{"id":205688,"date":"2026-03-14T03:06:08","date_gmt":"2026-03-14T00:06:08","guid":{"rendered":"https:\/\/www.fahimai.com\/?p=205688"},"modified":"2026-04-16T12:37:55","modified_gmt":"2026-04-16T09:37:55","slug":"how-to-use-folk","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/ar\/how-to-use-folk","title":{"rendered":"How to Use folk: The Best CRM for Networking &amp; Outreach"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image126018_5b88c8-e8.kb-image-is-ratio-size, .kb-image126018_5b88c8-e8 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image126018_5b88c8-e8.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image126018_5b88c8-e8 .kb-image-is-ratio-size{align-self:unset;}.kb-image126018_5b88c8-e8 figure{max-width:350px;}.kb-image126018_5b88c8-e8 .image-is-svg, .kb-image126018_5b88c8-e8 .image-is-svg img{width:100%;}.kb-image126018_5b88c8-e8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image126018_5b88c8-e8\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-48.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10730\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-48.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-48-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p><strong>This guide covers every folk CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-folk\">Getting Started<\/a> \u2014 Create your account and complete initial setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-sales-pipeline\">How to Use Sales Pipeline<\/a> \u2014 Track deals and manage your sales process<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-leads-tracking\">How to Use Leads Tracking<\/a> \u2014 Capture and organize every new lead<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-company-management\">How to Use Company Management<\/a> \u2014 Keep all company data in a single place<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-client-management\">How to Use Client Management<\/a> \u2014 Build real relationships with your clients<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-email-funnels\">How to Use Email Funnels<\/a> \u2014 Run outreach sequences at scale<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-social-selling\">How to Use Social Selling<\/a> \u2014 Connect with prospects directly on LinkedIn<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-partnership-manager\">How to Use Partnership Manager<\/a> \u2014 Manage partner relationships from one hub<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-linkedin-extension\">How to Use LinkedIn Extension<\/a> \u2014 Import contacts from LinkedIn in one click<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-pipeline-management\">How to Use Pipeline Management<\/a> \u2014 Oversee all pipelines in a single view<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><strong>Also in this guide:<\/strong> <a href=\"#folk-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#folk-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#folk-troubleshooting\">Troubleshooting<\/a> | <a href=\"#folk-pricing\">Pricing<\/a> | <a href=\"#folk-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used folk <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-coaches\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100142\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for several months and tested every feature covered here.<\/p>\n\n\n\n<p>This how to Use folk tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/folk.png\" alt=\"folk\" class=\"wp-image-205689\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/folk.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/folk-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Folk <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100146\" target=\"_blank\" rel=\"noopener\">CRM<\/a> is one of the most modern and efficient tools for building real relationships with contacts and clients.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='folk-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Folk CRM Tutorial<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-3058809c wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image126018_5b88c8-e8.kb-image-is-ratio-size, .kb-image126018_5b88c8-e8 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image126018_5b88c8-e8.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image126018_5b88c8-e8 .kb-image-is-ratio-size{align-self:unset;}.kb-image126018_5b88c8-e8 figure{max-width:350px;}.kb-image126018_5b88c8-e8 .image-is-svg, .kb-image126018_5b88c8-e8 .image-is-svg img{width:100%;}.kb-image126018_5b88c8-e8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image126018_5b88c8-e8\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-48.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10730\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-48.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-48-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title\">Folk CRM<\/p>\n\n\n\n<p class=\"cta-box-description\">Folk is a modern CRM built for building real relationships \u2014 not just tracking deals. Capture contacts from LinkedIn, run email sequences at scale, and keep your entire team on shared pipelines. Plans start at $17.50\/member\/month.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\">TRY FOLK NOW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/folk-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/folk-alternatives\">FOLK ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-folk-crm'  id=\"boomdevs_3\" class=\"wp-block-heading\" id=\"getting-started-with-folk\">Getting Started with Folk CRM<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/p>\n\n\n\n<p>Watch this quick overview first:<\/p>\n\n\n<!