# Trackxi Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Trackxi Software - reviews, pricing plans, popular comparisons to other Real Estate Transaction Management products and more.

Source: https://www.capterra.com/p/276478/Trackxi

---

# 

 Trackxi Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Trackxi

## What is Trackxi?

Trackxi is an AI-powered real estate transaction management software designed for agents, teams, transaction coordinators, and brokerages. It replaces spreadsheets, manual checklists, and scattered updates with one easy-to-use, cloud-based platform that keeps every deal on track. With visual timelines, automated reminders, and customizable workflows, Trackxi simplifies task management and ensures deadlines are never missed. Integrated communication sends timely updates to all parties, keeping everyone informed in real time, improving transparency, and enhancing client satisfaction. Trackxi’s AI Assistant provides quick answers, while its AI Sales Document Data Extraction feature speeds up transaction creation - reducing manual work and improving accuracy, so teams spend less time on paperwork and more time closing deals. Whether you’re managing a single transaction or hundreds, Trackxi helps you stay organized, accountable, and efficient - all from one modern platform.

## What is Trackxi used for?

[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)

Overall rating

Based on 14 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$39

Flat Rate, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Trackxi

5.0 (14)

VS.

[4.7 (673)](https://www.capterra.com/p/136372/dotloop/reviews/)

Starting Price

$39

Flat Rate, Per Month

Starting Price

$31.99

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (14)

Ease Of Use

4.5 (77)

Value For Money

5.0 (14)

Value For Money

4.5 (61)

Customer Service

5.0 (14)

Customer Service

4.6 (60)

## Trackxi alternatives

[4.5 (851)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.6 (601)](https://www.capterra.com/p/2732/Rent-Manager/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (601)](https://www.capterra.com/p/135182/ResMan/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.0 (76)](https://www.capterra.com/p/172896/SkySlope/reviews/)

Starting price

$1.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

72%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/276478/Trackxi/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Transaction Management

4.9 (12)

58.33% of 12 reviewers that rated this feature as important or highly important

Manage, record and track all business exchanges in form of money and its related interactions in the system

Workflow Management

5.0 (10)

60.00% of 10 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Transaction History

4.8 (9)

66.67% of 9 reviewers that rated this feature as important or highly important

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Alerts/Notifications

4.9 (7)

42.86% of 7 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Communication Management

5.0 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Manage and track all internal and external communication conducted via calls, email, text, or chat

Contact Management

4.7 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Trackxi 31 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

Manage contact details and communication with clients

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Create and send email blasts/campaigns

Public or private sharing of digital files such as documents, audio/video, images, and more

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Track all opportunities for potential sales and convert them into recurring revenue

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

View and track pertinent metrics to find patterns and gain insights from data

Group leads or contacts based on their specific characteristics

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Manage, record and track all business exchanges in form of money and its related interactions in the system

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.8 (14)

4.8

Based on 14 reviews

## Pricing

Value for money

5.0 (14)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/276478/Trackxi/pricing/)

Agent Plan

$39.00

Flat Rate,Per Month

It 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
-   One on one onboarding call

Teams & Transaction Coordinators (TCs)

$69.00

Flat Rate,Per Month

It 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
-   One on one onboarding call
-   Help via phone
-   Automation
-   3rd party integrations (SkySlope, Cloud CMA, Earnnest, FUB)
-   AI powered Transaction Automation
-   AI Assistant

Super Teams & TCs

$199.00

Flat Rate,Per Month

It 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
-   One on one onboarding call
-   Help via phone
-   Automation
-   3rd party integrations (SkySlope, Cloud CMA, Earnnest, FUB)
-   AI powered Transaction Automation
-   AI Assistant

Value for money

5.0 (14)

5.0

Based on 14 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (14)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (14)

5.0

Based on 14 reviews

## User reviews

Overall rating

5.0

Based on 14 reviews

Filter by rating

5(14)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

PT

Penny T.

Administrative Assistant

Real Estate

### "Trackxi is The One"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 5, 2024

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!

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Carol G.

Real Estate Agent

Real Estate

### "Awesome Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 23, 2024

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.

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JK

Jason K.

Realtor

Real Estate

### "Trackxi Is What I Have Search High and Low For"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 16, 2023

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.

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.

Switched from

[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

FS

Farah S.

Principal Broker

Construction

### "Great client pathway management "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 14, 2023

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Ashlee N.

Mortgage Sales Assistant

Financial Services

### "Simple transaction timeline tool for everyone!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 9, 2023

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

Pros

It was easy to customize for use in mortgage.

Cons

I would love to be able to bulk update multiple transactions at once.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 11, 2023

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

JA

Jeanette A.

Transaction Coordinator

Real Estate

### "BEST TC Software Out There!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 30, 2023

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!

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.

Switched from

[TCWorkflow](https://www.capterra.com/p/176814/TCWorkflow/)

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

Reasons for choosing Trackxi

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 11, 2023

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.

EL

Emma L.

Transaction Coordinator

Real Estate

### "A valuable tool for our team!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 29, 2023

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

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.

Switched from

[monday.com](https://www.capterra.com/p/147657/monday-com/)

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 11, 2023

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

ES

Emily S.

Transaction Coordinator

Real Estate

### "Keeping My Team Organized!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 29, 2023

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.

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 :)

Alternatives considered

[monday.com](https://www.capterra.com/p/147657/monday-com/)

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BW

Becki W.

Transaction Coordinator

Real Estate

### "Trackxi Team Listens "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 23, 2023

\[sensitive content hidden\] 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!

Pros

The 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.

Cons

I 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.

Reasons for choosing Trackxi

na

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MR

Melissa R.

Transaction Support

Real Estate

### "Trackxi is transaction management PLUS!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 15, 2023

Pros

When using Trackxi, agents and admin can easily see what duties are due and already completed.

Cons

Don't have integration with Skyslope yet, as far as I know.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/276478/Trackxi/reviews/)

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