I’ve been on the hunt for the ultimate CRM to streamline every step of my sales workflow, and I stumbled across folk CRM. If you’re as serious as I am about capturing and converting leads without the usual headaches, you’re in the right place. In this in-depth review, I’ll share why folk CRM stands out and how you can secure an exclusive deal. Trust me, Get 20% OFF folk’s Annual Plans Today is the best offer you’ll find anywhere.

Curious how you can level up your sales process and bank serious savings? Stick around: this guide uncovers every feature, pricing nuance, and insider tip you need to maximize value. By the end, you’ll know exactly why Get 20% OFF folk’s Annual Plans Today is a no-brainer for your team—and how to claim it before it disappears.

What Is folk CRM?

folk CRM is a modern, AI-powered customer relationship management platform designed to act like the sales assistant your team never had. Instead of navigating clunky spreadsheets or juggling multiple apps, folk CRM centralizes your contacts, automates busywork, and enriches lead data in seconds. It’s built for small and medium service businesses that want a single source of truth, seamless team collaboration, and proactive insights that drive revenue.

At its core, folk CRM’s purpose is to simplify lead management, automate outreach, and give you real-time visibility into every deal. Whether you’re a freelance consultant, agency owner, or part of a multi-person sales team, you’ll appreciate how folk CRM reduces manual tasks and surfaces the information you need to close deals faster.

Features

Below are some of the standout features that make folk CRM a game-changer for service-based businesses. Each one is crafted to save time, boost productivity, and help you focus on what matters most: building relationships.

Like the Sales Assistant Your Team Never Had

One of folk CRM’s most compelling claims is that it works as if you hired a dedicated sales assistant. From data entry to follow-up reminders, folk CRM handles the repetitive tasks that often slip through the cracks.

• Automated reminders: Set follow-up times and let folk CRM nudge you when it’s time to reconnect.
• Contact import: Quickly import leads from spreadsheets or integrations without manual mapping.
• Task delegation: Assign tasks to team members and track completion in real time.

Absurdly Simple to Setup

Gone are the days of multi-week CRM implementations with endless custom fields. folk CRM prides itself on being absurdly simple to set up, so you can start using it within minutes.

• Intuitive onboarding: A friendly wizard guides you through basic setup in under 10 minutes.
• Pre-built templates: Access sales pipeline and email sequence templates tailored to service businesses.
• Zero coding required: Custom fields, pipelines, and automations can be configured through a clean, drag-and-drop interface.

A Single Source of Truth

Scattered data across email, calendars, LinkedIn, and more can lead to missed opportunities. folk CRM consolidates all touchpoints into a unified profile for each lead.

• Email and calendar sync: Connect your inbox and appointments to track communications automatically.
• Social integrations: Pull in LinkedIn messages, WhatsApp chats, and more.
• Contact timeline: View every interaction—calls, emails, notes—in one chronological feed.

Built for Team-Selling

Collaboration is at the heart of folk CRM. Whether your team is co-working on a single pipeline or managing different territories, folk CRM keeps everyone aligned.

• Shared pipelines: All team members see deal stages, progress, and next steps.
• Customizable roles & permissions: Control who views, edits, and closes deals.
• Real-time notifications: Get instant alerts when a teammate updates a deal or adds a note.

Surprisingly Proactive

Rather than waiting for you to ask, folk CRM suggests next steps and highlights potential risks in your pipeline.

• Deal scoring: AI analyzes engagement signals to prioritize high-potential opportunities.
• Churn alerts: Identify at-risk contacts with overdue follow-ups or low engagement.
• Smart suggestions: Receive automated recommendations for email templates and outreach timing.

Capture Contacts Fast as Lightning

The folkX Chrome extension eliminates the tedium of manual data entry by importing and enriching leads directly from LinkedIn.

• One-click import: Save new leads from LinkedIn profiles without leaving your browser.
• Instant enrichment: Auto-fill company details, job titles, and contact info.
• Seamless sync: Imported contacts appear immediately in your CRM database.

Sales Research, Done for You

Time-consuming research is a thing of the past with folk CRM’s AI-driven magic fields and enrichment tools.

• Email discovery: Find valid email addresses with one click.
• Connection mapping: Identify your strongest existing connections to any prospect.
• Website scraping: Automatically pull in key data points from a company’s website.

Personal Outreach, at Scale

Combining CRM data with AI-generated content, folk CRM helps you craft personalized messages that resonate and convert.

• Contextual drafts: AI drafts emails and LinkedIn messages based on contact details and history.
• Sequence automation: Schedule multi-step outreach sequences across email and social.
• A/B testing: Experiment with subject lines and copy variations to optimize open and response rates.

Get the Full Story About Every Lead

Deep integrations ensure no detail slips through the cracks when you’re evaluating a prospect’s fit.

