How to Use folk: The Best CRM for Networking & Outreach

Quick Start

This guide covers every folk CRM feature:

• ابدء — Create your account and complete initial setup
• How to Use Sales Pipeline — Track deals and manage your sales process
• How to Use Leads Tracking — Capture and organize every new lead
• How to Use Company Management — Keep all company data in a single place
• How to Use Client Management — Build real relationships with your clients
• How to Use Email Funnels — Run outreach sequences at scale
• How to Use Social Selling — Connect with prospects directly on LinkedIn
• How to Use Partnership Manager — Manage partner relationships from one hub
• How to Use LinkedIn Extension — Import contacts from LinkedIn in one click
• How to Use Pipeline Management — Oversee all pipelines in a single view

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | استكشاف الأخطاء وإصلاحها | التسعير | البدائل

Why Trust This Guide

I’ve used folk إدارة علاقات العملاء for several months and tested every feature covered here.

This how to Use folk tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

الشعب إدارة علاقات العملاء is one of the most modern and efficient tools for building real relationships with contacts and clients.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Folk CRM Tutorial

This complete folk CRM tutorial walks you through every feature step by step, from initial setup to advanced workflows that will make you a power user.

Getting Started with Folk CRM

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Now let’s walk through each step.

Step 1: Create Your Account

Go to folk’s website at folk.app.

Click “Get Started” or “Start for Free.”

Enter your email address and create a password.

You can also sign up with your Google account for faster access.

✓ Checkpoint: تحقق من صندوق الوارد for a confirmation email from folk.

Step 2: Access the App and Install folkX

Folk is a web-based app — no download required.

Log in at app.folk.app in your browser.

Also install the folkX Chrome extension from the Chrome Web Store.

The folkX Chrome extension lets you capture contacts from LinkedIn directly into folk without any busy work.

Here’s what the dashboard looks like:

✓ Checkpoint: You should see the main folk dashboard with your contacts panel on the left.

Step 3: Complete Initial Setup

Connect your Gmail or Outlook account to sync your email history.

Folk pulls in past interactions automatically so you have full context on every contact.

Create your first group to organize contacts by company, industry, or deal stage.

Invite your team members so you can work on shared pipelines together.

How to Use Folk CRM Sales Pipeline

مسار المبيعات lets you track every deal and manage your entire sales process from a single source of truth.

Here’s how to use it step by step.

Watch Sales Pipeline in action:

Now let’s break down each step.

Step 1: Create a New Pipeline

Click “Pipelines” in the left-hand navigation panel.

Select “New Pipeline” and give it a name — for example, “Sales Q2” or “Enterprise Deals.”

Choose your pipeline stages: prospect, qualified, proposal, negotiation, closed.

Folk’s interface resembles a familiar spreadsheet, so the setup feels natural from day one.

Step 2: Add Contacts and Deals

Click “+ Add contact” within any pipeline stage to add a lead or prospect.

You can import contacts from LinkedIn using the folkX Chrome extension or add them manually.

Here’s what this looks like:

✓ Checkpoint: Your deals appear as cards in each pipeline stage with contact details visible.

Step 3: Move Deals Through Stages

Drag and drop deal cards between stages as you progress through the sales process.

Add custom fields to capture data like deal size, close date, or next steps — all within the same pipeline view.

Folk tracks all interactions with each contact so your entire team has full history and context.

How to Use Folk CRM Leads Tracking

Leads Tracking lets you capture every new lead from any source and keep them organized in a single place.

Here’s how to use it step by step.

Watch Leads Tracking in action:

Now let’s break down each step.

Step 1: Create a Leads Group

Click “New Group” in folk and name it “Leads” or “Prospects.”

Groups act as your contact lists — you can have separate groups for leads, clients, partners, and more.

This keeps your CRM clean and avoids busy work when searching for a specific contact.

Step 2: Import or Add Leads

Add leads by importing a CSV file, using the folkX Chrome extension from LinkedIn, or adding them manually.

