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Folk CRM Review

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Overview

Folk CRM is a modern customer relationship management platform designed to simplify contact and pipeline management. Its intuitive, spreadsheet-like interface makes it accessible for users transitioning from tools like Airtable or Notion. With built-in AI features, Folk automates tasks such as lead enrichment and follow-up suggestions, allowing teams to focus on building relationships.

Folk’s Key Features

  • Contact Enrichment: Automatically fills in missing contact details, such as email addresses and job titles, using AI-powered enrichment tools.
  • Pipeline Management: Offers customizable pipeline templates to track deals and sales processes effectively.
  • Email Integration: Enables sending personalized emails directly from the CRM, with mail merge capabilities and tracking.
  • Magic Fields: Utilizes AI to generate personalized content and automate data entry tasks within custom fields.
  • Chrome Extension: Allows users to add contacts from platforms like LinkedIn and Gmail with a single click.

Who Folk is Good For

Folk CRM is particularly well-suited for:

  • Startups and Small Teams: Its user-friendly interface and affordable pricing make it ideal for teams without dedicated CRM administrators.
  • Agencies and Freelancers: The ability to manage contacts and pipelines efficiently helps service providers maintain client relationships.
  • Non-Technical Users: The familiar spreadsheet-like layout reduces the learning curve for users new to CRM systems.

What’s Unique About Folk

Folk stands out with its combination of simplicity and smart automation. The Magic Fields feature leverages AI to automate repetitive tasks, while the Chrome extension streamlines contact addition from various platforms. Its focus on user experience ensures that teams can adopt and benefit from the CRM without extensive training or setup.

Folk Pricing

Folk offers a straightforward pricing model with a 14-day free trial. We recommend the Standard Plan as a balanced option for small teams seeking comprehensive features at a reasonable cost. This plan includes access to core CRM functionalities, contact enrichment, email integration, and pipeline management tools.

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