Instead of having to keep track of where a transaction is currently on its timeline in my own spreadsheet I am able to save time and focus on the actually important details that matter to clients. Keeping clients informed is a game changer. One of the biggest complaints in real estate is that clients don't hear from their agents. Well, mine do, and its automatically happening with Folio!

I am thrilled to be in this industry in a time when this tool is available! Being able to see all the conversations regarding one transaction in one place is wonderful in itself. Not only is this a core feature but there's more! The timeline has become my primary location to keep track of where each transaction is currently and what I need to do next. I do well with deadlines and so this really helps me, especially for time-sensitive things like inspections! The integration with Google calendars is the cherry on top. I don't need to do any extra steps to be automatically reminded of today's items for each transaction!

Sometimes Gmail won't load the sidebar correctly but a refresh of the browser does the trick to get that working again, this may be caused by a second add-on, bomb-bomb, that has a sidebar in Gmail as well. Integration to my existing workflow was pretty seamless as I was already a Gmail user. Keeping contacts up to date, transaction folders up to date and emails tagged appropriately are really the only chore to making this software function well. And really, anyone in business should be doing most of that already.

Overall, Folio has helped me and the team of agents I work with, stay on track with tasks and events during a real estate transaction. The step by step process makes it easy to use and complete information and I love being able to set reminders and create calendar invites for items I add to the timeline. I would highly recommend this to anyone who is looking for an easy, and affordable, way to streamline communication and organize timelines in real estate.

I like this is easy to use, easy for my clients to access, helps keep everyone updated and allows me to create calendar invites for activities and events.

I don't have any problems or issues to report.

I've enjoyed Folio and I have recieved quite a few reviews from clients expressing their excitement and satisfaction with Folio. Multiple clients have asked if there was an app. I do think the price is slightly too high considering what you get from it. The value does not add up, at least not with the current app.

Integration into Google products. It's great to see contacts pulled, calendar updated, and documents stored with ease and right next to my inbox. Well designed display of transaction info, and easy to edit from the Gmail add-on. Timeline templates save time. I really like the ability to market my service providers seamlessly within the transaction.

Way too many transaction suggestions based on random emails. From time to time new transactions can be glitchy when entering the data. If/when a transaction is glitchy from the beginning I've noticed those same transactions tend to to miss emails, drop transaction data, etc throughout the process. Wish you could request reviews on multiple sites. Wish you could integrate with CRM (currently using Referral Maker.) Biggest want- an app, and I'm on Andriod so a iOS app only would not be helpful.

Keep up with dates and timelines has been crucial and I can't imagine not using the product.

I LOVE that this program helps me and my clients keep track of important upcoming dates. When you have multiple deals going at once, it's crucial to have a system that reminds everyone and keeps everyone on track.

It tries to make every email a client. I am constantly removing folders in my gmail

Very good for giving my team context in detail of each of the steps they need to follow. This helps them tremendously so they can look competent to their clients and saves a lot of time for me answering questions.

The templates are everything. This allows me to create not only a timeline but also go into depth on various subjects for people on my team. By being able to control who sees each infobox (customer or agent) I can write out different boxes that are relevant to who is seeing them.

I don't use it much from my Gmail. It clogs up my Labels in Gmail. I must have 100 categories in my Labels/Groups in my Gmail that I don't use. This makes it much tougher for me to find the Labels that I do use. I would like the ability to change the font style and size in the infoboxes (and bold, color, etc). Right now the only way to put emphasis on something is to capitalize it. I would like the boxes to increase to full screen (or close) so I can see what I'm writing. Most on my infoboxes have a lot of detailed instructions and I have to write them in Word and them paste them back in. It would be nice to be able to paste links in them as well so I can reference outside sources to some of my recommendations.