We can’t stress enough the importance of workflow automation and setting up your own Locating CRM. We’ve created hundreds of apartment locating websites and unfortunately seen many of those locators quit the business within a year. Most of the time it boils down to the lack of systems to run the business, not their ability as a locator.
The value of systems is easily demonstrated by annual revenue. One of our clients consistently makes over $250,000 per year as a locator. Approximately 25-30 clients break six-figures each year. Most full-time locators make around $40,000 – $50,000.
There’s no secret to making more money. Business owners that generate more revenue simply create and maintain systems. Manual tasks prevent growth so automating your process is the key to growing your business. If you’re not tech savvy and automation sounds intimidating, rest assured it’s pretty simple. Systems run the business; your team run the systems.

Salesmate Partnership
Over the years we’ve evaluated hundreds of real estate CRM’s, and we’ve decided to partner with Salesmate.io. We don’t want to build our own CRM, but they allowed us to build a Locating CRM template using their platform. To get the template, login to your Locator IDX and click Locating CRM from your home page.
Lead & Sales Automation
After a two week free trial, the cost of the Growth plan is only $30/month per user or $24/user for a 12 month subscription. It’s a low-cost CRM that can automate practically every step of your process and integrates directly with your Locator IDX.
Lead Management
- Bulk Emails & Texts
- Email Campaigns
- Calling & Power Dialer
- Email Tracking
- Text Messaging
- Team Inbox
- Live Chat
- Lead Scoring
- Call Tracking
Sales Pipeline
- Visual Sales Pipeline
- Email & Calendar Sync
- Sales Activity Tracking
- Call Recording
- Account Management
- Contact Management
Sales Automation
- Sales Sequences
- Sales Automation
- Lead Assignment
- Activity Automation
Sales Intelligence & Reports
- Report Library
- Custom Reports
- Team Insights
- Custom Dashboards
- Sales Forecasting
- Sales Goal Tracking
Integrations
Mobile Sales
- iPhone & iPad
- Android
- Inside Gmail
- G-Suite Apps
LOCATING TEMPLATE
EXCLUSIVELY FOR LOCATOR IDX SUBSCRIBERS
After you sign up for Salesmate their support team will apply our custom locating fields.
Custom Rental Fields
Our template includes custom locating fields for rental criteria for the contact database. Each contact record has a field for minimum and maximum rent, bedrooms, bathrooms, pets, washer & dryer, and many more fields specifically to track renters. When a lead is generated from your IDX, all of the contact information, rental criteria, and property information is entered into your CRM automatically.
Text & Email Templates
We’ve included 30 pre-written text and email templates. Drag and drop our templates into automated sequences for incoming leads. The CRM will send specific texts and emails on specific days to specific contacts. The CRM can nurture incoming leads. It can automate follow up after sending a list or your clients take property tours. It can automatically send guest cards to property managers. Automate any administrative task that takes your focus away from generating revenue.
Automated Sequences
Do you find yourself losing deals because you run out of time to follow up with leads who aren’t moving for 60 or 90 days? You can create a sequence of texts and emails to be sent automatically on specific days to nurture leads and keep them in your pipeline. We’ve included a sequence to email an invoice automatically on a specific date. If the commission isn’t received, an automatic follow-up email on day 31 and day 45. By sending email from the CRM you can see when the email is opened and if the manager clicked the link to view the invoice.
Sales Pipeline
You can assign each incoming lead to a deal. Each deal in the CRM has an estimated commission amount. The sales pipeline displays each commission amount and your estimated income for the next 30, 60, and 90 days. Seeing your pipeline in black and white will show you exactly how many leads you need to generate to reach your income goals.


5 WAYS A CRM CAN AUTOMATE YOUR REVENUE
Duplicate your time
As a business owner, you should focus exclusively on income producing activities. With our CRM you can create a sequence to automatically send follow-up texts & emails to clients or leasing staff after a specific number of days. New incoming leads can be contacted by your CRM with a preliminary list from your IDX. Automating simple tasks will duplicate your time so you can focus on complex tasks that require your personal attention.


Commission Automation
The commission collection program from the National Association of Apartment Locators explains the quick timeline you need to follow for invoice collection. If you procrastinate, your chances of getting paid decrease significantly. With our CRM you can create a sequence to email an invoice automatically on a specific date. If the commission isn’t received, an automatic follow-up email on day 31 and day 45. By sending email from the CRM you can see when the email is opened and if the manager clicked the link to view the invoice.
Predictable Income
Having a centralized CRM and integrated lead generation system gives you the power to predict your income. With our CRM you can assign each incoming lead to a deal. Each deal in the CRM has an estimated commission amount. The CRM pipeline displays each commission amount and your estimated income for the next 30, 60, and 90 days. Seeing your pipeline in black and white will show you exactly how many leads you need to generate to reach your income goals.


Nurture long term leads
Do you find yourself losing deals because you run out of time to follow up with leads who aren’t moving for 60 or 90 days? With our CRM you can create a sequence of texts and emails to be sent automatically on specific days to nurture leads and keep them in your pipeline.
Control your contact database
If your broker controls access to your CRM, you don’t have control over your business. Even if you export contact phone numbers and email addresses, you lose the transaction history that can be instrumental in repeat and referral business. Automate your revenue by setting up your own CRM that you control and becomes your business asset.