Folk’s built-in enrichment tools automatically fill in missing data — company, job title, email — without extra add-ons.

Here’s what this looks like:

✓ Checkpoint: Your leads group is populated with contact cards, each showing name, company, and status.

Step 3: Set Lead Statuses and Custom Fields

Add a custom field called “Lead Status” with options like New, Contacted, Qualified, or Not Interested.

Folk’s Magic Fields use AI to auto-populate fields like company size, industry, or location — saving you hours of manual data entry.

Update each lead’s status as you make calls, send emails, and hold meetings.

How to Use Folk CRM Company Management

Company Management lets you track every company you work with and see all related contacts in one view.

Here’s how to use it step by step.

Watch Company Management in action:

Now let’s break down each step.

Step 1: Create a Company Record

Navigate to “Companies” in folk’s left sidebar.

Click “New Company” and enter the company name, website, and industry.

Folk will auto-enrich the company record with additional data from the web.

Step 2: Link Contacts to the Company

Open any contact record and link it to the relevant company using the “Company” field.

All contacts linked to that company will appear together, giving you full context on your relationship with that عمل.

Here’s what this looks like:

✓ Checkpoint: The company record shows all linked contacts, notes, and interaction history in one view.

Step 3: Add Company Notes and Context

Use the notes field to log key details — past meetings, introductions made, or important background on the company.

Add custom fields to track data specific to your عمل — contract renewal date, account tier, or assigned account manager.

This keeps your entire team aligned and prevents anyone from reaching out without the right context.

How to Use Folk CRM Client Management

إدارة العملاء lets you preserve every interaction with your clients and focus on building real relationships rather than chasing down data.

Here’s how to use it step by step.

Watch Client Management in action:

Now let’s break down each step.

Step 1: Create a Clients Group

In folk, create a dedicated group called “Clients” to separate paying clients from leads and prospects.

Move contacts into this group as soon as a deal closes.

This gives your team a focused view of who needs proactive attention and follow ups.

Step 2: Log All Client Interactions

Connect your Gmail or Outlook so folk automatically logs every email exchange with each client.

Add manual notes after calls, meetings, or any interaction that doesn’t happen by email.

Here’s what this looks like:

✓ Checkpoint: Each client contact shows a full timeline of calls, emails, and notes so you always know the current state of the relationship.

Step 3: Set Reminders for Follow-Ups

Use folk’s reminder feature to set a date for your next follow up with each client.

Folk sends you notifications so nothing slips through — every client gets attention at the right point in the relationship.

Being proactive with follow ups is the difference between building real relationships and simply maintaining a contact list.

How to Use Folk CRM Email Funnels

Email Funnels lets you run personalized outreach sequences at scale without losing the feel of one-on-one communication.

Here’s how to use it step by step.

Watch Email Funnels in action:

Now let’s break down each step.

Step 1: Select Your Contacts Group

Go to the group or pipeline view containing the leads you want to reach out to.

Filter your contacts by status or custom field to target only the right prospects for this sequence.

Folk is designed so you send the right message to the right people — not batch-and-blast emails.

Step 2: Create Your Email Sequence

Click “New Sequence” and write your email templates using folk’s built-in editor.

Use personalization variables like {{first_name}}, {{company}}, or any custom field to make each message feel personal.

Here’s what this looks like:

✓ Checkpoint: Your sequence shows multiple steps — initial email, follow up on day 3, second follow up on day 7 — all queued and ready.

Step 3: Launch and Track Your Sequence

Select your contacts, choose your sequence, and click “Send.”

Folk tracks email opens and clicks so you can see which prospects are engaging and prioritize your follow ups accordingly.

Automated follow-ups send on schedule so you never forget to reach out — and you eliminate all the busy work of manual reminders.

How to Use Folk CRM Social Selling

Social Selling lets you connect with prospects on LinkedIn and bring them into your CRM without switching between apps.

Here’s how to use it step by step.

Watch Social Selling in action:

Now let’s break down each step.

