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folk

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Office & Productivity

Introduction

Lightweight, customizable CRM powered by AI.

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folk Product Information

folk CRM is a collaboration-centric customer relationship management platform designed to automate busy work for service-oriented teams. It acts as a single source of truth by unifying emails, calendars, social tools, and 6000+ integrations to streamline outreach, research, and deal management. folk emphasizes team collaboration, proactive recommendations, and easy setup with templated starts and customizable pipelines.

How it helps

  • Absurdly simple to set up: start with a template, edit like a spreadsheet, and customize what you want to track.
  • A single source of truth: integrates with thousands of apps so your tools talk to each other.
  • Built for team selling: collaborative features, shared pipelines, and role-based permissions.
  • Proactive guidance: AI-powered suggestions reduce guesswork and help move deals forward.

Core Features

  • CRM that connects to LinkedIn through folkX chrome extension for lead capture and enrichment without leaving LinkedIn.
  • 1-click enrichment to find contact details and enrich profiles automatically.
  • Messages & Sequences: personalized email drafting, scheduling, and analytics.
  • Dashboards: visualize funnel performance and derive strategic insights.
  • Pipeline management: collaborative pipelines with configurable stages and ownership.
  • Integrations: thousands of integrations to keep email, social, and sales tools in sync.
  • AI-driven follow-ups: smart suggestions for next steps based on past interactions.
  • Team collaboration: shared pipelines, roles, and permissions for coordinated selling.
  • Lead capture from websites and emails, with fast enrichment to accelerate outreach.
  • Desktop app and browser extensions for seamless workflow.
  • Templates, tutorials, and resources to accelerate setup and adoption.

How it works

  • Connect your CRM to LinkedIn and other apps (Gmail, Outlook, etc.) via folkX and native integrations.
  • Import leads and contacts; enrich data automatically to build a richer profile.
  • Use AI to draft contextual emails, schedule messages, and automate sequences.
  • Track deals in collaborative pipelines; monitor stages and prioritize next actions.
  • Access dashboards for actionable insights to inform strategy.

Use Cases

  • For sales teams needing a scalable, collaborative CRM to manage multiple deals and campaigns.
  • For agencies managing client pipelines across various accounts.
  • For startups seeking a fast, low-friction setup with strong integrations.
  • For partnerships teams coordinating outreach, tracking, and reporting.

Resources & Support

  • Tutorials, blog posts, and changelog to stay updated.
  • Affiliate program to monetize referrals.
  • Demo options and 14-day trial periods for hands-on evaluation.

Pricing & Availability

  • Try for free with a demo option available.
  • Desktop app and Chrome extension available for continuous access.
  • Public guides and templates to accelerate onboarding.

How to Get Started

  1. Sign up for a Folk account and start with a template.
  2. Connect your CRM, email, calendar, and LinkedIn via folkX.
  3. Import leads, enable enrichment, and start drafting sequences.
  4. Set up your first pipeline and invite teammates to collaborate.

Safety and Privacy

  • Data is managed according to Folk’s terms (privacy policy and terms of use apply).
  • The tool emphasizes secure collaboration and controlled access via role permissions.