Getting Started with Carrot CRM

We’re here to help you stay organized, focus on high-priority deals, and close more opportunities with less stress.

Any of our paid plans (Essential, Scale and Team) come with included setup support. During your kickoff call, our team will:

• Learn about your lead sources.
• Integrate them directly into your CRM—no technical hassle for you!

On average, we save our customers hours of setup time and ensure everything runs smoothly from day one. We’ll make sure you’re set up for success!

Carrot CRM is designed to grow with your business! Carrot CRM starts with a forever free plan and lets you upgrade as your business scales.

If you’re just getting started with the Free Carrot CRM plan, follow the steps below:

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1. Log in to your Carrot CRM account

Whether you’re on our Free, Essential, Scale or Team plan, there are 2 simple ways to log in to your Carrot CRM account:

1. Direct Link: Head to crm.carrot.com. We recommend bookmarking this page for quick access!
2. Via Carrot.com: Log in at carrot.com, then click the Carrot CRM menu item at the top.

Both options get you into the CRM quickly, so you can focus on growing your business.

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2. Add your first opportunity

Here’s a quick win to kick off your CRM journey: add your first opportunity and explore our action-based system, designed to guide you step-by-step to success.

Why start with opportunities?

• Keep every deal at your fingertips with customizable tracking.
• Know exactly what to do next with smart action suggestions.
• Stay on top of every lead from contact to close.

Learn more about opportunities:

• Carrot CRM – Add a New Opportunity
• Carrot CRM – Opportunities Dashboard
• Carrot CRM – Opportunity Import

💡 Quick Tip: Pin your most important deals for easy access—perfect for high-priority opportunities like upcoming foreclosures, urgent follow-ups or critical deals.

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3. Connect your leads from other sources

Did you know? If you’re using a Carrot website, all your website leads already flow seamlessly into Carrot CRM—no setup required! 🎉

But what about leads from other sources? That’s where our Zapier integration comes in. Connect tools like cold calling, texting, or ad forms to ensure every lead from your business is captured and tracked in one place.

Why connect all your lead sources?

• Centralize your workflow: Keep every lead organized in a single, easy-to-use hub.
• Save time: Automatically import leads from platforms you already use.
• Track ROI: Easily measure which marketing channels drive the best results.

💡 Quick Tip: Set up a Zap to connect any lead source in minutes. It’s quick, easy, and keeps your lead management effortless.

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4. Turn on notifications

Keeping up with your leads is crucial, and Carrot CRM makes it easy with email and text notifications. Whether it’s a new opportunity, a follow-up action, or a deal closing, you’ll always know what’s happening.

Why notifications matter:

• Stay informed: Get instant updates on important events like new leads or action assignments.
• Stay on track: Avoid missing deadlines or losing deals with reminders sent straight to your inbox.
• Stay efficient: Focus on your priorities while Carrot CRM handles the updates.

How to Set Up Notifications:

1. Log into your Carrot CRM account.
2. In the top left above your profile picture click the person icon then My Settings > Notifications.
3. Choose which updates you’d like to receive, like action assignments, offer updates, or closed deals.
4. Save your preferences and let Carrot CRM keep you in the loop.

💡 Quick Tip: You can customize notifications to fit your workflow. All Carrot CRM plans come with email notifications. Upgrade to unlock text notifications for even faster alerts.

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5. Work out of Actions

Carrot CRM is action-based, meaning every lead will always have an action assigned to it unless it’s dead or under contract. We help you improve your lead follow-up by suggesting the best next step.

Learn more about using actions:

• Carrot CRM – Opportunity Actions
• Carrot CRM – Create Next Action
• Carrot CRM – Opportunity Pipeline Workflow

💡 Quick Tip: Click here to see a full overview showing the progression of an opportunity inside the action-based system from start (qualifying the lead) to finish (closed deal).

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6. Watch Training Videos

These training videos will walk you through certain features of Carrot CRM and how to use them. The videos were recorded for InvestorFuse but the instructions also apply for Carrot CRM.

This video will guide you through the important steps to take the first time you sign in to InvestorFuse or Carrot CRM. This shows you how to configure your notifications, set your signatures, and overall get your account ready so you can start following up with your opportunities:

Lead Management 101 to Close More Deals

What are the most important things you can do in Carrot CRM to keep leads from slipping through the cracks, without getting overwhelmed?! That’s what we’re showing you in this video.

Learn how to put Carrot CRM’s most innovative & easy-to-use feature into practice, so you can close more deals from the leads in your pipeline!

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Conclusion

Ditch the spreadsheets with Carrot CRM. Follow the steps above to get started with our Free version, perfect for beginner real estate investors or those only doing a few deals a year.

Any of our paid plans (Essential, Scale and Team) come with included setup support. Be sure to schedule your kickoff call, where our team will set up your lead integrations for you.