Folk CRM Setup
For Teams Who Build Relationships
Folk is the CRM for people who don't think of themselves as salespeople. Founders managing investors. Recruiters tracking candidates. Partnership teams juggling agencies. We help you set it up so it actually gets used.
A CRM that doesn't feel
like a sales tool.
Contact-first, not deal-first
Most CRMs are built around pipelines and revenue. Folk is built around people. Every contact lives in one place with their full history, whether they're a lead, candidate, investor, partner, or friend-of-a-friend you met at a conference.
Same person shows up in multiple contexts? They're still one contact. No duplicates, no confusion about which version is current.
Spreadsheet simplicity, CRM power
Folk looks like a spreadsheet because that's what most people already understand. Add columns. Filter. Sort. Group. No training required to start using it.
But underneath you get the CRM features that matter: email sync, interaction history, reminders, tags, and pipelines when you need them.
folkX Chrome Extension
Add contacts directly from LinkedIn, Twitter, or any website. One click capture instead of copy-paste data entry.
1-Click Enrichment
Folk fills in missing details automatically. Email addresses, company info, social profiles. Less manual research.
Email Campaigns Built In
Send personalized emails at scale without leaving the CRM. Variables, scheduling, tracking. No separate email tool needed.
Folk works for teams that
manage relationships, not just deals.
Startup Founders
Tracking investors, advisors, potential customers, and partnership leads all in one place. You're wearing too many hats to use five different tools. Folk lets you see everyone who matters to your business and where each relationship stands.
Recruiters
Candidates, hiring managers, agencies, references. The recruiting world is all relationships. Folk's contact-first approach and LinkedIn integration make it natural for tracking who you've talked to, what stage they're at, and when to follow up.
Partnership Teams
Agencies, affiliates, co-marketing partners, integration partners. Partnerships aren't linear sales pipelines. Folk's flexible grouping and tagging let you organize by relationship type, deal stage, or however else makes sense for your workflow.
Agencies
Clients, prospects, vendors, freelancers. Agency life means juggling a lot of people. Folk keeps client contacts organized alongside your pipeline without forcing everything into a rigid sales structure that doesn't fit how agencies actually work.
When Folk fits.
When it doesn't.
Folk is great for
- ✓ Founders managing investors and early customers
- ✓ Recruiters tracking candidates and hiring managers
- ✓ Partnership and BD teams
- ✓ Agencies with lots of client contacts
- ✓ Teams outgrowing spreadsheets
- ✓ People who hate clunky CRM interfaces
- ✓ Light outreach and email campaigns
- ✓ Anyone who tried Notion as a CRM
Consider something else for
- ✗ High-volume outbound sales (use Close)
- ✗ Complex sales pipelines with forecasting
- ✗ Teams over 50 with enterprise needs
- ✗ Heavy phone/dialer workflows (use Close)
- ✗ Marketing automation at scale
- ✗ Deep reporting and revenue analytics
- ✗ Complex custom objects (use Attio)
Folk fills the gap between "I'm using a spreadsheet" and "I need Salesforce." It's for teams that want a real CRM without the complexity. If that's you, it's excellent. If you need enterprise features, we'll point you elsewhere.
Folk setup done right.
Folk Quick Start
You know Folk is right. You just need someone to set it up properly from day one.
Based on team size
- Workspace structure
- Contact groups and tags
- Custom fields setup
- Pipeline configuration
- Email integration
- Team training
Folk Full Setup
Complete implementation with migration, integrations, and workflows built around how your team actually works.
Based on complexity
- Workflow mapping
- Complete workspace build
- Data migration
- Zapier/Make integrations
- Email campaign setup
- Team training
- 30 days support
CRM Migration
Moving to Folk from HubSpot, Pipedrive, spreadsheets, or another CRM. Data comes with you.
Based on data volume
- Data audit
- Contact deduplication
- Field mapping
- Clean import
- Validation and testing
Not sure if Folk is right? Start with a $500 Tool Audit. We'll map your workflow and tell you which CRM fits best.
