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

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.

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.

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.

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.

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 :)

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.

Everything worked according to expectations and needs

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.

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.

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.

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

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.

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.