Simplify Your Communication with Trackxi’s Smart Email Integration
In today’s fast-paced real estate world, staying connected instantly with clients and stakeholders is crucial. Trackxi’s Email Integration empowers users to send personalized, automated emails directly from the platform using your email address, streamlining communication and keeping everyone informed.
What is Trackxi's Email Integration?
Trackxi’s Email Integration enables agents, transaction coordinators, and brokers to send emails to clients and partners directly from the Trackxi platform.
With a built-in library of customizable templates and smart fields, agents can send polished, personalized messages in seconds.
Benefits of Trackxi and Email Integration
Streamlined Sending to All Parties
Communicate effortlessly with buyers, sellers, agents, lenders, TCs, title/escrow, and collaborators, all from within the appropriate transaction or contact list or from the prospects.
Time-Saving Templates & Personalization Smart Fields
Select from pre-built email templates that automatically pull in key details from the transaction. Alternatively, you can clone or copy the templates and customize them to suit your needs.
No Third-Party Tools Required
Skip the need for external email platforms. With Trackxi, everything from composing to scheduling emails happens in one integrated environment.
Streamlined Outbound Communication
Send emails directly from your email ID using Trackxi to assemble transaction information, including contingencies, effortlessly. Replies go straight to your inbox, keeping all your emails in your inbox which is what your buyers & sellers are used to. Trackxi is focused on sending amazing emails and updates while you stay in control of follow-ups right from your current inbox.
Automated Emails on Task Completion
Leverage automation to trigger emails based on task completion or key dates. For example, once an inspection is approved or a document is signed, Trackxi automatically sends the corresponding template-based email to the recipients without manual oversight. Of course only after your consent.
How It Works
Link your email account securely within Trackxi’s integration settings (supports popular providers like Google, Microsoft, etc)
Create your template or pick from existing templates, with personalized smart fields ready to auto-fill details like name, property address, or transaction date, etc
Manual Send: Click Email inside a transaction, choose recipients, preview to make sure everything is the way you like, and send emails instantly.
Automated Send: Set the email to fire automatically when a task is marked “completed” or on a certain date – Trackxi handles the rest.
Template Power
Fast, branded emails with personalized smart fields
On-Task Automation
Let your system handle emails triggered by completed tasks or specific dates
All-in-One Workflow
Send emails directly from Trackxi without switching tabs
Send from Your Email ID
By using your email address, replies go straight to your inbox
Why Trackxi’s Email Integration Stands Out?
Trackxi simplifies communication without overwhelming users or complicated workflows.
- Automated Triggers: Emails are sent automatically when tasks are completed, keeping transactions on track.
- Smart Personalization: Use templates with smart fields to personalize emails instantly.
- Seamless Workflow: Send emails directly from Trackxi for fast and focused communication.
The result?
Quicker, more reliable communication that boosts coordination and delivers a smoother client experience.
