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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

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

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