All Trackxi Reviews
1-12 of 12 Reviews
Sort by
Ruben
Verified reviewer
Real Estate, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Great Management Tool!
Great product from people in the industry, I think it will be a good fit for many.
PROSI 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.
CONSThere 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.
Emily
Real Estate, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2023
Keeping My Team Organized!
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.
PROSWhat 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.
CONSIntegration 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 :)
Reason 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.
Farah
Construction, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Great client pathway management
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.
CONSEverything worked according to expectations and needs
Miles
Real Estate, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Easy to use and an unbelievable time saver.
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.
PROSOnce 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.
CONSThere 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.
Reason 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.
Emma
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
A valuable tool for our team!
I have really enjoyed using Trackxi. The support team has been great with taking suggestions and making the program even more helpful.
PROSSimple 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.
CONSMy 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
Jeanette
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
BEST TC Software Out There!
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!
PROSI 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.
CONSMost of the negatives that have really mattered have already been or are being addressed by Trackxi.
Reason 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
Jason
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Trackxi Is What I Have Search High and Low For
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.
PROSEase of use and lack of overwhelming complexity. It is close to the perfect CRM for "Prospects".
CONSIt 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.
Becki
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2023
Trackxi Team Listens
[sensitive content hidden] has been absolutely fantastic before I joined Trackxi and afterward too, which is refreshing while learning a new program. He listens to my questions, suggests call meetings, and then follows up with an email. 5-Stars!
PROSThe Trackxi team is always friendly and answers my questions, and listens to my suggestions to help improve their product for my business use. They also follow up with a summary of new improvements that I may not have thought of but definitely can be used in my profession.
CONSI wish that if an email address is incorrect or doesn't accept an email sent from Trackxi, could notify me quicker. I mistyped an email address and didn't receive an undeliverable email until several days later.
Reason for choosing Trackxi
na
Reasons for switching to Trackxi
Price and also the customer support-definately.
Paul
Real Estate, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Highly recommend this product
We have been able to reduce the amount of time spent managing a transaction significantly. This is a product we use every day -all day to manager transaction work flow and time lines. We are having depended on it and again recommend this to anyone needing a transaction/task management program.
PROSOur transaction support team utilizes this product every day to track all of our transactions. The visual workflow, variety of features and layouts make this product something I've never seen before. I highly recommend this to anyone who needs task or transaction management.
CONSI can't really list any cons at this time. Thus far the team and the product have been highly responsive and very easy to use.
Reasons for switching to Trackxi
Flexibility, value, visual, layout, simplicity of use, etc. etc.
Ashlee
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Simple transaction timeline tool for everyone!
The team is always available to help and solicit feedback. I haven't worked with a more hands on company!
PROSIt was easy to customize for use in mortgage.
CONSI 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
Kristin
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Transaction Support Team Loving Trackxi
The task management aspect of Trackxi helps us to stay on top of transactions and the share feature increases our level of transparency and accountability with the agents we work with.
CONSThere are many wishlist items that [sensitive content hidden] is aware of :)
Melissa
Real Estate, 11-50 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Trackxi is transaction management PLUS!
When using Trackxi, agents and admin can easily see what duties are due and already completed.
CONSDon't have integration with Skyslope yet, as far as I know.