Meet Folio.
Your magical email assistant.

Folio is the first smart email assistant for busy professionals. Once you connect your inbox, it gets to work organizing your emails and related documents, attachments, and contacts. Never search for ‘that document’ again. Everything you need for your business is right there at your fingertips and is designed especially for professionals who manage complex processes like real estate transactions.

Key Features:

• Automatically organizes email into Smart Folders by sender, topic, or project
• Contextual sidebar in your email (via the Folio Chrome extension) that shows you all related emails, documents, calendar events, and contacts for each Smart Folder & sender
• Project timelines that keep everyone in sync
• Google Drive integration
• DocuSign integration

Just connect your Gmail or Office 365 inbox and Folio will get to work to intelligently find and organize your important emails.

Do you work in Gmail? Continue to work directly inside your inbox with our Chrome enabled sidebar; no switching between programs. Folio will gather all your emails, contacts, documents and magically put them in one easy to find location, showing up alongside your emails.

Create timelines to share important tasks and events to keep everyone in the loop. Plus, your events will automatically sync with your calendar. Don’t worry, your emails and private contacts won’t be shared.

Amitree hosts your information on our secure infrastructure which runs on Heroku and Amazon, industry leaders in providing secure services for thousands of companies you know and trust. These companies are deeply invested in providing a secure infrastructure and have invested tremendously in doing so.

As official Google partners, we are held to the highest standards of security and privacy. We go through an annual comprehensive Google audit to certify we are following their guidelines to keep your data safe, secure, and private, which you can learn more about here.

• Read our privacy policy, terms of use, and security information.
• Learn more about how Heroku provides best-in-class security here.
• You can read about Amazon’s security here.

Folio needs access to your contacts and calendar to seamlessly sync Folio timeline events to your calendar and allow you to edit your contacts through Folio.

Folio will never delete your contacts, calendars, emails, or files. We use the access you grant to create separate contact folders and calendars that Folio then manages to keep your versions untouched. The permissions Folio requests may seem scary but you can read more about what we do with them and why we need them here.

Folio is free to use with up to three Smart Folders at a time. When you first sign up, you receive a free 14-day trial to Folio Pro, which allows you unlimited Smart Folders. If you do not upgrade before the end of your trial, you will not be charged and you can continue using Folio for free with up to three Smart Folders.

There is no credit card required to get started, no contract or obligation to continue when you use the free version of Folio. Learn more about our pricing here or visit our plans page.