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 PAAR 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
  • |
  • PAAR Education
    • PAAR Course Calendar
    • The CE Shop
    • Lancaster Institute
  • 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 PAAR 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
  • |
  • PAAR Education
    • PAAR Course Calendar
    • The CE Shop
    • Lancaster Institute
  • 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

  • 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

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

    Instagram Tips – Photo & Video Tips

    June 3, 2019
    By Craig Grant
  • CRMsSoftwareTech GuideWebinars

    Contactually CRM Software Webinar

    May 26, 2016
    By Craig Grant
  • Top ListsWebinars

    Top 10 Tech Tools for Real Estate Agents Webinar

    July 26, 2017
    By Craig Grant
  • CloudGoogleSoftwareWebinars

    Maximizing Google for Your Business

    June 21, 2019
    By Craig Grant
  • Marketing

    Modernize Relationship Based Marketing

    July 1, 2019
    By Craig Grant
  • BusinessGrowth & Planning

    How to Build an Elite Real Estate A-Team

    April 2, 2018
    By Craig Grant

  • AIBusinessFuture TechMarketingTips & TricksTop ListsWebinars

    Top Tech Trends to Watch in 2022 & Beyond

  • BusinessGrowth & PlanningWebinars

    Having the Right Mindset for Success

  • CRMsSoftwareTech Guide

    Firepoint Real Estate CRM Overview

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