CRM
112 articles
Actions
Custom ActionsCarrot CRM is your new partner in simplifying real estate lead management!Make Offer or Put Under ContractCarrot CRM is your new partner in simplifying real estate lead management!Opportunity ActionsCarrot CRM is your partner in simplifying real estate lead management.TasksCarrot CRM is your new partner in simplifying real estate lead management!
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
Campaigns
Campaign AssignmentsCarrot CRM is your new partner in simplifying real estate lead management!Campaign DashboardCarrot CRM is your new partner in simplifying real estate lead management!Campaign ListCarrot CRM is your partner in simplifying real estate lead management.Edit or Delete a CampaignCarrot CRM is your new partner in simplifying real estate lead management!
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 ContractsCarrot CRM is your partner in simplifying real estate lead management.Setting up Document Template in Formstack (Video Walkthrough)This Carrot CRM feature is only available on the Scale and Team plans.Supported Merge TagsCarrot CRM is your new partner in simplifying real estate lead management!
Dashboard
Employee ScorecardThis Carrot CRM feature is only available on the Team plan.Pipeline DashboardCarrot CRM is your new partner in simplifying real estate lead management!SmartTV DashboardCarrot CRM is your new partner in simplifying real estate lead management!Team ActivityCarrot CRM is your new partner in simplifying real estate lead management!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…
Getting Started
Dictionary of Terms, Acronyms and JargonCarrot CRM is your new partner in simplifying real estate lead management!Getting Started with Carrot CRMCarrot CRM is your new partner in simplifying real estate lead management!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 KeyCarrot CRM is your new partner in simplifying real estate lead management!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 KeyCarrot CRM is your new partner in simplifying real estate lead management!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 – LeadSherpaCarrot CRM is your new partner in simplifying real estate lead management!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 – PrintgenieCarrot CRM is your new partner in simplifying real estate lead management!Integrations – ReadymodeCarrot CRM is your new partner in simplifying real estate lead management!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 ContactCarrot CRM is your new partner in simplifying real estate lead management!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 LibraryCarrot CRM is your new partner in simplifying real estate lead management!Send Leads from Your Carrot Website to Carrot CRM or InvestorFuseCarrot CRM is your new partner in simplifying real estate lead management!
Lead Routing
My Profile And Pipeline
MessagingThis Carrot CRM feature is only available for Scale and Team plan users.My AccountCarrot CRM is your new partner in simplifying real estate lead management!My DashboardCarrot CRM is your new partner in simplifying real estate lead management!My Profile SettingMy SettingsCarrot CRM is your new partner in simplifying real estate lead management!NotificationsCarrot CRM is your partner in simplifying real estate lead management.Text and Email SignaturesCarrot CRM is your new partner in simplifying real estate lead management!
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 AccessCarrot CRM is your new partner in simplifying real estate lead management!Linked OpportunitiesCarrot CRM is your new partner in simplifying real estate lead management!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 OpportunitiesCarrot CRM is your new partner in simplifying real estate lead management!Multiple Opportunities in a ContactCarrot CRM is your new partner in simplifying real estate lead management!Notes SectionCarrot CRM is your new partner in simplifying real estate lead management!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 InfoCarrot CRM is your new partner in simplifying real estate lead management!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 ReportsCarrot CRM is your new partner in simplifying real estate lead management!
Opportunity Property Details
Calc FieldsCarrot CRM is your new partner in simplifying real estate lead management!Create, Edit, or Delete Custom Opportunity FormsCarrot CRM is your new partner in simplifying real estate lead management!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
Settings
Dead ReasonsCarrot CRM is your new partner in simplifying real estate lead management!Dialer ResultsCarrot CRM is your new partner in simplifying real estate lead management!External SendingExternal Sending is available on the Team plan.LabelsCarrot CRM is your new partner in simplifying real estate lead management!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
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 SearchesCarrot CRM is your new partner in simplifying real estate lead management!Contact DetailsCarrot CRM is your new partner in simplifying real estate lead management!Contact InfoCarrot CRM is your new partner in simplifying real estate lead management!Contact ListCarrot CRM is your new partner in simplifying real estate lead management!How to Add a ContactCarrot CRM is your new partner in simplifying real estate lead management!How to Clear Browsing DataCarrot CRM is your partner in simplifying real estate lead management.How to Sign in to Carrot CRMCarrot CRM is your partner in simplifying real estate lead management.Interacting with your CalendarCarrot CRM is your new partner in simplifying real estate lead management!Static MenuCarrot CRM is your new partner in simplifying real estate lead management!Twilio RegulationsCarrot CRM is your partner in simplifying real estate lead management.Who is my domain name provider?Carrot CRM is your partner in simplifying real estate lead management.
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 ImportCarrot CRM is your new partner in simplifying real estate lead management!Opportunity ImportCarrot CRM is your partner in simplifying real estate lead management.Opportunity MotivationsCarrot CRM is your new partner in simplifying real estate lead management!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 is your new partner in simplifying real estate lead management!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.