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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!

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.

Audience

CRM-heavy sales and operations teams that need automatic email, calendar, contact, and file synchronization between Microsoft or Google workspaces and business systems

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Amitree
Founded: 2012
United States
www.amitree.com/try-folio/

Company Information

Cloud-Sync
United States
www.cloud-sync.email/

Alternatives

Alternatives

Scenechronize

Scenechronize

Entertainment Partners
Top Producer CRM

Top Producer CRM

Top Producer Systems
Lone Wolf

Lone Wolf

Lone Wolf Technologies
Folio

Folio

Kwela Solutions
CData Connect

CData Connect

CData Software

Categories

Categories

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

Integrations

Microsoft 365
Docusign
Flexiva
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot CRM
Infor CRM
Microsoft OneDrive
Microsoft Outlook
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

Integrations

Microsoft 365
Docusign
Flexiva
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot CRM
Infor CRM
Microsoft OneDrive
Microsoft Outlook
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM
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