Folio

Folio is a powerful, no-code platform that revolutionizes how SaaS companies create and share interactive product demos. It's built for growth, sales, product marketing, and customer success teams to craft compelling product stories without writing a single line of code. In under 10 minutes, you can transform static screen captures into dynamic, personalized, and engaging walkthroughs that drive conversions and user activation. Folio empowers go-to-market teams to showcase their product's value effectively, leading to increased engagement and accelerated business growth.

How to use Folio

Using Folio is a streamlined, five-step process designed for efficiency and ease of use:

1. Capture: Use the Folio Chrome/Edge extension to easily capture your application's screens. It captures the underlying HTML, not just a static image, preserving navigation, images, and tooltips, making every element fully editable.
2. Customize: In the intuitive no-code editor, modify any element on the screen. Change text, numbers, logos, and charts to personalize the demo for specific prospects or industries. Use features like Pan & Zoom to highlight key areas and Blur/Mask to hide sensitive information.
3. Enhance: Add interactive guides, tooltips, and annotations to walk users through key features and workflows. You can record and embed personal videos to add a human touch and build rapport with your audience. Create custom Calls-to-Action (CTAs) and forms to capture leads directly within the demo experience.
4. Share & Embed: Once your demo is ready, publish it and share it instantly via a direct link. You can also embed it directly into emails (using the Gmail Add-on), landing pages, websites, or help centers for seamless integration into your existing funnels.
5. Analyze: Track viewer engagement and behavior with detailed analytics. Understand which features resonate most, see where users drop off, and receive real-time notifications when a lead views your demo, allowing for timely follow-up.

Core Features of Folio

• No-Code Editor: An intuitive drag-and-drop interface that allows for full customization of captured screens without any coding knowledge.
• HTML Screen Capture: Captures screens with full interactivity, preserving the look, feel, and functionality of your live application.
• Personalization at Scale: Easily find and replace text, images, and data to tailor a master demo for hundreds of individual prospects in seconds.
• Interactive Guides: Add tooltips, hotspots, modals, and step-by-step guides to direct users through complex workflows and highlight value.
• Pan & Zoom: A cinematic feature to direct user attention to the most important features or actions on the screen.
• Advanced Analytics: Gain deep insights into demo performance, viewer engagement, completion rates, and lead activity to optimize your strategy.
• Team Collaboration: Share demos and templates with your team, manage permissions, and maintain brand consistency across all product stories.
• Extensive Integrations: Connect with your existing tech stack, including Salesforce, HubSpot, Slack, Zapier, Intercom, and more, to streamline your workflow.
• Lead Capture Forms: Embed custom forms directly into your demos to generate qualified leads and pipe them into your CRM.
• Enterprise-Ready Security: Offers features like SAML SSO, secure demo access, and custom data retention policies to meet enterprise security requirements.

Use Cases for Folio

Folio is versatile and serves various teams within an organization:

• Marketing Teams: Create interactive demos for landing pages to increase conversion rates and generate Marketing Qualified Leads (MQLs). Showcase new features in product marketing campaigns and blog posts.
• Sales Teams: Build personalized demos to accelerate the sales cycle and increase close rates. Replace time-consuming live demos in early-stage outreach to qualify leads more efficiently.
• Customer Success & Onboarding: Develop guided walkthroughs to onboard new users, explain complex features, and reduce the volume of support tickets by enabling self-service learning.
• Partnerships & Enablement: Equip partners with a gallery of interactive demos they can easily personalize and use to sell your product effectively.

Advantages of Folio

Folio offers significant advantages over traditional demo methods:

• Speed & Efficiency: Create polished, interactive demos in minutes, not weeks, freeing up valuable engineering and sales engineering resources.
• Empowerment: Enables non-technical team members (marketers, sales reps) to build and edit high-fidelity demos independently.
• Scalability: Personalize one master demo for hundreds of prospects with dynamic variables and find-and-replace functionality, ensuring relevance at scale.
• Data-Driven Decisions: Make informed decisions based on detailed analytics of how prospects interact with your product story.
• Increased Engagement: Interactive demos are inherently more engaging than static videos or screenshots, leading to better product comprehension and higher conversion rates.

Pricing and Plans

Folio offers a range of plans to suit different needs, from individuals to large enterprises:

• Free: $0/month for 1 user. A great starting point that allows up to 2 basic demos with a Folio watermark. It includes unlimited demo steps and views.
• Lite: Starts at $25/user/month (billed annually). Ideal for individuals, this plan includes up to 15 basic demos, HTML capture, custom themes, pan/zoom, and blur/mask features.
• Pro: Starts at $42/user/month (billed annually). The best option for individual creators, offering unlimited demos, personal video recording, custom CTAs, advanced integrations, and custom branding.
• Team: Starts at $59/user/month (minimum of 2 users, billed annually). Designed for growing teams, this plan adds workspace management, team collaboration features, a custom subdomain, and priority support.
• Enterprise: Custom pricing. Tailored for large teams and companies, this plan includes all Team features plus an Open API, SAML SSO for enhanced security, dedicated support, and custom data retention policies.