Step 1: Install and Activate folkX

Install the folkX Chrome extension from the Chrome Web Store.

Log in with your folk account to connect the extension to your CRM.

The folkX extension adds a sidebar to LinkedIn so you can capture data without leaving the platform.

Step 2: Capture LinkedIn Contacts

Browse LinkedIn as you normally would for sales prospecting or lead generation.

When you find a prospect’s profile, click the folkX sidebar and choose which group to save them to.

Here’s what this looks like:

✓ Checkpoint: The contact appears in your folk group with their LinkedIn data already imported — name, title, company, and profile URL.

Step 3: Enrich and Reach Out

After importing, use folk’s enrichment feature to find the prospect’s email address automatically.

Add the contact to an email sequence or log a note about your planned outreach approach.

Folk captures the full picture — LinkedIn data, email history, and notes — in a single app so you always sell with context.

How to Use Folk CRM Partnership Manager

Partnership Manager lets you track and grow your partner relationships from a dedicated pipeline separate from your sales deals.

Here’s how to use it step by step.

Folk’s partnership pipeline works just like the sales pipeline — same familiar interface, dedicated stages for partner relationships.

Now let’s break down each step.

Step 1: Create a Partnerships Pipeline

In folk, go to Pipelines and click “New Pipeline.”

Name it “Partnerships” and set up stages like Identified, In Talks, Active Partner, and Inactive.

This keeps your partnership pipeline completely separate from your sales pipeline so neither gets cluttered.

Step 2: Add Partners and Track Interactions

Add partner contacts to the pipeline and link them to their company records.

Log every meeting, introduction, and call so you have a complete history of each partner relationship.

Here’s what this looks like:

✓ Checkpoint: Each partner card shows their stage, last contact date, and key notes about the relationship.

Step 3: Set Partnership Reminders and Tasks

Use folk’s reminder feature to schedule regular check-ins with each active partner.

Add tasks for follow ups like sending a co-marketing proposal or planning a joint webinar.

Folk’s shared pipelines mean everyone on your team can see the current state of each partnership at a glance.

How to Use Folk CRM LinkedIn Extension

LinkedIn Extension (folkX) lets you import contacts from LinkedIn directly into folk in seconds — no copy-pasting or manual data entry required.

Here’s how to use it step by step.

The folkX extension integrates directly into your LinkedIn browsing experience, acting as a lightweight sales مساعد right inside your browser.

Now let’s break down each step.

Step 1: Install folkX from the Chrome Web Store

Open Chrome and search “folkX” in the Chrome Web Store.

Click “Add to Chrome” and confirm the installation.

The folkX Chrome extension icon will appear in your browser’s toolbar.

Step 2: Open a LinkedIn Profile and Capture It

Navigate to any LinkedIn profile or search results page.

Click the folkX icon to open the sidebar — it shows the contact’s details and asks which folk group to save them to.

Here’s what this looks like:

✓ Checkpoint: The contact is saved to your chosen folk group with their LinkedIn data pre-filled — no busy work required.

Step 3: Enrich Contact Data Automatically

After saving, open the contact in folk and click “Enrich” to auto-fill missing details like email address or phone number.

Folk’s built-in enrichment finds publicly available data without requiring extra add-ons or integrations.

Now you have a complete contact record ready for outreach — imported from LinkedIn, enriched with contact details, and stored in folk as your single source of truth.

How to Use Folk CRM Pipeline Management

إدارة خطوط الأنابيب lets you oversee all active pipelines in a single, integrated view so your entire team stays aligned across every deal and workflow.

Here’s how to use it step by step.

Folk’s pipeline management gives your team a single place to track every deal and relationship across the entire business.

Now let’s break down each step.

Step 1: Set Up Multiple Pipelines

Go to Pipelines and create separate pipelines for different business functions — sales, recruiting, fundraising, or partnerships.

Each pipeline has its own stages, custom fields, and assigned team members.

Folk is versatile enough to serve as a single tool for every team in your company that manages relationships.

