Effectively Manage Your Leads

You just got a lead, awesome, now what?

Move leads through your sales process


InvestorCarrot’s platform makes it easy to manage your lead workflow.

Once a lead opts in on your website you will be notified by email and/or SMS text.

After you chat with the lead you can move them where they need to go in your lead manager.

  • Leave notes on conversations
  • Quickly search specific forms for leads
  • Search functionality to look for lead by name or address
  • Plus more

View the official blog post and help center tutorial.