Searching for a game-changing way to streamline your service business? You’ve come to the perfect place. I’m about to share how folk CRM can revolutionize your sales process—and reveal an exclusive Get 20% OFF folk’s Annual Plans Today offer you won’t find anywhere else. Rest assured, this is the best deal available right now, tailored to help you hit the ground running.

Stick with me, and you’ll discover how this limited-time deal not only slashes costs but also unlocks the full might of folk CRM’s intuitive features. From lightning-fast contact capture to AI-powered research and collaborative pipelines, every aspect of your sales funnel gets a serious boost. Ready to learn more? Let’s dive in.

What Is folk CRM?

folk CRM is a lightweight, purpose-built customer relationship management platform designed specifically for service businesses. Think of it as the sales assistant you never hired: it automates the tedious busywork, centralizes every client interaction, and equips your team with proactive insights. Whether you’re an agency owner, consultant, freelancer, or small firm, folk CRM streamlines lead capture, nurturing, and deal closing—so you can focus on delivering exceptional service.

Features

folk CRM brings together everything you need for efficient, collaborative, and AI-augmented selling. Below, you’ll find an in-depth look at its standout capabilities.

Like the sales assistant your team never had

folk CRM handles the grunt work so you don’t have to. From automatic data enrichment to relationship tracking, you get a digital wingman that never sleeps.

• Automatic lead enrichment: Fills in missing contact data while you focus on conversations.
• Relationship timelines: Visualize every interaction across emails, calls, and social media.
• Task automation: Schedule follow-ups, reminders, and alerts without manual input.

Absurdly simple to setup

Gone are the days of month-long CRM migrations. folk CRM installs in minutes, with guided tours and one-click imports from spreadsheets or existing platforms.

• Step-by-step onboarding wizard: Ensures zero learning curve for your team.
• Pre-built templates: Customize pipelines and fields for your unique service offerings.
• Data import tool: Seamlessly move your current contacts, notes, and deals.

A single source of truth

Stop hunting across apps to find client details. folk CRM consolidates data into one unified dashboard, giving you a complete view of every relationship.

• Centralized contact profiles: Combine email, phone, social, and meeting history.
• Unified search bar: Retrieve any record in seconds without sifting through tabs.
• Custom fields: Track industry-specific data like project scope, budget, and renewal dates.

Built for team-selling

Collaboration is at folk CRM’s core. Assign roles, manage permissions, and keep everyone aligned on deals and tasks.

• Role-based access: Control who sees, edits, or closes deals with fine-grained permissions.
• Shared pipelines: Everyone on your team stays up to date with real-time progress.
• Activity feed: Monitor tasks, notes, and communications company-wide.

Surprisingly proactive

folk CRM doesn’t just store data—it analyzes patterns to help you act faster. It flags hot leads and prompts outreach at the optimal moment.

• Lead scoring: Automatically prioritize contacts based on engagement level.
• Deal alerts: Get notified when a proposal is viewed or a contract is due.
• Predictive suggestions: Recommend next steps drawn from historical win rates.

Capture contacts fast as lightning

With the folkX Chrome extension, gathering leads from LinkedIn or any website is instant. One click and the contact, complete with enriched data, appears in your CRM.

• One-click import: Add profiles directly from your browser without manual copy-paste.
• Automatic enrichment: Fills in potential email addresses, phone numbers, and job titles.
• Tagging on import: Label contacts by industry, source, or priority for streamlined segmentation.

Sales research, done for you

Stop spending hours on Google. folk CRM’s Smart Fields use AI to source emails, reveal shared connections, and pull company insights straight from prospect websites.

• Email finder: Locate valid addresses in one click, boosting your outreach deliverability.
• Connection insights: Highlight mutual acquaintances to warm up your introductions.
• Website data import: Automatically grab company size, location, and key personnel.

Personal outreach, at scale

folk CRM blends your CRM data with AI-generated drafts to accelerate personalized messaging. Build sequences, schedule sends, and let the system handle follow-ups.

• AI-powered templates: Create context-aware email drafts in seconds.
• Sequence automation: Drip campaigns send messages at custom intervals.
• Performance tracking: Monitor open rates, clicks, and replies in real-time.

Get the full story about every lead

Integrations capture every detail of your relationships—whether in email, calendar, social platforms, or 6,000+ other tools via Zapier.

