--- title: "Folio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Folio Software - reviews, pricing plans, popular comparisons to other Email Management products and more." source_url: "https://www.capterra.com/p/191077/Folio/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Folio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Folio ## What is Folio? Folio helps real estate agents stay on top of transactions from Gmail and integrates with Google Drive, Microsoft 365 and Google Calendar. Folio lives where you already work – your email – and uses AI to automatically detect which emails are related to a real estate deal - making it easy to create timelines that you can share in one click with clients and colleagues. Over 100,000 real estate professionals trust Folio to help them close on time, impress their clients and get more referrals. ## What is Folio used for? [Email Tracking](https://www.capterra.com/email-tracking-software/)[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)[Email Management](https://www.capterra.com/email-management-software/) Top alternative Featured Overall rating Based on 73 user reviews Reviews sentiment Positive 92% Neutral 4% Negative 4% Starting price $29 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Folio?[Manage this product listing](https://www.g2.com/products/amitree/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Folio 4.5 (73) VS. [4.8 (1,424)](https://www.capterra.com/p/168452/GMass/reviews/) Starting Price $29 Per User, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (73) Ease Of Use 4.7 (1,424) Value For Money 4.3 (69) Value For Money 4.7 (1,317) Customer Service 4.3 (57) Customer Service 4.6 (1,213) ## Folio alternatives [4.6 (662)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (337)](https://www.capterra.com/p/164741/Yardi-Breeze/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.6 (444)](https://www.capterra.com/p/20372/Entrata/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.8 (75)](https://www.capterra.com/p/229303/Wing/reviews/) Starting price $699.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/191077/Folio/alternatives/) ## FAQs about Folio Overview ### What problems does Folio solve? Folio solves real estate transaction coordination problems by turning contract dates, next steps, reminders, emails, attachments, and provider details into a shared timeline. Agents, transaction coordinators, escrow managers, and busy real estate teams use it to prevent missed deadlines, reduce manual calendar work, keep clients informed, and retain communication records for closing files. Answer based on 41 reviews Overview ### Which roles and teams benefit most from Folio? Folio is most used by real estate agents, Realtors, and brokers who manage listings, client communication, and transaction documents. Transaction coordinators and transaction managers use it to organize deadlines, track required paperwork, and keep deals moving. Team leads and associate brokers rely on shared visibility to oversee agent activity and transaction progress. Answer based on 73 reviews Overview ### What company size and specific industries is Folio built for? Folio is designed for real estate professionals and firms of any size that manage multiple deals and want to present a polished image to clients. It fits brokers, agents, and other real estate teams that depend on client referrals and regular deal tracking. Features and Usability ### What are the key features of Folio? Folio includes customizable transaction timelines and templates that automatically schedule client deadlines, reminders, and calendar events for real estate transactions. Core communication and document management features organize transaction email into folders, store attachments, and create PDF communication records. Shared timelines keep clients, agents, and vendors updated, while contact management supports provider information. Answer based on 28 reviews Integrations ### Which third-party tools and platforms does Folio integrate with? Folio integrates with Docusign, Gmail, Google Calendar, Google Contacts, Google Drive, Microsoft 365, and Microsoft Outlook. These integrations cover document signing, email, calendar, contacts, and file storage, giving Folio connections to the core productivity and communication tools used in daily workflows. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does Folio offer? Folio provides documentation and videos to help teams get started. Documentation offers written guidance for setup and reference, while videos provide visual walkthroughs of features and common workflows. These formats support self-paced learning and can be used alongside implementation or early product use. Answer based on 1 reviews Getting Started and Support ### What customer support options does Folio offer, and how do users rate the experience? Folio offers email/help desk, FAQ/forum, knowledge base, and chat support. Users often describe customer service as responsive, with requests and issues handled quickly. However, some users report frustration when urgent or account-related problems require more direct assistance, and a few say their issues were not resolved satisfactorily. Answer based on 28 reviews Features and Usability ### How well does Folio manage real estate transaction timelines? Folio gives real estate teams a customizable, shareable transaction timeline that keeps clients and partners informed of dates, tasks, and updates. Agents value templates, calendar connections, and visual progress tracking, while some want easier reminder customization, event comments, mobile access, and a simpler way to resend or copy timeline links. Answer based on 28 reviews Features and Usability ### How does Folio organize transaction emails? Folio organizes transaction emails inside Gmail, groups related messages and attachments, and creates downloadable communication records for real estate files. Agents appreciate quicker access to correspondence and contacts, but some report missed or incorrectly suggested transactions, unreliable syncing, weak search tools, and limited options for handling withdrawn or replacement deals. Answer based on 24 reviews ## Features AI summary Based on 1,898 Email Management reviews Capterra reviewers highlight these as the features buyers value most when choosing email tracking software: - **Engagement Tracking** (**59%** of reviewers rated this feature as critical) - **Email Distribution** (**59%**) - **Contact Management** (**54%**) Folio includes **Contact Management**, which gives teams a central place to organize