folk, like the sales assistant your team never had

folk is a simple, integrated, and proactive CRM. We do the busy work for you, so you can focus on growing your service business.

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folk, like the sales assistant your team never had

Introduction

What is Folk?

Folk is a CRM platform developed to simplify and enhance sales processes for businesses. It provides a variety of tools and integrations to streamline tasks such as lead capture, outreach, and pipeline management. Folk is particularly well-suited for sales teams, agencies, startups, and partnerships, offering a user-friendly interface that integrates with multiple platforms like LinkedIn, Gmail, and Outlook.

Features of Folk

  1. Lead Enrichment: Rapidly capture and enhance contact details using the FolkX Chrome extension.
  2. LinkedIn Integration: Effortlessly import leads and enhance their details directly from LinkedIn.
  3. Messages & Sequences: Send highly personalized emails and automate follow-ups with AI assistance.
  4. Pipeline Management: Track deals and collaborate with your team using shared pipelines.
  5. Integration Capabilities: Connect with over 6,000 tools and platforms for seamless data management.
  6. Dashboards & Analytics: Gain insights into your sales funnel and monitor performance metrics.

How to Use Folk

Folk is designed to be user-friendly and intuitive. Start by setting up your CRM with pre-built templates, similar to spreadsheets, allowing customization to track what matters most. The FolkX Chrome extension simplifies lead capture from LinkedIn, enriching contact details instantly. For personalized outreach, Folk combines CRM data with AI to generate contextual drafts and automate message sequences. The platform also integrates with your inbox and calendar to suggest the next steps, making sales processes proactive and efficient.

Pricing

Folk offers a 14-day free trial to explore its features. Beyond the trial, pricing details can be found on their website, catering to various business sizes and needs. The free tier allows limited access, while subscriptions provide full functionality and support for growing businesses.

Helpful Tips for Using Folk

  1. Maximize Efficiency: Use the free trial to familiarize yourself with Folk's features before committing.
  2. Leverage Integrations: Connect Folk with your existing tools to centralize data and workflows.
  3. AI-Driven Insights: Utilize AI features to automate routines and gain actionable insights.
  4. Collaboration: Take advantage of team collaboration tools for better communication and deal tracking.
  5. Customization: Tailor your CRM setup to specific business needs using Folk's flexible templates.

Frequently Asked Questions (FAQs) about Folk

1. What makes Folk different from other CRMs?

Folk's integration capabilities and AI-driven proactive features set it apart, offering a user-friendly experience with comprehensive sales tools.

2. Can I use Folk without technical expertise?

Yes, Folk is designed to be simple, with templates and spreadsheet-like customization, making it accessible to all users.

3. Does Folk support team collaboration?

Absolutely, Folk allows teams to collaborate closely with shared pipelines and customizable permissions, ensuring smooth teamwork.

4. How does Folk handle data privacy?

Folk prioritizes data privacy, with secure handling of user information and compliance with regulations, ensuring your data remains safe.

5. Can I integrate Folk with my existing tools?

Folk integrates with over 6,000 tools, including LinkedIn, Gmail, Outlook, and more, making it a versatile solution for various workflows.

This structured approach provides a clear overview of Folk's capabilities, helping potential users understand its value and benefits.