---
title: Folio3 CRM Reviews
meta_title: 'Folio3 CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Folio3 CRM works for a business like yours.
date_modified: '2026-07-23'
parent_category:
  name: Ecosystem Service Providers
  url: https://www.g2.com/categories/ecosystem-service-providers
---


# Folio3 CRM Reviews
**Vendor:** Folio3 Software  
**Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services)
## About Folio3 CRM
Folio3 Software is a California-based Salesforce expert and official Agentforce partner that helps startups and global enterprises build smart, secure, and scalable digital solutions. As a trusted Salesforce Consulting Partner, MSP, and ISV, Folio3 delivers end-to-end Salesforce services—from strategy and implementation to ongoing managed support and innovation.






- [View Folio3 CRM pricing details and edition comparison](https://www.g2.com/products/folio3-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-21+16%3A49%3A45+-0500&secure%5Bsession_id%5D=ea92a58f-6714-4461-8ca4-4939809c3df4&secure%5Btoken%5D=4d41d645616b4da288db2d360237c944a43f0d55de812b5b6e7577a9b0ef5ce0&format=llm_user)

## Folio3 CRM Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Support**
- Go Live Support
- Documentation
- Training 
- Metrics
- Admin Services

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

## Top Folio3 CRM Alternatives
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