Related Products
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About
Tax planning checklist is important for ensuring accurate and timely filing of taxes, as well as taking advantage of available deductions and credits. Bookkeeping and accounting checklists are important for ensuring accuracy and compliance with accounting principles and regulations. Budgeting and forecasting checklists are important tools for ensuring that all aspects of the budgeting and forecasting process are properly completed and that financial reports are accurate and reliable. A client intake checklist is essential for helping agencies quickly and accurately collect the necessary information from their clients to ensure the successful delivery of services. Reporting and analytics checklists are important tools for helping marketers measure the effectiveness of their advertising campaigns and identify areas for improvement.
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About
Trackxi is an AI-driven platform designed for real estate agents, teams, transaction coordinators, and brokerages. It simplifies and automates every step of the transaction process, replacing manual checklists and spreadsheets with a centralized, secure, and easy-to-use interface. Features like visual timelines, automated reminders, customizable workflows, and integrated communication ensure accurate tracking, timely updates, and enhanced accountability. Trackxi’s AI Assistant delivers instant answers, while AI-powered Sales Document Data Extraction speeds up transaction creation, reducing errors and saving time. Trusted by real estate professionals, Trackxi streamlines every transaction, ensuring efficiency, accuracy, and client satisfaction.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies looking for a platform that uses AI to create a custom checklist template for any process
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Audience
Agents, teams, transaction coordinators and brokerages
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$39/month
CRM - Free
Agent Plan – $39/month or $399/year (Save $69) Teams & Transaction Coordinators (TCs) – $69/month or $699/year (Save $129) Super Teams & TCs – $199/month or $1,999/year (Save $389)
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAI Checklist Generator
checklistgenerator.ai/
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Company InformationTrackxi
Founded: 2022
United States
trackxi.com
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Alternatives |
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Categories |
Categories |
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Real Estate Transaction Management Features
Accounting
Not Supported
Appointment Scheduling
Not Supported
Commission Management
Supported
Contract Management
Not Supported
Critical Date Alerts
Supported
CRM
Supported
Document Templates
Not Supported
Electronic Signature
Not Supported
File Sharing
Supported
Task Management
Supported
Transaction Review
Supported
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Integrations
Cloud CMA
Not Supported
Follow Up Boss
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
Microsoft Outlook
Not Supported
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Integrations
Cloud CMA
Supported
Follow Up Boss
Supported
Gmail
Supported
Google Calendar
Supported
Microsoft Outlook
Supported
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