Step 2: Assign Team Members and Set Permissions

Invite team members to folk and assign them to specific pipelines.

Folk supports role-based permissions so you can control who can edit, view, or export data from each pipeline.

Here’s what this looks like:

✓ Checkpoint: Team members can see their assigned pipelines and the current stage of every deal or contact in real time.

Step 3: Use Views to Filter and Explore Your Pipelines

Use folk’s Views feature to create filtered perspectives on your pipeline data — for example, “My Deals This Week” or “Overdue Follow-Ups.”

Views let each team member explore the data they need without cluttering the master pipeline.

This is the beauty of folk’s design: it gives you the depth of a tool like Salesforce with the simplicity of a modern app your team will actually use.

Folk CRM Pro Tips and Shortcuts

After testing folk CRM for several months, here are my best tips.

اختصارات لوحة المفاتيح

Action	Shortcut
Open Quick Add Contact	Ctrl + K (Cmd + K on ماك)
Search Contacts	Ctrl + F (Cmd + F on Mac)
Save and Close Contact	Ctrl + Enter (Cmd + Enter on Mac)
Create New Group	Click + New Group in sidebar
Switch Between Pipelines	Click pipeline name in left nav

Hidden Features Most People Miss

• Magic Fields (AI Enrichment): In any contact record, click “Magic Fields” and folk’s AI will auto-fill data like company size, LinkedIn URL, or industry — saving you from manually researching each prospect’s details.
• Sequence Pause on Reply: Folk automatically pauses a sequence when a prospect replies — so they never receive a follow-up email after they’ve already responded, which keeps your outreach professional and your sender reputation clean.
• WhatsApp Sync: Folk can sync WhatsApp conversations to contact records so your mobile interactions are preserved alongside email and calendar history — this is especially useful for sales teams that conduct a lot of business over messaging apps.
• Integration Capabilities via زابير: Folk connects to thousands of tools through Zapier — including Salesforce, Slack, and Google Sheets — so you can build automated workflows that match your exact process without writing any code.

Folk CRM Common Mistakes to Avoid

Mistake #1: Treating Folk Like a Simple Contact List

Mistake #2: Skipping the Email Integration

Mistake #3: Sending Generic Sequences Without Personalization

Folk CRM Troubleshooting

Problem: folkX Chrome Extension Not Capturing LinkedIn Contacts

Cause: The folkX extension may not be properly authenticated or LinkedIn may have changed its page structure.

يصلح: Click the folkX icon and log out, then log back in with your folk account credentials. If the issue persists, disable and re-enable the extension in Chrome’s extension manager, then reload the LinkedIn page before trying again.

Problem: Emails Not Syncing From Gmail or Outlook

Cause: The Gmail or Outlook integration may have lost its connection token, which can happen after a password change or security update.

يصلح: Go to Settings → Integrations in folk and disconnect your email account. Reconnect it by following the OAuth flow again. Folk will re-sync your recent email history within a few minutes once the integration capabilities are re-established.

Problem: Email Sequence Continues Sending After a Prospect Replies

Cause: The reply detection feature only works when folk is connected to the same email account used to send the sequence.

يصلح: Make sure your Gmail or Outlook account is connected to folk and that the sending address matches your connected account. If you’re sending from a different address, folk cannot detect replies and the sequence will continue — switch to a match between your sending address and connected inbox.

Problem: Duplicate Contacts Appearing in Folk

Cause: Contacts imported from multiple sources — LinkedIn, CSV, and email sync — can create duplicate records if the same email address is not used as the unique identifier.

يصلح: Use folk’s deduplication feature under Contacts → Merge Duplicates. Folk scans your database for matching names and email addresses and lets you merge them into a single clean record with a combined history.

📌 ملحوظة: If none of these fix your issue, contact folk support via the in-app help chat.

What is Folk CRM?

إدارة علاقات العملاء الشعبية is a modern relationship management tool designed to help sales teams, founders, and agencies manage contacts, run outreach, and track deals without the complexity of traditional CRM software.

