Build your services package once. Roll it out to every client. Foldr Flow bundles shares, custom fields, Captur templates, and automations into a single distributable file.
Shares, custom fields, Captur templates, mashlets, saved searches – all in a single .foldr-flow file. Import on any Foldr. Conflict resolution surfaces what would change before anything is overwritten.
Per-user subscription with partner pricing on request. You own the customer relationship; Foldr powers the platform. SaaS or self-hosted, your choice per client.
Run Foldr under your own brand or co-brand alongside ours. Login pages, app titles, and email senders all configurable per client.
Demo environments, deck templates, case-study material, direct line to engineering. We help you scope, demo, and close. First-line support optional – some partners run it, some hand off to us.
Folio is the easiest answer to “our customer wants their accountant to upload last quarter’s books”: add the accountant as an external user, give them a link, no licence overhead. Bundle Folio into your Foldr Flow and every client you onboard ships with a ready-made client portal.
Add as many partners, accountants, lawyers and contractors as your client needs. They sign in, see only what’s shared with them, and never count against the per-seat licence.
Logos, accent colours, login screens, configurable per client. White-label or co-brand alongside yours.
The Flow import pipeline plans every change before applying it. Tier-gated features (like Captur or Grace) flag themselves automatically if a client doesn’t have the feature on. Flows are versioned, re-shippable, and apply incrementally – you can push a v2 of your services package without nuking what’s already running.
Start a 30-day trial, no credit card. Or talk to us about self-hosting the appliance.