recipient details and maintain cleaner outreach records. However, it does not offer **Engagement Tracking** or **Email Distribution**. Instead, it provides **Email Management** (**54%**), a related feature that can help teams handle email activity more efficiently. Together, these capabilities help businesses keep contact data organized and manage communications more effectively, allowing teams to stay on top of outreach tasks and day-to-day email workflows. Contact Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Email Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Activity Dashboard 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Team Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Organizing a group of people to accomplish a task Workflow Management 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Agent Management Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. Folio 21 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Management: Manage, organize, and store contact information - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (73) 4.4 Based on 73 reviews ## Pricing Value for money 4.3 (69) Free Trial Free Version Pro $29.00 Per User,Per Month Value for money 4.3 (69) 4.3 Based on 69 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (57) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (57) 4.3 Based on 57 reviews ## User reviews Overall rating 4.5 Based on 73 reviews Filter by rating Counts reflect reviews available in this feed. 5(52) 4(15) 3(3) 2(0) 1(3) Mentioned topic Recent reviews first, then most helpful RE Reviewer Real Estate Agent Used the software for: 1-3 years ### "A fantastic tool to keep me and my clients organized" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2020 Instead of having to keep track of where a transaction is currently on its timeline in my own spreadsheet I am able to save time and focus on the actually important details that matter to clients. Keeping clients informed is a game changer. One of the biggest complaints in real estate is that clients don't hear from their agents. Well, mine do, and its automatically happening with Folio! Pros I am thrilled to be in this industry in a time when this tool is available! Being able to see all the conversations regarding one transaction in one place is wonderful in itself. Not only is this a core feature but there's more! The timeline has become my primary location to keep track of where each transaction is currently and what I need to do next. I do well with deadlines and so this really helps me, especially for time-sensitive things like inspections! The integration with Google calendars is the cherry on top. I don't need to do any extra steps to be automatically reminded of today's items for each transaction! Cons Sometimes Gmail won't load the sidebar correctly but a refresh of the browser does the trick to get that working again, this may be caused by a second add-on, bomb-bomb, that has a sidebar in Gmail as well. Integration to my existing workflow was pretty seamless as I was already a Gmail user. Keeping contacts up to date, transaction folders up to date and emails tagged appropriately are really the only chore to making this software function well. And really, anyone in business should be doing most of that already. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Transaction Coordinator Used the software for: 3-5 years ### "Convenient Organization Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 8, 2020 Overall, Folio has helped me and the team of agents I work with, stay on track with tasks and events during a real estate transaction. The step by step process makes it easy to use and complete information and I love being able to set reminders and create calendar invites for items I add to the timeline. I would highly recommend this to anyone who is looking for an easy, and affordable, way to streamline communication and organize timelines in real estate. Pros I like this is easy to use, easy for my clients to access, helps keep everyone updated and allows me to create calendar invites for activities and events. Cons I don't have any problems or issues to report. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ryan S. Broker Used the software for: 1-3 years ### "What works, what doesn't & what's missing" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 18, 2020 I've enjoyed Folio and I have recieved quite a few reviews from clients expressing their excitement and satisfaction with Folio. Multiple clients have asked if there was an app. I do think the price is slightly too high considering what you get from it. The value does not add up, at least not with the current app. Pros Integration into Google products. It's great to see contacts pulled, calendar updated, and documents stored with ease and right next to my inbox. Well designed display of transaction info, and easy to edit from the Gmail add-on. Timeline templates save time. I really like the ability to market my service providers seamlessly within the transaction. Cons Way too many transaction suggestions based on random emails. From time to time new transactions can be glitchy when entering the data. If/when a transaction is glitchy from the beginning I've noticed those same transactions tend to to miss emails, drop transaction data, etc throughout the process. Wish you could request reviews on multiple sites. Wish you could integrate with CRM (currently using Referral Maker.) Biggest want- an app, and I'm on Andriod so a iOS app only would not be helpful. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Martine L. Realtor Used the software for: 3-5 years ### "Can't Live Without Folio" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 6, 2020 Keep up with dates and timelines has been crucial and I can't imagine not using the product. Pros I LOVE that this program helps me and my clients keep track of important upcoming dates. When you have multiple deals going at once, it's crucial to have a system that reminds everyone and keeps everyone on track. Cons It tries to make every email a client. I am constantly removing folders in my gmail Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Escrow Manager Used the software for: 1-3 years ### "A Fantastic Solution for Managing Your Real Estate Transactions!