folk: Sales software

Folk is a customer relationship management platform that centralizes multi-channel communications and uses artificial intelligence to organize contact interactions.

Sales

What is folk?

folk is a customer relationship management application designed to centralize contact records, commercial pipelines, and team communications across multi-channel environments. The platform gathers context from disjointed channels, including email networks, mobile messaging, and social networks, unifying them into structured account profiles. By combining contact management capabilities with artificial intelligence tools, the software aims to automate repetitive operational tasks, streamline lead management, and eliminate manual data entry across organizations.

Data ingestion occurs across several connected digital channels. The platform integrates with email providers like Google Workspace and Microsoft Outlook to mirror email threads, calendar events, and document attachments directly into profile histories. Using the folkX extension, team members can extract contact records and company information straight from web browsers and social platforms like LinkedIn. Additionally, integrations with messaging services like WhatsApp allow teams to capture live chat threads and retain full context across external touchpoints.

Built-in artificial intelligence assistants support different operational tasks within the database. The Follow-up Assistant scans Google, Microsoft, and WhatsApp conversations to identify inactive conversations containing pending next steps, sending notifications accompanied by pre-drafted response suggestions. The Recap Assistant compiles emails, notes, meeting logs, and social activities into concise briefs using frameworks such as MEDDIC, BANT, or custom formats. For background intelligence, the Research Assistant populates profile fields using data providers like People Data Labs and Perplexity.

Outreach and automation capabilities are handled through the Workflow Assistant and emailing module. Teams can set up trigger-based email automation sequences that run when new records are added or specific fields change. Messages can be constructed using templates containing custom profile variables or enhanced with automated personalization derived from recent profile notes. Each workflow functions as a trackable campaign, monitoring engagement metrics including sent, opened, replied, and bounced emails under configurable monthly credit allocations.

Operational customizability is supported through adaptable pipelines, custom data objects, and interactive reporting dashboards. Users can analyze funnel activity using three distinct chart types—metric, pie, and bar charts—enhanced by formula functions including count, sum, average, and ratio calculations. Access control features enable administrators to assign granular roles and permissions, ensuring smooth account handoffs between sales development representatives, account executives, and account managers. The folk API allows organizations to build custom data links with external business tools.

The platform adapts to various industry applications, ranging from general B2B sales operations to specialized fields such as venture capital deal management and agency client tracking. Venture capital firms utilize the platform to organize deal flow, monitor portfolio startups, and track limited partner relationships. Agencies leverage multi-channel timelines to coordinate campaigns across multiple clients. Throughout these environments, the system maintains shared record histories, preventing context loss during employee transitions or multi-person account management.

Main category: Sales
Official website: folk.app
Status: Not yet published

folk use cases

Social Selling and Prospect Capture

Sales teams can capture prospect information from social platforms like LinkedIn and standard web pages using the folkX browser extension. Instead of manually copying and pasting contact details into a database, users extract profiles, search for email addresses in a single click, and associate interaction context with company records. This allows sales representatives to initiate outreach on social platforms while maintaining an organized, central record of prospect engagement across channels.

Automated Email Sequences and Outreach

Revenue teams use the emailing module to construct, schedule, and track B2B email campaigns directly inside the CRM. Users create reusable templates with custom variable fields or apply artificial intelligence personalization based on recent notes and shared interactions. The system automates multi-touch email sequences, monitors campaign performance using metrics such as open, reply, and bounce rates, and ensures that all outgoing message threads remain associated with the recipient's record.

Venture Capital Deal Flow Management

Venture capital firms utilize the software to manage investment opportunities, limited partner relations, and portfolio company updates. Investment teams organize deal pipelines by stages, extract founder profiles directly from LinkedIn, and utilize automatic research tools to gather details like company foundation dates, funding history, and size. The platform centralizes emails, founder meeting notes, and partner interactions in one place, enabling investment partners to collaborate on deals without setup delays.

Inbox Relationship Management in Gmail

Users can manage their customer database directly within Google Workspace using the Gmail integration and browser extension. The system syncs emails, profile histories, and document attachments from Gmail to corresponding contact records. Representatives can access CRM data, record notes, set up follow-up reminders, and schedule outgoing emails directly from their inbox interface. This eliminates the need to switch between software windows while attempting to maintain updated client histories.

Sales Pipeline Analytics and Reporting

Management teams build customizable dashboards to monitor sales funnels, track individual representative performance, and evaluate conversion metrics over time. Users select from metric charts, pie charts, and bar charts, applying formulas like average, count, sum, or ratio to evaluate operational data. Filters allow teams to segment pipeline views by deal stage, team member, or specific client categories, giving leadership clear visibility into operational bottlenecks and active deal performance.

Cross-Role Account Handoffs

Organizations manage transitions between sales development representatives, account executives, and account managers by relying on a unified communication timeline. The platform logs all interactions—including Gmail emails, WhatsApp messaging, LinkedIn activities, meeting notes, and assigned tasks—into a shared record. When an account shifts between team members, the incoming representative reviews the compiled timeline history, ensuring full deal context is preserved without relying on internal handoff meetings or duplicated effort.

