--- 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" --- # Folio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 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) ## Folio Overview Updated September 2026 AI summary Folio supports small and midsize businesses with tools for email tracking and real estate transaction management. Delivered as a cloud-based solution, it offers email and team management, contact organization, workflow tools, and integration with third-party platforms. Notable features include automated email organization, document storage, and activity dashboards to help teams coordinate communication and manage transaction timelines. ## 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 (74)](https://www.capterra.com/p/229303/Wing/reviews/) Starting Price $29 Per User, Per Month Starting Price $699 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (73) Ease Of Use 4.8 (3,509) Value For Money 4.3 (69) Value For Money 4.7 (3,086) Customer Service 4.3 (57) Customer Service 4.8 (3,085) ## Folio alternatives [4.6 (650)](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 (334)](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 Highest Rated [5.0 (8)](https://www.capterra.com/p/163175/Loft47/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/191077/Folio/alternatives/) ## FAQs about Folio Overview ### Which roles and teams benefit most from Folio? Folio is most used by real estate agents, Realtors, brokers, and transaction coordination teams managing listings, clients, and closing timelines. Sales teams rely on it to organize property details and streamline communication, while transaction managers, admins, and closing specialists use it to track documents, deadlines, and deal progress efficiently. Answer based on 73 reviews Overview ### What company size and specific industries is Folio built for? Folio is designed for real estate professionals and real estate firms of any size that manage multiple deals and want to present a polished, professional image to clients. It is best suited for the real estate industry, especially teams and agents focused on client presentation and referrals. Features and Usability ### What are the key features of Folio? Folio includes core transaction management features like shareable timelines, calendar syncing, task reminders, and template-based deadline tracking for real estate transactions. Differentiating features include transaction email organization, automatic email folders, communication history exported to PDF, and contact and document storage that keeps clients, agents, and vendors aligned. Answer based on 28 reviews Integrations ### How well does Folio handle transaction emails in Gmail? Folio works well for organizing transaction emails inside Gmail, grouping messages, contacts, and attachments in one place. Real estate agents and busy teams often like the sidebar, automatic folders, and end-of-deal PDF exports, though some users run into missed emails, weak search, syncing issues, or glitchy transaction creation. Answer based on 24 reviews Integrations ### Which third-party tools and platforms does Folio integrate with? Folio integrates with 7 third-party tools for document, email, calendar, contact, and file management, including Docusign, Gmail, Google Calendar, Google Contacts, Google Drive, Microsoft 365, and Microsoft Outlook. These catalog integrations cover core workflows across signing, communication, scheduling, and cloud storage. 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 reference material for setup and feature guidance, while videos support visual, self-paced learning and step-by-step walkthroughs of core functions. 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, chat, a knowledge base, and FAQ/forum resources. Users often describe support as responsive and quick to resolve requests, but some report frustration with urgent issues, unresolved problems, cancellations, and bugs, with email-only interactions in some cases feeling too slow for time-sensitive needs. Answer based on 28 reviews Features and Usability ### How good is Folio's timeline feature for real estate deals? Folio keeps real estate transactions organized with shareable timelines, deadline tracking, and template-based task management. Agents, transaction coordinators, and clients often value the clear view of what is done and what comes next, though some users want easier template editing, more flexible reminders, and a simpler way to share links. Answer based on 28 reviews Features and Usability ### How does Folio help keep clients informed during a transaction? Folio keeps clients informed through shared timelines, reminder emails, and a clear view of dates, deadlines, and next steps. Real estate agents often use it to reduce status-check calls and present a more organized service, though some clients may want a simpler interface, a dedicated app, and more interactive communication features. Answer based on 19 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 [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ 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 5(52) 4(15) 3(3) 2(0) 1(3) Mentioned topic Sorted by most recent SH Sara H. Transaction Coordinator Real Estate ### "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 18, 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 Reasons for choosing Folio The fact that it's accessible within gmail Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Marshall R. Real Estate Broker Recreational Facilities and Services ### "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 11, 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. Response from Vendor August 17, 2022 Dear Marshall, We're so sorry that you had a less than great experience with Folio. We strive to make sure every Folio user gets value and benefit from using Folio. I see some support tickets where you shared that Folio wasn't working for you. We offered to help with your issues, but we didn't hear back, so I regret that we weren't able to assist. We feel that Folio can still provide significant value to you and would like to offer you a 1:1 session with one of our support specialists who will make sure Folio is set up correctly and working how you expect it to. If you are willing to take us up on this, please email us at support@amitree.com. Thanks for trying Folio and we look forward to the opportunity to make this right. Sincerely, Jonathan Aizen CEO, Amitree JJ Julia J. Real Estate Transaction Coordinator Real Estate ### "Folio is a great email and timeline 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 5/10 February 5, 2022 Overall I really enjoy the product! Pros I absolutely love that Folio automatically creates different organized files in your inbox as well as keeping you and your clients informed with a convenient timeline! Cons Sometimes I feel that the home page is a little overwhelming and unorganized with all of the automated files that pull from your email. Once you take the time to get organized you are good to go. 