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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
Ant Text, an add-in for Microsoft Outlook, enhances productivity for you and your team. It allows users to effortlessly create, store, utilize, and share professional email templates with minimal effort. Users have access to a collection of pre-made demo templates that can be easily customized to meet their needs. Elevate your organization's branding with automated responses and highly adaptable visuals. For those looking to distribute marketing materials to a large audience, a bulk email service is available. You can conveniently share these email templates using your company email with your team members. By clicking an icon in Microsoft Outlook, users gain quick and easy access to the folders for selecting the desired template, which is then instantly inserted into a new or reply email. The straightforward yet powerful features enable the creation of rich content, incorporating images, hyperlinks, videos, graphics, tables, and more, while also utilizing tagged fields that prompt users to input dynamic information such as names and dates, automatically updating these throughout the email before sending. This streamlined process not only saves time but also enhances communication efficiency within the organization.
API Access
Has API
API Access
Has API
Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
Pricing Details
$29/user
Free Trial
Free Version
Pricing Details
$14.95 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Amitree
Founded
2012
Country
United States
Website
www.amitree.com/try-folio/
Vendor Details
Company Name
Insight Office
Founded
2014
Country
Denmark
Website
insightoffice.dk
Product Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Product Features
Email Management
Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting