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
  • 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

  • RETI Content Idea Posting Calendar for October 2026

  • RETI Content Idea Posting Calendar for September 2026

  • RETI Content Idea Posting Calendar for August 2026

  • RETI Content Idea Posting Calendar for July 2026

  • RETI Content Idea Posting Calendar for June 2026

  • RETI Content Idea Posting Calendar for May 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

  • MarketingSocial Media

    Facebook Business Page Tip – Page Roles

    June 3, 2019
    By Craig Grant
  • BusinessGrowth & PlanningSoftwareTips & TricksWebinars

    Know Your Numbers: Real Estate P&L

    March 2, 2022
    By Craig Grant
  • MarketingPhoto & VideoTips & Tricks

    The YouTube Platform Tour – Who Knew?

    January 18, 2016
    By Craig Grant
  • Cyber SecurityGoogleSecurityTips & Tricks

    Creating a Google Alert

    January 14, 2016
    By Craig Grant
  • ExtensionsGoogleSoftwareTips & Tricks

    Improve Productivity with Chrome Extensions

    January 15, 2016
    By Craig Grant
  • Cyber SecuritySecurityTech Guide

    LastPass Webapp Review

    January 13, 2016
    By Craig Grant

  • Form ManagementOfficeSoftware

    Task Management

  • MarketingSocial Media

    Facebook Business Page Settings

  • Google

    Connecting Google to Your Chrome Browser

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