![]() Manage contacts: Managing and segmenting multiple contacts via a customer relationship management (CRM) system helps improve efficiency. Agents: What's the Difference? Benefits of using real estate softwareĪpplying these various tools allows professionals in the real estate industry to: Real estate professionals such as agents, brokers, brokerage firms and investors can use these programs to simplify operations. Specific uses for these programs include lead management, contact management, customer support and marketing. Real estate software is technology that professionals can use for business operations. Related: Learn About Being a Real Estate Agent What is real estate software? In this article, we define real estate software, examine what to consider when choosing real estate software and list some useful products you can use to support your professional activities. If you work in real estate as an agent, broker or investor, understanding the many types of real estate software can help you manage customers and records. Real estate software can manage and simplify tasks like lead generation, marketing, creating listings and conducting showings. Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.A variety of real estate tools are available to help real estate agents improve their productivity and performance. ![]() Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more.Using AI, Folio will organize each transaction's emails, files, and contacts into a Smart Folder.First, connect Folio to your work email account on Gmail or Microsoft 365.Creating timelines that you can share in one click with clients and colleagues is quick and easy. More than 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals.įolio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time.įolio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Thank you again for the helpful feedback and for being a Folio user.įolio helps real estate agents stay on top of transactions from Gmail and integrates seamlessly with Google Drive, Microsoft 365, and Outlook or Google Calendar. If you're willing, please email us at simply stating that you're following up on your review (we can't find your email address based on this review as it only shows your first name) and our CMO will reach out to you personally. If you've had a different experience, we would love to hear about it if you're willing to share with us so that we can continue to improve in that area. Our customer service reps try to respond to all inquiries or requests for assistance within 24 hours and almost always are able to do so. Also, thank you for the feedback about marking a transaction as closed rather than just archiving the folder - it will be shared with our Head of Product. We are always working on improving our transaction detection functionality so that your emails are sorted correctly and that the tool discovers emails related to a certain transaction (to avoid you having to manually add emails to a folder). We are constantly trying to improve the product for our users and it's feedback like this that helps us do so. Hi Nichole, Thank you for your honest and constructive review. ![]() We will continue to try improve our renewal and cancellation processes and thank you for your feedback. We did try many times to notify you of the upcoming renewal and provided instructions on how to cancel your subscription. We’re sorry you didn’t feel like our customer service team handled this as you would have liked, however, even though our policy is clear on this, we did provide you with a partial refund. Therefore, we provide you with links to unsubscribe from the service when reminding you about the upcoming renewal. Unfortunately, sometimes inboxes get disconnected due to a password change and if we unsubscribed people based on the inbox connected state, many people would unexpectedly lose access. We also make it explicitly clear that uninstalling Folio from your inbox will not cancel your subscription. We do feel it’s important to be transparent with our users so we make sure to email our users multiple times prior to renewal, as you pointed out. Like many other SaaS services, Folio auto-renews to avoid service interruptions to our users’ accounts. Hi Julie, Thank you for your honest review.
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