• Email sync: Pull every inbound and outbound message into one timeline.
• Calendar integration: See scheduled meetings and history without switching apps.
• Third-party support: Connect billing, support desks, and marketing platforms for unified data.

Sell together, close faster

Collaborate seamlessly on deals using shared pipelines, customizable dashboards, and clear role assignments to accelerate your sales cycle.

• Shared pipelines: Visualize stages and ownership for each opportunity.
• Custom dashboards: Track team performance with real-time metrics.
• Deal collaboration: Add notes, assign tasks, and comment directly on deals.

Pricing

Finding the right plan is crucial. folk CRM offers flexible tiers so you can pick the perfect fit according to team size and feature needs.

• Standard – $25/member/month (or $20 billed yearly)
  • Best for solo consultants or small teams starting out
  • 2,000 emails/member/month and 500 enrichments
  • Basic lead capture, WhatsApp sync, and email finders
  • Try free—no cost tie-in
• Premium – $50/member/month (or $40 billed yearly)
  • Ideal for growing agencies needing advanced automation
  • 5,000 emails/member/month, 1,000 enrichments, 3 email domains
  • Dashboards, deals, sequences, API access, and priority support
  • Migration service included for seamless onboarding
• Custom – From $100/member/month (or $960 yearly)
  • Tailored enterprise solutions with unlimited scale
  • Custom API, domains, enrichments, and roles
  • Dedicated success manager and specialized SLAs
  • Request a personalized demo

Pro tip: Pair any annual plan with my exclusive Get 20% OFF folk’s Annual Plans Today coupon to maximize your savings!

Benefits to the User (Value for Money)

folk CRM delivers clear, measurable value across every corner of your sales operation:

• Reduced administrative overhead: Automate data entry and follow-ups to free up hours each week for billing or client work.
• Faster deal closures: Proactive alerts and AI-driven recommendations help you know exactly when and how to engage prospects.
• Scalable collaboration: Role-based permissions and shared pipelines mean any size team can stay aligned without added complexity.
• Improved data accuracy: Automatic enrichment and unified profiles reduce errors and outdated contact info.
• Cost efficiency: With 20% off on annual billing, you lock in full functionality at an unbeatable price.

Customer Support

folk CRM’s support team is renowned for rapid, personalized responses. Whether you prefer email or live chat, you’ll find knowledgeable agents ready to troubleshoot your questions—often within minutes. For Premium and Custom customers, phone support and a dedicated migration specialist ensure a smooth transition and ongoing success.

Additionally, every tier comes with comprehensive documentation, video walkthroughs, and periodic webinars. Should you ever hit a snag, folk CRM’s in-app help center and proactive status alerts keep you in the loop until your issue is resolved.

External Reviews and Ratings

Across platforms like G2, Capterra, and TrustRadius, folk CRM consistently earns high marks. On G2, users applaud its intuitive setup and AI-powered features, rating it 4.7 out of 5 stars. Capterra reviewers highlight the game-changing impact of automated research and seamless LinkedIn imports.

Some customers note room for improvement in mobile responsiveness and advanced reporting, but the folk CRM team is actively rolling out updates. Recent patch notes confirm expanded mobile layouts and new dashboard widgets in beta—showing that feedback fuels their roadmap.

Educational Resources and Community

folk CRM goes beyond software with a vibrant educational ecosystem. Their official blog covers best practices in sales automation, while YouTube hosts step-by-step tutorials for every feature. In-depth documentation offers API reference guides and troubleshooting articles.

For peer support, join the folk CRM Community on Slack and Facebook. These forums buzz with real-world tips, user-generated templates, and direct input from the product team. Monthly virtual meetups also allow you to network and exchange ideas with other service-based entrepreneurs.

Conclusion

In today’s competitive service landscape, having the right CRM can mean the difference between chasing leads and closing deals. folk CRM delivers simplicity, power, and proactive intelligence—all packaged in an interface you and your team will actually enjoy using. Remember, this exclusive Get 20% OFF folk’s Annual Plans Today is only available for a limited time, so act now to lock in maximum savings.

Try folk CRM Free for 14 days Today and harness the full suite of features that will supercharge your sales process. Don’t miss out—grab your discount and transform your client relationships now!