Think of it like a smart spreadsheet that knows your entire relationship history with every contact — and reminds you when to follow up before the relationship goes cold.

Watch this quick overview:

Folk CRM is designed to manage relationships and outreach lists effectively, with a focus on building real relationships rather than just tracking transactions.

Unlike tools such as Salesforce that can feel overwhelming for smaller teams, folk’s interface resembles a familiar spreadsheet — making it easy to set up and use from day one.

It includes these key features:

• مسار المبيعات: Visual deal tracking with custom stages and fields for your entire sales process
• Leads Tracking: Capture and organize leads from any source with built-in enrichment that fills in contact data automatically
• Company Management: Link contacts to companies and get a single view of every relationship within an organization
• إدارة العملاء: Log all interactions, set follow-up reminders, and preserve full history for every client in one place
• Email Funnels: Build and launch personalized outreach sequences at scale with automated follow-ups and open tracking
• البيع عبر وسائل التواصل الاجتماعي: Capture LinkedIn contacts directly into folk using the folkX Chrome extension without any manual data entry
• Partnership Manager: Manage partner relationships through dedicated pipelines separate from your core sales workflow
• LinkedIn Extension: Import contacts from LinkedIn with one click and auto-enrich their details using folk’s built-in tools
• Pipeline Management: Oversee all active pipelines — sales, recruiting, fundraising — in a single integrated view

For a full review, see our folk CRM review.

Folk CRM Pricing

Here’s what folk CRM costs in 2026:

يخطط	سعر	الأفضل لـ
معيار	$17.5/member/month	Individuals and small teams getting started with CRM
غالي	$35/member/month	Growing teams that need advanced sequences and integrations
مخصص	$70/member/month	Larger organizations needing enterprise-level support and customization

تجربة مجانية: Yes — folk offers a free trial so you can explore the tool before committing to a paid plan.

ضمان استرداد الأموال: Check folk’s current terms at folk.app for the latest refund policy details.

💰 Best Value: Standard at $17.5/member/month — this plan gives individuals and small sales teams access to the core CRM features, contact management, and basic outreach tools at a price point that scales affordably as your team grows.

Folk CRM vs Alternatives

How does folk CRM compare? Here’s the competitive landscape:

أداة	الأفضل لـ	سعر	Rating
إدارة علاقات العملاء الشعبية	Modern relationship-first CRM for teams	From $17.5/member/mo	⭐ 4.0
مستوى عالٍ	All-in-one marketing + sales الأتمتة	From $97/mo	⭐ 4.3
محرك الأنابيب	Visual sales pipeline management	From $14/user/mo	⭐ 4.3
كيب	مشروع تجاري صغير CRM with automation	From $299/mo	⭐ 4.2
هاب سبوت	Free CRM with marketing tools	Free – $15/seat/mo	⭐ 4.0
كليك فانلز	Sales funnel and lead generation	From $81/mo	⭐ 4.2
فورا	Cold email outreach at scale	From $30/mo	⭐ 4.3
انقر فوق	Project management + CRM hybrid	Free – $7/user/mo	⭐ 4.3
إدارة علاقات العملاء يوم الاثنين	Visual CRM for operations teams	From $12/user/mo	⭐ 4.3
كبسولة إدارة علاقات العملاء	Simple CRM for small teams	Free – $18/user/mo	⭐ 4.0
برؤية ثاقبة	CRM with project management features	From $29/user/mo	⭐ 4.1
نظام إدارة علاقات العملاء Freshsales	AI-powered sales CRM	Free – $15/user/mo	⭐ 4.0
Salesforce	Enterprise CRM with deep customization	From $25/user/mo	⭐ 4.5
زينديسك	Customer service and sales CRM	From $55/agent/mo	⭐ 4.1

Quick picks:

