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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
The application is tailored to meet the growing demands of agents operating in the competitive landscape of today. With just one click, users can gather comprehensive information about potential deals, various stages, listings, and additional details. It enables analysis of lead sources while maintaining real-time communication with customers. Users gain access to essential information required to successfully finalize every transaction. RealGrowth effectively adds valuable hours to your schedule, simplifying the management of contacts, listings, leads, and daily tasks. All communications are conveniently stored for quick access whenever needed. The platform supports two-way email integration, allowing users to send and receive emails directly within the CRM system. Clients can effortlessly receive shortlisted listings as PDFs or images, and bulk emails or SMS can be dispatched from the CRM with notifications on opens, clicks, bounces, and more. Additionally, property listings can be shared across social media platforms such as Facebook, LinkedIn, Twitter, and WhatsApp. To keep clients engaged, users can set up automated response emails, ensuring consistent communication throughout the sales process. This holistic approach not only enhances productivity but also fosters stronger client relationships, ultimately driving sales success.
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
$29.00/month/user
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
RealGrowth
Country
United States
Website
realgrowth.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
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation