# Folio Software Reviews, Demo & Pricing - 2026 > Review of Folio Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/375449-Folio --- [Home](https://www.softwareadvice.com/) / [Email Tracking Software](https://www.softwareadvice.com/category/4728-email-tracking/) / Folio Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/375449-Folio/reviews/)[Alternatives](https://www.softwareadvice.com/product/375449-Folio/alternatives/) # Folio 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Folio 4.5 [(73)](https://www.softwareadvice.com/product/375449-Folio/reviews/) Pricing Starting at $29.00 per month Top Alternatives ### 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 User Interface ## Popular Folio Alternatives Main Product Folio 4.5 [(73)](https://www.softwareadvice.com/product/375449-Folio/reviews/) Ratings Breakdown - 4.48Ease of use - 4.33Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $29.00 per month Alternative Product [dotloop](https://www.softwareadvice.com/project-management/dotloop-profile/) 4.7 [(674)](https://www.softwareadvice.com/project-management/dotloop-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.55Value for money - 4.61Customer support - 4.57Functionality Pricing Starting at $31.99 per month Alternative Product [Rent Manager](https://www.softwareadvice.com/property/rent-manager-profile/) 4.6 [(627)](https://www.softwareadvice.com/property/rent-manager-profile/reviews/) Ratings Breakdown - 4.43Ease of use - 4.61Value for money - 4.73Customer support - 4.51Functionality Pricing Available upon request Alternative Product [ResMan](https://www.softwareadvice.com/property/ensoware-resman-profile/) 4.6 [(602)](https://www.softwareadvice.com/property/ensoware-resman-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.63Value for money - 4.44Customer support - 4.57Functionality Pricing Available upon request Alternative Product [Form Simplicity](https://www.softwareadvice.com/real-estate-transaction-manage/form-simplicity-profile/) 4.3 [(77)](https://www.softwareadvice.com/real-estate-transaction-manage/form-simplicity-profile/reviews/) Ratings Breakdown - 4.16Ease of use - 4.46Value for money - 4.43Customer support - 4.18Functionality Pricing Available upon request Alternative Product [Qualia](https://www.softwareadvice.com/loan-origination/qualia-profile/) 4.7 [(208)](https://www.softwareadvice.com/loan-origination/qualia-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.59Value for money - 4.52Customer support - 4.61Functionality Pricing Starting at $3599.00 per year ## 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 Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review Google Contacts Integration rated undefined from -1 review See all 7 integrations ## Folio User Reviews Overall Rating 4.5 Ratings Breakdown 5 71% 4 21% 3 4% 2 0% 1 4% Secondary Ratings Ease of Use 4.5 Value for money 4.3 Customer support 4.3 Functionality 4.4 JO 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! 5 Easy to use, easy to purchase, responsive customer service. A+++++ Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JJ 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! 5 Overall I really enjoy the product! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More HM HEATHER M. Verified reviewer Real Estate 2-10 employees Used other for less than 12 months Review source Reviewed June 2020 Klunky, ackward & invasive 1 Overall, prettier but functionally NOT that much better than a spreadsheet. Would not use again. Ratings Breakdown 2 Ease of use 1 Value for money 1 Customer support 1 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 Read More MB 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! 5 Excellent product. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More MM Mary M. Verified reviewer Real Estate 2-10 employees Used daily for more than 2 years Reviewed October 2020 Folio works for my business 5 Overall pretty good. Not sure how it's working too well with my assisstant...the jury is out! Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 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! Read More DW Darla W. Verified reviewer Real Estate Self-Employed Used daily for less than 12 months Reviewed October 2020 Folio for real estate 4 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JC 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! 5 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 5 Ease of use 5 Value for money 4 Customer support 4 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. Read More JZ 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More PJ Pete J. Verified reviewer Real Estate 51-200 employees Used daily for less than 12 months Reviewed August 2020 Folio Review 5 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 5 Ease of use 5 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. Read More EL 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 5 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 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More Showing 1 - 10 of 73 Reviews [See All Reviews](https://www.softwareadvice.com/product/375449-Folio/reviews/) ## Folio Popular Comparisons [Form Simplicity vs Folio](https://www.softwareadvice.com/compare/309780-form-simplicity/vs/375449-Folio/)[dotloop vs Folio](https://www.softwareadvice.com/compare/112212-dotloop/vs/375449-Folio/)[Qualia vs Folio](https://www.softwareadvice.com/compare/302768-qualia/vs/375449-Folio/)[BoldTrail Back Office vs Folio](https://www.softwareadvice.com/compare/77631-BoldTrail-Back-Office/vs/375449-Folio/) [Compare All Alternatives](https://www.softwareadvice.com/product/375449-Folio/alternatives/) ## See what companies are saying about Software Advice