What is Folio by Amitree?
Folio by Amitree functions as an intelligent email assistant designed specifically for professionals managing complex workflows such as real estate transactions. Once connected to a Gmail or Office 365 inbox, it automatically organizes emails, attachments, contacts, and key dates into Smart Folders based on clients and transactions, eliminating the need for manual searching and ensuring all relevant information remains easily accessible.
The platform includes a contextual sidebar that displays related emails, documents, calendar events, and contacts directly within the email interface. It creates professional timelines that sync with Google or Outlook calendars, allows for easy sharing with clients and team members, and integrates with popular applications like DocuSign and Google Drive to streamline document management and signature processes.
Features
- Automatic Email Organization: Intelligently categorizes emails, attachments, contacts, and key dates into Smart Folders by clients and transactions
- Smart Timeline Creation: Generates professional timelines that sync with Google or Outlook calendars and can be shared with clients and team members
- Contextual Sidebar Integration: Displays all related emails, documents, calendar events, and contacts directly within the email interface
- Third-Party App Integration: Seamlessly connects with DocuSign for electronic signatures and Google Drive for document management
- Team Collaboration Tools: Provides shared access to Smart Folders and timelines with customizable permissions for assistants and team members
Use Cases
- Organizing real estate transaction communications and documents
- Managing client communications and project timelines
- Coordinating team workflows and shared responsibilities
- Streamlining document signing processes with integrated e-signatures
- Creating professional client-facing timelines for complex processes
FAQs
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How does Folio handle privacy and security?
Folio hosts information on secure infrastructure using Heroku and Amazon services, undergoes annual Google audits for security compliance, and maintains strict privacy policies while never deleting user contacts, calendars, emails, or files. -
What happens to my contacts and calendar when using Folio?
Folio creates separate contact folders and calendars to manage timeline events while keeping original versions untouched, using granted permissions only for synchronization and organization purposes without modifying source data. -
Can clients view shared timelines without paying or signing up?
Yes, all shared timelines are completely free for clients and other recipients to view, requiring no installation or account creation for timeline viewing access. -
What happens when the free trial ends?
After the 14-day trial, users can continue with the free Basic plan supporting up to two Smart Folders simultaneously, with no credit card required or obligation to upgrade.
