# Trackxi Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Trackxi the right Real Estate Transaction Management solution for you? Explore 14 verified user reviews from people in industries like yours to make a confident choice.

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

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Trackxi

5 (14)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Trackxi

Ease of use

4.9

Customer Service

5.0

## Showing most helpful reviews

Showing 1-14 of 14 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Carol G.  
Real Estate Agent  
Real Estate  
Used the software for: I used a free trial

### "Awesome Product"

May 23, 2024

5.0

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

MP

Miles P.  
Assistant Agent & Transaction Coordinator  
Real Estate  
Used the software for: 6-12 months

### "Easy to use and an unbelievable time saver."

February 7, 2023

5.0

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.

Pros

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.

Cons

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.

Alternatives considered

[BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/)[dotloop](https://www.capterra.com/p/136372/dotloop/)[SkySlope](https://www.capterra.com/p/172896/SkySlope/)[Folio](https://www.capterra.com/p/191077/Folio/)[Paperless Pipeline](https://www.capterra.com/p/172897/Paperless-Pipeline/)

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.

Review Source

FS

Farah S.  
Principal Broker  
Construction  
Used the software for: 6-12 months

### "Great client pathway management "

October 14, 2023

5.0

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

JK

Jason K.  
Realtor  
Real Estate  
Used the software for: Less than 6 months

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

October 16, 2023

5.0

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

ES

Emily S.  
Transaction Coordinator  
Real Estate  
Used the software for: 6-12 months

### "Keeping My Team Organized!"

March 29, 2023

5.0

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/)

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.

Review Source

JA

Jeanette A.  
Transaction Coordinator  
Real Estate  
Used the software for: Less than 6 months

### "BEST TC Software Out There!"

March 30, 2023

5.0

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.

Reason for choosing Trackxi

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

Switched from

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

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

Review Source

Response from Trackxi

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  
Used the software for: Less than 6 months

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

March 29, 2023

5.0

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

Response from Trackxi

May 11, 2023

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

PT

Penny T.  
Administrative Assistant  
Real Estate  
Used the software for: Less than 6 months

### "Trackxi is The One"

June 5, 2024

5.0

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

Ruben I.  
Real Estate Agent  
Real Estate  
Used the software for: 6-12 months

### "Great Management Tool!"

February 9, 2023

5.0

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

Pros

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.

Cons

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.

Review Source

AN

Ashlee N.  
Mortgage Sales Assistant  
Financial Services  
Used the software for: 6-12 months

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

May 9, 2023

5.0

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

Response from Trackxi

May 11, 2023

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

BW

Becki W.  
Transaction Coordinator  
Real Estate  
Used the software for: 6-12 months

### "Trackxi Team Listens "

March 23, 2023

5.0

\[sensitive content hidden\] 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.

Reason for choosing Trackxi

na

Review Source

PK

Paul K.  
President/CEO  
Real Estate  
Used the software for: 6-12 months

### "Highly recommend this product"

March 14, 2023

5.0

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.

Pros

Our 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.

Cons

I 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.

Review Source

KA

Kristin A.  
Transaction Support Director  
Real Estate  
Used the software for: 6-12 months

### "Transaction Support Team Loving Trackxi"

March 14, 2023

5.0

Pros

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.

Cons

There are many wishlist items that \[sensitive content hidden\] is aware of :)

Review Source

MR

Melissa R.  
Transaction Support  
Real Estate  
Used the software for: I used a free trial

### "Trackxi is transaction management PLUS!"

March 15, 2023

5.0

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

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