Folk CRM Features

Explore what Folk offers — from day-to-day workflows to advanced capabilities.

8 features

Advanced AI-Driven CRM Features

Automatically enrich data, job titles, company information, contact details. Folk CRM suggests the next best actions, writes follow-up messages and even locates emails you can leverage to save your team time and be more effective with their outreach.

Visual Pipeline and Workflow Management

Build processes for sales, hiring, or partnerships with flexible pipelines and stages and hold your team accountable with tasks and reminders.It allows sales teams to work on deals, while keeping processes prioritized and transparent.

Automated Sales and Outreach Campaigns

Deliver personalized email sequences and campaigns with templates and scheduling. The Folk CRM review explores how automation works to integate engagement and minimize manual efforts.

Collaborative Team

Quick and simple sharing of contacts, notes and activities between your team members with the ability to customise roles and permissions. Folk CRM makes sure your team is always on the same page when managing leads, opportunities, or ongoing projects.

Flexible Customization Options

Customize departments, fields, layouts and workflows to suit your business requirements.Folk CRM, teams could tailor the software to their sales, hiring or partnership workflows.

Contact and Lead Management

Folk CRM centralizes  contacts, communication history (emails, chats), and notes into a single platform. This allows  teams to easily see and track relationships, follow up effectively, and keep a full view on all interactions.

Immediate Lead Capture From folkX Extension

Capture leads right from LinkedIn and other online sources, enrich data , and add to pipelines without leaving your browser. 

Insightful Analytics and Dashboards

Visualize and monitor pipeline activity and team performance. 

What Is Folk CRM?

Folk CRM centralizes communication history, imports contacts using folkX, enriches data instantly, and supports collaborative pipelines. Teams can automate workflows via over 6,000 integrations and send personalized messages with templates and multi-step sequences. Trusted by over 3,000 businesses worldwide, Folk CRM allows users to focus on relationships while simplifying administrative tasks.

Folk CRM Pricing

Folk CRM offers a number of flexible plans for all sizes of team:

  • Standard – $17.5/member/month ($210 per year billed annually)

Comes with pipeline management, email campaigns, contact enrichment, AI magic fields, LinkedIn extension; it integrates with email/calendar/WhatsApp sync and 5,000 more integrations.

  • Premium – $35/user/month ($420 annual)

It offers custom objects and deals, email sequences, advanced roles, permissions, dashboard and API access, enhanced credits for enrichments/messages/account sync/AI fields.

  • Custom – Starting at $70/m0/member/month ($840 annually billed)

Provides custom limits for enrichments, billing, messages and AI fields.

Every tier comes with a free trial so teams can try the platform before purchasing. Pricing details are subject to change, and teams can ask for a quote customized to their operation.

Folk CRM software Users

Folk CRM is designed for:

  • Sales teams
  • Agencies
  • Startups
  • Partnership teams
  • Social selling teams

Integrations

Folk software integrates seamlessly with:

  • Gmail
  • LinkedIn
  • Google Calendar
  • Zapier
  • Calendly
  • Slack
  • Docusign
  • Mailchimp

How Does Folk Work?

Folk simplifies workflows through features like

  • FolkX Extension for LinkedIn – Collect contacts directly from LinkedIn or Gmail, enrich the data, and work through your pipeline within CRM software.
  • 1-Click Enrichment – Bring in contacts, enrich profiles, and track pipelines with no technical required.
  • Messages and Sequences – Send personalized email campaigns with AI-powered personalization, follow up on schedule.
  • Dashboards – See the pipeline in one view, and track lead quality and team activity.
  • Pipeline Management – Work on deals with shared comments, to dos and history of interactions.

Choose Folk CRM for Better Relationship Management

Opt for Folk if you want a simple and intuitive software to keep the contacts organized. And with its familiar rows and columns, combined with official Google services like calendar and Contacts , it’s great for automating your business.

Contact Management Included
Lead Management Included
Opportunity Management Included
Customer Communication Tracking Included
Email Integration Included
Customer Segmentation Included
Deal Pipeline Management Included
Analytics and Reporting Included
Workflow Automation Included
Integration with Marketing Tools Included

Pros

2
  • Effective 1-click enrichment
  • Highly customizable setup

Cons

1
  • Advanced campaign management and organization tools are not available

Folk Reviews

Overall Rating

4

7 Review(s)

Rating Distribution

5

(0)

4

(7)

3

(0)

2

(0)

1

(0)

Share your experience
Zoe Follman

Finance

Ease of use
7
Value for money
6
Customer Support
9
Functionality
8

Very user-friendly CRM software

Pros

Avoids clutter common in traditional CRM software

Cons

Slow response from website chat support

sarah b.

Manufacturing

Ease of use
7
Value for money
8
Customer Support
6
Functionality
10

A unique CRM for investor relationship management

Pros

Support team is responsive and helpful

Cons

No direct LinkedIn messaging inside the platform

Dean K.

Finance

Ease of use
9
Value for money
9
Customer Support
8
Functionality
8

Lightweight CRM that keeps things simple

Pros

User-friendly interface with quick onboarding

Cons

Groups feature lacks advanced functionality

FAQs

Startups, SaaS sales teams, agencies, partnership teams and social selling companies.

Standard ($25/member/month), Premium ($50/member/month) and Custom (starting at $100/member/month)). Free trial available.

Gmail, LinkedIn, Google Calendar, Zapier,Calendly, Slack, and Docusign Mailchimp.

Yes, the API is accessible  with Premium and Custom plans.

Folk doesn’t offer a mobile app but does provide a downloadable desktop app for Windows.

Yes, with every new workpace a 2-week free trial is enabled for you automatically.