What it does
CarrotCRM manages real-estate investor leads through an action-based workspace. Completing a task requires another step and deadline, while Your Day orders the due work. Paid subscriptions include several users, property reports and electronic signatures, with additional AI usage purchased separately.
CarrotCRM is the current product offered to new InvestorFuse customers. Its action-based workflow requires a next step and deadline when completing a task. In Your Day, select Start Now to work through due actions in priority order.
Included capacities
| Plan | Users | Sequences | Reports/month | Signatures/month |
|---|---|---|---|---|
| Essential | 3 | 8 | 50 | 5 |
| Scale | 5 | 15 | 100 | 20 |
| Team | 10 | Unlimited | 200 | 50 |
The plans have monthly and annual purchase options. Join now creates the subscription account; paid plans include setup, integration connections and onboarding. A personal tour is also available.
AI scoring, lead management and opportunity summaries have separate usage arrangements. The core focuses on working inbound investor leads; direct mail and list stacking require other connected tools.
Strengths
- Completing an action requires a defined next step
- Your Day brings due opportunity work into an ordered workspace
Watch out for
- AI features have separate pay-per-use charges
- Property reports and signature sends have monthly allowances
Best for
- Real-estate investment teams requiring explicit next actions for each opportunity
Sources
- CarrotCRM plans and access (Oct 27, 2026)
- CarrotCRM action workflow (Oct 27, 2026)
- InvestorFuse - the CRM for Real Estate Investors (Oct 25, 2026)