From one workflow to a connected practice

Start with one team. Prove the next step.

A focused pilot shows more than a feature tour. Pick one workflow, agree what success looks like and review it together.

The plan

How a pilot runs

Pick one workflow
For example listing marketing for one team, broker review for new agents, or one hotel PIP.
Connect what you already use
Link supported systems such as Dotloop or Google contacts. What connects depends on the provider and your permissions.
Agree on success
Decide up front what you will look at: drafts approved, follow-ups sent, proposals received.
Review and decide
Look at the activity together, then expand, adjust or stop.

Start here

Brokerage
Set up the brokerage, invite a pilot team and turn on broker review.
Start brokerage setup →
Agent
Create an account and run your next listing through Trexia.
Start as an agent →
Hotel owner
Submit one PIP or development intake and we'll review it with you.
Start a PIP intake →
Vendor
Request vendor setup and describe the services you offer.
Apply as a vendor →

The Trexia guide on the home page can help you pick a starting workflow.