Audience

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

About Folio by Amitree

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!

Pricing

Starting Price:
$29/user
Pricing Details:
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 Trial:
Free Trial available.

Integrations

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Company Information

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

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Product Details

Platforms Supported
SaaS
Training
Documentation
Videos
Support
Phone Support
Online

Folio by Amitree Frequently Asked Questions

Q: What kinds of users and organization types does Folio by Amitree work with?
Q: What languages does Folio by Amitree support in their product?
Q: What kind of support options does Folio by Amitree offer?
Q: What other applications or services does Folio by Amitree integrate with?
Q: What type of training does Folio by Amitree provide?
Q: Does Folio by Amitree offer a free trial?
Q: How much does Folio by Amitree cost?
Q: What pricing for support is available for Folio by Amitree?
Q: What pricing for training is available for Folio by Amitree?

Folio by Amitree Product Features

Real Estate Agency

Calendar Management
Client Database
Contact Management
Contract Management
Listing Management
Client / Property Matching
Commission Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Property Database
Website Management

Real Estate Transaction Management

Appointment Scheduling
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Accounting
CRM
Commission Management