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What is Shared Contacts for Gmail®?

Users of Google Workspace and Gmail can easily create, manage, and share team address books, also known as labels, from various platforms like Gmail or Google Contacts. Access permissions can be established similarly to how they are set for Google Docs, allowing for options such as view-only, edit, delete, re-share, and transfer of ownership. Additionally, you can access shared contact information across your workspace, whether it’s in Gmail, Google Contacts, your calendar, or even on mobile devices. When you either compose or receive an email, especially through a CRM, you are able to see detailed information about the senders and recipients, including their email addresses, phone numbers, company names, job titles, any notes added to the contact, and records of past interactions. Shared Contacts for Gmail significantly enhances productivity for all users of Gmail and Google Workspace, addressing a critical need that these platforms do not inherently fulfill: the capability to share contacts with others effectively. By enabling this feature, teams can collaborate more efficiently and maintain better communication across their organization.

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

Gmail

Integrations Supported

Gmail
Docusign
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

API Availability

API Availability

Pricing Information

$0.99/user/month
Lite $0.99/user/month
Team $1.79/user/month
Business $2.59/user/month
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 Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Gapps Experts

Date Founded

2011

Company Location

United States

Company Website

getsharedcontacts.com

Company Facts

Organization Name

Amitree

Date Founded

2012

Company Location

United States

Company Website

www.amitree.com/try-folio/

Categories and Features

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Group Management
Interaction Tracking
Sales Pipeline Management
Segmentation
Shared Contacts

CRM

Not specified

Categories and Features

Real Estate Agency

Calendar Management
Client Database
Contact Management
Contract Management
Listing Management

Real Estate Transaction Management

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

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