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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

Domain 6’s Asset Management Accelerator, built on the robust Microsoft Dynamics 365 platform, empowers organizations to effectively oversee a variety of intricate structures, granting comprehensive visibility into the entire portfolio of assets they manage or own. By harnessing the advanced features of the Microsoft Intelligent Cloud and Dynamics 365, this accelerator eliminates the data silos often encountered with conventional solutions. The purpose of such an accelerator is to provide 80% of the essential functionalities tailored to your industry in a readily deployable format that Domain 6 maintains. Utilizing an industry accelerator enables the integration of standardized and best-practice business processes into your Dynamics 365 implementation. Furthermore, it offers a holistic 360-degree perspective on assets that are owned, funded, or leased, which aids in accurately evaluating the value of the properties involved. This streamlined approach not only enhances operational efficiency but also facilitates better decision-making regarding asset management strategies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 

Integrations

Docusign No 
Gmail No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Microsoft Outlook 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.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
iPad App No 
Android App No 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Amitree

Founded

2012

Country

United States

Website

www.amitree.com/try-folio/

Vendor Details

Company Name

Domain 6

Founded

2016

Country

United States

Website

domain6inc.com/solutions/industry-accelerators/asset-management/

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

Asset Tracking

Activity Tracking Yes 
Audit Trails No 
Barcoding / RFID No 
Checkout / Check-In No 
Depreciation Tracking No 
Disposal Tracking No 
Inventory Management No 
Location Tracking No 
QR Codes No 
Reservations No 
Service History No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Real Estate Transaction Management

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

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