![]() Trouble is, it doesn’t work the way you do.įolio by Amitree aims to empower busy professionals by solving this massive email productivity problem with an AI-powered approach. – Freelancers looking for better organization of their communication with clientsįolio is used by over 100,000 professionals for:Įmail is a 50-year-old technology, and it remains the most common business communication tool. – Teams looking to improve their internal communication – Professionals looking to save time while using email for work – Professionals looking to increase their productivity – Busy professionals who want to manage their work right from their email inbox – Annual security review conducted by Bishop Fox – largest private professional services firm focused on offensive security testing – Security and privacy practices audited and approved annually by Google’s Trust and Safety team – 1 million+ hours saved by workflow compression – 10 billion emails organized and counting – More than 100, 000 users trust Folio to help them be more productive in their email – Customizable image background and logo for your boards – One click to export Smart Folder emails into one PDF – Automatic attachment syncing to Google Drive – Unlimited contacts for every Smart Folder – Shareable project/timeline tracker – keep others on track and look like the rockstar you are! – Sync contacts for up to 3 Smart Folders – Sync all events/tasks with your Google Calendar – Reminders, notes and tasks straight from your email – Organize your inbox in Smart Folders and track up to 3 projects/clients/transactions ![]() ✓ DocuSign Integration – get the signatures you need straight from your inbox ✓ Google Contacts Integration – no new contacts database, everything in one place ✓ Google Drive Integration – auto sync attachments to dedicated folders ✓ Google Calendar Integration – never miss a meeting or deadline ✓ Automatic organization of all attachments for each Smart Folder ✓ Automatically organize emails into Smart Folders by topic or project ✓ Manage and delegate tasks and events straight from your Gmail Save time managing projects, processes, clients or anything else straight from a Smart Folder with assignable tasks, shareable project boards and Google Drive attachment syncing. Never search for a document, email, or file again. If you’re new to the Folio extension or need a review, watch this tutorial video.Connect Folio to your Gmail and all your emails, files, and contacts will be magically organized into Smart Folders. No more switching in and out of different program windows! You can create, share, and manage your timelines directly from your Gmail inbox. Recipients receive reminders for events (only if you set reminders!), get updates when changes are made, and can access the timeline from whatever device they'd like.įor the best experience of Folio, Gmail users can install the Chrome Gmail Extension. The timeline keeps all relevant parties in the loop. These timeline websites can be shared with your clients, the other agent, or even a lender or title officer. You can add or update these events right from your inbox if you're a Gmail user, and everything is automatically synced to your Google or Outlook calendar.įor each Smart Folder, Folio creates a website where you can choose to publish the important dates relevant to that client. In that Smart Folder, Folio will automatically add relevant emails, and make it easy to access important documents or contacts that pertain to that client.įor each added client, you can keep track of important dates, such as those tied to the contract, or even showings for a pre-contract client. You'll see these Smart Folders appear in your email-as a label in Gmail, or a folder in Outlook. You can easily approve or reject those suggestions, and that helps train Folio's algorithm to do better in future.įor an approved client (or one you manually added), Folio will automatically create a S mart Folder for them. When Folio finds a potential client, it will ask you to confirm whether it got it right. Otherwise, it'll suggest the client by name. For a client that's under contract, Folio will often suggest the address of the property. When you connect Folio to your email account, it starts analyzing your email for keywords and phrases that indicate you're working with someone, either in the early stages, or under-contract. Once you connect your inbox, it gets to work organizing your clients, helping you stay on top of your day-to-day. Using Folio in another industry? Learn more here.įolio is the first email assistant for real estate agents. This article is for users of Folio for Real Estate.
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