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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

TCWorkflow is packed with features and functionality that have been specifically designed to make you more productive and to put time and money back into your pocket. Your transactions are always built around the tasks that you need to complete. Our task tools give you the ability to create re-usable templates which you can use over and over again. Here's a few incredible things you can do with task templates: Pre-assign tasks to yourself or your team members, schedule task dates to be automatically added to your Google or Outlook calendar, and make tasks contingent on one another or transaction dates. You can also color code your tasks, set them as recurring, pin them, make them milestones, and even create parent child relationships (where one task cannot be closed before the other). Communication is the lifeblood of any successful real estate professional.

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

Real Estate Transaction Management solution for agencies

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

$49 per user per month
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:

Review this Software

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

TCWorkflow
United States
www.tcworkflow.com

Alternatives

Alternatives

Folio

Folio

Kwela Solutions
Top Producer CRM

Top Producer CRM

Top Producer Systems
Top Producer CRM

Top Producer CRM

Top Producer Systems

Categories

Categories

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

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 Drive
Microsoft Outlook
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
Microsoft 365

Integrations

Google Drive
Microsoft Outlook
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
Microsoft 365
Claim Folio by Amitree and update features and information
Claim Folio by Amitree and update features and information
Claim TCWorkflow and update features and information
Claim TCWorkflow and update features and information