• Best overall: Folk CRM — the most modern and efficient option for teams focused on building real relationships rather than just managing data
• Best budget: HubSpot — offers a genuinely useful free plan with contacts, deals, and email tracking at no cost
• Best for beginners: Folk CRM — the familiar spreadsheet-style interface means you can get set up in minutes with no training required
• Best for enterprise: Salesforce — the most powerful CRM in the world with deep customization, though it takes significant time and resources to implement

🎯 Folk CRM Alternatives

Looking for folk CRM alternatives? Here are the top options:

• 🏢 GoHighLevel: The best all-in-one platform for agencies — combines CRM, email marketing, SMS, and funnel مقاول بناء in a single tool, though the learning curve is steeper than folk.
• 🚀 بايب درايف: A dedicated sales pipeline tool with excellent visual deal tracking — great for pure sales teams that want a focused, no-distractions CRM experience.
• 💼 كيب: A powerful CRM and automation platform for الشركات الصغيرة — strong at handling complex follow-up sequences, though more expensive than folk.
• 🌟 هاب سبوت: The most popular CRM in the world with a generous free plan — ideal for teams that also need marketing automation and don’t want to pay for a separate tool.
• 🎯 كليك فانلز: Built for sales funnel creation and lead generation rather than day-to-day CRM — best used alongside a dedicated contact management tool.
• ⚡ فورا: The top choice for cold email outreach at scale — pairs well with folk if you want folk for CRM and Instantly for high-volume lead generation campaigns.
• 📊 انقر للأعلى: A hybrid project management and CRM tool — excellent for teams that want to manage tasks and contacts in the same app without switching between tools.
• 🔧 إدارة علاقات العملاء يوم الاثنين: A visual, customizable CRM built on the Monday.com platform — works well for operations teams that already استخدم يوم الاثنين for project tracking.
• 💰 نظام إدارة علاقات العملاء المصغر: A simple and affordable CRM for small teams — offers a free plan and clean interface, though it lacks folk’s LinkedIn integration and enrichment features.
• 🔥 نظرة ثاقبة: A CRM that blends contact management with project tracking — good for teams that run client projects alongside their sales pipeline and need both in one place.
• 🧠 نظام إدارة علاقات العملاء Freshsales: An AI-powered sales CRM from Freshworks — strong lead scoring and auto-enrichment features that compete directly with folk’s Magic Fields capability.
• ⭐ سيلزفورس: The world’s most powerful CRM — ideal for large enterprises that need deep customization, complex workflows, and integration capabilities across an entire tech stack.
• 👶 زينديسك: Best known for customer support, Zendesk Sell is its sales CRM — a solid choice for teams that want to connect support tickets and sales deals in one platform.

For the full list, see our folk CRM alternatives guide.

⚔️ Folk CRM Compared

Here’s how folk CRM stacks up against each competitor:

• Folk CRM vs GoHighLevel: Folk wins for simplicity and contact management; GoHighLevel wins for all-in-one marketing automation — best for agencies that need funnels, SMS, and CRM in a single platform.
• Folk CRM vs Pipedrive: Folk wins for relationship tracking and LinkedIn integration; Pipedrive wins for teams that want a dedicated, clean visual pipeline with advanced sales الإبلاغ.
• Folk CRM vs Keap: Folk wins on ease of use and modern design; Keap wins for small businesses that need powerful automation and integrated payment processing alongside their CRM.
• Folk CRM vs HubSpot: Folk wins for teams that want a modern, lightweight CRM; HubSpot wins for companies that need free tools plus deep marketing automation from a single source.
• Folk CRM vs ClickFunnels: Folk wins for ongoing relationship management; ClickFunnels wins for businesses focused on building sales funnels and driving new lead generation at scale.
• Folk CRM vs Instantly: Folk wins for CRM and relationship tracking; Instantly wins for pure cold email outreach volume — the two tools work best when used together.
• Folk CRM vs ClickUp: Folk wins for relationship-focused CRM; ClickUp wins for teams that need to manage tasks, projects, and contacts together without switching between tools.
• Folk CRM vs Monday CRM: Folk wins for sales teams; Monday CRM wins for operations and project-driven teams that are already built around the Monday.com platform.
• Folk CRM vs Capsule CRM: Folk wins for enrichment features and LinkedIn integration; Capsule CRM wins for very small teams that want the simplest possible CRM at the lowest price.
• Folk CRM vs Insightly: Folk wins for outreach and modern UX; Insightly wins for teams that need to manage client projects and CRM deals in parallel within the same tool.
• Folk CRM vs Freshsales CRM: Folk wins for design and LinkedIn workflow; Freshsales wins for teams that want AI-powered lead scoring and native phone calling built into their CRM.
• Folk CRM vs Salesforce: Folk wins for small to mid-sized teams that want to get started fast; Salesforce wins for large enterprises that need deep customization and a mature network of integrations.
• Folk CRM vs Zendesk: Folk wins for sales and relationship management; Zendesk wins for customer-facing teams that need to connect support tickets with sales conversations in a single platform.