--presto-player:video_id=518--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:true,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:518,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/GWtGjFizAjU?si=w3ZZl1B7wjRbZ_kO&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;GWtGjFizAjU&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;How to Use Folk CRM (2024) Folk CRM Review\\\/Tutorial&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\tdirection=\"rtl\"\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/GWtGjFizAjU?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"How to Use Folk CRM (2024) Folk CRM Review\/Tutorial\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-518 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"GWtGjFizAjU\"\n\t\tvideo-id=\"518\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p>Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p>Go to folk&#8217;s website at folk.app.<\/p>\n\n\n\n<p>Click &#8220;Get Started&#8221; or &#8220;Start for Free.&#8221;<\/p>\n\n\n\n<p>Enter your email address and create a password.<\/p>\n\n\n\n<p>You can also sign up with your Google account for faster access.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100156\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email from folk.<\/p>\n\n\n\n<h4 id='step-2-access-the-app-and-install-folkx'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Access the App and Install folkX<\/h4>\n\n\n\n<p>Folk is a web-based app \u2014 no download required.<\/p>\n\n\n\n<p>Log in at app.folk.app in your browser.<\/p>\n\n\n\n<p>Also install the folkX Chrome extension from the Chrome Web Store.<\/p>\n\n\n\n<p>The folkX Chrome extension lets you capture contacts from LinkedIn directly into folk without any busy work.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard looks like:<\/p>\n\n\n<style>.kb-image10716_bdebab-40 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_bdebab-40 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1156\" height=\"490\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Introduction.png\" alt=\"Folk Introduction\" class=\"kb-img wp-image-182273\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Introduction.png 1156w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Introduction-980x415.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Introduction-480x203.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1156px, 100vw\" \/><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the main folk dashboard with your contacts panel on the left.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p>Connect your Gmail or Outlook account to sync your email history.<\/p>\n\n\n\n<p>Folk pulls in past interactions automatically so you have full context on every contact.<\/p>\n\n\n\n<p>Create your first group to organize contacts by company, industry, or deal stage.<\/p>\n\n\n\n<p>Invite your team members so you can work on shared pipelines together.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-sales-pipeline'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-folk-sales-pipeline\">How to Use Folk CRM Sales Pipeline<\/h3>\n\n\n\n<p><strong>Sales Pipeline<\/strong> lets you track every deal and manage your entire sales process from a single source of truth.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Sales Pipeline in action:<\/p>\n\n\n<style>.kb-image10716_fd5bba-2f .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_fd5bba-2f size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"319\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-6-7.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10726\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-6-7.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-6-7-480x191.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-pipeline'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Create a New Pipeline<\/h4>\n\n\n\n<p>Click &#8220;Pipelines&#8221; in the left-hand navigation panel.<\/p>\n\n\n\n<p>Select &#8220;New Pipeline&#8221; and give it a name \u2014 for example, &#8220;Sales Q2&#8221; or &#8220;Enterprise Deals.&#8221;<\/p>\n\n\n\n<p>Choose your pipeline stages: prospect, qualified, proposal, negotiation, closed.<\/p>\n\n\n\n<p>Folk&#8217;s interface resembles a familiar spreadsheet, so the setup feels natural from day one.<\/p>\n\n\n\n<h4 id='step-2-add-contacts-and-deals'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add Contacts and Deals<\/h4>\n\n\n\n<p>Click &#8220;+ Add contact&#8221; within any pipeline stage to add a lead or prospect.<\/p>\n\n\n\n<p>You can import contacts from LinkedIn using the folkX Chrome extension or add them manually.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image10716_dc326f-0b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_dc326f-0b size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"527\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-1-24.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10721\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-1-24.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-1-24-480x316.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your deals appear as cards in each pipeline stage with contact details visible.<\/p>\n\n\n\n<h4 id='step-3-move-deals-through-stages'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Move Deals Through Stages<\/h4>\n\n\n\n<p>Drag and drop deal cards between stages as you progress through the sales process.<\/p>\n\n\n\n<p>Add custom fields to capture data like deal size, close date, or next steps \u2014 all within the same pipeline view.<\/p>\n\n\n\n<p>Folk tracks all interactions with each contact so your entire team has full history and context.