Folk

Folk is an intuitive CRM platform designed to help businesses build and nurture client relationships seamlessly. With customizable pipelines, team collaboration tools, and powerful integrations, Folk makes it easy to manage contacts, track deals, and automate outreach. This flexible solution serves a range of teams—from sales and agencies to partnerships—enabling efficient workflows and smarter deal-closing strategies.

Key features:

• Contact Management: Centralize contacts and maintain up-to-date records.

• Pipeline Customization: Tailor deal stages for optimized tracking.

• Automated Outreach: Message templates and sequences for personalized communication.

• Integrations: Syncs with over 6000 apps, including LinkedIn, Gmail, and Outlook.

• Collaboration Tools: Shared histories, tagging, and reminders for team coordination.

Use cases:

1. 1. Sales Team Optimization

   Sales teams can use Folk to organize leads, monitor client relationships, and streamline deal-closing processes. Custom pipeline views and smart fields enable teams to prioritize high-value opportunities while leveraging client history for personalized outreach.

2. 2. Agency Client Management

   Agencies benefit from Folk’s organized contact management and pipeline tracking to manage multiple projects and relationships concurrently. The platform’s collaborative features help teams track interactions, coordinate follow-ups, and build ongoing client relationships, supporting long-term engagement.

3. 3. Strategic Partnerships

   Partnership teams leverage Folk to track and nurture valuable connections across LinkedIn and email. With Folk’s message analytics, automated follow-ups, and enrichment features, teams stay updated on interaction history, enhancing relationship management for both new and ongoing partnerships.