When it comes to closing deals, one size doesn’t fit all

Automatically generate contextual and personalized sales pitches, proposals, and service agreements using your existing company data and prospect specs.  

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Our partners have worked with some incredible companies

Turn data into deliverables into deals

Increase your deal win-rate and avoid deal slippage by automatically generating contextual and hyper-personalized sales deliverables seamlessly and at scale with the help of AI.

Connect
Build
Sell
Learn

Connect

Seamlessly connect into your sales and marketing workflows, integrating company data and prospect needs to directly influence your sales collateral.

  • Integrate with a variety of sales and rev-ops tools

  • Aggregate data from your CRM, CMS, DAM, or Drive files easily

  • Manage diverse data types within the Folio vault, including text, video, links, and more

  • Use AI and machine learning to parse and categorize data from older decks, documents, spreadsheets, or PDFs.

Build

Effortlessly build contextually relevant pitches, proposals, service agreements and more.

  • Streamline team collaboration in creating, editing, and approving sales deliverables

  • Reduce reliance on marketing or design teams

  • Eliminate duplicated slides, inconsistent information, and annoying "master-decks"

  • Ensure brand consistency and tone across all sales deliverables

Sell

Empower your team to close deals more efficiently and exceed customer expectations by providing prospects with a differentiated, smooth, and custom sales experience.

  • Maximize your chances of success and deal closures with fewer salespeople and resources

  • Pitch and propose more frequently by reducing collateral creation time

  • Enable your champion to drive more effective internal sales by centralizing relevant sales information

  • Reduce friction points and streamline negotiations with live comments and updates

  • Boost upselling opportunities by enhancing customer satisfaction and loyalty

Learn

Learn valuable insights and automatically implement Folio suggestions to enhance your sales process, retain customers, and boost win-rates.

  • Track engagement levels of each element in the Folio and understand how they positively or negatively influence the sales process

  • Benefit from AI-powered suggestions for text, tone, placement, and content improvement

  • Receive early warnings of potential customer churn through renewed engagement in the Folio

  • Adapt Folio structure based on the recipient's persona and role in the organization

  • Identify procurement process bottlenecks to facilitate smoother progress

Build relationships not decks

Leave every prospect feeling like they got the "white glove approach" without your sales team needing to lift a finger.

Your info. Your brand.

Hyper-personalized Folios are automatically generated for your prospect based on your data and your brand. Say goodbye to vague and generalized sales collateral.

AI-powered

Folio uses the power of LLMs and AI to understand your data and build the most contextually relevant Folio for your prospect. The more you use Folio, the smarter it becomes.

Do something with your data

With Folio's vault, you can easy integrate and manage your company and prospect data and actually convert all of that information into practical deliverables.

Integrate into your workflow

Integrate with your company and prospect data in your CMSs, CRMs, sales enablement tools, DAMs, Drives, and PDFs/docs.

Learn what works

Each element in a Folio is built to be tracked so that you can gain actionable insights and Folio can automatically adjust itself to be more effective.

Millions of dollars in lost deals

Hear why other leaders and founders want to change the fragmented, manual, and time-consuming way they're currently building sales collateral.

