Foldio : Productivity solution for expertise and intervention
Foldio: in summary
Management software dedicated to the expertise and intervention professions
Find out how you can simplify the management of your files, save time on the administrative aspects and optimise exchanges with your staff and the various external parties involved using an innovative platform.
Foldio, the all-in-one solution
Designed for experts working in the insurance, real estate, construction and legal sectors, Foldio is a comprehensive solution that can be tailored to your needs.
Foldio's key features
- File management and tracking
- Document generation
- Shared calendar
- Simplified dashboard
- Task tracking
- Invoicing
- Help with making appointments
- Performance indicators
Its benefits
Dedicated management tool designed for experts
Simplify procedures and optimise productivity
Digital and collaborative platform
Customisable to suit your needs
Helpdesk available 7 days a week
Foldio - Overview of the workload 
Foldio - Shared calendar 
Foldio - Overview of folders and their status 
Foldio - Folder event timeline 
Foldio - Folder photo management 
Foldio - Document and report generation 
Foldio - Library of document and report templates 
Foldio - Centralisation of case-related emails 
Foldio - Contact book 
Foldio - Billing management 
Foldio: its rates
Package
Rate
On demand
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