A Folk workspace that
your team actually uses.
Smart Contact Groups
Investors, candidates, clients, partners. Whatever categories matter for your business, organized so you can filter and act on them.
Custom Pipelines
Different processes for different relationships. Recruiting pipeline, partnership pipeline, investor pipeline. Each with stages that match how you actually work.
Email Templates
Outreach templates with smart variables. Personalized at scale without writing each email from scratch. Built for your specific use cases.
Integrations
Connected to your email, calendar, and key tools via Zapier or Make. New contacts sync automatically. Less manual data entry.
Reminder System
Follow-up reminders that actually work. Never lose track of an important relationship because you forgot to check back in.
Team Onboarding
Live training so your team knows how to use it. Not a video link and good luck. Hands-on sessions focused on your workflows.
How Folk compares to
other CRMs we work with.
Folk vs Attio
Both are modern CRMs with clean interfaces. Attio is more powerful for complex data relationships and custom objects. Folk is simpler, faster to set up, and better for teams who want contact management without the database complexity. Folk if you're replacing spreadsheets, Attio if you've outgrown simpler CRMs.
Folk vs Close
Completely different tools. Close is built for sales teams who make phone calls all day. Built-in dialer, SMS, call recording. Folk is for relationship management without the heavy sales machinery. If you're doing outbound calls, Close. If you're nurturing relationships, Folk.
Folk vs Notion CRM
Folk is what you build when you realize Notion isn't really a CRM. Same spreadsheet-like simplicity, but with actual CRM features: email sync, enrichment, reminders, team collaboration. If you've been using Notion templates as a CRM and hit the limits, Folk is the natural upgrade.
Folk vs HubSpot
HubSpot is a marketing platform with a CRM attached. Folk is a pure relationship management tool. HubSpot has more features but costs more and takes longer to learn. Folk is faster, simpler, and better for teams who don't need marketing automation built in.
Questions about Folk CRM.
How much does Folk CRM cost?
Folk pricing starts at $20 per user per month for the Standard plan. Premium is $40 per user per month and adds more enrichment credits and email sends. Custom enterprise plans start around $80 per user. Compared to HubSpot or Salesforce, Folk is significantly cheaper, though there are even lighter alternatives for pure contact management.
Can Folk replace my spreadsheet CRM?
Yes, and it's designed to. Folk has a spreadsheet-like interface so the transition feels natural. You get all the flexibility of a spreadsheet plus actual CRM features: email sync, reminders, team collaboration, and contact enrichment. Most teams switching from Google Sheets or Excel find Folk intuitive immediately.
Is Folk good for recruiting?
Folk is excellent for recruiters. The folkX Chrome extension captures contacts directly from LinkedIn. You can create candidate pipelines, track interactions, set follow-up reminders, and send personalized outreach. It's lighter than dedicated ATS software but more capable than spreadsheets.
Does Folk have a mobile app?
Yes. Folk launched native iOS and Android apps in 2024. You can access contacts, check pipeline status, and update information from your phone. The mobile apps work well for quick lookups and updates, though heavy work is still better on desktop.
How does Folk's contact enrichment work?
Folk can automatically fill in missing contact details like email addresses, phone numbers, company info, and social profiles. You click "enrich" on a contact and Folk pulls data from various sources. The Standard plan includes limited enrichment credits per month; Premium includes more.
Can Folk integrate with other tools?
Folk integrates natively with Gmail, Outlook, and Google Calendar. For other tools, it connects via Zapier and Make, giving you access to thousands of apps. The API is available but still maturing, so complex custom integrations may have limitations. For most small team use cases, the Zapier integration covers what you need.
How long does Folk setup take?
Basic Folk setups take 1 to 2 weeks. Full implementations with migration, integrations, and custom workflows typically take 2 to 3 weeks. Folk is one of the faster CRMs to implement because of its simpler architecture.
Ready to set up Folk the right way?
30-minute call. We'll talk through your use case and whether Folk is the right fit.