Folk.app

folk CRM is the modern, flexible customer relationship management platform designed to eliminate the "busy work" that slows down sales teams. It functions as a proactive sales assistant, leveraging AI and deep integration to automate lead capture, research, and follow-up. Built for sales professionals, founders, and agencies, folk empowers your team to focus their energy entirely on building relationships and closing deals, transforming manual tasks into automated workflows.

Key Features

We’ve built folk around the critical stages of the sales cycle, delivering precision and speed at every touchpoint:

⚡️ Contextual Lead Capture with folkX

The folkX Chrome extension allows you to instantly import individual contacts or bulk lists directly from social platforms like LinkedIn, Sales Navigator, and others. This capability accelerates prospecting by enriching lead details and adding them to your CRM pipeline in a single click, without requiring you to switch tabs or rely on tedious copy-pasting.

🧠 AI-Powered Research and Enrichment

The Research Assistant automatically handles data discovery. folk uses AI to research companies, generate customized research notes, and find missing contact details (emails, phone numbers) through 1-click Enrichment. This ensures your CRM data is accurate, complete, and instantly actionable, allowing you to personalize outreach based on verified information and deep prospect insight.

📧 Personalized Outreach and Automated Sequences

Scale your communication without sacrificing personalization. folk combines your rich CRM data with generative AI to create contextual draft messages, allowing you to send highly personalized emails in bulk. You can then schedule time-based sequences and track the results directly within the platform, ensuring timely and relevant engagement.

🔗 Unified Relationship Data via Deep Integrations

Achieve a single source of truth by connecting folk to your existing tech stack. Integrations automatically capture all details about your relationships by syncing with your emails (Gmail/Outlook), calendar, social platforms, and over 6,000 other tools via Zapier and Make. This continuous data flow ensures you always have the full context before reaching out.

📊 Collaborative Pipelines and Performance Dashboards

Visualize your entire sales cycle with shared, customizable pipelines that let you prioritize leads and collaborate seamlessly on deals. Detailed sales dashboards allow you to analyze your funnel, track team performance, and gain strategic insights, helping you identify opportunities for process improvement and better understand your ideal client profile.

Use Cases

folk CRM is designed to move deals forward faster by automating key workflow bottlenecks:

• Accelerating Cold Prospecting: Instead of manually moving between LinkedIn, spreadsheets, and your CRM, use folkX to capture a targeted list of prospects. The 1-Click Enrichment feature instantly fills in missing contact data, and the Research Assistant provides immediate talking points. You can then enroll the list into an automated, personalized outreach sequence within minutes, significantly compressing the time from identification to first contact.

• Flawless Follow-Up Management: Never let a warm lead go cold again. The Follow-up Assistant scans your conversations and automatically identifies the optimal timing for re-engagement. This eliminates the manual effort of setting reminders and ensures that your team maintains consistent, timely communication across all active opportunities, maximizing conversion rates.

• Team-Based Deal Collaboration: When a large account requires multiple team members, folk centralizes all interaction history (emails, meeting notes, social touchpoints) and allows for shared comments and taggable reminders within the contact record. This ensures that every team member has the complete context of the relationship and can collaborate effectively on deal strategy, leading to quicker, more coordinated closes.

Why Choose folk CRM?

folk is engineered to be more than just a contact database; it is a flexible, connected, and intelligent platform that adapts to your unique selling process.

• Proactive AI Automation: Unlike traditional CRMs that require constant manual input, folk features dedicated AI Assistants (Research and Follow-up) that perform the work in the background. This allows your team to rely on the CRM for insights and actions, rather than spending time updating fields.
• Ultimate Data Flexibility: folk allows you to shape the exact data model your business requires, providing the flexibility needed for diverse sales motions, whether you're managing partnerships, agency clients, or standard sales pipelines.
• Deep Contextual Integration: With folkX, you bring the CRM data to where the conversations happen—on LinkedIn and in your inbox. This in-context functionality reduces friction, drives adoption, and ensures that critical relationship data is captured instantly, maximizing data accuracy.
• Security and Compliance: We prioritize your data security and trust. folk is SOC 2 Type I Certified, GDPR Compliant, and Google Security Certified, providing peace of mind as you centralize your most critical business relationships.

Conclusion

folk CRM provides the structure, automation, and contextual insights necessary for modern sales teams to thrive. By automating the routine and providing actionable intelligence, folk ensures your team spends less time on administrative tasks and more time building the meaningful connections that drive business growth.