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your sales team works from shared pipelines with a clear view of every deal&#8217;s status and history.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use folk&#8217;s custom fields to add a &#8220;deal score&#8221; column \u2014 this helps you focus on the highest-value prospects and avoid wasting time on low-intent leads.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-leads-tracking'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-folk-leads-tracking\">How to Use Folk CRM Leads Tracking<\/h3>\n\n\n\n<p><strong>Leads Tracking<\/strong> lets you capture every new lead from any source and keep them organized in a single place.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Leads Tracking in action:<\/p>\n\n\n<style>.kb-image10716_828eff-53 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_828eff-53 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"479\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-5-9.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10725\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-5-9.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-5-9-480x287.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-leads-group'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Create a Leads Group<\/h4>\n\n\n\n<p>Click &#8220;New Group&#8221; in folk and name it &#8220;Leads&#8221; or &#8220;Prospects.&#8221;<\/p>\n\n\n\n<p>Groups act as your contact lists \u2014 you can have separate groups for leads, clients, partners, and more.<\/p>\n\n\n\n<p>This keeps your CRM clean and avoids busy work when searching for a specific contact.<\/p>\n\n\n\n<h4 id='step-2-import-or-add-leads'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Import or Add Leads<\/h4>\n\n\n\n<p>Add leads by importing a CSV file, using the folkX Chrome extension from LinkedIn, or adding them manually.<\/p>\n\n\n\n<p>Folk&#8217;s built-in enrichment tools automatically fill in missing data \u2014 company, job title, email \u2014 without extra add-ons.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image10716_c6fbff-7a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_c6fbff-7a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"408\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-7-5.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10727\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-7-5.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-7-5-480x245.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your leads group is populated with contact cards, each showing name, company, and status.<\/p>\n\n\n\n<h4 id='step-3-set-lead-statuses-and-custom-fields'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Set Lead Statuses and Custom Fields<\/h4>\n\n\n\n<p>Add a custom field called &#8220;Lead Status&#8221; with options like New, Contacted, Qualified, or Not Interested.<\/p>\n\n\n\n<p>Folk&#8217;s Magic Fields use AI to auto-populate fields like company size, industry, or location \u2014 saving you hours of manual data entry.<\/p>\n\n\n\n<p>Update each lead&#8217;s status as you make calls, send emails, and hold meetings.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every lead has a clear status and enriched data, so your team can focus on selling instead of data entry.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use folk&#8217;s filter feature to surface only leads marked &#8220;Qualified&#8221; \u2014 this gives you a focused outreach list and eliminates the distraction of cold or inactive leads.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-company-management'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-folk-company-management\">How to Use Folk CRM Company Management<\/h3>\n\n\n\n<p><strong>Company Management<\/strong> lets you track every company you work with and see all related contacts in one view.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Company Management in action:<\/p>\n\n\n<style>.kb-image10716_5dea85-5b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_5dea85-5b size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"410\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-4-9.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10724\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-4-9.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-4-9-480x246.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-company-record'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create a Company Record<\/h4>\n\n\n\n<p>Navigate to &#8220;Companies&#8221; in folk&#8217;s left sidebar.<\/p>\n\n\n\n<p>Click &#8220;New Company&#8221; and enter the company name, website, and industry.<\/p>\n\n\n\n<p>Folk will auto-enrich the company record with additional data from the web.<\/p>\n\n\n\n<h4 id='step-2-link-contacts-to-the-company'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Link Contacts to the Company<\/h4>\n\n\n\n<p>Open any contact record and link it to the relevant company using the &#8220;Company&#8221; field.<\/p>\n\n\n\n<p>All contacts linked to that company will appear together, giving you full context on your relationship with that <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100145\" target=\"_blank\" rel=\"noopener\">business<\/a>.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image10716_bbfcea-24 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image10716_bbfcea-24\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"579\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-3-13.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10723\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-3-13.png 579w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-3-13-480x663.