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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Folio is very easy and intuitive to use. Greatly reduces communications to high maintenance clients. Organizes your emails perfectly. Also the download to pdf of transaction emails is so easy. Considerably shortens your record keeping time.
I am a realtor/broker and have used this extension for 2 months. It is great! If you are an agent, you need to try this. It takes a bit of effort to set up but well worth it. My clients are amazed at how this timeline app makes the contract to close process so understandable. Really, give it a try. I think you will like it!
great production tool
This extension hijacked my gmail. I uninstalled and it's still moving all my emails around.
It is a Godsend. It keeps everyone informed at once and makes my life much easier. My clients love it and when we are done it can send me a pdf of all communications to download into a file. Doesn't kill trees! Love it!
I've found it very useful to help track important transaction milestones. My clients have said they love it as it helps them, in coordination with me, know what comes next.
I'm an assistant for two agents. I needed some assistance understanding how to keep them separate. Customer service was awesome! The CSR was very patient guiding me through the process, which took a few days. Our broker has a document/task management system, but Folio is much more user friendly. Can't wait to see what's next.
Folio has been a very useful tool for sharing information and keeping on track with transactions. The customer service team is responsive and helpful.
Incredible app. My clients love it!
It is very user friendly! I love that it creates folders for me once it notices a certain address.