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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I have been using Folio for about 6 months and so far I am finding it very useful. The busier I get the more useful it becomes! I love the 'smart' folders, it saves a lot of time. Timelines are great as well. I do have a wish list for the developers, please allow personal branding so we can make the visuals even more professional looking, and I would like to see some more options in the template layout and design. Otherwise, it's great app and a great idea for our industry.
I love the Folio file organizer. It really is user friendly and keeps all my files organized. The visual is great and like how the information timeline pops up on the side when I am emailing my clients!
Folio is the bomb! I am a virtual TC closing many transactions a month and it helps me look and work more professional than ever! My agents & other parties on the transaction love it too because they access the timeline anytime & receive email reminders on their tasks. Milestones are easily kept on track & communication is improved since everyone receives an email automatically if a date changes. Plus, once a transaction is closed, a pdf may be created of all the emails in the transaction for Broker's records. I recommend Folio to every Agent & TC -- No matter the amount of transactions. It helps keep everything humming along!
As a real estate admin and TC, I cannot say enough good things about Folio. It has helped me tremendously, especially with keeping up with tasks (that nifty calendar feature comes in really handy). The shared timeline gives client a visual of where we are at in the transaction and what else to expect. Regardless of the size of your team, or whether you are running solo in the real estate game, this is a must-have.
Great tool! Love the ease of use and time savings. Great interface and helps keep me organized.
Folio is awesome! Like magic It makes me look good to my Clients and other Agents. I am so thankful that you have a free version of this product that allows us Agents that don't have tons of transactions to compete with more successful agents that do. As I build my number of transactions which Folio is helping me do, I definitely plan to upgrade to the paid version. Already getting to feeling like I just can't go back to the old way doing it. ... Thank you Folio!
This software saves me 2 hours per transaction and keeps me more organized throughout the process. Time is money and this program is an absolute must! I love it
I, too, am a TC with many files and agents to organize and ecstatic with the ease of use and visuals for the clients. I have read most of these reviews and agree 100% with all the positive feedback. I am a huge fan!
As Transaction Coordinator, it has helped me share the file with other Agents, Vendors and Clients. Everyone appreciates the ease of use. No explanation necessary with the timeline. I especially like being able to look up attachments with ease. No more opening one email at a time and searching. I would recommend this product.
Really find this very useful and like how easy it is to see the dates and deadlines for everything. I do wish that we could print the timeline to use as a quick reference, when not logged in the computer.