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 579px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The company record shows all linked contacts, notes, and interaction history in one view.<\/p>\n\n\n\n<h4 id='step-3-add-company-notes-and-context'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Add Company Notes and Context<\/h4>\n\n\n\n<p>Use the notes field to log key details \u2014 past meetings, introductions made, or important background on the company.<\/p>\n\n\n\n<p>Add custom fields to track data specific to your <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100154\">business<\/a> \u2014 contract renewal date, account tier, or assigned account manager.<\/p>\n\n\n\n<p>This keeps your entire team aligned and prevents anyone from reaching out without the right context.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every company has a complete profile with all contacts, notes, and history in a single source of truth.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Link folk companies to your Google Calendar so every upcoming meeting with a company contact appears directly in the company record \u2014 no more hunting for context before a call.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-client-management'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-folk-client-management\">How to Use Folk CRM Client Management<\/h3>\n\n\n\n<p><strong>Client Management<\/strong> lets you preserve every interaction with your clients and focus on building real relationships rather than chasing down data.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Client Management in action:<\/p>\n\n\n<style>.kb-image10716_7309a4-3b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image10716_7309a4-3b\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-2-17-edited.png\" alt=\"Folk CRM\" class=\"kb-img wp-image-10732\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-2-17-edited.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Untitled-design-2-17-edited-480x270.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-clients-group'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Create a Clients Group<\/h4>\n\n\n\n<p>In folk, create a dedicated group called &#8220;Clients&#8221; to separate paying clients from leads and prospects.<\/p>\n\n\n\n<p>Move contacts into this group as soon as a deal closes.<\/p>\n\n\n\n<p>This gives your team a focused view of who needs proactive attention and follow ups.<\/p>\n\n\n\n<h4 id='step-2-log-all-client-interactions'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Log All Client Interactions<\/h4>\n\n\n\n<p>Connect your Gmail or Outlook so folk automatically logs every email exchange with each client.<\/p>\n\n\n\n<p>Add manual notes after calls, meetings, or any interaction that doesn&#8217;t happen by email.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image10716_e254dc-35 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image10716_e254dc-35\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"465\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Social-Selling-1024x465.png\" alt=\"Folk Social Selling\" class=\"kb-img wp-image-182275\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Social-Selling-1024x465.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Social-Selling-980x445.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Social-Selling-480x218.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Each client contact shows a full timeline of calls, emails, and notes so you always know the current state of the relationship.<\/p>\n\n\n\n<h4 id='step-3-set-reminders-for-follow-ups'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Set Reminders for Follow-Ups<\/h4>\n\n\n\n<p>Use folk&#8217;s reminder feature to set a date for your next follow up with each client.<\/p>\n\n\n\n<p>Folk sends you notifications so nothing slips through \u2014 every client gets attention at the right point in the relationship.<\/p>\n\n\n\n<p>Being proactive with follow ups is the difference between building real relationships and simply maintaining a contact list.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your clients receive consistent, well-timed outreach based on their actual history with your team.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set a recurring reminder every 30\u201360 days for top clients even when there&#8217;s no active deal \u2014 staying in touch between transactions is what keeps relationships warm and generates referrals.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-email-funnels'  id=\"boomdevs_23\" class=\"wp-block-heading\" id=\"how-to-use-folk-email-funnels\">How to Use Folk CRM Email Funnels<\/h3>\n\n\n\n<p><strong>Email Funnels<\/strong> lets you run personalized outreach sequences at scale without losing the feel of one-on-one communication.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Email Funnels in action:<\/p>\n\n\n<style>.kb-image10716_fc4711-96 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image10716_fc4711-96\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"872\" height=\"470\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pipeline-Management.png\" alt=\"Folk Pipeline Management\" class=\"kb-img wp-image-182274\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pipeline-Management.png 872w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pipeline-Management-480x259.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 872px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-select-your-contacts-group'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Select Your Contacts Group<\/h4>\n\n\n\n<p>Go to the group or pipeline view containing the leads you want to reach out to.