Folio by AmitreeAmitree
|
||||||
Related Products
|
||||||
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
Sphere is a real estate CRM and business management platform created to help agents plan their goals, manage transactions, stay connected with clients, and grow a high-touch referral business from one central hub. In a few minutes, users can create an annual business plan and track important sales metrics daily, weekly, and monthly. Contact profiles store client details, referrals, rankings, relationships, communication history, emails, birthdays, house anniversaries, notes, documents, and custom labels, while advanced filters and mass actions support targeted outreach. Sphere automatically builds and updates client-facing transaction timelines, tracks stages from potential through closed, assigns checklist items and deadlines, archives documents, records expenses, and keeps clients, teammates, escrow, and other parties informed.
|
|||||
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
Relationship-driven residential real estate agents who want to manage transactions, nurture past clients, and generate more referral business
|
|||||
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
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free - Shareable transaction timelines and email organization - Send reminders, notes and tasks straight from Gmail - Sync events/tasks with your Google or Outlook Calendar - Sync contacts for up to 3 Smart Folders Folio Pro - $29/month - Everything in the Basic Plan, plus: - Unlimited transactions and Smart Folders - Unlimited custom timeline templates to save you even more time - Unlimited contacts for every Smart Folder - DocuSign integration with Gmail to get all needed signatures - Automatic attachment syncing to Google Drive - One-click transaction history export to PDF - Custom image background and logo for your timelines Folio Team - starts at $27.50/user/month - Everything in the Pro Plan, plus: - Centralized billing - Shared timeline features - Discounted pricing for larger teams. Contact us for a quote for 11+ accounts. Folio Enterprise - Contact us for custom integrations.
Free Version
Free Trial
|
Pricing
$10 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAmitree
Founded: 2012
United States
www.amitree.com/try-folio/
|
Company InformationSphere
United States
www.usesphere.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
|
|||||
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
Google Calendar
Microsoft 365
Microsoft Outlook
Apple Calendar
Docusign
Gmail
Google Cloud Platform
Google Contacts
Google Drive
Microsoft OneDrive
|
Integrations
Google Calendar
Microsoft 365
Microsoft Outlook
Apple Calendar
Docusign
Gmail
Google Cloud Platform
Google Contacts
Google Drive
Microsoft OneDrive
|
|||||
|
|
|