Folio 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Folio

4.5

(73)

Pricing

Starting at $29.00 per month

About Folio

Folio is a cloud-based email tracking software that helps teams organize information and streamline workflows. Folio caters to small and mid-sized businesses across various industries.

Folio offers features like Smart Folders that help users automatically file emails and documents. The timeline view provides administrators with an at-a-glance overview of all tasks, files, and communications related to a project. Folio facilitates integration with Google Drive and DocuSign, allowing users to access files and sign documents directly within the Folio interface.

Support is available via email and phone, and Folio offers onboarding services to help new clients get started.

Folio Screenshots

Folio Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Pro

$29.00

per user, per month

No plan information available

Folio Features

Popular features found in Email Tracking
Click Tracking
Email Management
Event Triggered Actions
Real-Time Notifications
More features of Folio
Activity Dashboard
Agent Management
Alerts/Notifications
Communication Management
Contact Management
Deal Management
Document Management
Document Storage
Electronic Signature
File Sharing
Listing Management
Mailing List Management
Pipeline Management
Status Tracking
Task Management
Team Management
Template Management
Third-Party Integrations
Transaction History
Transaction Management
Workflow Management

Folio Integrations

Microsoft 365

Gmail

Docusign

Microsoft Outlook

Google Drive

Google Contacts

See all 7 integrations

Folio User Reviews

Overall Rating

4.5

Ratings Breakdown

71%

21%

Secondary Ratings

Ease of Use

4.5

Value for money

4.3

Customer support

4.3

Functionality

4.4

Jenny O.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 6 months

Reviewed August 2020

My transactions have NEVER been so smooth!

Easy to use, easy to purchase, responsive customer service. A+++++

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is such an easy way to keep everyone up to date on their transactions. I love that as soon as an email opens up I see all the details on the side.

Cons:

We have not been using it long but so far it is working exactly as I want it to. I don't see any cons yet.

Julia J.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Folio is a great email and timeline tool!

Overall I really enjoy the product!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I absolutely love that Folio automatically creates different organized files in your inbox as well as keeping you and your clients informed with a convenient timeline!

Cons:

Sometimes I feel that the home page is a little overwhelming and unorganized with all of the automated files that pull from your email. Once you take the time to get organized you are good to go.

HEATHER M.

Verified reviewer

Real Estate

2-10 employees

Used other for less than 12 months

Review source

Reviewed June 2020

Klunky, ackward & invasive

Overall, prettier but functionally NOT that much better than a spreadsheet. Would not use again.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

None stand out. The cons outweigh any of the would be better individual components.

Cons:

Does not interface well in the ways it is supposed to integrating with email. it does however try to attach itself to non-relevant emails, making it more annoying than useful.

Vendor Response

Hi Heather, We're so sorry that you had a less than great experience with Folio. We strive to make sure every Folio user gets value and benefit from using Folio. I see some existing support tickets regarding your subscription where we honored a partial refund, however, we want to make sure you feel that this was the correct course of action as we never want our users to feel like they didn't get value. Please contact us at support@amitree.com if you would like us to provide a full refund. We do feel that Folio can provide significant value to you still and would like to offer you a 1:1 session with one of our support specialists who will make sure Folio is setup correctly and working how you expect it to. If you are willing to take us up on this, please include that in your email to support@amitree.com. Thanks for trying Folio and we look forward to the opportunity to make this right. Sincerely, Tony Rindsberg Chief Marketing Officer Amitree

Replied June 2020

Maggie B.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Reviewed August 2020

Incredible value - wouldn't be able to function without it!

Excellent product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With multiple escrows going at one time, I can't think of a better way to stay in constant communications with my clients. After entering in the escrow schedule and sharing, I just have to post updates to the schedule as they happen. The clients automatically get the update. And they feel more comfortable knowing the escrow is still on track. It's also a great way to educate them about the local utilities they need to check with before they move in, and who the inspectors are if there are questions. Excellent product.

Cons:

Sometimes it doesn't load in my Gmail on the right-hand side bar. I have to open the Folio page in my browser to see the schedule. Other times it loads fine. Not sure what the problem with the plug-in is, or how to fix that glitch. Also, I desperately need an iPhone app where I can view escrow schedules and contacts, and make entries.

Mary M.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Reviewed October 2020

Folio works for my business

Overall pretty good. Not sure how it's working too well with my assisstant...the jury is out!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use. Downloading was easy and linked seamlessly to my gmail account. Folio tracks all emails and delivers them to me in a pdf at the end of the transaction.

