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What is TCWorkflow?

TCWorkflow is packed with features designed to boost your productivity while allowing you to save valuable time and resources. Every transaction you handle is focused on the critical tasks that need your attention. Our robust task management tools enable you to create reusable templates, which can be applied over and over again. With these advanced task templates, you can assign tasks to yourself or your teammates in advance, automatically coordinate task timelines to align with your Google or Outlook calendar, and set up task dependencies based on project timelines. Moreover, you can customize your tasks with color-coding, mark them as recurring, easily pin them for quick reference, identify key milestones, and even establish a hierarchy where the completion of one task relies on another. Clear and effective communication is fundamental for any successful real estate professional, ensuring that all team members remain synchronized and well-informed throughout each phase of the process. Embracing these features not only streamlines your workflow but also enhances collaboration within your team.

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

Google Drive
Microsoft Outlook
Dropbox
Google Workspace

Integrations Supported

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

API Availability

API Availability

Pricing Information

$49 per user per month

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

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

TCWorkflow

Company Location

United States

Company Website

www.tcworkflow.com

Company Facts

Organization Name

Amitree

Date Founded

2012

Company Location

United States

Company Website

www.amitree.com/try-folio/

Categories and Features

Email Template Design

Not specified

Real Estate Transaction Management

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

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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