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
Trackxi serves as a comprehensive Real Estate Deal Tracker designed for agents, teams, and transaction coordinators, promoting transparency for all stakeholders involved. By utilizing this platform, users can save over 75% of their time while successfully closing real estate transactions with a professional edge. Its user-friendly yet robust features include transaction dashboards with stunning visual representations, calendars for tasks and transactions, color-coded alerts for early warnings, automated templates, a CRM tailored for real estate, document storage, and much more, enabling real estate professionals to close deals more efficiently than ever before. Trackxi empowers organizations of any size to boost their business outcomes while enhancing the overall experience for realtors and their clients. We are dedicated to continuous improvement and the development of innovative systems that allow you to focus more on revenue-generating activities rather than getting bogged down by follow-up uncertainties. As we grow, our aim is to redefine the standard for transaction management in the real estate industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Cloud CMA
No
Docusign
Yes
Follow Up Boss
No
Google Contacts
Yes
Google Drive
Yes
Microsoft 365
Yes
Integrations
Gmail
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Cloud CMA
Yes
Docusign
No
Follow Up Boss
Yes
Google Contacts
No
Google Drive
No
Microsoft 365
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
$39/month
CRM - Free
Agent Plan – $39/month or $399/year (Save $69)
Teams & Transaction Coordinators (TCs) – $69/month or $699/year (Save $129)
Super Teams & TCs – $199/month or $1,999/year (Save $389)
Agent Plan – $39/month or $399/year (Save $69)
Teams & Transaction Coordinators (TCs) – $69/month or $699/year (Save $129)
Super Teams & TCs – $199/month or $1,999/year (Save $389)
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Amitree
Founded
2012
Country
United States
Website
www.amitree.com/try-folio/
Vendor Details
Company Name
Trackxi
Founded
2022
Country
United States
Website
trackxi.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
Yes
Commission Management
Yes
Contract Management
No
Critical Date Alerts
Yes
Document Templates
No
Electronic Signature
No
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes