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Ratings and Reviews 0 Ratings
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What is Trackxi?
Trackxi is a versatile Real Estate Deal Tracker tailored for agents, teams, and transaction coordinators, fostering transparency among all parties involved in transactions. By leveraging this platform, users can reclaim over 75% of their time while efficiently completing real estate deals with a professional touch. Its intuitive yet powerful features encompass transaction dashboards with eye-catching visuals, organized calendars for managing tasks and transactions, color-coded alerts for proactive notifications, automated templates, a real estate-specific CRM, document storage, and a plethora of additional tools, allowing real estate professionals to finalize deals more effectively than ever before. Trackxi empowers organizations of all sizes to enhance their business results while improving the overall experience for both realtors and their clients. Our commitment to ongoing enhancement and the creation of innovative solutions enables you to concentrate more on activities that drive revenue instead of getting overwhelmed by follow-up challenges. As we continue to expand, our vision is to set a new benchmark for transaction management within the real estate sector, ultimately leading to better outcomes for everyone involved. This commitment to excellence ensures that we remain a valuable partner in the real estate process.
What is Folio by Amitree?
Folio enables real estate agents to efficiently manage their transactions directly from Gmail or Outlook, while providing seamless integration with GSuite and Microsoft 365. With the trust of over 100,000 agents, Folio aids in timely closings, impresses clients, and generates more referrals.
This tool simplifies the process of wow-ing clients and keeping transactions organized, even during the busiest of times.
Folio operates within your existing email environment, utilizing AI to automatically identify emails pertinent to real estate transactions. It allows for the swift creation of shareable timelines for clients and colleagues with just a single click.
Additionally, Folio ensures your deals remain on schedule by offering transaction timelines and reminders that sync with your Google or Outlook Calendar. By consolidating all necessary emails, documents, and contacts into Smart Folders, Folio streamlines your workflow, making it unnecessary to search for important files ever again. Everything you need is conveniently organized and accessible!
Integrations Supported
Gmail
Google Calendar
Microsoft Outlook
Cloud CMA
Follow Up Boss
Integrations Supported
Gmail
Google Calendar
Microsoft Outlook
Docusign
Google Contacts
Google Drive
Microsoft 365
API Availability
API Availability
Pricing Information
$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)
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
Free Trial Offered?
Pricing Information
$29/user
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders
Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines
Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.
Folio Enterprise
- Contact us for custom integrations.
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders
Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines
Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.
Folio Enterprise
- Contact us for custom integrations.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
Trackxi
Date Founded
2022
Company Location
United States
Company Website
trackxi.com
Company Facts
Organization Name
Amitree
Date Founded
2012
Company Location
United States
Company Website
www.amitree.com/try-folio/
Categories and Features
Brokerage Management
Not specified
Real Estate Transaction Management
CRM
Commission Management
Critical Date Alerts
File Sharing
Task Management
Transaction Review
Categories and Features
Real Estate Agency
Calendar Management
Client Database
Contact Management
Contract Management
Listing Management
Real Estate Transaction Management
Appointment Scheduling
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review