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What Is folk CRM?

folk CRM is a next-generation customer relationship management platform built specifically for service-based businesses and team selling. It functions like a personal sales assistant—handling the tedious busywork of data entry and research so your team can concentrate on closing deals and delighting clients. Whether you’re a solo consultant, a growing agency, or an established service firm, folk CRM adapts to your workflow and scales alongside your ambitions.

Use cases include:

• Rapid lead capture from LinkedIn and websites
• Automated enrichment of contact information
• Personalized outreach sequences driven by AI
• Collaborative deal management and pipeline tracking
• Integration with email, calendar, and 6,000+ other tools

Features

folk CRM packs a compelling suite of features designed to supercharge your sales efforts without drowning you in complexity. Here’s a detailed look:

Absurdly Simple to Setup

Getting started with folk CRM is almost embarrassingly easy. In just minutes, you can have your team onboarded and your first pipeline configured.

• Intuitive onboarding wizard walks you through core steps.
• Pre-built templates for common service-based pipelines.
• No coding or IT department required—ready to go out of the box.

A Single Source of Truth

Maintain consistency and accuracy with a centralized database that updates in real time for every team member.

• Automated syncing between contacts, deals, and activities.
• Custom fields let you capture unique data points for your business.
• Permissions ensure sensitive information is shared only with the right people.

Built for Team-Selling

folk CRM fosters collaboration and prevents costly information silos, so your sales team operates in harmony.

• Shared pipelines let everyone track progress and hand-offs.
• Custom roles and permission sets ensure appropriate access control.
• Group comments and internal notes keep everyone in the loop.

Capture Contacts Fast as Lightning

With the folkX Chrome extension, snag leads directly from LinkedIn profiles and websites in seconds—no manual copy/paste required.

• Auto-enrich profiles with email addresses, phone numbers, and social links.
• One-click import from any webpage—save time and never lose a lead.
• Batch capture mode for importing multiple contacts at once.

Sales Research, Done for You

Leverage AI-powered “magic fields” that scour the web to fill in critical lead information automatically.

• Smart email finder locates verified addresses instantly.
• Connection strength indicator shows who in your network has the closest ties.
• Website scraper pulls organization details, key decision-makers, and tech stack data.

Personal Outreach, at Scale

Blend CRM data with AI to draft personalized emails, schedule follow-ups, and automate multi-step sequences that feel human.

• Template builder with dynamic fields for hyper-targeted messaging.
• AI-powered email suggestions adapt tone and content to each prospect.
• Automated wait times and reminders keep your sequences on track.

Get the Full Story About Every Lead

Integrate effortlessly with your email, calendar, social platforms, and more than 6,000 third-party tools to gather every detail about your contacts.

• Two-way email sync surfaces conversations and attachments inline.
• Calendar integration automatically logs meetings and outcomes.
• Social listening pulls in public interactions and mentions.

Sell Together, Close Faster

folk CRM’s collaborative deal rooms and real-time dashboards empower teams to move deals forward with clarity and accountability.

• Shared deal boards highlight next steps and ownership.
• Pipeline analytics identify bottlenecks and forecast revenue.
• Customizable alerts ensure nothing slips through the cracks.

Pricing

folk CRM offers flexible pricing tiers to match the needs of small teams and enterprise-level operations alike. Here’s a closer look:

Standard Plan ($25/member/month or $20 billed yearly)

• Ideal for freelancers and small agencies just getting started
• Includes up to 2,000 emails and 500 data enrichments per month
• One email domain, one account sync, and 2,000 magic fields
• Access to WhatsApp sync and basic reporting
• Try it free with no credit card required

Premium Plan ($50/member/month or $40 billed yearly)

• Perfect for growing teams that need robust automation
• Up to 5,000 emails and 1,000 data enrichments per month
• Three email domains, five account syncs, and 5,000 magic fields
• Full dashboards, deals, email sequences, and API access
• Migration service, priority support, and advanced roles & permissions
• Also available as a free trial

Custom Plan (From $100/member/month or $960 billed yearly)

• Tailored for enterprises with high-volume requirements
• Custom limits on emails, enrichments, and magic fields
• Bespoke integrations, SSO, dedicated onboarding, and SLAs
• Full feature set plus white-glove service and support
• Book a demo to discuss your specific needs

Ready to see which plan fits your sales process? Explore the options at folk CRM now and claim your 20% OFF folk’s Annual Plans Today.

Benefits to the User (Value for Money)

Investing in folk CRM delivers tangible returns that make every dollar count:

• Rapid ROI: Automated data capture and enrichment save your team hours each week, accelerating deal velocity.
• Improved Close Rates: Personalized outreach and AI-driven insights boost response rates and conversions.
• Reduced Software Sprawl: Consolidate multiple tools into one platform, cutting subscription costs.
• Scalable Pricing: Flexible plans grow with your headcount and revenue without shocking invoice hikes.
• Enhanced Collaboration: Shared pipelines and custom roles eliminate miscommunication and duplication of work.
• Data Accuracy: Smart fields and real-time sync keep your CRM data clean and up-to-date.
• Peace of Mind: Priority support and migration services ensure a smooth setup and ongoing reliability.
• Exclusive Discount: With Get 20% OFF folk’s Annual Plans Today, you lock in savings that compound year after year.

Customer Support

folk CRM’s customer support team is known for its responsiveness and expertise. Whether you prefer live chat for quick questions or email for detailed requests, you’ll find knowledgeable agents ready to help. Response times are typically under an hour during business hours, and priority support tiers offer even faster SLAs.

For more hands-on assistance, folk CRM provides phone support and personalized onboarding sessions on the Premium and Custom plans. This ensures your team can hit the ground running with best-practice configurations and dedicated guidance every step of the way.

External Reviews and Ratings

On leading review platforms, folk CRM consistently ranks among the top CRM tools for small to mid-sized service teams. Users praise its simplicity, lightning-fast lead capture, and powerful AI-driven features. On G2, folk CRM boasts an average rating of 4.6 out of 5 stars, with particular kudos for its Chrome extension and data enrichment accuracy.

Some reviewers note minor limitations around advanced reporting and customization options—areas the folk team is actively enhancing with quarterly feature releases. The company’s roadmap is public, and they respond promptly to feature requests, underlining their commitment to continuous improvement.

Educational Resources and Community

folk CRM offers a wealth of educational materials to help users get the most from the platform. Their official blog features step-by-step guides, case studies, and best-practice articles covering sales tactics and CRM optimization. Video tutorials on the folk YouTube channel walk you through every feature, from basic setup to advanced automation workflows.

In addition, folk CRM fosters a vibrant user community on Slack and dedicated forums where customers share tips, templates, and integration hacks. Regular live webinars and Q&A sessions with product experts ensure you always have a place to turn when you need inspiration or technical assistance.

Conclusion

By now, it’s clear that folk CRM delivers a standout combination of ease-of-use, powerful automation, and collaborative features designed for service-based businesses. From rapid lead capture and AI-enriched data to personalized outreach and shared pipelines, folk CRM tackles the busywork so your team can focus on closing more deals.

If you’re ready to elevate your sales process—and save serious money in the process—act now on this exclusive Get 20% OFF folk’s Annual Plans Today. Click to start your free trial and secure the best rate possible: folk CRM.

Try folk CRM Free for 14 days Today and lock in your 20% annual plan discount before it’s gone!