Centralize Relationships and Automate Your CRM Workflows

You're juggling contacts across emails, spreadsheets, and notes while crucial follow-ups slip through the cracks. Managing business relationships this way is not just inefficient—it's costing you opportunities. Your team wastes hours on manual data entry instead of focusing on what matters: building meaningful connections that drive growth.

What is folk

folk is a lightweight, intuitive CRM that centralizes your contacts and automates the busywork of relationship management. It automatically pulls contact information from Gmail, LinkedIn, and other sources to build rich profiles with no manual entry. With its Notion-like interface, you can create customizable pipelines, set smart reminders for follow-ups, and send personalized outreach at scale—all without any technical setup or coding knowledge. folk transforms fragmented relationship data into actionable insights that help service businesses close more deals.

Key Capabilities

Automated Contact Enrichment : Eliminate manual data entry as folk automatically aggregates and updates contact information from Gmail, Google Contacts, and LinkedIn into rich profiles.

Visual Pipeline Management : Track deals through customizable Kanban boards with drag-and-drop simplicity, giving you clear visibility into sales progress without complex setup.

Bulk Personalized Messaging : Reach out to multiple contacts simultaneously with personalized templates and dynamic fields, scaling your outreach without sacrificing the personal touch.

Smart Reminders & Follow-ups : Never miss important follow-ups as folk proactively suggests when to reconnect with contacts based on activity patterns and automates task creation.

Native Integrations : Seamlessly connect with Google Workspace, Slack, Zapier/Make, and LinkedIn to create a unified workflow where your data flows automatically between systems.

Perfect For

Sarah, a sales director at a growing agency, struggled keeping leads organized across spreadsheets and emails. After switching to folk, her team centralized all contacts info in one place with automated enrichment from LinkedIn and Gmail. Now they can track their entire sales pipeline visually, send personalized follow-ups at scale, and close 30% more deals.

Marcus runs a small recruiting firm where candidate information was scattered across notes and emails. folk transformed his workflow by creating a collaborative workspace where his team tracks candidate pipelines, sets automated reminders for follow-ups, and shares candidate profiles in real-time. His team now processes twice as many candidates without increasing workload.

Worth Considering

While folk excels at relationship management for small to mid-sized teams, it may not satisfy enterprises needing advanced reporting, deep customization, or extensive API capabilities. The platform focuses on contact management and communication efficiency rather than complex sales analytics. Pricing starts at $25/month per user ($20 billed annually) for the Standard plan, making it a Freemium tool with a 2-week full-featured trial that doesn't require a credit card to start.

Also Consider

Pipedrive: Better for sales-focused teams requiring advanced forecasting and pipeline analytics with more robust reporting capabilities.

HubSpot: Ideal for companies needing a complete marketing, sales and service platform with more extensive automation capabilities.

Zoho CRM: Consider for businesses seeking deeper customization options and integration with a broader ecosystem of business applications.

Bottom Line

folk stands out as the ideal CRM for relationship-driven small teams and service businesses who value simplicity but need powerful automation. Its strength lies in doing the busy work for you—automatically enriching contacts, simplifying follow-ups, and providing actionable insights—so you can focus on building the relationships that actually drive your business forward.