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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 Dealpath?

Dealpath stands out as the most reliable cloud-based platform for real estate investment management in the industry, offering immediate access to secure, vetted, and current investment information to facilitate collaboration and enable strategic, predictive decision-making. Investment and development companies utilize Dealpath as their central hub for efficient pipeline tracking, robust deal analytics, and enhanced collaborative workflows, ensuring optimal performance from the management of pipelines to portfolios. Established in 2014, Dealpath has played a crucial role in facilitating over $10 trillion in transactions for prominent institutions globally. With the endorsement of six of the ten largest institutional investors, Dealpath empowers real estate deal teams throughout North America, allowing them to efficiently source, manage, execute, and report on their deals from a unified investment command center. This comprehensive approach not only streamlines processes but also enhances decision-making for real estate professionals.

Media

Media

Integrations Supported

Microsoft Outlook
Box
Cloud CMA
CompStak
Dropbox
Follow Up Boss
Gmail
Google Calendar
Microsoft Excel
Microsoft Word

Integrations Supported

Microsoft Outlook
Box
Cloud CMA
CompStak
Dropbox
Follow Up Boss
Gmail
Google Calendar
Microsoft Excel
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

$39/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Trackxi

Date Founded

2022

Company Location

United States

Company Website

trackxi.com

Company Facts

Organization Name

Dealpath

Date Founded

2014

Company Location

United States

Company Website

www.dealpath.com

Categories and Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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