Copper CRM for Gmail and LinkedIn
You live in Google Workspace™. So should your CRM.
Create and share real estate closing timelines from your Gmail inbox. Integrates seamlessly with Google Drive and Calendar.
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Folio helps real estate agents stay on top of transactions from Gmail™ and integrates seamlessly with Google Drive™ and Google Calendar™.
Folio lives where you already work – in Gmail™ – and uses AI to automatically know which emails are related to a real estate transaction - making it quick and easy to create timelines that you can share in one click with clients and colleagues.
Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Google Calendar™. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!
HOW FOLIO WORKS:
📬 Connect Folio to your work Gmail™ inbox.
📂 Using AI, Folio will organize emails, files, and contacts for each transaction into a Smart Folder.
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Store average score: 4.8. The bars below are calculated from synced review text only, so they may be empty for extensions that have public ratings but no synced comments yet.
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We like the timeline and so do our clients and providers. Makes managing closings easier and less phone calls. I work at KW and it is so easy to use. I do wish in the future that we could hide some info such as mortgage info on the buyer from the seller.
Where has this little dynamo been. I love it!!! Makes life so simple managing my emails for individual properties. This is an absolute no brainer for real estate agents and property managers. Very cool.
I just wish it supports Google Inbox as well
This simple little lightweight plug in for Gmail is brilliant. It's the standard for what software developers should strive for. If you use Gmail for Real Estate (or if you are a Keller Williams agent with an @KW.com email address) add this Gmail extension. It is a simple transaction management system that integrates into Gmail and Google Calendar. Then also allows you to share a timeline with your clients making you look like a genius. Add it and enjoy.
Simple, Intuitive, and effective! Keeps all parties on the same page and saves a lot of time looking for correspondence.
Easy to use. I like how clean it looks for the client. No unnecessary clutter.
Great app. I do use Top Producer also, but this is just another backup for all correspondence. It happens often when I look in historical emails for a specific email and am not able to find it in either Top Producer nor google. This simple, easy to setup app helps resolve that issue.
a great app a musst for any Realtor out there that needs to keep track of multiple emails and folders
It's great for keeping track of all your files and timelines. The only bad thing is I wish you could sync emails in smart folders by property address rather than by seller/buyer emails. I have the same seller with multiple properties and constantly have to go through different folders looking for particular emails. Other than that, it's a great platform that's simple to use.
I dig this software. Still has some kinks to be worked out with the sorting, and creating of folders, but overall, the concept is amazing!