Folio by AmitreeReviews of amitree.com

Folio keeps my documents, email chains and calendars highly organized. My only complaints are when the system tries to create it's own files. I prefer to manage that my self.

Folio is great but it disconnects from Gmail way too often, which is very annoying!

When adding contacts to a transaction it does not seem to save prior contacts that were put in or if someone has multiple emails some times it will pull up the one that is never used in our transactions. We do multiple transactions a month. Also noticed that the program gets stuck a lot and does not save changes that have been made. I do most of the folio set up right from Gmail and not the website. On the positive side I like how something is added to a time line and then gets emailed to all the contacts we have tied to a transaction. Love how Folio saves all the documents that are tied to the transaction etc. There are more pros then cons. Highly recommend folio

I love the ability to organize and keep everything all in one place. I especially appreciate the archiving and pdf function at the end of each transaction. The only reason I reserve 1 star is because I wish it would automatically label in a better way. Even when I add all contacts to a transaction and use the label/address in the subject line, those emails often do not get labeled and I have to manually label almost everything.

I love Folio. I honestly don't know how I TC'd for all of these years without it.!