<\/p>\n\n\n\n<p>Filter your contacts by status or custom field to target only the right prospects for this sequence.<\/p>\n\n\n\n<p>Folk is designed so you send the right message to the right people \u2014 not batch-and-blast emails.<\/p>\n\n\n\n<h4 id='step-2-create-your-email-sequence'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Create Your Email Sequence<\/h4>\n\n\n\n<p>Click &#8220;New Sequence&#8221; and write your email templates using folk&#8217;s built-in editor.<\/p>\n\n\n\n<p>Use personalization variables like {{first_name}}, {{company}}, or any custom field to make each message feel personal.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image10716_ae773f-c5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image10716_ae773f-c5\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"390\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-LinkedIn-Extension-1024x390.png\" alt=\"Folk LinkedIn Extension\" class=\"kb-img wp-image-182278\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-LinkedIn-Extension-1024x390.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-LinkedIn-Extension-980x373.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-LinkedIn-Extension-480x183.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your sequence shows multiple steps \u2014 initial email, follow up on day 3, second follow up on day 7 \u2014 all queued and ready.<\/p>\n\n\n\n<h4 id='step-3-launch-and-track-your-sequence'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Launch and Track Your Sequence<\/h4>\n\n\n\n<p>Select your contacts, choose your sequence, and click &#8220;Send.&#8221;<\/p>\n\n\n\n<p>Folk tracks email opens and clicks so you can see which prospects are engaging and prioritize your follow ups accordingly.<\/p>\n\n\n\n<p>Automated follow-ups send on schedule so you never forget to reach out \u2014 and you eliminate all the busy work of manual reminders.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your outreach runs on autopilot while still feeling personal \u2014 each prospect receives a tailored sequence based on their context and data.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep your initial email short \u2014 under 5 sentences \u2014 and make the first follow up even shorter. High open rates come from curiosity, not length.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-social-selling'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-folk-social-selling\">How to Use Folk CRM Social Selling<\/h3>\n\n\n\n<p><strong>Social Selling<\/strong> lets you connect with prospects on LinkedIn and bring them into your CRM without switching between apps.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Social Selling in action:<\/p>\n\n\n<style>.kb-image10716_16c264-e9 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image10716_16c264-e9\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"872\" height=\"470\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pipeline-Management.png\" alt=\"Folk Pipeline Management\" class=\"kb-img wp-image-182274\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pipeline-Management.png 872w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pipeline-Management-480x259.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 872px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-install-and-activate-folkx'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Install and Activate folkX<\/h4>\n\n\n\n<p>Install the folkX Chrome extension from the Chrome Web Store.<\/p>\n\n\n\n<p>Log in with your folk account to connect the extension to your CRM.<\/p>\n\n\n\n<p>The folkX extension adds a sidebar to LinkedIn so you can capture data without leaving the platform.<\/p>\n\n\n\n<h4 id='step-2-capture-linkedin-contacts'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Capture LinkedIn Contacts<\/h4>\n\n\n\n<p>Browse LinkedIn as you normally would for sales prospecting or lead generation.<\/p>\n\n\n\n<p>When you find a prospect&#8217;s profile, click the folkX sidebar and choose which group to save them to.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The contact appears in your folk group with their LinkedIn data already imported \u2014 name, title, company, and profile URL.<\/p>\n\n\n\n<h4 id='step-3-enrich-and-reach-out'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Enrich and Reach Out<\/h4>\n\n\n\n<p>After importing, use folk&#8217;s enrichment feature to find the prospect&#8217;s email address automatically.<\/p>\n\n\n\n<p>Add the contact to an email sequence or log a note about your planned outreach approach.<\/p>\n\n\n\n<p>Folk captures the full picture \u2014 LinkedIn data, email history, and notes \u2014 in a single app so you always sell with context.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your LinkedIn prospecting feeds directly into folk so no lead is ever lost and every introduction is tracked.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use folkX on LinkedIn Sales Navigator searches to bulk-import entire prospect lists in minutes \u2014 this turns hours of manual data entry into a single workflow.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-partnership-manager'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-folk-partnership-manager\">How to Use Folk CRM Partnership Manager<\/h3>\n\n\n\n<p><strong>Partnership Manager<\/strong> lets you track and grow your partner relationships from a dedicated pipeline separate from your sales deals.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Folk&#8217;s partnership pipeline works just like the sales pipeline \u2014 same familiar interface, dedicated stages for partner relationships.