You’re In! Your Seat Is Saved, But First…
Block out your calendar by adding this event to your Calendar below.
My aim is for this 90 minutes to give you the clarity, confidence, and momentum you need to not just motivate you… but equip you for a transformational year. Show up on-time, you’ll get my updated for 2025 Annual Planning Template download live on the call.
We will see you here (https://go.testcarrot.xyz/epic-live/) Jan 2nd @ 11:30am Pacific (2:30PM Eastern)
“Like many others, I needed this!
This was amazing! I’m more of a doer than a planner. Like many of others on this call. I needed this! Thanks for your time Trevor. Keep being awesome man!“
Keith Sant
Kind House Buyers
Introducing The All New Carrot CRM:
Never Lose Track of A Deal!
Automate your lead follow-up and take control of your business growth with visibility into data that matters most. Quickly understand lead flow, action statuses, deal details, campaign performance and more with more than 70 KPIs.
Why Carrot CRM

Designed for Real Estate
Carrot CRM has all the features you need to convert qualified leads into deals, plus customization options to align with the way you work.

World-Class Technology
Carrot CRM is built on the proven best-in-class technology and design of InvestorFuse (Carrot acquired InvestorFuse in 2022).

Not just an “add-on”
With all-in-one solutions, one feature inevitably falls behind. Carrot offers digital marketing tools and a CRM that are each at the top of their class.
What people are saying…

Joe Colaianni
Although it has only been a little over a month since we started with the platform it has proven to be a great experience. The team setup our entire account, and put us in position to seamlessly receive leads from our marketing campaigns. This top notch service has allowed me to focus on talking to sellers instead of trying to navigate through software I know little about…This is what I had been looking for, and I’m very glad I decided to add it to my business.

Nate Funkhouser
Dan Buys Houses
Three things I love the most about this platform:
- Total confidence in the support team. This is one of the greatest support teams you will find in any sort of CRM you use.
- Never lose track of your leads. The money is in the follow-up. With this platform, you will keep track of all the leads in your pipeline…this platform makes it so simple to use.
- This platform has helped our business grow from 20 deals in the first year to 40 deals this year, if not more. You will grow your revenue. They want to see you succeed.
Step-by-Step Actions

Hyper-focus on the right next step
Don’t lose deals because of inconsistent follow-up, forgotten tasks or manual lead management (I’m looking at you, spreadsheets). Improve lead follow-up with an action-based CRM that suggests the best next step. Carrot CRM’s decision trees make lead management impossible to mess up.

Property Reports
Understand properties at a glance
Knowing the financials and property specs on a potential opportunity helps you decide which deals are worth it and what your ROI might be. More data = smarter offers.
With Carrot CRM’s in-app Property Data Reports you don’t have to piece this information together from multiple sources. It’s all right there, included in your subscription!
Outreach Sequences

Automate your lead follow-up
If you’ve been trying to follow up with a lead for awhile, odds are you’ll eventually stop trying, leaving that lead to languish. Carrot CRM’s automated outreach sequences make sure no lead gets left behind. Craft your custom sequences by setting the types of outreach (text, voicemail, email, etc.), the message, the outreach timing and a next-step if the sequence finishes before the lead reengages. Sequences supercharge your productivity.
KPI Dashboards

Know exactly where you stand
Take control of your business growth with visibility into data that matters most. Quickly understand lead flow, action statuses, deal details, campaign performance and more with more than 70 KPIs. Gain insight into how many actions, touches, sequences, appointments, offers and contracts are completed each week so you can focus you efforts were they’re needed most.