--- description: Review of Folio Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Folio | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Real Estate Transaction Management Software](/directory/4262/real-estate-transaction-management/software) > [Folio](/software/375449/folio) # Folio Canonical: https://www.softwareadvice.co.uk/software/375449/folio Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/375449/folio?page=2) > Folio is a cloud-based email tracking software that helps teams organize information and streamline workflows. Folio caters to small and mid-sized businesses across various industries. Folio offers features like Smart Folders that help users automatically file emails and documents. The timeline view provides administrators with an at-a-glance overview of all tasks, files, and communications related to a project. Folio facilitates integration with Google Drive and DocuSign, allowing users to access files and sign documents directly within the Folio interface. Support is available via email and phone, and Folio offers onboarding services to help new clients get started. > > Verdict: Rated **4.5/5** by 73 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 73 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Amitree - **Founded**: 2013 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Folio's free version allows you to manage 3 transactions, share transaction timelines and organize your email. Send reminders, notes, and tasks from Gmail and sync calendar events and contacts for up to 3 Smart Folders. With Folio PRO, you get unlimited transactions and Smart Folders, custom timeline templates, unlimited contacts, DocuSign integration, sync attachments to Google Drive, one-click transaction history export to PDF, and custom images and logos for your timelines. Folio also offers team plans and custom integrations for enterprises. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Aruba, Australia, Austria, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bosnia & Herzegovina, British Virgin Islands, Bulgaria, Canada, Cayman Islands, Cook Islands and 87 more ## Features - Activity Dashboard - Agent Management - Alerts/Notifications - Communication Management - Contact Management - Deal Management - Document Management - Document Storage - Electronic Signature - Email Management - File Sharing - Listing Management - Mailing List Management - Pipeline Management - Status Tracking - Task Management - Team Management - Template Management - Third-Party Integrations - Transaction History ## Integrations (7 total) - Docusign - Gmail - Google Calendar - Google Contacts - Google Drive - Microsoft 365 - Microsoft Outlook ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Real Estate Transaction Management Software](https://www.softwareadvice.co.uk/directory/4262/real-estate-transaction-management/software) ## Related Categories - [Real Estate Transaction Management Software](https://www.softwareadvice.co.uk/directory/4262/real-estate-transaction-management/software) - [Email Tracking Software](https://www.softwareadvice.co.uk/directory/4728/email-tracking/software) ## Alternatives 1. [Form Simplicity](https://www.softwareadvice.co.uk/software/309780/form-simplicity) — 4.3/5 (77 reviews) 2. [dotloop](https://www.softwareadvice.co.uk/software/112212/dotloop) — 4.7/5 (674 reviews) 3. [Qualia](https://www.softwareadvice.co.uk/software/302768/qualia) — 4.7/5 (208 reviews) 4. [BoldTrail Back Office](https://www.softwareadvice.co.uk/software/77631/BoldTrail-Back-Office) — 4.5/5 (851 reviews) 5. [NexOne](https://www.softwareadvice.co.uk/software/526974/NexOne) — 4.9/5 (18 reviews) ## Reviews ### "My transactions have NEVER been so smooth\!" — 5.0/5 > **Jenny** | *5 August 2020* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: This is such an easy way to keep everyone up to date on their transactions. I love that as soon as an email opens up I see all the details on the side. > > **Cons**: We have not been using it long but so far it is working exactly as I want it to. I don't see any cons yet. > > Easy to use, easy to purchase, responsive customer service. A+++++ ----- ### "Folio is a great email and timeline tool\!" — 5.0/5 > **Julia** | *5 February 2022* | Real Estate | Recommendation rating: 5.0/10 > > **Pros**: I absolutely love that Folio automatically creates different organized files in your inbox as well as keeping you and your clients informed with a convenient timeline\! > > **Cons**: Sometimes I feel that the home page is a little overwhelming and unorganized with all of the automated files that pull from your email. Once you take the time to get organized you are good to go. > > Overall I really enjoy the product\! ----- ### "Klunky, ackward & invasive" — 1.0/5 > **HEATHER** | *10 June 2020* | Real Estate | Recommendation rating: 0.0/10 > > **Pros**: None stand out. The cons outweigh any of the would be better individual components. > > **Cons**: Does not interface well in the ways it is supposed to integrating with email. it does however try to attach itself to non-relevant emails, making it more annoying than useful. > > Overall, prettier but functionally NOT that much better than a spreadsheet. Would not use again. ----- ### "Incredible value - wouldn't be able to function without it\!" — 5.0/5 > **Maggie** | *11 August 2020* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: With multiple escrows going at one time, I can't think of a better way to stay in constant communications with my clients. After entering in the escrow schedule and sharing, I just have to post updates to the schedule as they happen. The clients automatically get the update. And they feel more comfortable knowing the escrow is still on track. It's also a great way to educate them about the local utilities they need to check with before they move in, and who the inspectors are if there are questions. Excellent product. > > **Cons**: Sometimes it doesn't load in my Gmail on the right-hand side bar. I have to open the Folio page in my browser to see the schedule. Other times it loads fine. Not sure what the problem with the plug-in is, or how to fix that glitch. Also, I desperately need an iPhone app where I can view escrow schedules and contacts, and make entries. > > Excellent product. ----- ### "Folio works for my business" — 5.0/5 > **Mary** | *7 October 2020* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: Ease of use. Downloading was easy and linked seamlessly to my gmail account. Folio tracks all emails and delivers them to me in a pdf at the end of the transaction. > > **Cons**: The listing date runs from the time I enter the transaction. I work with builders and updating homes and the time that takes after I have signed the listing paperwork can be 2 - 5 months. You need a pre-listing period. Also, I use it to track rental/leases for my investor clients and you don't offer that. > > Overall pretty good. Not sure how it's working too well with my assisstant...the jury is out\! ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/375449/folio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/375449/folio) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data