Teams can choose different naming conventions to help them bette…TransactionsThis Carrot CRM feature is only available for Scale and Team plan users.WebhooksWebhooks let you connect Carrot CRM with other accounts and applications. Your outgoing webhook is also stored here.
General
AI FeaturesCarrot CRM AI’s first tools (available now with all paid plans) include:Roll-back Migrated LeadsAfter signing up for Carrot CRM, the leads from each of your Carrot sites, if you have multiple sites, will be imported separately and transfer all of the lead…Transactions SettingsThis Carrot CRM feature is only available on the Scale and Team plans.