Alternatives to folk

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GetResponseGetResponse is a marketing automation platform that creates email campaigns, landing pages, popups, and automated sales funnels. It is built for businesses aiming to convert website visitors into subscribers and manage customer communication across channels.

GushworkGushwork is a marketing system powered by software agents that automate search research, content publication, and backlink creation. Small and medium businesses use it to increase online visibility and generate qualified sales leads without expanding their marketing team.

HubSpotHubSpot is a customer platform that connects marketing, sales, support services, and CRM databases in one location. It is designed for businesses to manage customer relationships, resolve support inquiries, and launch outreach campaigns.

IncreffIncreff is a supply chain and merchandising software platform that offers multi-channel inventory optimization and warehouse order management. Retail brands use the solution to synchronize inventory across sales channels, automate replenishment, and manage financial assortment planning.

InstantlyInstantly is a sales engagement platform that helps businesses discover B2B leads, automate email outreach, and manage customer relationships. It is designed for sales teams aiming to scale campaigns and monitor revenue pipelines.

InstapageInstapage is a landing page builder that provides pre-built templates, automated content creation, and a drag-and-drop editor. Marketers use the platform to execute split tests, personalize visitor content, and manage online advertising campaigns.

folk FAQs

What is folk CRM and how does it organize contact data?

folk CRM is a customer relationship management application that aggregates contact details and interaction histories across multi-channel environments. It connects with email systems like Google Workspace and Microsoft, mobile messaging via WhatsApp, and social networks like LinkedIn, centralizing emails, chat threads, meeting notes, and file attachments onto a single unified timeline for each profile.

How does the Follow-up Assistant help manage inactive deals?

The Follow-up Assistant monitors Google, Microsoft, and WhatsApp conversations to identify threads that have become inactive while containing unresolved next actions. When an inactive conversation is detected, the assistant alerts the user and provides a personalized, pre-written follow-up email draft tailored to the context of prior messages and the user's communication style.

What functionality does the Recap Assistant offer?

The Recap Assistant generates structured briefs summarizing relationships with contacts, companies, or deals. It scans recent emails, notes, meetings, WhatsApp messages, and LinkedIn interactions to highlight recent touchpoints, key decisions, and upcoming steps. Users can customize summary layouts based on standard sales methodologies such as MEDDIC, BANT, or tailored organization frameworks.

How does the folkX extension assist with social prospecting?

The folkX extension is a browser tool that enables users to extract contact profiles and company data directly from websites and social networks like LinkedIn. It allows sales representatives to find email addresses in one click, import interaction logs, add profile notes, and update deal stages without switching away from their active browsing tab.

What reporting and chart options are available in Dashboards?

Dashboards provide reporting tools to evaluate sales funnels, conversion rates, and team activities. Users can create three types of charts: metric charts, pie charts, and bar charts. These reports can be customized using calculation formulas such as count, sum, average, and ratio, and filtered to display specific pipeline segments or timeframes.

How does the Research Assistant enrich company information?

The Research Assistant enriches profile data in table and pipeline views by fetching background details using third-party providers like People Data Labs and Perplexity. It retrieves metrics such as industry type, organization size, founding year, funding background, location, and social media links, while generating standardized research notes based on user-defined questions.

Can folk be integrated directly into Gmail?

Yes. The platform offers a Gmail integration and extension that links directly with Google Workspace. Users can access CRM records, revise pipeline stages, log notes, sync email threads and attachments automatically, and schedule personalized outreach directly within the Gmail interface, keeping records synchronized without manual data entry.

How does the Workflow Assistant automate email outreach?

The Workflow Assistant executes automated email workflows based on specified triggers, such as profile creation or field stage changes. Users apply status filters, select dynamic email templates, and use AI personalization powered by recent profile notes. Workflows run as campaign sequences where users track sent, opened, replied, and bounced email metrics.

Is folk suitable for venture capital firms?

Yes. Venture capital firms use the software to organize deal flow pipelines, track limited partner relationships, and manage portfolio companies. The platform allows investment teams to extract founder profiles from LinkedIn, enrich company metrics automatically, centralize partner notes, and maintain a complete communication history across investment opportunities from early outreach to closing.

What options exist for managing team roles and account handoffs?

The platform offers role and permission controls to manage dataset access across users. To ensure smooth account handoffs between SDRs, AEs, and account managers, the system logs email, WhatsApp, LinkedIn, note, and task history onto a shared multi-channel timeline, allowing new owners to review complete account context without losing history.

Who uses folk?

folk is designed for commercial teams, sales development representatives, account executives, account managers, venture capital firms, and agencies. The software accommodates organizations of various scales, with specific optimization for teams containing 10 to 50 seats, as well as agencies operating with 10 to 100 members.

Sales development representatives
Account executives
Account managers
Venture capital firms
Agencies
Commercial sales teams

folk pros and cons

Until real users review folk, this tab shows what the vendor highlights and the points worth checking — never invented opinions.

