Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Track with Ease stands out as the most impactful technological enhancement I have implemented in my legal practice. Since I began using it, our deal volume has doubled, and we've maintained greater organization, even with an increased caseload. This solution has alleviated my team from tedious administrative tasks, enabling us to provide the exceptional client service we are committed to through streamlined automation and improved communication. You can oversee everything from contracts to closures, including documents, contacts, deadlines, workflows, e-signatures, and more. It guarantees that the right updates or reminders are automatically dispatched to the appropriate individuals at the perfect moment. By utilizing this tool, you can significantly decrease the number of calls and emails associated with each transaction, streamline processes, and save valuable hours on follow-ups, ultimately minimizing unnecessary busy work. As a result, you'll reach the closing stage more swiftly, requiring fewer staff hours for each case, thus enhancing overall efficiency in your practice. This transformative approach not only boosts productivity but also allows us to focus more on our clients, ensuring their needs are met promptly and effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
Yes
Gmail
Yes
Google Calendar
Yes
Google Contacts
Yes
Google Drive
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Integrations
Docusign
No
Gmail
No
Google Calendar
No
Google Contacts
No
Google Drive
No
Microsoft 365
No
Microsoft Outlook
No
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.
- 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
$129 per user per month
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
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Amitree
Founded
2012
Country
United States
Website
www.amitree.com/try-folio/
Vendor Details
Company Name
TrackWithEase
Founded
2013
Country
United States
Website
www.trackwithease.com
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
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No