Folio by Amitree Real Estate Email Organizer App Review 2024
With the help of our in-house editorial team, our platform’s members and external subject matter experts, this comprehensive review of Folio by Amitree real estate email software became possible and available for free to those considering this solution!
In this review we evaluated Folio’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.
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What Is Folio Email Software?
Folio by Amitree is an online software solution that helps real estate agents and brokers organize, streamline, and manage their work emails and transactions.
As an email and transaction management tool, Folio integrates seamlessly with the two most popular email platforms: Gmail and Apple Mail.
It is also available (for free) as a Google Chrome and Google Workspace extension.
Folio users can access the platform as a web app on any browser or device, or through the Google Chrome and Workspace extensions.
What Is Folio Used For?
Folio is equipped with AI technology that automatically finds emails that are related to real estate transactions.
The platform organizes your emails and related documents, attachments, and contacts to create workflows that are easy to follow and manage.
The following are some of the ways you can employ Folio for Gmail and transaction management.
- Email management — For Google Mail users, Folio can be seamlessly connected to your account by simply installing the extension to your Chrome browser or through the web app. There’s no cost for integrating your Gmail into Folio. Once integrated, you can streamline and manage your work-related email, contacts, and activities with ease.
- Tracking transaction timelines — Thanks to a Google Calendar integration, real estate agents can follow the timelines and activities of a particular transaction or deal. You will be able to view and manage deal-specific activities right from the calendar.
- Custom timeline templates — Folio allows users to create and customize timeline templates for their workflow. You can add or modify the existing templates by including your own logo and general branding.
- Google Drive integration — Folio automatically links to your Google Drive to find attachments, documents, and images that are related to real estate transactions. The platform then organizes them by contacts involved, project, or topic.
- Exporting transaction emails — Folio lets real estate agents export transaction emails to their devices as PDFs. This allows the agents to have backup copies of the real estate transactions and print the documents if necessary.
- Automatic timeline sharing — As a real estate agent, you can share your Folio timeline with people involved in the transaction, including sellers, buyers, transaction coordinators, and lenders.
- Creating and scheduling activities — Folio allows users to create reminders, notes, and tasks for a particular deal/project. Agents can also schedule tasks and use the calendar to follow up and set reminders for completion.
- Team administration — Folio comes with team management services for small to mid-sized teams of agents and brokers. For admins, Folio enables you to set different permissions for various members, add members, and manage them on a central page.
- Electronic document signing — Folio has partnered with DocuSign to enable users to sign leases, agreements, and contracts electronically without leaving the Folio workstation or subscribing to separate signing software.
Folio Users Breakdown by Specialty
Is Folio Legit?
Yes. Based on our research, there’s ample evidence to prove that Folio by Amitree is a legitimate real estate email marketing platform and real estate transaction management software solution that effectively helps realtors achieve their real estate agent goals.
First, the platform has been around for a long time, having been launched in 2012.
Since its launch, Folio has amassed a huge client base of over 150,000 active users. There are also numerous positive customer testimonials across the internet, including Facebook and SaaS review sites like G2, where the platform has a high rating of 4.3 out of 5 from 73 reviews.
When it comes to security, Folio is a secure platform that employs AWS and Heroku cloud computing infrastructure to keep user data safe from cybersecurity attacks.
Folio is also an official Google partner, which means the platform is subjected to an annual Google technical audit.
On social media, the Folio by Amitree brand is open and transparent, with active accounts on all popular platforms.
Altogether, users can be assured that Folio email software is not a scam.
Folio Customer Reviews
Folio Pricing
Folio real estate software has a flexible pricing model that includes a free subscription plan along with several paid plans.
The free plan has limited offerings, providing only the platform’s most basic services. To experience the full power of Folio, you’ll need to upgrade to a premium plan.
Basic
The Basic plan is Folio’s free-forever plan — simply sign up and start using the service without credit card commitment. The plan features Folio’s most essential services, which include:
- One user/account
- 3 Smart Folders (Email organization and management of up to 3 transactions at a time)
- Transaction timelines
- Sync events to Google Calendar
- Reminders, notes, and tasks
- Automatic timeline updates to everyone on the shared timeline
- Buyer and listing Folio timeline templates
Pro
The Folio Pro package costs $29 per month and is the software’s entry-level premium plan. The package is most suitable for individual agents and brokers who are looking to organize and streamline their first few deals.
By joining the Pro plan, you get access to most of the platform’s services, with the exception of team management features. Some of the services included are:
- All features in the Basic plan
- Unlimited Smart Folders
- Attachments organization and management in Google Drive
- Access to client and transaction Smart Folders from your phone
- Export of transaction emails to PDF
- Unlimited custom timeline templates
- Customized property photo
- Automatic timeline sharing
Team
This package is designed for small agent teams of between 2 and 10 members. Folio monthly fees start from $24 per user per month for the two-member package.
The amount reduces as the team grows, with the ten-member package going for $12.50 per user/month.
The Team package has all the services Folio has to offer, which include:
- 2 to 10 users/accounts
- All features in the Pro plan
- Shared Folio timeline features
- Centralized user management and billing
- Customizable Smart Folder suggestions
- Team administration
- Shareable service providers and resources
Enterprise
Folio created the Enterprise plan for larger teams and brokerage firms with 11+ users.