Start Using Folk CRM Now

You learned how to use every major folk CRM feature:

• ✅ Sales Pipeline
• ✅ Leads Tracking
• ✅ Company Management
• ✅ Client Management
• ✅ Email Funnels
• ✅ Social Selling
• ✅ Partnership Manager
• ✅ LinkedIn Extension
• ✅ Pipeline Management

Next step: Pick one feature and try it now.

Most people start with the Sales Pipeline.

It takes less than 5 minutes to set up your first pipeline and add your first deal.

الأسئلة الشائعة

How do I set up my first folk CRM account?

Go to folk.app and click “Get Started” to create your account using your email or Google login. After signing up, connect your Gmail or Outlook to pull in your past email history automatically. Then install the folkX Chrome extension so you can import contacts from LinkedIn without any manual data entry. The entire setup takes about 3 minutes and your CRM is ready to use.

What is the folkX Chrome extension and how do I use it?

The folkX Chrome extension is folk’s browser tool for capturing contacts from LinkedIn directly into your CRM. Install it from the Chrome Web Store, log in with your folk account, and it adds a sidebar to every LinkedIn profile page. When you visit a prospect’s profile, click the folkX icon and choose which group to save the contact to — their data is imported instantly without any busy work. You can also use it on LinkedIn search results pages to capture multiple contacts in bulk.

How to use folk to import contacts from LinkedIn?

Install the folkX Chrome extension, then browse LinkedIn as usual. When you find a contact you want to track, click the folkX sidebar and select the folk group you want to add them to — their name, title, company, and LinkedIn URL are imported automatically. After importing, open the contact in folk and click “Enrich” to auto-fill their email address and other missing details. Folk’s LinkedIn integration is one of its strongest features for lead generation and social selling workflows.

What are folk Magic Fields and how do they use AI?

Folk Magic Fields are AI-powered custom fields that automatically populate contact data by scanning publicly available information. Instead of manually researching each contact’s company size, industry, or job function, you click “Magic Fields” in a contact record and folk’s AI fills in the details for you. This eliminates hours of manual data entry and ensures every contact in your CRM has rich context before you reach out. Magic Fields work across both individual contacts and company records.

How do I create a sales pipeline in folk?

Click “Pipelines” in folk’s left navigation panel, then select “New Pipeline” and give it a name. Set up your deal stages — prospect, qualified, proposal, negotiation, closed — and add any custom fields you need to track deal-specific data. Add contacts to the pipeline by importing from LinkedIn using folkX or adding them manually, then drag and drop cards between stages as deals progress. Shared pipelines mean your entire team works from the same view in real time.

How to use folk for bulk email campaigns and sequences?

In folk, go to the group containing your target contacts and filter to only the leads you want to reach. Click “New Sequence” to create your email templates using personalization variables like {{first_name}} and {{company}} to make each message feel individual. Set your send schedule — initial email, follow-up on day 3, second follow-up on day 7 — and launch. Folk tracks open rates and clicks per contact, and automatically pauses the sequence if a prospect replies so no one receives an awkward follow-up after they’ve already responded.

