# Folio3 CRM Reviews
**Vendor:** Folio3 Digital Health  
**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=2026-05-17+16%3A13%3A27+-0500&secure%5Bsession_id%5D=b16def58-776b-449e-829f-edbb95d15a8f&secure%5Btoken%5D=e00bfd2b14c13047835dde0f20e653b75f8ec51eb9504bd2be9c47290efb1955&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

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