Cons:

The listing date runs from the time I enter the transaction. I work with builders and updating homes and the time that takes after I have signed the listing paperwork can be 2 - 5 months. You need a pre-listing period. Also, I use it to track rental/leases for my investor clients and you don't offer that.

Reasons for choosing Folio

It easily syncs with my gmail...great!

Darla W.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 12 months

Reviewed October 2020

Folio for real estate

Very convenient for keeping all parties in a transaction updated on progress. I can share the timelines with clients and each individual agent on that transaction. I still do my manual follow up but many of the buyers and sellers will follow the timeline and stay a step ahead of me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love having the timelines, contacts, notes all in one place. Once the contacts are entered they sync right to my gmail contacts. No need to enter them on my phone. I know who is calling, clients, lenders, title company, etc.. Templates were fairly easy to set up.

Cons:

It can be a bit glitchy on rare occasions. When terminating a file and then putting it under contract again its a bit tricky if you want to keep separate folders. I used folio previously, but have been using this currently for about 4 -5 months. Have had 2 or 3 occasions where my Folio will not display at all. Usually for just a short time. Never more than 15 minutes.

Reasons for choosing Folio

Used Folio with a previous company.

Jennifer C.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Reviewed October 2020

Clients like it, I like it!

Keeps me and the client on track in one easy to use system. I would otherwise have to calendar everything and that takes more time. I would also not be able to save all emails into one pdf which is very useful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The timeline is important. It keeps you and the client on track with next steps. It is easy to use and gives you a way to save all of your email communication into one pdf to save to the file.

Cons:

The template for a buyer not yet under contract can get glitchy. Allowing the parties to comment on a particular timeline event so that everyone is notified would be useful as well. Adding the addresses so that the sync with MAPS on the calendar would be helpful. I won't add showings through the software for this very reason.

Joey Z.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 2 years

Reviewed October 2020

Great tool to keep clients and partners on the same page

It has been great! I started using this as a way to keep all of my emails and transactions in the same place. Now I find it hard to be without it. So many clients and vendors say they love it too. I currently use the free version, but would like to eventually get the full package to do all of my transactions at the same time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It helps all parties stay on the same page as far as my real estate transaction timeline goes. I also like that is is a reference to contractors needed in through the process like utilities, plumbers, title companies, lenders, etc. I highly recommend it all of the time to other agents in my office and that I co-op with on deals.

Cons:

The limit on transactions and ease of transferring to a new email address when changing.

Pete J.

Verified reviewer

Real Estate

51-200 employees

Used daily for less than 12 months

Reviewed August 2020

Folio Review

Being a Team Transaction Coordinator, it helps me to manage the various properties we have in process on the team. I color code the properties so I know visually which agent is responsible. I like that it captures the eMail and identifies it for the appropriate folder which saves me the time of "moving" emails around.

Ratings Breakdown

Ease of use

Functionality

Pros:

Automatically categorizes my eMails into the various Property Accounts and sync's with my Google Calendar so when I view the calendar I can see key tasks on the dates.

Cons:

It sends me reminders for "upcoming" task eMails even though the task is marked as COMPLETE sending me off on research that I don't need to do. It also identifies "New Addresses" too many times. Working on a Real Estate Team, addresses are typically thrown around ... and FOLIO thinks they are new address. I spend more time than I would like replying NOT MY PROPERTY to Folders it tries to set up.

Elizabeth L.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Reviewed October 2020

Folio is an everyday part of my business

I'm very happy with the product! I will continue use of the product to make my business successful and more streamlined. My only recommendation would be to offer a discount package or rate for new agents.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of my favorite features of Folio is the customizable timeline that I'm able to share with my clients to keep everyone on track. It helps me stay organized and ahead of schedule. Another one of my favorite features is the automatic email organization. This saves me a ton of time when I'm looking for emails and documents. I don't have to dig through endless files trying to find what I need. This is the only software that offers this right now, and I honestly don't want to work without this tool. Another feature that I like, is that I can save my recommendations on providers, like lenders, contractors, title companies and have them automatically show to my client without having to manually add them every time. It's a one and done kind of thing. Folio is a fantastic product to streamline your work, and stay organized.

Cons:

Folio is expensive compared to other products on the market, but other products do not offer the automatic email organization.

Reasons for switching to Folio

Automatic email organization.

Showing 1 - 10 of 73 Reviews

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