More than a sheet. A complete CRM in every row.
Folio looks like the sheet your team already knows, but each row holds the whole record: the details, its status, who's handling it, the documents attached to it and every change ever made. All of it sits inside StaqOn, next to your team chat, and only the people you choose can see it.
| Customertext · required | Mobiletext · unique · masked | Loan amountnumber · masked | Citydropdown | Handler | Files | Status |
|---|
Structured enough to trust. Simple enough that people actually use it.
Spreadsheets get emailed around, copied and quietly overwritten. Folio keeps one version, next to the conversation, with rules about who touches what.
Build exactly the fields you need.
Add text, number or dropdown columns and shape the sheet around how your business works. Mark the fields that can't be skipped, and stop the same phone number or invoice from being entered twice.
- Required fields keep entries complete
- Unique values block duplicates at entry
- Dropdowns keep everyone using the same words
Share with the right people, at the right level.
Give a whole team access in one step, or add individual people one by one. Each gets view-only or full edit access, so the people who need to update the sheet can, and everyone else can only look.
- Share by team or by person
- View or edit, set for each one
- Not on the list means not in the Folio
See where every entry stands, and freeze the ones that are done.
Give each row a color-coded status so the whole team reads the sheet at a glance. When an entry reaches a stage that shouldn't change, lock it. From then on only the owner or the assigned handler can edit it.
Keep sensitive numbers out of the wrong hands.
Mark columns like phone numbers or amounts as masked. Most viewers see a hidden value. The person who added the entry, the Folio owner and your internal team see it in full. External guests never see masked data, whatever access they have.
Your team sees
An external guest sees
Keep the documents with the entry they belong to.
Attach files straight to a row: KYC documents, quotations, invoices, photos, signed agreements. No more digging through chat threads or email to find the right PDF. Open the entry and everything for that customer or vendor is right there.
- Several files on every row
- See who added each file and when
- Documents stay with the record, not lost in chat
Every change is on record.
Folio keeps a history of each entry: who changed what, and when. When someone asks why an amount moved or who closed a lead, the answer is already there. Nothing gets lost and nothing turns into an argument.
- Priya Sharma added the entry3 Oct, 10:14 am
- Rohit Kapoor changed Loan amount
₹25,00,000→ ₹32,00,0005 Oct, 4:42 pm - Priya Sharma moved statusIn Progress → Closed9 Oct, 11:03 am
- Priya Sharma locked the row9 Oct, 11:03 am
Open any row and the whole customer file is there.
A spreadsheet row holds a few cells. A Folio row holds everything your team needs to act on that customer, without switching to another tool.
Details
Attachments · 3
Activity
- Rohit moved status to In Progress6 Oct, 2:10 pm
- Rohit attached Property photos6 Oct, 1:58 pm
- Priya added the entry3 Oct, 10:30 am
Works the way your team already works in Excel.
Rows, columns and a clean grid everyone already understands. No formulas to learn and no file to email. Folio is a sheet you and your team open, fill and update together, with one version and rules about who can change it.
- Familiar grid, zero training
- One live copy instead of many file versions
- View and edit rights for every person
Run your leads as a simple CRM.
Add each enquiry as a row, give it a handler, and move it through your stages as the deal progresses. Status updates are visible to the whole team instantly. When a lead is closed, lock it so the outcome can't be changed by mistake.
- Status updates with color-coded stages
- A handler assigned to every lead
- Lock closed leads so only the owner or handler can edit
One Folio for each list your team keeps retyping.
Lead CRM
Every enquiry in one sheet with a handler and a status. Update stages as deals move, lock the closed ones, and keep customer numbers hidden from partners.
Vendor list
Approved suppliers, their GST details and credit terms, kept current by the people who deal with them.
Collections & follow-ups
Pending payments with due dates and owners, and amounts masked from anyone outside the team.
Move your team's lists out of scattered spreadsheets.
Create your workspace, set up your first Folio in a few minutes, and share it with the people who need it.