Can I use folk to collaborate with my team on contacts?

Yes — folk is built for team collaboration with shared pipelines and role-based permissions. Invite team members from your folk Settings page and assign them to specific pipelines or groups. Every interaction logged by any team member — emails, notes, calls — is visible to the whole team so everyone has full context before reaching out to a shared contact. Role-based permissions let you control who can edit, view, or export data from each pipeline.

How do I integrate Gmail or Outlook with folk?

Go to Settings → Integrations in folk and click “Connect” next to Gmail or Outlook. You’ll be taken through an OAuth flow to authorize folk to access your email account. Once connected, folk automatically syncs your email history and logs new emails against the relevant contact records. If the integration stops working — for example after a password change — disconnect and reconnect it from the same Integrations settings page and folk will re-sync your recent email history.

How to use folk for automated lead enrichment?

After adding a contact to folk — whether by CSV import, folkX, or manual entry — open their record and click “Enrich” to auto-fill missing details like email address, phone number, company size, and LinkedIn URL. For bulk enrichment, select multiple contacts in a group view and click “Enrich All” to process them in batch. Folk’s built-in enrichment tools mean you don’t need to pay for a separate data enrichment service or run manual research on every new lead you add to the system.

What is the difference between Groups and Views in folk?

Groups are your master contact lists — collections of contacts organized by category like Leads, Clients, or Partners. Views are filtered perspectives within a group or pipeline — for example, “My Contacts This Quarter” or “Overdue Follow-Ups” — that let each team member focus on the data most relevant to their role. Groups store the data; Views let you explore that data in different ways without duplicating contacts or creating clutter. Think of Groups as folders and Views as smart filters applied on top of those folders.

How do I set up reminders and follow-ups in folk?

Open any contact record in folk and click the “Reminder” button to set a date for your next follow-up. Folk sends you a notification on that date so you never miss a scheduled touchpoint. For sequences, automated follow-ups send on the schedule you set when creating the sequence — no manual intervention required. Setting proactive reminders is the single most effective practice for maintaining warm relationships and avoiding the situation where months go by without reaching out to an important contact.

How to use folk to manage fundraising or recruiting?

Create a dedicated pipeline in folk specifically for fundraising or recruiting — with stages like Identified, Outreached, Meeting Scheduled, Due Diligence, and Closed. Add investor or candidate contacts using folkX from LinkedIn or import via CSV. Use custom fields to track data specific to your process — investment stage, check size, or candidate skills. Folk’s shared pipelines mean your entire founding team or HR team works from the same data in real time, with full interaction history for every introduction and conversation.

Can I sync my WhatsApp conversations with folk CRM?

Yes — folk supports WhatsApp integration so your mobile conversations are preserved alongside email, notes, and calendar history in each contact record. This is especially valuable for sales teams that conduct a significant part of their business over messaging apps rather than email. To enable it, go to Settings → Integrations and connect your WhatsApp account. Once synced, WhatsApp messages from that contact will appear in their interaction timeline in folk so nothing is lost and your entire team has context on every conversation.

How do I use folk to track email opens and clicks?

Folk tracks email opens and clicks automatically for every email sent through a sequence. After launching a sequence, go to the sequence dashboard to see open rates and click rates across all contacts in the campaign. For individual contacts, open their record and check the email timeline to see which specific emails they opened and when. Use this data to prioritize your follow-up calls and meetings — contacts who have opened your emails multiple times are the most engaged and the best candidates for a proactive outreach call.

How to use folk to deduplicate and clean my contact data?

Go to Contacts in folk and look for the “Merge Duplicates” or deduplication option in the settings menu. Folk scans your entire contact database for records with matching names or email addresses and presents them to you for review. You select which records to merge and folk combines them into a single clean record with a unified interaction history from both duplicates. Running deduplication regularly — especially after importing a large CSV or a period of heavy LinkedIn prospecting — keeps your CRM clean and prevents your team from reaching out to the same person twice from different records.