Salesforce consulting company with 15+ years experience delivering CRM implementation across multiple industries.
Folio3 is a CRM consulting services provider that helps businesses grow through simple and effective solutions. They offer a range of services from setting up CRM systems to integrating them with existing infrastructure, providing expert guidance every step of the way.
Our take on Folio3 CRM
Folio3 CRM brings over 15 years of CRM experience to the Salesforce consulting space, having delivered more than 1,000 successful projects across diverse industries. With 100+ Salesforce certifications across their team, they offer substantial technical expertise for complex implementations.
The San Francisco-based firm provides end-to-end Salesforce consulting services including strategy development, implementation, customization, data migration, integration, and ongoing support. Their industry expertise spans healthcare, financial services, retail, manufacturing, education, and SaaS.
Folio3's service portfolio covers the complete Salesforce ecosystem including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Experience Cloud. They specialize in designing customer portals, implementing Agentforce for field teams, and building comprehensive analytics solutions.
The firm emphasizes tailored solutions over one-size-fits-all approaches. Their consultants work closely with clients to understand specific business goals and processes, designing CRM implementations that align with operational requirements and support long-term growth.
Folio3 offers flexible engagement models to accommodate different client needs, from project-based implementations to ongoing managed services. Their team provides support throughout the entire CRM lifecycle, from initial strategy through post-deployment optimization.
For organizations seeking a seasoned Salesforce partner with extensive project experience and industry-specific knowledge, Folio3 CRM offers proven capabilities backed by a substantial track record of successful implementations.
Verified credentials and recognition earned by Folio3 CRM
Verified
This agency has a verified website presence.
Salesforce Partner
Certified Salesforce Consulting Partner.
15+ Years
Established in 2008. Over 15 years of experience.
Mid-Size
Medium (51-200)
Common questions about Folio3 CRM.
In our evaluation for CRM Implementation & Integrations, Folio3 CRM scores 54/100 overall. Their strongest areas are Category Fit. Areas with room for improvement include Credibility and Reputation and Delivery Maturity and Freshness.
Folio3 CRM was founded in 2008, giving them over a decade of experience in crm implementation & integrations. In an industry where many agencies are less than 5 years old, 18+ years of sustained operations signals stability, client retention, and the ability to adapt through multiple technology cycles. Today, the team is mid-size.
Folio3 CRM holds the following credentials on AgencyCluster: Salesforce Partner. These badges are verified by our editorial team and contribute to the agency's Credibility pillar score. Certifications like partner badges (e.g., Google Partner, AWS Partner) indicate that the agency has met specific vendor requirements for expertise and client outcomes.
Yes. Folio3 CRM has been vetted and verified by AgencyCluster's editorial team through a rigorous, multi-factor review process. Unlike self-serve directories, AgencyCluster does not accept automated submissions — every agency is evaluated manually before being published. Our vetting covers identity verification (website, LinkedIn, domain age), business legitimacy (years of operation, team size, registered presence), evidence of work (case studies, portfolio, client outcomes), reputation checks across third-party platforms, activeness and freshness of their online presence, and screening for red flags including misconduct, fraud, or misleading claims. Agencies that fail any critical check are not listed. For Folio3 CRM, verified signals include a functioning website, 18+ years of operating history (founded 2008), 1 verified certification.