<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-partnerships-pipeline'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Create a Partnerships Pipeline<\/h4>\n\n\n\n<p>In folk, go to Pipelines and click &#8220;New Pipeline.&#8221;<\/p>\n\n\n\n<p>Name it &#8220;Partnerships&#8221; and set up stages like Identified, In Talks, Active Partner, and Inactive.<\/p>\n\n\n\n<p>This keeps your partnership pipeline completely separate from your sales pipeline so neither gets cluttered.<\/p>\n\n\n\n<h4 id='step-2-add-partners-and-track-interactions'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Add Partners and Track Interactions<\/h4>\n\n\n\n<p>Add partner contacts to the pipeline and link them to their company records.<\/p>\n\n\n\n<p>Log every meeting, introduction, and call so you have a complete history of each partner relationship.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Each partner card shows their stage, last contact date, and key notes about the relationship.<\/p>\n\n\n\n<h4 id='step-3-set-partnership-reminders-and-tasks'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Set Partnership Reminders and Tasks<\/h4>\n\n\n\n<p>Use folk&#8217;s reminder feature to schedule regular check-ins with each active partner.<\/p>\n\n\n\n<p>Add tasks for follow ups like sending a co-marketing proposal or planning a joint webinar.<\/p>\n\n\n\n<p>Folk&#8217;s shared pipelines mean everyone on your team can see the current state of each partnership at a glance.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your partnership program runs like a sales funnel \u2014 with clear stages, reminders, and full interaction history for every partner.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Add a custom field for &#8220;Partner Type&#8221; \u2014 referral, integration, reseller \u2014 so you can filter your pipeline and plan targeted outreach for each partner category.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-linkedin-extension'  id=\"boomdevs_35\" class=\"wp-block-heading\" id=\"how-to-use-folk-linkedin-extension\">How to Use Folk CRM LinkedIn Extension<\/h3>\n\n\n\n<p><strong>LinkedIn Extension (folkX)<\/strong> lets you import contacts from LinkedIn directly into folk in seconds \u2014 no copy-pasting or manual data entry required.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>The folkX extension integrates directly into your LinkedIn browsing experience, acting as a lightweight sales <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100155\">assistant<\/a> right inside your browser.<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-install-folkx-from-the-chrome-web-store'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Install folkX from the Chrome Web Store<\/h4>\n\n\n\n<p>Open Chrome and search &#8220;folkX&#8221; in the Chrome Web Store.<\/p>\n\n\n\n<p>Click &#8220;Add to Chrome&#8221; and confirm the installation.<\/p>\n\n\n\n<p>The folkX Chrome extension icon will appear in your browser&#8217;s toolbar.<\/p>\n\n\n\n<h4 id='step-2-open-a-linkedin-profile-and-capture-it'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Open a LinkedIn Profile and Capture It<\/h4>\n\n\n\n<p>Navigate to any LinkedIn profile or search results page.<\/p>\n\n\n\n<p>Click the folkX icon to open the sidebar \u2014 it shows the contact&#8217;s details and asks which folk group to save them to.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> The contact is saved to your chosen folk group with their LinkedIn data pre-filled \u2014 no busy work required.<\/p>\n\n\n\n<h4 id='step-3-enrich-contact-data-automatically'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Enrich Contact Data Automatically<\/h4>\n\n\n\n<p>After saving, open the contact in folk and click &#8220;Enrich&#8221; to auto-fill missing details like email address or phone number.<\/p>\n\n\n\n<p>Folk&#8217;s built-in enrichment finds publicly available data without requiring extra add-ons or integrations.<\/p>\n\n\n\n<p>Now you have a complete contact record ready for outreach \u2014 imported from LinkedIn, enriched with contact details, and stored in folk as your single source of truth.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> LinkedIn prospecting now takes seconds per contact instead of minutes \u2014 and every prospect lands in folk automatically enriched and ready for outreach.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> You can capture multiple LinkedIn profiles in bulk from search results pages \u2014 this is ideal for generating an entire week&#8217;s worth of leads in one session without leaving LinkedIn.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-folk-crm-pipeline-management'  id=\"boomdevs_39\" class=\"wp-block-heading\" id=\"how-to-use-folk-pipeline-management\">How to Use Folk CRM Pipeline Management<\/h3>\n\n\n\n<p><strong>Pipeline Management<\/strong> lets you oversee all active pipelines in a single, integrated view so your entire team stays aligned across every deal and workflow.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Folk&#8217;s pipeline management gives your team a single place to track every deal and relationship across the entire business.<\/p>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-set-up-multiple-pipelines'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Set Up Multiple Pipelines<\/h4>\n\n\n\n<p>Go to Pipelines and create separate pipelines for different business functions \u2014 sales, recruiting, fundraising, or partnerships.<\/p>\n\n\n\n<p>Each pipeline has its own stages, custom fields, and assigned team members.<\/p>\n\n\n\n<p>Folk is versatile enough to serve as a single tool for every team in your company that manages relationships.