What is Folk CRM?
I know what it's like to feel overwhelmed by the numerous CRM options out there. As a small business owner, freelancer, real estate professional, or creative entrepreneur, finding the perfect CRM can feel like an impossible task. But what if I told you there's a better solution that simplifies customer relationship management with its user-friendly, AI-powered features? I think it is the Folk CRM app.
As a versatile tool for businesses of all types, including those seeking a CRM for real estate, Folk simplifies customer relationship management with its user-friendly, AI-powered features. Unlike clunky and expensive systems, Folk App delivers powerful tools tailored to your needs—whether you're managing clients, leads, or projects—without the overwhelm or high price tag.
Unlike its complex, cumbersome counterparts, Folk CRM offers a lightweight and accessible approach that's intuitive to use and adaptable to your unique business needs. With its simple yet powerful features, this CRM platform is empowering small teams to track interactions, communicate with clients, and streamline their sales processes like never before.
What is a CRM and What Does it Do?
A Customer Relationship Management (CRM) system is a software solution that helps businesses manage their interactions with customers and clients. The primary goal of a CRM is to improve customer relationships, increase sales, and boost overall business performance.
In simple terms, a CRM does the following:
Manages customer data: stores, updates, and analyzes customer information to provide personalized insights.
Tracks interactions: records every interaction a customer has with your business, including phone calls, emails, meetings, and social media conversations.
Automates tasks: streamlines sales, marketing, and customer service processes by automating routine tasks.
Provides analytics: offers data-driven insights to help businesses make informed decisions about customer relationships, sales strategies, and overall business growth.
Enhances customer experience: allows businesses to tailor their interactions with customers, improving the overall quality of service and building trust.
With a CRM app in place, businesses can:
Improve customer satisfaction
Increase sales and revenue
Enhance collaboration among teams
Gain a competitive edge in the market
In essence, a CRM is an essential tool for any business looking to build strong, lasting relationships with their customers and drive growth through better decision-making.
In addition to its core functionalities, Folk seamlessly integrates with other powerful tools to enhance productivity.
Businesses are waking up to the importance of personalized experiences. And that's where Folk CRM comes in – providing the essential features needed to build stronger, more meaningful connections with your customers. By streamlining your sales processes, enhancing collaboration tools, and creating a seamless user experience, Folk is giving small teams the edge they need to stay competitive and responsive in today's fast-paced market.
To Quote:
Dan D. – Founder / Facilitator
Rating: 5/5 “Perfect CRM for solo and small businesses. My favorite features are the ability to add contacts directly from LinkedIn in one click and then enrich the data with things like email addresses. The segmentation capabilities are excellent, and the email campaign feature is straightforward and effective.”
EGMobius on Reddit:
or
dlafont on Reddit:
“As of today Folk CRM is a great solution, especially for you Linkedin integration need. Not sure it has reminders, but you can create sequences of email like with Hubspot.”
What Is Folk CRM?
Folk is a modern, intuitive customer relationship management tool specifically designed for small businesses, freelancers, and creative entrepreneurs. It provides a lightweight alternative to traditional, complex CRMs, focusing on simplicity and ease of use without sacrificing essential features. It streamlines communication, contact management, and client interactions, allowing small teams to stay organized and efficient without being overwhelmed by complicated software.
Folk CRM goes beyond just managing contacts by integrating with popular tools like LinkedIn, Make.com, and Apollo.io, streamlining work and data syncing.
Why Folk App is the Perfect CRM for Creatives and Freelancers
Folk features a tailored approach, offering the following essential features:
Customization: Tailor workflows to fit your unique business processes, allowing you to track client interactions, sales, and projects in a way that works best for you.
Ease of Use: A minimal learning curve with an intuitive interface ensures that your team can get up and running quickly.
Multi-Channel Communication: Track interactions across email, messaging platforms, and social media, giving you a holistic view of client communication.
Collaboration Tools: Share client notes, assign tasks, and keep everyone on the same page with built-in team collaboration features.
Affordability: Designed with small businesses and freelancers in mind, Folk offers a cost-effective solution for managing customer relationships without breaking the bank.
Folk empowers small businesses and creatives by reducing administrative overhead and enabling teams to focus on building deeper, more meaningful connections with clients. By simplifying customer relationship management, Folk allows you to spend less time managing software and more time growing your business.
For teams looking to automate workflows, Folk CRM integrates with tools like Make.com, allowing you to connect it with over 6,000 other apps, creating more advanced automations.
Benefits for Freelancers, Creatives, Realtors, and Small Businesses
This CRM delivers targeted advantages that address the unique challenges small businesses and freelancers face in managing customer relationships. These benefits transform how lean organizations approach customer management through innovative and adaptable technology.
One thing I really appreciate about this CRM is the way it makes creating/adding new clients so simple and easy. With Dubsado the tool I used before this I had to input all the info myself. With Folk you don’t have to do that. If they contacted you via email - which is likely - just type their name - or just the first name - and Folk can find their email and contact details for you.
Importing LinkedIn connections into Folk allows you to quickly organize and track your network in one central location.
Integrating Apollo.io with Folk CRM helps enrich your contact profiles, providing more detailed information, which makes targeting and outreach more effective.
Makes it easy-peasy to create new client accounts.
Folk will fill in the details that include when you last contacted that person/client.
Pricing for Folk
Integrations for Folk
Make.com
Make.com is an automation platform that allows for more complex workflows than Zapier. While Zapier is fantastic for simple, linear workflows, Make.com gives you more flexibility, such as:
Advanced Data Transformation: Automate data mapping between apps, including Folk CRM, so information can flow seamlessly across platforms.
Multi-step Workflows: Create multi-step automations that are triggered by various actions in different apps, combining Folk CRM with tools like Google Sheets, Mailchimp, and Airtable.
