See how Folio by Amitree auto-organizes real estate transaction emails into Smart Folders inside Gmail & Outlook - features, pricing, and FAQs.
Category
CRM
Pricing
Amitree does not publish exact prices. Folio offers a free plan (limited to 2 Smart Folders), a 14-day free trial of the paid Pro plan, paid individual plans with unlimited Smart Folders, discounted Team plans for 2-10 accounts, and custom Enterprise pricing for larger brokerages via contact sales.
Folio by Amitree is an inbox-based productivity tool built for real estate agents, brokers, and transaction coordinators who manage multiple deals over email. It automatically detects real estate transactions from incoming messages and organizes the related emails, contacts, and files into per-deal 'Smart Folders' directly inside Gmail or Outlook, without requiring users to change their existing workflow. Paid plans add shareable client 'cheat sheets' and timelines, calendar syncing for key dates, and integrations with Google Drive and DocuSign for document handling, while team and brokerage plans let members share templates and timelines. According to Amitree, roughly half of U.S. and Canadian residential real estate transactions are organized through Folio. Folio is now part of Inside Real Estate.
Key Features
Automatic Smart Folders — Detects real estate transactions from incoming email and automatically organizes related emails, contacts, and files into per-deal Smart Folders inside Gmail and Outlook.
Client Cheat Sheets & Timelines — Generates single-page client cheat sheets and customizable, shareable timelines with property images and company branding.
Document Integrations — Integrates with Google Drive and DocuSign so transaction documents can be stored, downloaded as PDFs, and e-signed without leaving the workflow.
Team & Brokerage Sharing — Team and brokerage plans let members automatically share timelines, copy templates, and control folder suggestions and calendar events.
Request a Review — Built-in tool for prompting clients to leave reviews at the close of a transaction, supporting agent reputation building.
Pros & Cons
Pros
Organizes transaction emails, contacts, and files automatically without manual filing
Works directly inside Gmail and Outlook rather than requiring a separate app
Integrates with Google Drive and DocuSign for document handling
Free plan available with no credit card required, plus a 14-day Pro trial
Team/brokerage plans support shared templates and timelines across members
Cons
Free plan is capped at just two active Smart Folders
No public pricing table on the marketing site — plan pricing is described qualitatively rather than shown in exact figures
Purpose-built for real estate transactions, so it's not a general-purpose email organizer
Advanced features like custom templates and timeline sharing are limited to paid Team/Enterprise tiers