Process contracts 4X faster with AI-powered data extraction! Simply upload your PDF documents, and Trackxi will automatically pull key details like names, prices, dates, contingencies, etc, and create your entire transaction-it's almost like magic!
Effortlessly share transactions, contacts, notes, and tasks with your team and partners-instantly. With full control over what you share and with whom, you ensure smooth, secure, and efficient collaboration every step of the way.
Trackxi’s patented visual interface makes it easy to track deals at a glance. Each task can trigger a series of automated workflows with clear steps and deadlines, keeping everyone organized effortlessly!
Keep all your contracts and documents organized in one secure place. Trackxi streamlines compliance, guiding you through every essential step so you stay ahead, stay organized, and maintain a professional edge with buyers and sellers.
Keep your clients and transaction partners effortlessly informed every step of the way. With real-time updates and a clear, easy-to-follow overview, you build trust, eliminate confusion, and ensure nothing falls through the cracks.
Never miss a beat with automated emails triggered for all key milestones. From follow-ups to deadline reminders, Trackxi keeps your deals on track and your clients engaged-effortlessly.
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
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.
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.
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.
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.
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.
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.
Visualize all deals on one dashboard for tracking and prioritization.
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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.