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Folio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Folio: Manage Real Estate Transactions from Gmail.
Table of Contents
Folio - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: February 2026
Folio overview
What is Folio?
Folio makes it easy to impress your clients and keep your 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!
How Folio Works:
➤ First, connect Folio to your work email account.
➤ Using AI, Folio will organize emails, files, and contacts for each transaction into a Smart Folder.
➤ Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more.
➤ Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.
Folio Free Plan Features:
➤ Manage up to 3 transactions at a time for free
➤ Get a shareable timeline webpage and email organization for each deal
➤ Send reminders, notes and tasks straight from your email
➤ Sync all events/tasks with your Outlook or Google Calendar
➤ Sync contacts for up to 3 Smart Folders
Folio Pro Plan Features:
➤ Get everything in the Free Plan, plus:
➤ Manage unlimited transactions and Smart Folders
➤ Get unlimited custom timeline templates to save you even more time
➤ Get unlimited contacts for every Smart Folder
➤ Get all needed signatures with DocuSign integration with Gmail
➤ Get automatic attachment syncing to Google Drive
➤ Export entire transaction history into a PDF in one click
➤ Customize the image background and logo for your timelines
Folio’s Security & Privacy
➤ Practices are audited and approved annually by renowned Trust and Safety teams
➤ Personal data privacy: CCPA compliant
➤ Bank-level 256-bit security
➤ Annual security review conducted by Bishop Fox - the largest private professional services firm focused on offensive security testing
Key benefits of using Folio
✓ Save 20+ hours per deal and look like a pro
✓ Create and share professional closing timelines with your clients in seconds
✓ Manage events and delegate tasks straight from your email
✓ Customize closing timelines and transaction templates to save time
✓ View everything on the go: use the Folio web app from any mobile device
✓ Never miss a meeting, inspection, appraisal, or deadline thanks to the calendar integration
✓ Automatically sync attachments and documents to dedicated folders with Google Drive integration
✓ Don’t worry about creating a new contacts database, get everything in one place with the Outlook People and Google Contacts integration
✓ Get all the signatures you need straight from your inbox with the DocuSign integration.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Calendar
Email Folders
Timeline
Transaction Email
File Organization
Gmail Integration
Folio’s user interface
Folio pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.3
Features
4.4
Ease of use
4.5
Customer support
4.3
Reviews sentiment
What do users say about Folio?
The functions don't work, adding contacts/clients was glitchy to the point of not even being able to add a transaction appropriately, the system tries to automatically create transactions based on your emails and it fails badly at that, service was horrible when I told them about the glitches.
Select to learn more
Who uses Folio?
Based on 73 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
- Not enough reviewsFolio's key features
Most critical features, based on insights from Folio users:
All Folio features
Features rating:
Folio alternatives
Folio
Starting from
29
/user
Per month
Mailchimp
Starting from
No pricing info
GMass
Starting from
No pricing info
MailerLite
Starting from
No pricing info
Folio pricing
Value for money rating:
Starting from
29
/user
Per month
User opinions about Folio price and value
Value for money rating:
To see what individual users think of Folio's price and value, check out the review snippets below.
Spencer P.
Admin/Transaction Specialist
Meridith A.
realtor
Folio integrations (7)
Top integrations
Folio support options
Typical customers
Platforms supported
Support options
Training options
Folio FAQs
Folio has the following typical customers:
Freelancers, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Folio support?
Folio supports the following languages:
English
Q. Does Folio offer an API?
No, Folio does not have an API available.
Q. What level of support does Folio offer?
Folio offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base