Real Estate CRM

Looking For A Real Estate CRM?

Early Reminders
Track Call & Emails
Automate Workflows
Custom Stages For Sales Process

CRM Features that make Closing Easier

Early Reminders

Document Storage

Get automatic reminders and notifications so you never miss an important client interaction.

Client Management

Keep track of all your clients in one place. Easily add, edit, and manage client information.

Customizable Stages

Complete Deal Tracking

Create custom stages for your sales process, so you can track where each client is in the journey.

Team Collaboration

100% Transparency for Buyers, Sellers, & Everyone Involved

Collaborate with team members to ensure each client is taken care of and nothing slips.

Segment Clients

Collaborate Seamlessly with Your Team

Segment clients based on their stage in the process to better target your communication.

Contact Activities

Effortless Compliance & Document Management

Track calls, emails, and meetings so you can always refer back and follow up with context.

Client Management

Keep track of all your clients in one place. Easily add, edit, and manage client information.

Early Reminders

Document Storage

Get automatic reminders and notifications so you never miss an important client interaction.

1,000+ Agents & Teams are successfully using Trackxi to manage their Buyers & Sellers

AI-Powered Transaction Management

Trackxi – More Than CRM, Designed for Real Estate Professionals

Compliance & Document Tracking

Document Storage

You can effortlessly save all your contract files and relevant documents within each transaction

Task Management

Create, assign, and track tasks related to your transactions using interactive dashboards and visualizations. Receive automated reminders for upcoming deadlines to ensure nothing falls through the cracks.

Team Collaboration Tools

Complete Deal Tracking

Easily collaborate with your team and partners by sharing transactions, contacts, notes, activities, and tasks with just one click. You have full control over what you share and with whom, ensuring a smooth and streamlined workflow.

Transaction Management Tool

100% Transparency for Buyers, Sellers, & Everyone Involved

Keep track of all your transactions from listing to closing. Easily manage 1 to 100+ transactions at a time. Get a high level overview and prioritize your day easily.

Email Templates

Collaborate Seamlessly with Your Team

Ready-to-use email templates to send personalized emails to your clients and partners in seconds.

Customizable Workflows

Effortless Compliance & Document Management

Customize your workflows to fit your unique business processes and needs.

Smart Automation for Seamless Transactions

Automated Reminders & Follow-ups

Effortlessly automate emails with condition-based triggers, ensuring timely actions and seamless communication, so you never miss an opportunity to connect.

Smart Automation for Seamless Transactions

Analytics & Progress Tracking

Real-time visualization of all your deals on a single dashboard to keep track of your (and your team’s) progress towards closing.

Smart Automation for Seamless Transactions

Business Dashboard

Manage the entire client journey from lead generation to closing by tracking their progress, preferences, and behavior. Keep your clients informed with real-time updates through a customizable client portal.

Smart Automation for Seamless Transactions

Client & Contact Management

Easily import contact data from almost any source – and create customized exports for mailing lists and email marketing.

Smart Automation for Seamless Transactions

Transaction and Task Calendar

Plan your and your team's tasks for the day, week, or month ahead of time using the Transaction and Task Calendar.

Smart Automation for Seamless Transactions

Lock box & Password Manager

Keep all your lockbox information and password hints in a central location which can also be shared with your team

Smart Automation for Seamless Transactions

Integrations

Integrate with other tools, such as Calendar, Email, Skyslope, Cloud CMA, Earnnest, and Follow Up Boss to streamline your workflow and increase efficiency, If you need more integration contact us.

Compliance & Document Tracking

Document Storage

You can effortlessly save all your contract files and relevant documents within each transaction

Task Management

Create, assign, and track tasks related to your transactions using interactive dashboards and visualizations. Receive automated reminders for upcoming deadlines to ensure nothing falls through the cracks.

Trackxi A Simple Yet Powerful CRM

Other CRM

Complex & outdated design

Long setup & training times

Add-ons required for most users

Expensive and per seat pricing

Trackxi

Simple & focused prospect management

Easy to onboard with built-in stages

All inclusive pricing

Affordable for agents & teams, block pricing

Bonus : Transaction & Contract files management included

Real Estate CRM That Works for You

Manage Leads, track properties, and follow up with clients- all from one powerful platform.

Upgrade To Trackxi Today!

Ready to experience Trackxi saving 90% of your time?

Join the future of real estate transaction management today!

Get 14 Day FREE Trial

Save more than 90% of your time. Simple & User friendly

Emily

Owner of TC Business

"What I like most about Trackxi is that it's a "one stop shop" when it comes to transaction coordination. Once you have the system set up for your team's preferences- you can track EVERYTHING: timelines, to-dos, projects, new client follow up etc."

Craig C Rowe

Reviewer & Writer @ Inman.com

"Trackxi is an app for managing all the little things that hamper progress between signature and closing. It’s more of an activity management solution, and it’s very good at it. Top selling points: a) Unique visual deal trackers b) Greatly reduces per-deal email c) Smart task management d) Client interaction e) Works alongside existing products"

Malia Spencer

Writer - Portland Business Journal Inno

Trackxi helps to track tasks and offers visibility across the process of a sale for buyers, sellers, agents, lenders and title companies. It also has tools for agents to develop new business. Trackxi replaces old tracking systems that people have cobbled together from spreadsheets and other existing real estate software.

