RETI.us

Top Menu

  • Login
  • |
  • Logout
  • |
  • Sign Up
  • |
  • Welcome Page

Main Menu

  • Sections
    • A-D
      • Accessories
      • AI
      • Apple
      • AR & VR
      • Business
      • By Company
      • Canva
      • Cloud
      • Communication
      • CRMs
      • Cyber Security
    • E-Q
      • Evernote
      • Extensions
      • Form Management
      • Future Tech
      • Global
      • Google
      • Hardware
      • Legal
      • Marketing
      • Microsoft
      • NAR Policies
      • Office
      • Photo & Video
    • R-Z
      • REALTOR Safety
      • RPR
      • Security
      • Smart Homes
      • Software
      • Social Media
      • Tips & Tricks
      • Top Lists
      • Webinars
      • Websites & SEO
      • ZipLogix
  • Webinars
  • Tech Guide
    • CRMs
  • What is RETI
    • About the RETI Montana REALTORS Partnership
    • What to Expect with Your RETI Account
    • How to Use Your RETI Account
    • Tour of & How to Use the RETI.us Site
    • Premium Account Info
  • | MAR
  • Education & Events
    • Events
    • Local Education Calendar
    • Code of Ethics Training Cycles
  • Member Portal
  • Login
  • |
  • Logout
  • |
  • Sign Up
  • |
  • Welcome Page

logo

RETI.us

  • Sections
    • A-D
      • Accessories
      • AI
      • Apple
      • AR & VR
      • Business
      • By Company
      • Canva
      • Cloud
      • Communication
      • CRMs
      • Cyber Security
    • E-Q
      • Evernote
      • Extensions
      • Form Management
      • Future Tech
      • Global
      • Google
      • Hardware
      • Legal
      • Marketing
      • Microsoft
      • NAR Policies
      • Office
      • Photo & Video
    • R-Z
      • REALTOR Safety
      • RPR
      • Security
      • Smart Homes
      • Software
      • Social Media
      • Tips & Tricks
      • Top Lists
      • Webinars
      • Websites & SEO
      • ZipLogix
  • Webinars
  • Tech Guide
    • CRMs
  • What is RETI
    • About the RETI Montana REALTORS Partnership
    • What to Expect with Your RETI Account
    • How to Use Your RETI Account
    • Tour of & How to Use the RETI.us Site
    • Premium Account Info
  • | MAR
  • Education & Events
    • Events
    • Local Education Calendar
    • Code of Ethics Training Cycles
  • Member Portal
  • Using AI to Improve Your Life & Business

  • Video Strategies that Actually Work in 2026

  • Finding Your Brand Voice

  • No Surprises for Tax Time

  • High-Resolution Insights for Real Estate Pros

  • Create Your Annual Marketing Calendar

  • CES 2026: What Tech is About to POP?!?

  • 2026 the Year of Video Kickoff

  • RETI Content Idea Posting Calendar for December 2026

  • RETI Content Idea Posting Calendar for November 2026

ExtensionsForm ManagementGoogleSoftwareTech Guide
Home›By Company›Folio Task Manager Email Assistant

Folio Task Manager Email Assistant

By Craig Grant
June 3, 2019
Share:

One of the biggest challenges of being of real estate is the number of activities and/or actions that need to be done for every client from the moment you start working with them up to closing day and beyond.  And it is easy to forget 1 item and have an unhappy customer or worse.  And that is where a Task or Transaction manager comes in to help you try to organize all these steps in an organized or even automated process. Most Task Managers are external programs which means you often how to access them separately and duplicate efforts to make notes for things that may have occurred in an email or on your calendars.  Well, Folio by Amitree is a Task Manager or as they like to call it an Email Assistant that can be installed right into a Gmail or GSuite account which means it is integrated with your email, contacts, calendars, etc. which really helps you save time and not having to re-enter the same info twice. In this video, we will provide a brief overview of Folio, for more information, go to https://pages.amitree.com/folio-for-gmail/

Our Score


Video & Bonus Content is for RETI Members Only

Login or Sign Up to view this content

 

Member Login

Remember me (for 2 weeks)
Forgot password?

Forgot Your Password?

Reset Your Password


Click to rate this post!
[Total: 0 Average: 0]
TagsAdd-OnsChrome ExtensionsExtensionsG-SoftwareGMailGoogleGoogle WorkspaceTask ManagerTech Tip or Trick
Previous Article

GMail versus GSuite – What’s the Difference

Next Article

Gmail Based CRMs

Share:

Related articles More from author

  • MarketingPhoto & VideoSocial MediaWebinarsWebsites & SEO

    Stump the Expert – Ask Alex Anything!?!

    May 14, 2020
    By Craig Grant
  • Future TechSmart HomesWebinars

    Future of the Smart Home Webinar w/ NAR CRT Lab’s Chad Curry

    May 22, 2016
    By Craig Grant
  • BusinessGrowth & PlanningWebinars

    Start the Year Off Right: Goal Setting Webinar

    February 1, 2017
    By Craig Grant
  • Cyber SecuritySecurity

    Viruses and Malware

    January 8, 2016
    By Craig Grant
  • Cyber SecurityMarketingREALTOR SafetySecuritySocial Media

    Why Do Facebook & Instagram Accounts Get Hacked

    October 5, 2022
    By Craig Grant
  • CRMsSoftwareWebinars

    RealtyJuggler CRM Vendor Demo

    October 27, 2021
    By Craig Grant

  • AppsBusinessSoftwareTips & TricksWebinars

    Tax Deductions & Financial Health for Agents

  • Cyber SecuritySecurityWebinars

    6 Steps to Securing You & Your Clients Data Webinar

  • BusinessHardwareSoftwareWebinars

    What Core Infrastructure Does Today’s Real Estate Pro Need?

DO YOU HAVE A TECH (NON-SUPPORT) RELATED QUESTION?

choose one option from the dropdown that best describes you
CRM Generator Results
  • |
  • Sections
  • |
  • Login
  • |
  • Logout
  • |
  • Welcome Page
  • |
  • Sign Up Now
  • |
  • Contact