Folio by AmitreeAmitree
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About
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar.
Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues.
Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!
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About
Cloud-Sync securely and automatically synchronizes Microsoft 365 or Google Workspace data with CRM, ERP, and database systems, helping organizations keep email communication, calendars, contacts, and files connected without complex workflow tools. It works with leading CRM and ERP systems, as well as any database with a REST API, and runs seamlessly in the background so teams can maximize the value of their existing email and collaboration investments. Users sign in with a Microsoft or Google work account, authorize Cloud-Sync through secure OAuth 2.0, and grant permission to read emails and, optionally, update calendars, contacts, and files; passwords are never stored or shared. Once connected, every incoming and outbound email to or from CRM contacts is logged automatically against the correct record, giving colleagues a centralized view of customer correspondence without manual saving.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.
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Audience
CRM-heavy sales and operations teams that need automatic email, calendar, contact, and file synchronization between Microsoft or Google workspaces and business systems
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29/user
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAmitree
Founded: 2012
United States
www.amitree.com/try-folio/
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Company InformationCloud-Sync
United States
www.cloud-sync.email/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Real Estate Agency Features
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate Transaction Management Features
Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
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Integrations
Microsoft 365
Docusign
Flexiva
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot CRM
Infor CRM
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Integrations
Microsoft 365
Docusign
Flexiva
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot CRM
Infor CRM
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