Folio

Folio is a no-code platform for building interactive product demos and guided software walkthroughs. Sales, marketing, and customer success teams at SaaS companies use it to capture live application screens and turn them into shareable, step-by-step demonstrations without requiring backend access or engineering support. The platform is designed to reduce the time between idea and delivery, letting teams produce demos in under ten minutes and personalize them for individual prospects or campaigns at scale.

Key Features

• Browser extension capture: A Chrome or Edge extension records application screens as HTML snapshots or screenshots, preserving interactive elements without needing backend credentials or developer involvement.
• No-code editor: Replace text, numbers, logos, and UI elements in captured screens to tailor each demo to a specific prospect, use case, or market segment without touching code.
• Pan and zoom: Add cinematic zoom transitions that draw viewer attention to specific UI areas or key functionality during playback, making complex flows easier to follow.
• Interactive guides: Embed tooltips, hotspots, and numbered annotations to walk viewers through workflows step by step, letting them explore the product at their own pace.
• Video and audio narration: Overlay a recorded video or voiceover onto any demo for more personal outreach or async product walkthroughs sent to remote prospects.
• AI-powered editing: An integrated AI feature lets teams extract data from documents or generate content summaries directly inside the editor, speeding up demo personalization.
• Analytics: Track viewer engagement metrics, identify where viewers drop off, and capture leads directly inside a published demo without relying on separate form tools.
• Team collaboration: Shared workspaces let multiple reps personalize the same base demo template independently, maintaining brand consistency across the entire team.
• Gmail integration: Embed interactive demos directly into Gmail messages for cold outreach, follow-up sequences, and customer onboarding without leaving the inbox.

Use Cases

• Sales enablement: Sales reps create tailored demos for individual prospects and deliver them as embedded links or Gmail attachments without involving the product or engineering team.
• Product marketing: Marketing teams build reusable demo templates for campaigns, landing pages, and top-of-funnel content, enabling consistent messaging at scale.
• Customer success: CS teams produce step-by-step walkthroughs to onboard new users, demonstrate feature adoption paths, or answer support queries with visual guides instead of written instructions.
• Growth and lead generation: Interactive demos embedded on landing pages or in email sequences capture visitor intent data and help convert prospects by letting them experience the product before signing up.

Integrations

Folio connects with Gmail, HubSpot, Salesforce, Intercom, Slack, Zapier, Segment, Marketo, Google Drive, and Google Calendar. These integrations allow teams to trigger demos from CRM workflows, embed them in marketing automation sequences, and sync engagement data with existing pipeline tools.

Pricing

Folio offers a Free plan for one user with up to two demos, which includes a Folio watermark. Paid plans are available monthly or annually, with annual billing saving 15%:

• Lite: $29 per user per month — up to 15 demos, HTML capture, custom themes, and watermark removal.
• Pro: $49 per user per month — unlimited demos, video recording, custom branding, HTML editing, and secure demo access.
• Team: $69 per user per month (minimum two users) — workspace management, team permissions, custom subdomains, and priority support.
• Enterprise: Custom pricing — multiple teams, open APIs, and SAML SSO for larger organizations.

All paid plans include a 14-day free trial.