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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
Understanding your financial metrics is crucial for business success. ClarityNOW offers an industry-leading Profit and Loss statement tailored for real estate, detailing your revenue, cost of sales, and all associated expenses. You can analyze your P&L through both numerical data and visual aids like charts and graphs. Additionally, it allows for the inclusion of vendor income, profit sharing, and other variables, all seamlessly integrated with QuickBooks. This empowers every real estate agent to maintain a P&L and gain command over their business operations. ClarityNOW also features a distinctive goal/gap report that revolutionizes your approach. This insightful report dissects your objectives by accounting for seasonal trends and highlights the remaining days to achieve your upcoming sales targets. Furthermore, it provides a concise action plan for the next seven days to ensure you remain on track to meet your goals, making it an integral part of team discussions, individual agent meetings, and easily accessible for coaches to monitor progress. By embedding these financial insights into your regular business practices, you can foster a culture of accountability and performance towards achieving success.
API Access
Has API
API Access
Has API
Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
QuickBooks Online
Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
QuickBooks Online
Pricing Details
$29/user
Free Trial
Free Version
Pricing Details
$79 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
ClarityNOW
Country
United States
Website
www.claritynowre.com
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
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