Trackxi is a deal tracker software solution for agents, teams and transaction coordinators, it also so has light CRM.
Author: Greg Robertson
One thing I’ve discovered about myself is that I really enjoy the beginning phase of starting a company. Building a team, fleshing out the idea of a product, branding, positioning, pricing, billing, go to market, etc. Once that part is done is more of a matter of managing and optimizing (which I kind of like too). That’s why I always enjoy talking to new vendors, hearing their ideas, and if I like the idea/founder seeing if I can match them with the right people.
That’s exactly why I’m started working as an advisor with Trackxi. Trackxi is a deal tracker software solution for agents, teams and transaction coordinators, it also so has light CRM. It’s more a project management solution than a “transaction manager”, it doesn’t have any MLS integration or does it incorporate forms natively. In that way it’s a very opinionated piece of software. Trackxi is pre-loaded with deal workflows (tracks?) that agents can share with their clients and other people involved in the deal. It has a kind of “pizza tracker” data viz element that clients can view to see what tasks have currently been completed, what tasks are in progress, and tasks that haven’t been started. Which I think will be great for buyer’s agents showing their value.
You can use Trackxi to track pretty much anything. One client used it to plan her wedding. I think beyond tracking deals you can make templates like “First 90 days as a real estate agent”, “Kick start your real estate business.” , etc.
Another reason I’m working with Trackxi is their co-founder Vijay Gopalswamy. Vijay lives in Portland, Oregon and is bootstrapping the company. Vijay started as an agent and later a broker and Trackxi was born from some of the lessons he learned with starting a team. Vijay is a pretty humble guy and has an interesting background. I interviewed him on Listing Bits that I will share later today.
I’m actually not sure what being an “advisor” really means. But I am having super fun working with Vijay; brainstorming messaging, positioning and company strategy. Our hope is that these discussions and work translate to getting Trackxi available to more agents.
