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AI-Powered Transaction Management
Trackxi - Best All In One Software For Real Estate Agents
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.
Document Storage
Document Storage
You can effortlessly save all your contract files and relevant documents within each transaction
Collaboration
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 Tracking and Management
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
Automation
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
Business Dashboard
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
Client Management
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
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 manager and other tools
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.
Smart Automation for Seamless Transactions
Calendar Integration
You can effortlessly save all your contract files and relevant documents within each transaction
Document Storage
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.
Streamlined Deal Management
Visualize all deals on one dashboard for tracking and prioritization.
Upgrade To Trackxi Today!
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.
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.
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.
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