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Average Ratings 6 Ratings

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features
design
support

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

The online-based realty software onOffice enterprise is the result of years of software experience in terms o quality, reliability and innovation. OnOffice has been a vital part of the real-estate industry since 2001. This software was created for real estate agents and aims simplify the work of all real estate professionals. The real estate software and first-class web design offer are both designed to help real estate agents have a stress-free, organized day. The secure, web-based, portal-independent real estate software is trusted by more than 30,000 users. It exceeds the expectations of companies in real estate with its outstanding features, including networked brokerage in cloud, optimization work processes, creation websites, and other marketing tools.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Stackreaction No 
onpreo No 

Integrations

Docusign No 
Gmail No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Microsoft 365 No 
Microsoft Outlook No 
Stackreaction Yes 
onpreo 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 Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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 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

onOffice GmbH

Founded

2001

Country

Germany

Website

onoffice.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

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis No 
Critical Date Alerts No 
Deal Management No 
For Appraisers No 
For Brokers Yes 
For Investors No 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Real Estate Agency

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

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties No 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal Yes 
Payment Processing No 
Portfolio Management Yes 
Rent Tracking No 
Residential Properties Yes 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management Yes 

Real Estate Transaction Management

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

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