# Folio Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Folio Software - reviews, pricing plans, popular comparisons to other Email Tracking products and more. Source: https://www.capterra.com/p/191077/Liberty-Dental --- # Folio Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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/) 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.amitree.com/&name=Folio) ## 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. [4.7 (673)](https://www.capterra.com/p/136372/dotloop/reviews/) Starting Price $29 Per User, Per Month Starting Price $31.99 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (73) Ease Of Use 4.5 (77) Value For Money 4.3 (69) Value For Money 4.5 (61) Customer Service 4.3 (57) Customer Service 4.6 (60) ## Folio alternatives [4.5 (851)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/) Starting price Contact vendor for pricing [4.0 (76)](https://www.capterra.com/p/172896/SkySlope/reviews/) Starting price $1.00 Per User, Per Month [4.6 (601)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing [4.2 (327)](https://www.capterra.com/p/164741/Yardi-Breeze/reviews/) Starting price $1.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/191077/Folio/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 Dashboard to view the status of ongoing processes, identify current incidents and track past activities Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage and track all internal and external communication conducted via calls, email, text, or chat Manage, organize, and store contact information Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Public or private sharing of digital files such as documents, audio/video, images, and more Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Organizing a group of people to accomplish a task Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Manage, record and track all business exchanges in form of money and its related interactions in the system Create, design and manage workflows for repetitive tasks 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/) ## 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 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. 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 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. 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 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. 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 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. 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 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. 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 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. [View all Reviews](https://www.capterra.com/p/191077/Folio/reviews/) Popular comparisons [Form Simplicity vs Folio](https://www.capterra.com/compare/172894-191077/Form-Simplicity-vs-Folio)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. 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