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Trackxi

Overview
Reviews

Trackxi 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Trackxi
Trackxi
5.0
(14)

Pricing

Starting at $39.00 per month

About Trackxi

Trackxi is a modern, AI-powered real estate transaction management software designed to simplify, automate, and track every step of the real estate deal, helping users close transactions faster and more efficiently.

Built for real estate agents, teams, transaction coordinators, and brokerages. Trackxi streamlines workflows by replacing manual checklists, spreadsheets, and scattered updates with a centralized, cloud-based platform that keeps everyone on the same page. It enables seamless collaboration with clients and partners while providing complete visibility at every stage.

With features like visual timelines, automated reminders, customizable workflows and integrated communication that sends timely updates to all parties, Trackxi ensures everyone stays informed, avoids missed deadlines, and enhances client satisfaction.

Trackxi’s AI Assistant allows users to get answers directly within the chatbot. Meanwhile, Trackxi’s AI Sales Document Extraction feature speeds up the transaction creation by automatically extracting the key details - saving time and reducing manual work while avoiding errors. Trackxi helps real estate professionals stay organized, accountable, and in con...

trol - all in one platform.

Trackxi Screenshots

0
0
1
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Trackxi Pricing and Plans

Starting price: $39.00 per month
Free Trial
Free Version

Agent Plan

$39.00

flat rate, per month

Plan includes:

  • 1 Active Team member
  • 10 Active Transactions
  • 2,500 Contact
  • CRM
  • Unlimited Prospect Management
  • Deal Management
  • File Management
  • Integration(Email, Calender)
  • Deal Sharing
  • Help Via Email
Read More

Teams & Transaction Coordinators (TCs)

$69.00

flat rate, per month

Plan includes:

  • 5 Active Team member
  • 100 Active Transactions
  • 10,000 Contact
  • CRM
  • Unlimited Prospect Management
  • Deal Management
  • File Management
  • Integration(Email, Calender)
  • Deal Sharing
  • Help Via Email
Read More

Super Teams & TCs

$199.00

flat rate, per month

Plan includes:

  • 10 Active Team member
  • 1000 Active Transactions
  • 50,000 Contact
  • CRM
  • Unlimited Prospect Management
  • Deal Management
  • File Management
  • Integration(Email, Calendar)
  • Deal Sharing
  • Help Via Email
Read More
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Trackxi Features

  • Popular features found in Real Estate CRM
    Campaign Management
    Client/Property Matching
    Contact Database
    Document Management
    Email Marketing
    Lead Capture
    Lead Nurturing
    Referral Tracking
    Reporting/Analytics
    Segmentation
    Workflow Management
  • More features of Trackxi
    Access Controls/Permissions
    Activity Dashboard
    Activity Tracking
    Agent Management
    Alerts/Notifications
    Calendar Management
    Client Management
    Commission Management
    Communication Management
    Contact Management
    Deal Management
    File Sharing
    Lead Management
    Lead Qualification
    Listing Management
    Opportunity Management
    Pipeline Management
    Status Tracking
    Task Management
    Template Management
    Third-Party Integrations
    Transaction History
    Transaction Management

Trackxi Integrations

Microsoft Outlook
Microsoft Outlook
Google Calendar
Google Calendar
Follow Up Boss
Follow Up Boss
Gmail
Gmail

Trackxi User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.9

Value for money

5.0

Customer support

5.0

Functionality

4.8

Carol's profile

Carol G.

Verified reviewer

Real Estate

10000+ employees

Used monthly for free trial

Review source

Reviewed May 2024

Awesome Product

5

Vijay is awesome, he jumped on a zoom call with me and took me through a comprehensive demo of the platform, and even shared his personal experiences as a Real Estate agent, both working with the system himself, and just practical advice as a professional in the industry. His enthusiasm about the product lets you know you are in good hands.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
The system takes you from using written checklists, to a visual workflow of your transactions from start to finish. It streamlines what can be a complicated maze of activities and organizes it into easy to follow lists, that can be shared with anyone that is a party to the transaction.
Cons:
It is minimalist, but in its simplicity it eliminates unnecessary fluff

Read More

MP

Miles P.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2023

Easy to use and an unbelievable time saver.

5

The system is easy to use and can give you a huge gain in time spent on organization and upkeep, plus the development team and support have been very helpful and communicative when needed.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
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.
Cons:
There are some features that feel like they have room for improvement, but from what I've heard from the developers, they are aware and working on updates.

Reasons for choosing Trackxi

More streamlined in it's setup and organization, plus it's currently focused on Real Estate specifically which is ideal of us. They have a larger focus on the needs of individual Agents vs the management of Brokerages, which is what most of the larger systems seemed to do.

Read More

FS

Farah S.