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 August 6, 2020 Pros I manage the escrows for a very busy real estate team that specialize in listings, we do between 70-90 closings a year. Given this, I needed something that could help me manage my transactions and would be easy to use within our Gmail email system. Because almost every item I do, starts with an email to me or from me, having the Folio side bar pop up for each email that matches the address, is a huge time saver! I estimated that it saved me about 3 - 5 hours a week by being able to manage things from within the email system. I made a customized timeline and input every single item I needed to do on an escrow, then I just manage to these items. Because you can share the timelines with clients, it gives me the opportunity to add a value-added item that most Realtors don't have. Client feedback for their timelines has been fantastic! They consistently state how much they love being able to see their contract dates and to-do's, and they really help clients know what's coming up, what's been completed, and any updates or notes that I add for items. It's amazing how many of them mention their timelines in their feedback! Cons While the product is fantastic, it does have some bugs and issues. My biggest issue is that Amitree doesn't have a phone number you can call for support. You have to send them an email, and they will get back with you (generally within 24 hours), but many issues are urgent, and I like being able to call tech support when needed. Because I am such a high -volume and frequent user, I come across smaller bugs that annoy me, but because I would have to send an email, write out a description of the item, and then wait to hear back, I don't report them, as it takes too much time and explanation. They aren't huge issues, but I have them occur on all my transactions, so it is something I wish they'd work on...an easy way to report bugs and a tech support number. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Real Estate Broker Used the software for: 1-3 years ### "Functions Don't Work, Service is Poor" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 17, 2022 Pros The idea behind Folio is great. Thus me signing up. The greatness stopped there. Cons 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. They refused to fix them and refused a refund. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer REALTOR / Team Leader Used the software for: 1-3 years ### "Organized Realtor" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 11, 2020 Very good for giving my team context in detail of each of the steps they need to follow. This helps them tremendously so they can look competent to their clients and saves a lot of time for me answering questions. Pros The templates are everything. This allows me to create not only a timeline but also go into depth on various subjects for people on my team. By being able to control who sees each infobox (customer or agent) I can write out different boxes that are relevant to who is seeing them. Cons I don't use it much from my Gmail. It clogs up my Labels in Gmail. I must have 100 categories in my Labels/Groups in my Gmail that I don't use. This makes it much tougher for me to find the Labels that I do use. I would like the ability to change the font style and size in the infoboxes (and bold, color, etc). Right now the only way to put emphasis on something is to capitalize it. I would like the boxes to increase to full screen (or close) so I can see what I'm writing. Most on my infoboxes have a lot of detailed instructions and I have to write them in Word and them paste them back in. It would be nice to be able to paste links in them as well so I can reference outside sources to some of my recommendations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Sara H. Transaction Coordinator Used the software for: 3-5 years ### "Very useful for Real Estate Transactions" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 20, 2022 I loved it but wish it would have autofilled some and also wish it did more for the transaction process and ducuments Pros Groups all emails for transactions together and lets you print them at closing for your file. Also contacts kept in the side column for easy access to contacts when emailing Cons Wish there was a checklist feature and a way to organize the documents in a useful way Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Broker Used the software for: 1-3 years ### "An absolute must have in the Real Estate industry!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 9, 2020 Highly recommended and a must-have time saver! Pros I love the download of PDF format for all emails after closing a transaction. This has saved me so much time trying to save emails regarding transactions, which is required by the real estate commission. I can go to any email I need easily. I love the timeline and automated emails to clients and the ability to customize it. Cons Sometimes it tries to think too much for me by suggesting folders and creating labels automatically. I can see where this would be helpful for some but I wish there was a way to turn this feature off. Also, when I place an email in a folder, whether a label I created or a smart folder, I wish the label would show in the subject line in the sent items. It shows for some but not all. I often forget to put the address in the subject line for Folio to catch it and go back and scan my sent items to make sure they're tucked away where I need them. I have to open each email to see if it's tagged in a folder or not. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Realtor Used the software for: 1-3 years ### "Keeps Emails Organized" 5.0 October 17, 2020 It keeps my inbox clean and don't miss emails since it goes to the designated transaction folder. Pros I like that it keeps my emails organized per transaction along with timelines to help me stay on track. Cons It is difficult to search for an email inside the transaction using the search bar in gmail. Also, the search bar in Amitree/Folio does not work, so if I wanted to search for a transaction by typing in a part of an address or even the buyer/seller name, nothing appears. I have to manually scroll down 100s of transactions. I wish there was feature that allows you to change the folder status to closed or withdrawn vs saying "buyer or seller under contract" or "active listing." Also wish there was a separate way to group old or former emails, docs and contacts for a transaction that fell through, but procured another buyer creating a new transaction but same address. It's not perfect and could use some more improvement, but at least for now, it works for what I need it to do. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/191077/Folio/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.