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What is Cloud-Sync?

Cloud-Sync provides a reliable and automated method for synchronizing data between Microsoft 365 or Google Workspace and various CRM, ERP, and database systems, thus allowing organizations to sustain seamless connectivity across email communications, calendars, contacts, and files while removing the complexity associated with traditional workflow tools. This innovative solution works with numerous top-tier CRM and ERP systems, as well as any database that supports a REST API, operating quietly in the background to enhance the effectiveness of existing email and collaboration tools. Users can easily authorize Cloud-Sync by signing in with their Microsoft or Google work accounts through the secure OAuth 2.0 protocol, which enables access to emails and the option to update calendars, contacts, and files without compromising password security. Once the connection is set up, Cloud-Sync efficiently logs all incoming and outgoing emails related to CRM contacts against their respective records, enabling team members to have a comprehensive view of customer interactions without the hassle of manual data entry. This efficient process not only alleviates administrative tasks but also fosters improved teamwork and collaboration among colleagues, leading to enhanced productivity and communication within the organization. Additionally, the continuous synchronization ensures that all team members are always working with the most up-to-date information, further streamlining operations.

What is Folio by Amitree?

Folio enables real estate agents to efficiently manage their transactions directly from Gmail or Outlook, while providing seamless integration with GSuite and Microsoft 365. With the trust of over 100,000 agents, Folio aids in timely closings, impresses clients, and generates more referrals. This tool simplifies the process of wow-ing clients and keeping transactions organized, even during the busiest of times. Folio operates within your existing email environment, utilizing AI to automatically identify emails pertinent to real estate transactions. It allows for the swift creation of shareable timelines for clients and colleagues with just a single click. Additionally, Folio ensures your deals remain on schedule by offering transaction timelines and reminders that sync with your Google or Outlook Calendar. By consolidating all necessary emails, documents, and contacts into Smart Folders, Folio streamlines your workflow, making it unnecessary to search for important files ever again. Everything you need is conveniently organized and accessible!

Media

Media

Integrations Supported

Microsoft 365
Docusign
Flexiva
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot CRM
Infor CRM
Microsoft OneDrive
Microsoft Outlook
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

Integrations Supported

Microsoft 365
Docusign
Flexiva
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot CRM
Infor CRM
Microsoft OneDrive
Microsoft Outlook
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$29/user
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders

Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines

Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.

Folio Enterprise
- Contact us for custom integrations.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cloud-Sync

Company Location

United States

Company Website

www.cloud-sync.email/

Company Facts

Organization Name

Amitree

Date Founded

2012

Company Location

United States

Company Website

www.amitree.com/try-folio/

Categories and Features

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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