The plan is entirely custom-tailored to allow you and the company to discuss advanced team administration features, team onboarding, support, pricing, and other services.
Folio Coupon & Promo Codes
Use REALESTATEBEES promo code during the checkout when signing up to any of the paid plans and get 30% off!
Folio Features
Email Organization and Management
Folio uses AI to automatically find emails that are related to real estate transactions and organize them by clients, projects, or topics.
Additionally, the platform automatically integrates with Google Drive to find documents, images, and videos associated with particular transactions.
The following are Folio’s email management services:
- PDF exports for transaction emails
- Contacts for every transaction and client
- Management of transaction Smart Folders from your phone
Transaction Timelines
Folio’s transaction timelines are the workspaces created for specific transactions and clients.
A transaction timeline can be personalized with your company logo, colors, and general branding to appear more professional to clients and increase the chances of closing as a result.
Essential features of the transaction timeline include:
- Timeline sharing feature that allows you to share dates, events, and documents with clients and team members
- Calendar synchronization to allow clients to view upcoming tasks and events on your integrated shared calendar
- Ability to create reminders, tasks, and notes for a specific transaction
Team Collaboration Tools
Folio has been specifically designed to support teams of up to 10 users. To achieve this, the platform is equipped with team management services which include:
- Setting up permissions for team members
- Automatically sending timeline updates to everyone on the shared timeline (clients as well as team members)
- Shared timeline templates with team members
- Automatic timeline sharing
- Shareable resources
- Centralized user management for the Folio account administrator
Google Services Integration
Folio best integrates with Google Services such as Gmail, Google Calendar, Google Drive, and Google Contacts.
Furthermore, the platform can be seamlessly installed on Google Chrome (desktop version) as an extension.
By installing the extension, a Folio sidebar will automatically be added to your Gmail, showing you all related emails, documents, calendar events, and contacts for each Smart Folder (transaction).
Folio Pros and Cons
Pros
- The platform is easy to integrate into your business, thanks to the Google Chrome extension.
- Folio is easy to learn, set up, and use.
- Folio by Amitree has affordable premium plans and a free-forever version which make the platform a cost-friendly solution.
- The platform has team management tools, making it a suitable option for small and large teams.
- An automatically shared timeline means clients are kept updated throughout the dealing.
Cons
- The platform does not integrate with many third-party real estate solutions, such as MLS, real estate agent CRM, marketing tools, real estate accounting software, and others.
- Folio lacks customization options.
- Folio doesn’t have a mobile app.
Folio Integrations
- Gmail
- Apple Mail
- Google Drive
- Outlook
- DocuSign
- Office 365
- Google Calendar
- Google Contacts
Folio Alternatives
- Web4Realty
- kvCORE
- Mixmax
- GetResponse
- SendGrid
- Groove
- Mailchimp
- Freshsales
- Constant Contact
- Bitrix24
- MailerLite
- Front
Folio Achievements
Awards & Recognition
Best Transaction Coordinator Tool for Agents and Brokers (Awarded by Real Estate Bees)
Press & Media
Folio FAQs
Does Folio have a free trial?
Yes. All new users get a 14-day free trial period (no credit card required) when they can try out Folio’s premium features and decide whether the platform is right for their business.
The company also offers a free plan with limited features.
How many clients does Folio serve?
According to the company website, Folio has more than 150,000 clients.
Additionally, Folio has received over 2,000 downloads on Google Workspace Marketplace and numerous testimonials on the company website, indicating the platform’s huge reach.
Who founded Folio?
Folio was started in 2012 by Jonathan Aizen, a successful entrepreneur with a robust background in technology.
Besides being the founder, Jonathan serves as the company’s CEO.
What is Folio’s customer service number?
We couldn’t find a customer service line associated with Folio. However, Folio users can reach out to the company via email by sending their inquiries to [email protected].
You can also seek support through the company’s support page.
If you’re a prospective customer looking to learn more about the platform, you can contact the company through the following dedicated sales support email: [email protected].
What is the Folio cancellation and refund policy?
Folio users can terminate their premium subscriptions at any time by uninstalling the platform and choosing the option to delete their accounts during the installation process. Service termination is effective immediately.
Additionally, the Amitree company does not provide full or partial refunds for canceled service subscriptions.
What awards and recognitions has Folio received?
We couldn’t find any awards associated with the Folio platform or the Amitree brand.
However, the company was featured in real estate and tech-affiliated news outlets in 2017 after raising over $7 million in Series A funding.
Folio Tutorials & Training
Is Folio Worth It?
Folio is great for real estate agents and small teams that need some help in organizing and tracking real estate deals and transactions.
The platform is simple to install and use, making it a suitable option for agents and brokers with little technical knowledge and experience.
Additionally, Folio by Amitree is affordable and even has a free plan.
Still, Folio falls short in some aspects. The platform does not integrate with any third-party tools that are commonly used in real estate.
It also lacks key services that a real estate agent might need, such as commission tracking, advanced team management tools, and a dashboard.
Folio Contacts
- Website: Official website
- Phone: N/A
- Email: [email protected]
- Address: 2093 Philadelphia Pike #3004 Claymont, Delaware 19703
- Socials: Facebook, YouTube, LinkedIn, Twitter
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About the Author:
Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.