My Home - a WFG Company

Williston Financial Group Company

Modern experience with very little learning curve. If you’re a Real Estate agent, transaction coordinator, or brokerage owner and are tired of using checklists, spreadsheets, and antiquated software to manage your business, you need Trackxi – the core agent-friendly business management software.

Trevor James

The close - Real Estate Writer

Best Overall Real Estate Transaction Management Software - Trackxi. There’s quite a bit to like about Trackxi. Beauty is in simplicity. It does what it’s supposed to do, and does it very well. Trackxi is a great solution for agents or teams seeking a budget-friendly, transaction-focused solution with basic CRM features.

Paul

Brokerage President/CEO

We have been able to reduce the amount of time spent managing a transaction significantly. This is a product we use every day -all day to manage transaction work flow and timelines. We are having depended on it and again recommend this to anyone needing a transaction/task management program.

Emma

Transaction Coordinator

Simple yet powerful. I love that you can intergrate templated and automate the entire experience. Trackxi helps save so much time when opening new transactions and our team is able to work together and stay updated across the board. Having a program geared specifically toward our needs has made the transition easy and pleasant.

Jeanette

Owner of TC Business

AMAZING platform for TCs & agents I love how we can customize each agent's task list and add additional tasks during the transaction. We are used to a robust spreadsheet, so this is similar in we can still get a 1,000 ft view, but we are able to customize it and be way more accurate than we could with our spreadsheet.

Melissa

Transaction Support

Trackxi is transaction management PLUS! When using Trackxi, agents and admin can easily see what duties are due and already completed.

Miles

Assistant Real Estate Agent

Once you understand the basics of loading transactions and utilizing the templates, it allows for so much customization of your tasks that it really does feel like you can set up a transaction then pretty much forget about it. The daily emails with to-do tasks also helps a lot if you don't want to log in every day.

Emily

Owner of TC Business

What I like most about Trackxi is that it's a "one stop shop" when it comes to transaction coordination. Once you have the system set up for your team's preferences- you can track EVERYTHING: timelines, to-dos, projects, new client follow up etc.

Emily

Owner of TC Business

"What I like most about Trackxi is that it's a "one stop shop" when it comes to transaction coordination. Once you have the system set up for your team's preferences- you can track EVERYTHING: timelines, to-dos, projects, new client follow up etc."

Craig C Rowe

Reviewer & Writer @ Inman.com

"Trackxi is an app for managing all the little things that hamper progress between signature and closing. It’s more of an activity management solution, and it’s very good at it. Top selling points: a) Unique visual deal trackers b) Greatly reduces per-deal email c) Smart task management d) Client interaction e) Works alongside existing products"

Malia Spencer

Writer - Portland Business Journal Inno

Trackxi helps to track tasks and offers visibility across the process of a sale for buyers, sellers, agents, lenders and title companies. It also has tools for agents to develop new business. Trackxi replaces old tracking systems that people have cobbled together from spreadsheets and other existing real estate software.

My Home - a WFG Company

Williston Financial Group Company

Modern experience with very little learning curve. If you’re a Real Estate agent, transaction coordinator, or brokerage owner and are tired of using checklists, spreadsheets, and antiquated software to manage your business, you need Trackxi – the core agent-friendly business management software.

Trevor James

The close - Real Estate Writer

Best Overall Real Estate Transaction Management Software - Trackxi. There’s quite a bit to like about Trackxi. Beauty is in simplicity. It does what it’s supposed to do, and does it very well. Trackxi is a great solution for agents or teams seeking a budget-friendly, transaction-focused solution with basic CRM features.

Paul

Brokerage President/CEO

We have been able to reduce the amount of time spent managing a transaction significantly. This is a product we use every day -all day to manage transaction work flow and timelines. We are having depended on it and again recommend this to anyone needing a transaction/task management program.

Emma

Transaction Coordinator

Simple yet powerful. I love that you can intergrate templated and automate the entire experience. Trackxi helps save so much time when opening new transactions and our team is able to work together and stay updated across the board. Having a program geared specifically toward our needs has made the transition easy and pleasant.

Jeanette

Owner of TC Business

AMAZING platform for TCs & agents I love how we can customize each agent's task list and add additional tasks during the transaction. We are used to a robust spreadsheet, so this is similar in we can still get a 1,000 ft view, but we are able to customize it and be way more accurate than we could with our spreadsheet.

Melissa

Transaction Support

Trackxi is transaction management PLUS! When using Trackxi, agents and admin can easily see what duties are due and already completed.

Miles

Assistant Real Estate Agent

Once you understand the basics of loading transactions and utilizing the templates, it allows for so much customization of your tasks that it really does feel like you can set up a transaction then pretty much forget about it. The daily emails with to-do tasks also helps a lot if you don't want to log in every day.

Miles

Assistant Real Estate Agent

Once you understand the basics of loading transactions and utilizing the templates, it allows for so much customization of your tasks that it really does feel like you can set up a transaction then pretty much forget about it. The daily emails with to-do tasks also helps a lot if you don't want to log in every day.