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features
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support

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Description

Folio helps real estate agents stay on top of transactions from Gmail or Outlook and integrates seamlessly with GSuite and Microsoft 365. Over 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals. Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy. Folio helps you keep your deals on track with transaction timelines and reminders integrated into your Google or Outlook 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!

Description

Cloud-Sync offers a secure and automatic way to synchronize data from Microsoft 365 or Google Workspace with CRM, ERP, and database systems, enabling organizations to maintain continuous connectivity between email communications, calendars, contacts, and files while eliminating the need for complicated workflow tools. This solution is compatible with a variety of leading CRM and ERP platforms, as well as any database that utilizes a REST API, functioning effortlessly in the background to help teams enhance the utility of their current email and collaboration resources. By signing in with a Microsoft or Google work account, users can authorize Cloud-Sync via the secure OAuth 2.0 protocol, allowing it to access emails and, if desired, update calendars, contacts, and files—all while ensuring that passwords remain protected and never shared. Once established, Cloud-Sync automatically logs each incoming and outgoing email related to CRM contacts against the appropriate records, thus providing colleagues with a unified perspective on customer interactions without the need for manual entries. This streamlined approach not only reduces the administrative burden but also promotes better collaboration within teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Docusign Yes 
Flexiva No 
Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Google Workspace No 
HubSpot CRM No 
Infor CRM No 
Microsoft OneDrive No 
Microsoft Outlook Yes 
Oracle Cloud Infrastructure No 
Platformix No 
Salesforce No 
Workday HCM No 

Integrations

Microsoft 365 Yes 
Docusign No 
Flexiva Yes 
Gmail No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Google Workspace Yes 
HubSpot CRM Yes 
Infor CRM Yes 
Microsoft OneDrive Yes 
Microsoft Outlook No 
Oracle Cloud Infrastructure Yes 
Platformix Yes 
Salesforce Yes 
Workday HCM Yes 

Pricing Details

$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 Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Amitree

Founded

2012

Country

United States

Website

www.amitree.com/try-folio/

Vendor Details

Company Name

Cloud-Sync

Country

United States

Website

www.cloud-sync.email/

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling Yes 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

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