Folio by Amitree

2093 Philadelphia Pike #3004, 19703, Claymont, United States
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4.55
Based on 20 Reviews

5

80.00%

4

5.00%

3

10.00%

2

0.00%

1

5.00%
About Folio by Amitree

Folio helps real estate agents stay on top of transactions from Gmail and integrates seamlessly with Google Drive, Microsoft 365, and Outlook or Google Calendar. More than 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. How Folio Works: First, connect Folio to your work email account on Gmail or Microsoft 365. Using AI, Folio will organize each transaction's emails, files, and contacts into a Smart Folder. Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more. Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.

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Nichole Rae Harrison
US

CLUTCH FOR KEEPING TO TIMELINES EASILY… CLUTCH FOR KEEPING TO TIMELINES EASILY AND COMMUNICATING WITH ALL PARTIES. SENDS REMINDERS, AND HAS TIMELINE TEMPLATES ALREADY IN PLACE, OR, YOU CAN CREATE YOUR OWN.

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Sallyann Clarke
US

Timelines "disappear" Regularly The timelines seem to "disappear" from team members viewing often and I have to resend. It is also frustrating to have to wait for responses only online. Some things really would be solved more quickly with a phone call. Lastly, I would love to have the option to differentiate timelines on my calendar, by color and by naming.

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Marra Paradis
US

Folio is an essential for any agent Folio is an essential for any real estate agent. It saves me time and transaction coordinator fees. The calendar reminders are great at ensuring everyone is on the same page and saves me work. The PDF of emails makes it so easy to submit my logs.

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Julie Sanders
US

Beware of Amitree Billing From right off the bat we knew Folio was not working for us. I cancelled the account however a year later I get charged $228 for a renewal subscription. I was surprised and contacted them. They had sent me three emails to notify me of an automatic renewal although my account was cancelled they had my credit card info and charged it. Their emails (which I never opened since I wasn’t using them) enables their policy to charge you and not refund. After emailing their customer service it’s quite clear they don’t see the value in the customer just their policy and refused to refund me even with a canceled account. I don’t write many reviews but you better pay attention to their billing tactics.

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Shannon Sharpe
US

I needed assistance to better utilize… I needed assistance to better utilize Folio with multiple accounts for one business. I was able to get the assistance I needed quickly and efficiently. Love this product and how it keeps me orgainized!

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