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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Locate Next is an online skip tracing solution designed specifically for real estate teams, which encompasses wholesalers, investors, acquisition groups, and surplus recovery firms. Participants can upload lists of property owners in either CSV or Excel formats, align source columns with the corresponding search fields, and preview both the searches and the anticipated maximum costs prior to proceeding. Once processed, the platform provides potential owner contact matches along with records linked to LLC filings, enabling users to assess and choose contacts before exporting the data. Users have the option to download the information while maintaining original columns and record IDs, utilize templates tailored for specific CRM systems, or set up automated processing of lists within defined financial limits. Additionally, Locate Next features complimentary tools that assist users in verifying CRM CSV files and calculating estimated list costs. This streamlined workflow equips teams to effectively compile owner-contact lists for outreach and follow-up efforts, while also granting them the opportunity to review matched records to ensure accuracy prior to making contact. Ultimately, Locate Next enhances the prospecting process and supports informed decision-making for real estate professionals.

Description

Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$0.17 per qualifying search
Each qualifying search costs $0.17 and is deducted from a prepaid balance. Top-ups start at $10. Searches with no result, failed searches, or results reused within 30 days are not charged.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Locate Next

Website

www.locatenext.com

Vendor Details

Company Name

Merlin Business Software

Founded

1974

Country

United Kingdom

Website

www.merlinbusinesssoftware.com/our-software/contact-management/

Product Features

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

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