Verified reviewer

Construction

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2023

Great client pathway management

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I use this system for pre templated buyer and seller pathways during transactions. This help our clients receive a high level of communication and our team maintain an even flow high standard of service without dropping the ball.
Cons:
Everything worked according to expectations and needs

Read More

JK

Jason K.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2023

Trackxi Is What I Have Search High and Low For

5

Trackxi is exactly what I was looking for! I searched many options and ended up using one of the expensive "high end" CRM's that our company offered. I was VERY disappointed in that system. Moving to Trackxi was a breath of fresh air. It gave me transaction management that I didn't even know I wanted and gave me the perfect contact management system for prospects in my business. I would highly recommend Trackxi for any real estate professional that wants a simple system for managing prospects and/or transactions.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Ease of use and lack of overwhelming complexity. It is close to the perfect CRM for "Prospects".
Cons:
It could use a little more functionality and detail to its "Contacts" section of its CRM.

Reasons for switching to Trackxi

kvCORE was VERY complex and is not user friendly. It has many functions I didn't need and tried to perform tasks I did not want it performing. In my experience, it was very cumbersome, complex and had very limited usefulness.

Read More

ES

Emily S.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2023

Keeping My Team Organized!

5

Working with Trackxi has been a breeze- every time we have a question or a need we're able to get help right away! The Trackxi team has also been very generous to take our recommendations/suggestions in to consideration.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
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.
Cons:
Integration was/is a bit of a challenge simply because we're used to doing things a different way, it can be hard to break old habits and utilize a new system to its full potential. In the future, I would love to have a section for project management/general to-dos that are not associated with a specific transaction. It would also be nice to be able to track items that are "out for signature" all on one place. Lastly, I think it would be really awesome to have a team chat feature where you can message in real time with your teammates :)

Reasons for choosing Trackxi

We chose Trackxi over other products, because it was designed specifically with Real Estate Transaction Coordination in mind. All the other systems we've looked into would have taken much more time to build out and edit to fit our specific needs.

Read More

JA

Jeanette A.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2023

BEST TC Software Out There!

5

The [sensitive content hidden[ has been amazing and really listens/values our feedback on changes that we have needed in Trackxi to make it work better for us!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
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.
Cons:
Most of the negatives that have really mattered have already been or are being addressed by Trackxi.

Reasons for choosing Trackxi

This is the best there is out there for our needs and how we operate our business!

Reasons for switching to Trackxi

TCWF was closing, and we needed to make a switch.

Vendor Response

Thank you Jeanette for all your great feedback and using Trackxi like it was meant to be! We love helping your business grow and make make your life a bit easier doing it. Thanks your leap of faith you took with Trackxi. We have many more exisitng featrues on the way. Stay tuned.

Replied May 2023

Read More

EL

Emma L.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2023

A valuable tool for our team!

5

I have really enjoyed using Trackxi. The support team has been great with taking suggestions and making the program even more helpful.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Simple yet powerful. I love that you can integrate templates 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.
Cons:
My only critique would be that the option to add a person to contacts when creation a new transaction is not the most obvious. I found the button by accident and think adding a "Add" button or something similar instead of the 3 dots may be more user friendly.

Reasons for switching to Trackxi

Trackxi is real estate geared therefore we did not have to manually build out the program for our needs and the transition was much more seamless.

Vendor Response

Thank you Emma for the great and also the constructive feedback. We will fix it in the next release.

Replied May 2023

Read More

PT

Penny T.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Review source

Reviewed June 2024

Trackxi is The One

5

After much research Trackxi was the one Real Estate Transaction Tracker, Client, and Project Management platform that caught our attention. The support falls right in line with the owner's commitment to providing a quality product and experience. We are continuing to learn all that this software can do for us and are excited to see how they grow along with their client base. A fan of this product!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
For starters, the [sensitive content hidden]. He provided top-shelf service to this new user. He is highly successful in our real estate industry...but genuinely modest. Nice to work with. He has a unique appreciation and expansive knowledge of how it all works and has been able to pull a team together to provide the industry with this tool. Priceless if you ask me.
Cons:
Cannot honestly constribute here, as I am still a bit green at using the software. What I like least is my own learning curve.

Read More

Ruben's profile

Ruben I.

Verified reviewer

Real Estate

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed February 2023

Great Management Tool!

5

Great product from people in the industry, I think it will be a good fit for many.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I liked that it is a software created by real estate agents and TCs for real estate agents and TCs. It has what I need and use and very little of what I don't. I hate paying for features I never use.
Cons:
There are features like Skyslope integration or Google calendar integration that are on their list of updates but it would be nice to have these available sooner.

Read More

AN

Ashlee N.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed May 2023

Simple transaction timeline tool for everyone!

5

The team is always available to help and solicit feedback. I haven't worked with a more hands on company!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It was easy to customize for use in mortgage.
Cons:
I would love to be able to bulk update multiple transactions at once.

Vendor Response

Thank you Ashlee for the great review and thinking outside of the box to find tools to help your Mortgage clients.

Replied May 2023

Read More

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