• 6000+ app ecosystem: Connect to Gmail, Outlook, Zoom, Slack, and more.
• Social listening: Track mentions of your contacts or companies across social media.
• Rich profiles: Access firmographics, technographics, and financial data where available.

Sell Together, Close Faster

Deal collaboration features streamline approvals, negotiations, and handoffs between marketing, sales, and customer success.

• Shared deal boards: Drag-and-drop pipelines that all stakeholders can view and edit.
• Custom deal approvals: Set thresholds that trigger managerial sign-off.
• Performance dashboards: Track individual and team KPIs in real time.

Pricing

folk CRM offers straightforward pricing tiers designed to scale with your team and budget. And remember, when you Get 20% OFF folk’s Annual Plans Today, your ROI increases instantly.

Standard Plan

• Price: $25/member/month or $20 billed yearly.
• Ideal for freelancers and solopreneurs.
• Basic features: 2,000 emails/member/month, 500 enrichments, 1 email domain, 1 account sync.
• Core automations and integrations to get started fast.

Premium Plan

• Price: $50/member/month or $40 billed yearly.
• Suited for small to medium teams aiming to scale.
• Enhanced quotas: 5,000 emails, 1,000 enrichments, 3 email domains, 5 account syncs.
• Advanced features: dashboards, deals, email sequences, API access, migration service, priority support.

Custom Plan

• Pricing starts at $100/member/month or $960 billed yearly.
• Tailor quotas for enterprise-level email, enrichment, and API usage.
• Full feature set: unlimited dashboards, advanced roles & permissions, WhatsApp sync, and dedicated account management.

Benefits to the User (Value for Money)

Investing in folk CRM not only saves you time but also drives tangible revenue growth. Here’s what you get:

• Faster lead response: Automated capture and enrichment mean you can reach out while prospects are still warm, increasing conversion rates by up to 30%.
• Reduced manual work: AI-driven data entry and follow-up reminders free you from tedious tasks, giving you back hours each week to sell.
• Team alignment: Shared pipelines and role-based permissions ensure everyone stays on the same page, minimizing miscommunication.
• Scalable outreach: Sequence automation and personal templates let you maintain a human touch at scale—perfect for expanding teams.
• Intelligent insights: Deal scoring and churn alerts help you prioritize high-value opportunities and re-engage at-risk accounts before it’s too late.
• Comprehensive integrations: Connect all your tools into one dashboard, reducing context switching and data silos.
• Budget-friendly tiers: With plans starting at just $20/month (billed annually) and an exclusive 20% OFF discount, peace of mind comes at a price that fits.

Whether you’re a solo consultant or leading a growing sales team, folk CRM delivers unmatched value.

Customer Support

folk CRM prides itself on providing responsive, knowledgeable support to ensure your experience is seamless. The support team is available via email, live chat, and in-app messaging, with average response times under an hour. Whether you have a simple setup question or need guidance on crafting advanced automations, their experts are ready to assist.

For Premium and Custom plan users, priority support guarantees that your tickets receive immediate attention. Dedicated account managers also help with migration services and best-practice recommendations, ensuring you get maximum ROI from your investment.

External Reviews and Ratings

Users across G2, Capterra, and TrustRadius applaud folk CRM’s ease of use and proactive features. On G2, it holds an average rating of 4.6 out of 5, with reviewers highlighting its intuitive interface and powerful AI enrichment. Capterra reviewers often note that the Chrome extension is a “total time-saver,” while TrustRadius testimonials emphasize the clarity of shared pipelines and deal dashboards.

Some users mention minor hiccups, such as occasional enrichment delays during peak times or a learning curve when configuring complex automations. The folk CRM team is actively addressing these issues, rolling out performance improvements and expanding their help center documentation based on user feedback.

Educational Resources and Community

folk CRM offers a wealth of resources to help users get the most out of the platform. Their official blog covers sales strategies, CRM best practices, and product updates. Video tutorials walk you through everything from basic onboarding to advanced automation setups.

Beyond official channels, an active user community on Slack and LinkedIn groups shares tips, custom workflows, and template exchanges. In-app tooltips and a searchable knowledge base ensure that you can find answers instantly, whether you’re troubleshooting or seeking inspiration for new outreach campaigns.

Conclusion

After testing countless CRMs, I can confidently say that folk CRM strikes the perfect balance between power and simplicity. From lightning-fast contact capture to AI-driven insights and seamless team collaboration, it’s built for service businesses that want to sell more while doing less busywork. Best of all, you can folk CRM at a fantastic rate right now. Ready to transform your sales process and save big?

Get 20% OFF folk’s Annual Plans Today and start your free 14-day trial. Don’t miss out on the best bargain for a CRM that truly works for you—claim your discount and join thousands of professionals who’ve leveled up their sales game.