Optima-CRM

Optima-CRM

OptimaSys Group Spain
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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!

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.

Audience

Companies looking for a CRM and real estate solution to increase growth and improve their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 2.0 / 5
ease 1.0 / 5
features 3.0 / 5
design 2.0 / 5
support 2.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Amitree
Founded: 2012
United States
www.amitree.com/try-folio/

Company Information

OptimaSys Group Spain
Spain
optima-crm.com/en/

Alternatives

Alternatives

onOffice

onOffice

onOffice GmbH
Top Producer CRM

Top Producer CRM

Top Producer Systems
Folio

Folio

Kwela Solutions
Top Producer CRM

Top Producer CRM

Top Producer Systems
Netty

Netty

Netty.fr

Categories

Categories

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

Integrations

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

Integrations

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
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