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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My customer's love it and truly this timeline helps to us in compliance. Our clients are so thankful to get notices and reminders on everything so we no one is missing a deadline. Nothing gets missed!!! I would recommend to any real estate agent.
I am a real-estate consultant and folio helped me a lot....a lot. It is very easy to use, very functional and extremely practical, try it once and you will love it, its a perfect organizer tool to all your transactions. good job guys, good job Marc McCole Director of Product who keeps tracking my satisfaction about this product. Thanks.
Love this tool. It keeps everyone on the same page and my files organized.
My Transaction Coordinator turned me on to this time saving tool. Once I saw the power of the organizational capabilities, its ability to automatically collect emails and put them into a file, the communication via the timeline of events, and the one button gathering of all the emails after the transaction is complete - enabling me to meet the brokers requirements to store all communication, I was hooked. This software is well worth the money.
Love it. I control what client sees, when they see it. On week 2 and will be purchasing for sure.
We are on week two of using Folio to keep our real estate transactions organized and we are loving it. It is extremely simple to use and effective.
We are so thrilled with this product!!! After several years of immense growth (50% increase in sales each of last few years), we were searching for a system that would help us keep on track, handling the volume, while providing an easy, automated experience for both our team and our clients. This is the answer! I save so much time knowing all I have to do is plug a couple dates in my template and the rest is automated. Dates populate on my calendar, everyone gets update emails, and it looks like we're putting in 10x the work to our clients! Can't wait to see how this product evolves and gets even better.
I love this tool for the most part. I give it 4 stars as sometimes it blocks the email and there is no way to close it. I have to scroll back and forth to read the email when it takes up a large portion of the screen. Otherwise, great tool
I love that Folio helps to increase your professionalism in the eyes of my clients as well as other realtors. I have had people ask me how I created the timeline, and my answer was simple,"Folio did it all!"
so far loving the capabilities of folio