Real-Time Updates: Use Make.com’s ability to handle real-time data to sync contacts between Folk CRM and other apps instantly, ensuring up-to-date information across all platforms.
With Make.com, you can automate more sophisticated processes, making it ideal for businesses with more intricate operational needs.
Apollo.io
Apollo.io is a data-driven sales engagement platform that integrates seamlessly with Folk CRM, helping you streamline lead generation and outreach. Key benefits of the Apollo.io integration include:
Lead Generation: Automatically import leads from Apollo.io’s vast database of contacts directly into Folk CRM, ensuring that your pipeline is always filled with fresh, qualified leads.
Data Enrichment: Enrich your CRM records with detailed contact information, including job titles, email addresses, and company data, helping you target the right prospects with personalized outreach.
Sales Automation: Use Apollo.io’s powerful email and outreach tools to automate cold email campaigns, follow-ups, and task management, syncing all of these actions with Folk CRM for better tracking and reporting.
By combining Apollo.io with Folk CRM, you can build a more efficient, data-driven sales process that allows you to convert leads faster and more effectively.
Folk CRM’s integration with LinkedIn allows you to seamlessly add new contacts and manage relationships from the platform. Key benefits of this integration include:
Direct Contact Imports: Import LinkedIn connections directly into Folk CRM, making it easy to centralize all of your professional connections in one place.
Automatic Profile Enrichment: Use LinkedIn’s data to enrich contact profiles in Folk CRM, providing more context for each contact without manual data entry.
Easy Engagement: With LinkedIn integration, you can track interactions with contacts and stay on top of LinkedIn messages, helping you maintain a more personalized, organized communication flow with clients and leads.
This integration is especially useful for businesses focused on networking and relationship-building through LinkedIn.
Chrome Extension
Folk CRM also offers a Chrome extension, making it even easier to capture contacts and interactions directly from your browser. The extension allows you to:
Add Contacts from Websites: Quickly add new contacts to Folk CRM while browsing, even without manually inputting information.
Capture Interaction Details: Automatically log interactions and communication from your browser, whether they’re emails, social media exchanges, or other relevant interactions.
Track Website Activity: For businesses that engage with clients or leads through online platforms, the Chrome extension can streamline the process of capturing key touchpoints and adding them to the CRM.
The Chrome extension helps save time by making it easy to collect and manage contact information from across the web, directly feeding it into your CRM system.
Summary of Benefits:
Make.com: Supports advanced, multi-step automations and real-time syncing across platforms.
Apollo.io: Enhances lead generation, data enrichment, and sales automation, integrating seamlessly with Folk CRM.
LinkedIn: Simplifies contact import, profile enrichment, and LinkedIn engagement tracking.
Chrome Extension: Enables seamless contact addition and interaction tracking directly from your browser, making data entry faster and more efficient.
These integrations make Folk CRM a highly efficient tool for businesses looking to automate workflows, generate and manage leads, and enhance communication—all from one centralized platform.
Personalized Customer Management
Folk empowers businesses to deliver tailored, meaningful interactions with their customers. By centralizing customer data and leveraging robust personalization features, businesses can foster stronger relationships and increase customer retention by 25-35%.
Key Personalization Features:
Unified Contact Database: Seamlessly access and manage customer information in one place.
Custom Communication Tracking: Log interactions across multiple channels to build a complete customer profile.
Intelligent Segmentation: Identify patterns and preferences to enable targeted outreach.
Multi-Channel Integration: Manage communication across email, messaging platforms, and social media for seamless interaction tracking.
Automated Follow-Up Reminders: Stay on top of important client touchpoints with automatic reminders.
Context-Rich Communication Logs: Access detailed records of past interactions to personalize future conversations.
Chrome extension: Easily add contacts from websites, email exchanges, or LinkedIn directly into Folk CRM, making client management even more seamless."
Unlock Deeper Insights:
Relationship Progression Insights: Visualize where each client stands in their journey with your business.
Automated Personalization: Leverage data-driven insights to tailor interactions and stay ahead of the competition.
Maximize Customer Retention:
By leveraging personalization features, businesses can:
Move beyond generic interactions
Build stronger, more personalized relationships
Increase customer retention by 25-35%
Stay competitive with every customer feeling valued and engaged.s.
Setting Up Your Email Senders
One of the great things about this CRM tool is that it can auto-configure your CNAME records and DMARC records. You need to do this when you are setting up email sending services in your CRM software.
Under Settings and Reminders you will see the @ Senders button. Click that.
Click New Sender
Enter the details of your sender email address and click ‘New Sender’.
Click the ‘Auto-configure’ button in the lower left and Folk will do the rest so long as it can login to your email/domain account. This is pretty cool tbh. Domain and server configuration are not the things I am best at doing so having this feature built into the CRM is a huge bonus for me. I like it a lot.
Folk is more than just a simple tool for tracking interactions; it's a powerful platform designed to build and maintain long-term, meaningful client relationships.
Customer Retention: With features like customizable tags and reminders, Folk helps you track client milestones and schedule follow-ups, ensuring you never lose touch with your clients.
Segmentation: Easily categorize contacts by industry, project type, or status to personalize communication and marketing efforts. This allows for targeted outreach that resonates with each client.
Automated Workflows: Automate tasks like follow-up emails and meeting scheduling to save time and reduce errors. This streamlines your processes and keeps client interactions consistent.
Reporting & Analytics: Folk provides insightful reports that give you a snapshot of your client engagement, sales pipeline, and campaign effectiveness, helping you make data-driven decisions.
Collaboration Tools: Keep your team on the same page with shared client notes, task assignments, and communication logs, boosting internal efficiency and ensuring a seamless client experience.