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.
Collaboration
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
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
Ready-to-use email templates to send personalized emails to your clients and partners in seconds.
Customizable Workflows
Customize your workflows to fit your unique business processes and needs.
Automation
Keep in touch with your clients with automated home anniversary emails and birthday emails etc. ensuring that you never miss a chance to connect with them.
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.
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.
Contact Management
Easily import contact data from almost any source – and create customized exports for mailing lists and email marketing.
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.
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
Integration
Integrate with other tools, such as Gmail and skyslope, to streamline your workflow and increase efficiency, If you need more integration contact us.
Calendar Integration
You can seamlessly view your Trackxi tasks in your preferred calendar applications
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.
Email Templates
Ready-to-use email templates to send personalized emails to your clients and partners in seconds.
Collaboration
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.
Customizable Workflows
Customize your workflows to fit your unique business processes and needs.
Transaction Tracking and Management
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.
Automation
Effortlessly automate emails with condition-based triggers, ensuring timely actions and seamless communication, so you never miss an opportunity to connect.
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.
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.
Calendar Integration
You can seamlessly view your Trackxi tasks in your preferred calendar applications
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.
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
Contact Management
Easily import contact data from almost any source – and create customized exports for mailing lists and email marketing.
Integration
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.
Document Storage
You can effortlessly save all your contract files and relevant documents within each transaction