<\/p>\n\n\n\n<h4 id='step-2-assign-team-members-and-set-permissions'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Assign Team Members and Set Permissions<\/h4>\n\n\n\n<p>Invite team members to folk and assign them to specific pipelines.<\/p>\n\n\n\n<p>Folk supports role-based permissions so you can control who can edit, view, or export data from each pipeline.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Team members can see their assigned pipelines and the current stage of every deal or contact in real time.<\/p>\n\n\n\n<h4 id='step-3-use-views-to-filter-and-explore-your-pipelines'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Use Views to Filter and Explore Your Pipelines<\/h4>\n\n\n\n<p>Use folk&#8217;s Views feature to create filtered perspectives on your pipeline data \u2014 for example, &#8220;My Deals This Week&#8221; or &#8220;Overdue Follow-Ups.&#8221;<\/p>\n\n\n\n<p>Views let each team member explore the data they need without cluttering the master pipeline.<\/p>\n\n\n\n<p>This is the beauty of folk&#8217;s design: it gives you the depth of a tool like <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100159\">Salesforce<\/a> with the simplicity of a modern app your team will actually use.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every pipeline runs smoothly with clear ownership, real-time visibility, and filters that show each person exactly what they need to act on.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create a &#8220;Stalled Deals&#8221; view that filters for any contact with no activity in the past 14 days \u2014 this proactive insight prevents deals from dying silently and keeps your pipeline moving forward.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='folk-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" class=\"wp-block-heading\" id=\"folk-pro-tips-and-shortcuts\">Folk CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing folk CRM for several months, here are my best tips.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Open Quick Add Contact<\/td><td>Ctrl + K (Cmd + K on <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager-for-mac\" title=\"Mac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100148\" target=\"_blank\" rel=\"noopener\">Mac<\/a>)<\/td><\/tr><tr><td>Search Contacts<\/td><td>Ctrl + F (Cmd + F on Mac)<\/td><\/tr><tr><td>Save and Close Contact<\/td><td>Ctrl + Enter (Cmd + Enter on Mac)<\/td><\/tr><tr><td>Create New Group<\/td><td>Click + New Group in sidebar<\/td><\/tr><tr><td>Switch Between Pipelines<\/td><td>Click pipeline name in left nav<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Magic Fields (AI Enrichment):<\/strong> In any contact record, click &#8220;Magic Fields&#8221; and folk&#8217;s AI will auto-fill data like company size, LinkedIn URL, or industry \u2014 saving you from manually researching each prospect&#8217;s details.<\/li>\n\n\n\n<li><strong>Sequence Pause on Reply:<\/strong> Folk automatically pauses a sequence when a prospect replies \u2014 so they never receive a follow-up email after they&#8217;ve already responded, which keeps your outreach professional and your sender reputation clean.<\/li>\n\n\n\n<li><strong>WhatsApp Sync:<\/strong> Folk can sync WhatsApp conversations to contact records so your mobile interactions are preserved alongside email and calendar history \u2014 this is especially useful for sales teams that conduct a lot of business over messaging apps.<\/li>\n\n\n\n<li><strong>Integration Capabilities via <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100161\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>:<\/strong> Folk connects to thousands of tools through Zapier \u2014 including Salesforce, Slack, and Google Sheets \u2014 so you can build automated workflows that match your exact process without writing any code.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='folk-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" class=\"wp-block-heading\" id=\"folk-common-mistakes-to-avoid\">Folk CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Treating Folk Like a Simple Contact List<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Dumping all your contacts into one group with no stages, custom fields, or pipeline structure \u2014 and then wondering why the CRM isn&#8217;t helping you close more deals.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Set up separate groups for leads, clients, and partners from day one. Add custom fields that match your sales process. Folk is built around contacts and relationships \u2014 but it needs structure to give you real insights.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping the Email Integration<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using folk without connecting Gmail or Outlook, then manually logging every interaction by hand \u2014 this defeats the purpose of the tool and creates far more busy work than it saves.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Connect your email account during setup. Folk automatically logs every email as part of the contact&#8217;s history, giving you full context before every call, meeting, or follow up \u2014 without any manual data entry.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Sending Generic Sequences Without Personalization<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Creating email sequence templates that say &#8220;Hi {{first_name}}&#8221; and nothing else \u2014 sending the same message to every prospect regardless of their company, industry, or where they are in the sales process.