Trackxi Description
Task Management
Interactive dashboards and visualizations allow you to create, assign and track tasks relating to your transactions. Automated reminders will ensure that nothing slips through the cracks.
Collaboration
Share transactions, contacts and notes with your team or partners with just a single click. You can control what you share with whom and when, ensuring an efficient workflow.
Email Templates
Email templates that you can use to send personalized emails in seconds to your clients and business partners.
You can also find out more about the Automated Vehicles by clicking here.
Keep in touch with clients by sending automated emails for birthdays and home anniversary. You will never miss an opportunity to connect with your clients.
Client Management
Tracking their preferences and behavior will allow you to manage the entire client journey, from lead generation through to closing. Keep your clients updated with real-time information through a customizable portal.