Folk: The CRM That Puts People First

Folk AI is a refreshingly human-centric CRM designed to help businesses build genuine relationships with their clients. With its intuitive interface, powerful features, and focus on simplicity, Folk streamlines your workflow and empowers you to nurture connections from initial contact to closing deals and beyond.

How Folk Works

1. Import Your Contacts: Import your contacts from various sources (CSV files, Google Contacts, etc.) or add them manually.
2. Organize Your Contacts: Organize your contacts into groups and segments for targeted outreach and personalized communication.
3. Track Interactions: Track your interactions with each contact, including emails, calls, and meetings, to build a comprehensive history of your relationship.
4. Manage Your Pipeline: Schedule follow-ups, track deals, and manage your sales pipeline with ease, ensuring no opportunity falls through the cracks.
5. Collaborate with Your Team: Share contacts, collaborate on projects, and communicate with your team in real-time, fostering a collaborative and efficient work environment.
6. Integrate with Your Tools: Integrate with your favorite tools and apps, such as email marketing platforms, calendars, and productivity tools, for a seamless workflow.

Key Features and Functionalities

• Intuitive Contact Management: Manage your contacts with ease using customizable fields, tags, and views, tailoring the CRM to your specific needs.
• Powerful Filtering and Segmentation: Filter and segment your contacts based on various criteria, such as industry, location, or engagement history, to create targeted outreach campaigns.
• Relationship Tracking: Track your interactions and build a comprehensive history of your relationship with each contact, fostering deeper connections and understanding.
• Pipeline Management: Manage your sales pipeline effectively, tracking deals, scheduling follow-ups, and visualizing your progress towards your goals.
• Team Collaboration: Collaborate with your team in shared workspaces, assign tasks, share notes, and communicate effectively to improve teamwork and efficiency.
• Email Integration and Automation: Integrate with your email accounts and automate email outreach, saving time and ensuring consistent communication.
• Mobile App: Access your contacts, tasks, and pipeline on the go with mobile app, staying connected and productive wherever you are.
• AI-Powered Features: Leverage AI-powered features like contact enrichment (automatically adding missing information to your contacts) and smart suggestions to improve productivity and efficiency.

Use Cases and Examples

Folk is a versatile CRM for various applications:

• Managing Client Relationships: Ideal for agencies, freelancers, and consultants to manage their client roster, track project progress, and nurture relationships for repeat business and referrals.
• Building Sales Pipelines: Empower sales teams to organize leads, schedule follow-ups, track deals, and close more deals efficiently.
• Tracking Partnerships: Track partnerships and collaborations, ensuring clear communication and effective management of joint ventures.
• Organizing Contacts for Startups: Organize contacts and communication for startups and venture capitalists, building relationships with investors, partners, and potential clients.

Examples:

• A sales team utilizes to organize leads, schedule follow-ups, and close deals efficiently, improving sales performance and driving revenue growth.
• A startup uses to manage their investor relationships, track funding rounds, and communicate effectively with potential investors.

User Experience

Folk prioritizes a user-friendly experience that focuses on:

• Organization: Provides a centralized platform for managing contacts and interactions, improving relationship management and reducing clutter.
• Collaboration: Enables teams to share contacts and collaborate on relationship building, fostering teamwork and efficient communication.
• Efficiency: Automates tasks like contact enrichment and data entry, saving users time and effort, allowing them to focus on building relationships and closing deals.

Pricing and Plans

Folk offers a free plan with basic features, making it accessible to individuals and small businesses. Paid plans provide increased functionality, such as higher usage limits, advanced reporting, and API access, catering to the needs of growing businesses and larger teams.

Competitors

While Folk offers a unique human-centric approach, there are other CRM solutions available:

• HubSpot: A popular Customer Relationship Management platform with a wide range of features, including marketing automation, sales tools, and customer service functionalities.
• Pipedrive: A sales-focused Customer Relationship Management with a visual pipeline management system, designed to help businesses track deals and improve sales performance.
• Airtable: A flexible database and Customer Relationship Management solution that allows users to customize their workflows and build custom applications.

Unique Selling Points

Folk differentiates itself through its:

• Human-Centric Approach: Focuses on building genuine human connections, emphasizing relationship building and personalized communication.
• Intuitive and User-Friendly Interface: Provides a simple and intuitive interface that is easy to navigate and use, even for those new to CRM systems.
• AI-Powered Features: Offers AI-powered features for enhanced productivity, such as contact enrichment and smart suggestions, streamlining workflows and saving time.

Folk empowers businesses to build stronger relationships and close more deals with its human-centric approach to CRM. By providing an intuitive interface, powerful features, and AI-powered automation, it simplifies relationship management and helps businesses connect with their clients on a deeper level.

Ready to experience the difference of a truly human-centric CRM? Visit the Folk website today and start building stronger relationships!