Skip to main content
Folio Plans
Updated over 5 months ago

When you first sign up with Folio, you will start on our Pro plan for a 14-day trial. After the trial period expires, you can upgrade to one of our paid plan options or remain on our free plan (limited to three concurrent smart folders).

Paid plans

What do they include?

Folio’s paid plans will provide you with an unlimited number of Smart Folders that you can share with your clients, admin, TC, or any relevant players. You’ll also gain these exclusive features:

We have more features in the pipeline; stay tuned for new updates!

Folio for Teams

We offer significant discounts for teams or brokerages on a per-user basis.

  • Team plans (2-10 accounts) - monthly or save with the yearly plan (paid upfront)

  • Need Folio for a larger group? Contact us at [email protected] to learn about custom group pricing with our Enterprise plan.

Below is a list of the optional configurations that are provided to group plans, in addition to all the listed features in the paid plans section:

  • Automatic timeline sharing configuration between group members

  • Disable the creation of suggested smart folders

  • Copy of templates, service providers, and resources to group members

  • Control over team member folder suggestions, to prevent duplication of Folders

  • Control over calendar events, so as not to overcrowd calendars

What do the Pro and Team plans cost?

For our latest pricing options, visit the plans page: https://www.amitree.com/plans

Where do I subscribe?

If you have a Folio account, log in and visit your account tab or the plans page to upgrade

Note: Be sure to verify you are upgrading the correct account if you use multiple email accounts. We can always help if you come across any bumps along the way. If you upgraded the incorrect account, learn more about how to transfer to the correct account here.

**Priority support**: We have an SLA of 2 hours during our normal work week (Monday-Friday) for our paid users. Please note we are on Eastern Time.

Did this answer your question?