The Gmail integration is also great where all email correspondence is kept together in smart folders. It makes locating and downloading everything super simple.

I LOVE that this program helps me and my clients keep track of important upcoming dates.

It’s hard to move folders around. Can’t delete duplicate folders only archive which causes unnecessary clutter.

It is difficult to search for an email inside the transaction using the search bar in gmail.

This system has worked extremely well for me, but there have some frustration involved.

It gives me functionality that makes customer service and communication easier.

Avoid Folio if you expect any service - and good luck getting them to cancel your subscription.

It has glitches and customer service is done via text, if you are not familiar with online chats or get frustrated easily, this is not a system for you.

I love how this seamlessly integrates with GMail to track all of my emails and automatically categorizes my inbox.

Love how this program keeps you so organized and keeps the client in the know at all times. The shareable timeline is a loved component by my clients.

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 love being able to stay on organized with every file  as well as including everyone on the specific transaction Notified immediately. Our buyers/sellers love having their own little portal.

This is a great calendar and notification system. I love that it connects to my ical and iphone and all of my timelines are at my fingertips.

Overall great experience. The customer service is always responsive.

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.

Easy to use, my clients love it. It is definitely helpful to have it so that my clients can keep track of what is going on.

Pros: easy to use and set up, customer service is quick to respond to issues. I like the PDF archive and review linking functionality.

No refunds, no phone line for customer service or tech support, useless.

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.

Given this, I needed something that could help me manage my transactions and would be easy to use within our Gmail email system.

This is the best way to get organized if you have different vendors and/or to keep the transaction moving without having to do emails yourself. Best system I have found for the money.

Customer service and any requests I have immediately gets completed. I love this system so much with my company.

I am quite a visual person and love the timeline feature.

It also ensure everyone is on the same page in our process which is amazing.

A Fantastic Solution for Managing Your Real Estate Transactions.

Because you can share the timelines with clients, it gives me the opportunity to add a value-added item that most Realtors don't have. Client feedback for their timelines has been fantastic.

Also, if you are maxed on your Gmail contacts, the software doesn't work whatsoever. Lastly, I get 6 email notifications for one file deadline which is annoying.

I attempted to cancel the account last year, but to no avail. I've tried to get logged in to get it cancelled, but to no avail, and they just charged me for another year's subscription.

Overall the program is great. I will most likely continue to use unless the program changes or pricing increases.

Timelines, important dates, contacts, and can be shared with others and integrated into calendar.

I love how I can quickly jump back-and-forth between files, With all important dates and deadlines right in front of me. It’s been a huge game changer for me.

Easy to use, notifications, customizable with templates, lines up perfectly with gmail.

Folio is an amazing product that saves me time, organizes my thoughts, and allows my business to run so much more efficiently.

US Dollar

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.

LongDescription

Contact Management

Workflow Management

Email Management

Activity Dashboard

Team Management

Mailing List Management

Document Storage

Transaction History

Pipeline Management

Communication Management

Template Management

Transaction Management

File Sharing

Alerts/Notifications

Deal Management

Third-Party Integrations

Task Management

Document Management

Electronic Signature

Listing Management

Agent Management

Status Tracking

Folio's free version allows you to manage 3 transactions, share transaction timelines and organize your email. Send reminders, notes, and tasks from Gmail and sync calendar events and contacts for up to 3 Smart Folders. With Folio PRO, you get unlimited transactions and Smart Folders, custom timeline templates, unlimited contacts, DocuSign integration, sync attachments to Google Drive, one-click transaction history export to PDF, and custom images and logos for your timelines. Folio also offers team plans and custom integrations for enterprises.

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

Folio

Documentation

Videos

SyndicationPro helps real estate sponsors raise capital faster and spend less time doing it. The platform enables sponsors to manage assets seamlessly on a centralized portal.

SyndicationPro provides a powerful and easy-to-use investor CRM, investor portal and investment management software, enabling users to nurture leads, automate fundraising and streamline investor operations.

Folio vs SyndicationPro

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