Features

How many deals are you losing to poor lead management?

Now more than ever it's important to follow up on the leads you generate. Most investors have the same leads and it's the process you follow that determines if you standout to the seller.
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Want to talk to someone from our Sales team? Connect with a CarrotCRM (formerly IF3) expert!

Step-By-Step Actions

No technical skills required. Simplifies the process for ALL real estate acquisitions teams.

Less thinking. Just make one decision at a time using our carefully crafted Action Workflows

Decision trees make lead management impossible to mess up

Provides a step-by-step process for your sales pipeline

Groups

Organize your leads into categories of your own choosing then choose which groups your users have access to.

Automatically sort leads into groups via campaign assignment

Encourage team competition by leaving leads unassigned so users can race to grab them first.

Use group rules to hold users responsible to following up with sellers.

Automated KPIs

Are you worried users aren't pressing the right buttons in your CRM to track your KPIs correctly? Our KPIs are powered by our foolproof Action system.

Understand new leads vs qualified leads converted to Opportunities

Know your conversion % as a whole and by employee

Track your average days to Opportunity, Contract, and Deal

Keep a pulse on the amount of times your team follows up with sellers.

Simplicity

Less clicks, less time doing computer stuff. Get the right action, to the right team member, at the right time.

Automated Follow-Up

Text, Email, Voicemail, and Actions that nurture thousands of leads and win deals.

Intuitive

End the CRM confusion. No more jerry-rigging Podio or figuring out how to navigate around complex interfaces.

Flexible Workflow

Quickly add tasks, custom fields, and checklists that matches how YOU do deals.

Integrates With 75+ REI Tools

Integrate with the marketing, data, and lead geneation tools you're already using.

Send leads from other programs into your CRM to follow-up and close the deal

Our White-glove support team will do all integrations for you

Employee Scorecard

See 18 employee KPIs over time to understand their performance.

Users can open their own mini dashboard to see onlytheir stats for the day.

Managers have access to an employee scorecard that shows them their historical trends.

Keep watch on important KPIs like total talk time, Opportunities touched, verbal offers made, contracts sent etc.

Resurfacing

If a seller says no today, doesn't mean they won't say yes at a later date. Use resurfacing rules to bring back leads.

Customize dead reasons within your CRM so your team classifies sellers correctly.

Build resurfacing rules from some or all dead reasons.

Set a time period after a lead is marked as dead for it to resurface.

Assign certain employees or groups to handle the resurfaced opportunities.

CarrotCRM (formerly InvestorFuse) Calms The Chaos

Running a real estate investing firm with a ton of inbound opportunities is complex enough. You need a system that calms the chaos for the whole team.

One screen displays all relevant information without endlessly clicking around

Activity feeds make it easy to know where you left off in each interaction

Seamlessly communicate via text and email all under one-roof, from any device

See All The Details

Each Opportunity has it's own "dashboard" section where you can see the most important details.

See if the seller is Uncontacted or Contacted

Choose the most important fields you want to see right from the first page

Understand the timeline of the opportunity

More Features

Filter Opportunities By Campaign, Motivation, and Labels

Virtual Wholesalers: See data across ALL MARKETS

Customized Labels/Tags on each Opportunity

Tasks let you create any Additional "To-Do's"