What folk highlights

Automated follow-up reminders and summary briefs powered by AI
Centralized multi-channel activity tracking across email, WhatsApp, and LinkedIn
One-click contact capture and email lookup via the folkX browser extension
Customizable reporting dashboards featuring metric, pie, and bar charts

Points to check before choosing

Specific customer support contact channels beyond the online Help Center are not detailed on the website
Data residency options and geographic storage server details are not specified on the vendor site
Workflow Assistant automations operate subject to monthly credit usage limits that teams must manage

folk features

Follow-up Assistant

An artificial intelligence feature that scans Google, Microsoft, and WhatsApp conversations to identify active threads that have gone quiet with unresolved next steps. The tool alerts users through notifications and generates personalized follow-up email drafts tailored to the conversation context and individual tone of voice. Users select when conversations are marked inactive and which contact groups are monitored.

Recap Assistant

Provides instantly generated summaries of interactions associated with any person, company, or deal record. It aggregates recent emails, meetings, notes, WhatsApp messages, and LinkedIn activity into a structured brief detailing past decisions and upcoming actions. Summaries can be customized using sales frameworks like MEDDIC or BANT and are updated on demand for caller preparation.

Research Assistant

Automatically enriches company profiles directly within table and pipeline views. It populates background metrics including industry, company size, founding year, funding details, location, and social links using data providers People Data Labs and Perplexity. Users can add custom research prompts to generate structured notes applied consistently across single or bulk profile searches.

Workflow Assistant

Automates outreach sequences based on selected trigger conditions, such as new record creation or field updates. Users can apply status filters, select message templates with dynamic variables, and enable artificial intelligence personalization based on public notes and recent history. Workflows generate campaigns that track sent, opened, replied, and bounced emails under configurable monthly credit limits.

folkX Browser Extension

A Chrome extension that connects CRM functions directly to social channels and web pages. It enables users to capture contact and company details from sites like LinkedIn, locate email addresses with a single click, import interaction histories, and update deal pipelines without leaving the active browser view.

Built-in B2B Emailing

An integrated emailing tool that allows users to draft, personalize, and launch email outreach campaigns directly from the system. It supports reusable templates with variable tags, automated time-based sequence scheduling, and engagement tracking for sent, opened, replied, and bounced messages, centralizing email communications within contact profiles.

Customizable Dashboards

Analytics interface allowing users to evaluate sales funnels and monitor team performance. It features three chart formats—metric charts, pie charts, and bar charts—that can be customized using calculation formulas like count, sum, average, and ratio. Users apply data filters to generate tailored reports on specific pipelines and client segments.

Multi-Channel Interaction Timeline

Consolidates disparate communication channels into a single timeline on contact and account records. It automatically logs incoming and outgoing exchanges across Google Workspace, Microsoft Outlook, WhatsApp, and LinkedIn, combining emails, chat messages, internal notes, and file attachments into a central view for complete relationship context during sales efforts.

Gmail Integration

Connects the platform directly with Google Workspace, syncing email conversations, contact profiles, and document attachments. Users can execute CRM updates, revise pipeline deal stages, record notes, and schedule personalized email outreach directly from their Gmail inbox interface using a dedicated sidebar extension, maintaining synchronized records without manual data entry.

Roles and Permissions

Access control functionality that enables platform administrators to manage user access privileges and dataset visibility across team members. This feature supports structured multi-user collaboration between sales development representatives, account executives, and account managers while protecting sensitive client information and maintaining clear deal pipeline boundaries across distinct organizational departments.

Custom Data Objects

Enables teams to design tailored data models that match their specific organizational processes. Users can configure custom pipeline stages, fields, and object attributes to track unique commercial workflows, deal structures, venture capital investment pipelines, or specialized agency client management models, avoiding the operational constraints imposed by rigid pre-set CRM database structures.

folk API

A programmatic interface that allows technical teams to build custom integrations between the platform and external software tools within their tech stack. It supports bi-directional data synchronization, custom workflow triggers, and specialized system connections, ensuring that the CRM functions as a central repository alongside proprietary applications and third-party software.

folk pricing

We don't publish prices: they change often and differ by country. Check current plans on folk's own pricing page.

Pricing is structured around platform plans, including a Premium tier required for features such as Dashboards, advanced sequence automations, custom objects, roles/permissions, and API access. A 14-day free trial is available to test platform features.

Free plan: Not stated on the site
Free trial: Yes

folk integrations

folk integrates with major email providers, messaging services, social networks, and data research engines to consolidate contact interactions. It also offers a dedicated API for building custom system connections.

Google
Gmail
Microsoft
WhatsApp
LinkedIn
People Data Labs
Perplexity

folk support

Help resources are provided through an online Help Center containing documentation on features like Dashboards, setup guides, and platform usage. Guidance is also provided for onboarding integrations such as email, calendar, and extension setup.

Help Center
Online documentation

folk reviews

We don't show a rating for folk until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.

How this page was made

Prepared by our automated operator · Awaiting review by the publisher (not shown to search engines until approved)

This page was written with AI from 8 pages of folk.app's own website (read on Sep 15, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested folk.

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