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. CZ Christa Z. Realtor Real Estate ### "No refunds, no phone line for customer service or tech support, useless" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 15, 2021 Awful. Getting this was a \[Sensitive Content Hidden\] mistake. Pros We haven't been able to successfully use the product because of several issues with syncing to correct emails. Cons Customer support is email only, you can't call anyone. No refunds. Customer support unable to address issues we had. We've never even been able to use the product. Its like I just watched \[Sensitive Content Hidden\] go down the drain. 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. JC Jennifer C. Broker Real Estate ### "Clients like it, I like it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 23, 2020 Keeps me and the client on track in one easy to use system. I would otherwise have to calendar everything and that takes more time. I would also not be able to save all emails into one pdf which is very useful. Pros The timeline is important. It keeps you and the client on track with next steps. It is easy to use and gives you a way to save all of your email communication into one pdf to save to the file. Cons The template for a buyer not yet under contract can get glitchy. Allowing the parties to comment on a particular timeline event so that everyone is notified would be useful as well. Adding the addresses so that the sync with MAPS on the calendar would be helpful. I won't add showings through the software for this very reason. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AA Angel A. Owner, CEO Real Estate ### "I absolutely LOVE folio " 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 20, 2020 Customer service and any requests I have immediately gets completed. I love this system so much with my company! Pros What a life saver! I love that all of my files are organized and easy to find. I do about 20-35 transactions per month and this system changed the way I do my tasks completely. I love that my clients and their clients see how organized we are as a team! Cons Sometimes when I login to my gmail folio pops up and some of the pins on he left hand aide is permanent and it's hard to see my emails. UGH! Reasons for choosing Folio I needed a system to help me stay on track with my files. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TT Tiffanyanne T. Director of Operations Real Estate ### "Great for keeping us on the same page!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 October 19, 2020 Good Pros I love that it gives a streamlined visual of what's happening and will happen along the timeline of a client's home purchase and helps them to pace their preparations. Cons Trying to share the timeline link with clients after the initial email share is difficult because there's no "copy link" option only to send another email. I'd like a link (that isn't attached to my admin profile) that I can include in my own personal emails to clients Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. EL Elizabeth L. Realtor Real Estate ### "Folio is an everyday part of my business" 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 16, 2020 I'm very happy with the product! I will continue use of the product to make my business successful and more streamlined. My only recommendation would be to offer a discount package or rate for new agents. Pros One of my favorite features of Folio is the customizable timeline that I'm able to share with my clients to keep everyone on track. It helps me stay organized and ahead of schedule. Another one of my favorite features is the automatic email organization. This saves me a ton of time when I'm looking for emails and documents. I don't have to dig through endless files trying to find what I need. This is the only software that offers this right now, and I honestly don't want to work without this tool. Another feature that I like, is that I can save my recommendations on providers, like lenders, contractors, title companies and have them automatically show to my client without having to manually add them every time. It's a one and done kind of thing. Folio is a fantastic product to streamline your work, and stay organized. Cons Folio is expensive compared to other products on the market, but other products do not offer the automatic email organization. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MC meranda C. Realtor Real Estate ### "2nd Year user" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 16, 2020 I really like Folio. Use it daily. Pros Chrome extension is so easy for timeline Cons I want to import my contractor list. An import template would be great. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SG Salvador G. Real Estate Agent Real Estate ### "Awesome Platform to keep you 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 October 15, 2020 Pros The system is easy to use, and helps me keep organized with all the different transactions going on at the same time. Cons The software can use some updating it will not recognize all emails that go to a transaction. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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