12 problems solved

Foldio's document generator allows you to save considerable time on writing your reports or other visit reports while ensuring visual consistency between your different documents and avoiding duplicate data entry for the file.

Simplify data exchanges and optimize communication within your office. The communication option centralizes emails and facilitates collaboration while API integrations enable automatic transfers between your different tools, making each interaction smoother and more efficient.

Optimize the scheduling of visits and travel for your team members with Foldio's appointment scheduling assistance tool. Save time and reduce kilometers by setting an ideal visit slot, without having to do laborious research.

Stop losing money and time with the invoicing system. By automatically cross-referencing invoices and commissions to be paid, Foldio guarantees a perfect accounting balance and optimal invoicing tracking.

Foldio's dashboard gives you a global and immediate view of your team's workload. Simplify the daily management of your office by keeping an eye on the tasks, visits and reports expected by your team members.

Easily write reports and other correspondence with Foldio's document generator, which automates data entry from files using a simple form. All required information is automatically filled in, avoiding the risks of errors associated with data entry.

By centralizing all your data on Foldio, you guarantee its security while simplifying sharing. Avoid parallel exchanges via channels such as WhatsApp, phone or email, for integrated, consistent and protected management.

Quickly track the payment status of your invoices by linking your bank accounts to Foldio. The invoicing tool enables automatic reconciliation of your invoices and sends reminders for unpaid invoices, thus simplifying your cash flow management.

Thanks to the centralization of your data on Foldio, you ensure effective collaboration in managing your files. Optimize task assignment and facilitate file handover while maintaining a clear view of the history and associated documents.

Reduce the risks of data entry errors by centralizing and automatically validating them (email addresses, insurance policy, claim number, etc.). API integrations facilitate the automatic transfer of reliable and correct data.

Foldio is above all an innovative, ergonomic and intuitive platform. Its use increases the productivity of your team members thanks to its ease of use and compatibility with all types of screens.

Facilitate communication within your office with Foldio. The software provides you with an overview and strengthens coordination between your team members through an effective notification and task management system.