Folio by AmitreeAmitree
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Optima-CRMOptimaSys Group Spain
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Related Products
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About
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar.
Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s 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 Outlook or 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!
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About
CRM or Customer Relationship Management is a very broad term. Optima-CRM is the real estate software focusing on practically proven processes that allow you to take and keep control over your business and your teams. Designed for very experienced users and novices altogether. Optima-CRM covers all types of real estate & transactions. You can finally handle any transaction related to residential-commercial-industrial-land in one place, from any device at any time. Whereas other solutions stagnated, Optima-CRM is in constant evolution, integrating new functions constantly based on market changes and trends from around the globe. Our international users define where we are heading next! Our solutions are available in all the main languages so you can work in the comfort of the language you best manage. Furthermore our support team is multilingual to better assist you by phone, email, chat, tickets or in person, whenever you need us.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.
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Audience
Companies looking for a CRM and real estate solution to increase growth and improve their processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29/user
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAmitree
Founded: 2012
United States
www.amitree.com/try-folio/
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Company InformationOptimaSys Group Spain
Spain
optima-crm.com/en/
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Categories |
Categories |
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Real Estate Agency Features
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate Transaction Management Features
Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
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Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
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Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
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