[Note from editor: The “Mastermind Showcase” highlights companies and news from members of GEM Diamond. Today’s showcase: Trackxi]
Trackxi is a real estate deal management software platform for real estate agents and teams. It simplifies deal management and task tracking with the following offerings:
- Transaction dashboards provide visual overviews of all transactions for agents to monitor progress and address issues promptly.
- Task Calendars to facilitate planning and management of daily, weekly, and monthly tasks.
- Real estate-specialized prospect management to manage the client journey from lead generation to closing.
- Automated email templates to streamline communication.
- Collaboration tools to share transaction details and contracts with all parties in the transaction.
- Visibility for clients to provide transparency and demonstrate agent value.
- Customizable workflows, calendar integration, a client management portal, annual target setting/tracking, and integrations like Earnnest.
What we like: Developed by experienced real estate professionals and operating in between a CRM and transaction (compliance) management tracking, Trackxi competes with generic project management platforms like Excel, Asana, Trello, and Salesforce by optimizing workflows for the real estate industry.
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*Part of the 2024 REACH cohort.