“If teams integrate Folio, they are elevating the purchasing experience for their prospects; that's really what this is about. They're also helping their prospect sell internally, navigating complex buying processes and procurement and organizing information for prospects. I think that's a real value add… It's pretty easy to calculate the ROI for the efficiency it offers sales to expedite sales cycles.”
Katerina
SVP of Global Rev-Ops & GTM Strategy at a Technology Startup
“Sales reps typically spend most time creating detailed, branded, specific proposals for top priority deals and will make time more efficient by not doing this for every deal. If Folio is able to streamline the process of creating custom proposals with details from the entire sales process, top proposals will be improved and guaranteed as a standard for the sales team, and can also be a way of increasing win rate on deals that wouldn’t have typically received a full-effort proposal and a ‘white-glove proposal treatment’ for all customers.”
Ruby
Regional Sales Leader at a Mid-Market SaaS Technology Company
“Sales reps need to put a lot of effort into creating the pitch and proposal docs and they don’t have the time. They need to summarize the calls, understand the challenges and how we can help, and rewrite how certain products could help fix the problem. But they’re not marketing people, so they can’t always do it. They also sometimes don’t even bother adjusting the size/font of the new pricing they’re adding or realize that they should update to include a very specific industry logo.”
Vera
Product Marketing Leader at a Mid-Market SaaS Technology Company
”If I could have the right proposal based on the requirements from the client side, plus my capabilities and our methodologies 85% done with the click of a button, and then only do the fine tuning or the highlights of it, that'll be huge. Because now, it takes more than 30 hours for a consultant to actually do that.
Rani
Partner at a Global Professional Services Firm
“We were 120 people, making $40M+ annually and everything was unorganized in Dropbox. Relying on institutional memory for proposals is just completely not efficient.”
Steve
Managing Partner at Global Branding and Communications Firm
“The pain for me is the dollars being lost, and there's two sides to that dollar amount: there's the work involved, and there's there's opportunity lost. Not just closing deals, but also dealing with existing customers. I've got millions of dollars in open opportunities with them, so we are sending proposals to them every month…”
Brian
Go-To-Market AMS at an Enterprise Cloud Computing Company
“Our overview deck needs to be customized for each prospect but also relevant to each person in the organization. It needs to be very relevant because we’re initially speaking to someone that cannot make the purchasing decision – so the CMO needs to show it to the CFO, who needs to show it to the CEO, etc.”
Billy
Founder at a B2B Marketing Firm
“Our biggest pain is the time suck. One of the largest metrics is your billable hours and it's tough when it goes to this kind of manual work.”
Ben
Partner at Strategic Communications Consultancy
“If teams integrate Folio, they are elevating the purchasing experience for their prospects; that's really what this is about. They're also helping their prospect sell internally, navigating complex buying processes and procurement and organizing information for prospects. I think that's a real value add… It's pretty easy to calculate the ROI for the efficiency it offers sales to expedite sales cycles.”
Katerina
SVP of Global Rev-Ops & GTM Strategy at a Technology Startup
“Sales reps need to put a lot of effort into creating the pitch and proposal docs and they don’t have the time. They need to summarize the calls, understand the challenges and how we can help, and rewrite how certain products could help fix the problem. But they’re not marketing people, so they can’t always do it. They also sometimes don’t even bother adjusting the size/font of the new pricing they’re adding or realize that they should update to include a very specific industry logo.”
Vera
Product Marketing Leader at a Mid-Market SaaS Technology Company
“The pain for me is the dollars being lost, and there's two sides to that dollar amount: there's the work involved, and there's there's opportunity lost. Not just closing deals, but also dealing with existing customers. I've got millions of dollars in open opportunities with them, so we are sending proposals to them every month…”
Brian
Go-To-Market AMS at an Enterprise Cloud Computing Company
“Sales reps typically spend most time creating detailed, branded, specific proposals for top priority deals and will make time more efficient by not doing this for every deal. If Folio is able to streamline the process of creating custom proposals with details from the entire sales process, top proposals will be improved and guaranteed as a standard for the sales team, and can also be a way of increasing win rate on deals that wouldn’t have typically received a full-effort proposal and a ‘white-glove proposal treatment’ for all customers.”
Ruby
Regional Sales Leader at a Mid-Market SaaS Technology Company
”If I could have the right proposal based on the requirements from the client side, plus my capabilities and our methodologies 85% done with the click of a button, and then only do the fine tuning or the highlights of it, that'll be huge. Because now, it takes more than 30 hours for a consultant to actually do that.
Rani
Partner at a Global Professional Services Firm
“We were 120 people, making $40M+ annually and everything was unorganized in Dropbox. Relying on institutional memory for proposals is just completely not efficient.”
Steve
Managing Partner at Global Branding and Communications Firm
“Our biggest pain is the time suck. One of the largest metrics is your billable hours and it's tough when it goes to this kind of manual work.”
Ben
Partner at Strategic Communications Consultancy
“Our overview deck needs to be customized for each prospect but also relevant to each person in the organization. It needs to be very relevant because we’re initially speaking to someone that cannot make the purchasing decision – so the CMO needs to show it to the CFO, who needs to show it to the CEO, etc.”
Billy
Founder at a B2B Marketing Firm

Close more deals with Folio

Empower your team and spend more time selling instead of editing. Get early access to Folio by joining the waiting list.

Join Waiting List