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Use folk&#8217;s custom fields in your templates to reference specific details \u2014 prospect&#8217;s company name, their industry, or a recent interaction. Folk&#8217;s personalization variables pull data directly from each contact record so your outreach at scale still feels human.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='folk-crm-troubleshooting'  id=\"boomdevs_45\" class=\"wp-block-heading\" id=\"folk-troubleshooting\">Folk CRM Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: folkX Chrome Extension Not Capturing LinkedIn Contacts<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The folkX extension may not be properly authenticated or LinkedIn may have changed its page structure.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> 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&#8217;s extension manager, then reload the LinkedIn page before trying again.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Not Syncing From Gmail or Outlook<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The Gmail or Outlook integration may have lost its connection token, which can happen after a password change or security update.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Settings \u2192 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Email Sequence Continues Sending After a Prospect Replies<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The reply detection feature only works when folk is connected to the same email account used to send the sequence.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Make sure your Gmail or Outlook account is connected to folk and that the sending address matches your connected account. If you&#8217;re sending from a different address, folk cannot detect replies and the sequence will continue \u2014 switch to a match between your sending address and connected inbox.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate Contacts Appearing in Folk<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Contacts imported from multiple sources \u2014 LinkedIn, CSV, and email sync \u2014 can create duplicate records if the same email address is not used as the unique identifier.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Use folk&#8217;s deduplication feature under Contacts \u2192 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.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact folk support via the in-app help chat.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-folk-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Folk CRM?<\/h2>\n\n\n\n<p><strong>Folk CRM<\/strong> 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.<\/p>\n\n\n\n<p>Think of it like a smart spreadsheet that knows your entire relationship history with every contact \u2014 and reminds you when to follow up before the relationship goes cold.<\/p>\n\n\n\n<p>Watch this quick overview:<\/p>\n\n\n<!--presto-player:video_id=517--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom 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00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:517,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/g4zMPXSqjaY?si=2mRNu8SzjB8X-hfb&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;g4zMPXSqjaY&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;Folk Review: If Notion Made a CRM&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\tdirection=\"rtl\"\t\tid=\"presto-player-2\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/g4zMPXSqjaY?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"Folk Review: If Notion Made a CRM\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-517 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"g4zMPXSqjaY\"\n\t\tvideo-id=\"517\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p>Folk CRM is designed to manage relationships and outreach lists effectively, with a focus on building real relationships rather than just tracking transactions.<\/p>\n\n\n\n<p>Unlike tools such as Salesforce that can feel overwhelming for smaller teams, folk&#8217;s interface resembles a familiar spreadsheet \u2014 making it easy to set up and use from day one.<\/p>\n\n\n\n<p>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales Pipeline:<\/strong> Visual deal tracking with custom stages and fields for your entire sales process<\/li>\n\n\n\n<li><strong>Leads Tracking:<\/strong> Capture and organize leads from any source with built-in enrichment that fills in contact data automatically<\/li>\n\n\n\n<li><strong>Company Management:<\/strong> Link contacts to companies and get a single view of every relationship within an organization<\/li>\n\n\n\n<li><strong>Client Management:<\/strong> Log all interactions, set follow-up reminders, and preserve full history for every client in one place<\/li>\n\n\n\n<li><strong>Email Funnels:<\/strong> Build and launch personalized outreach sequences at scale with automated follow-ups and open tracking<\/li>\n\n\n\n<li><strong>Social Selling:<\/strong> Capture LinkedIn contacts directly into folk using the folkX Chrome extension without any manual data entry<\/li>\n\n\n\n<li><strong>Partnership Manager:<\/strong> Manage partner relationships through dedicated pipelines separate from your core sales workflow<\/li>\n\n\n\n<li><strong>LinkedIn Extension:<\/strong> Import contacts from LinkedIn with one click and auto-enrich their details using folk&#8217;s built-in tools<\/li>\n\n\n\n<li><strong>Pipeline Management:<\/strong> Oversee all active pipelines \u2014 sales, recruiting, fundraising \u2014 in a single integrated view<\/li>\n<\/ul>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/folk-crm\">folk CRM review<\/a>.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='folk-crm-pricing'  id=\"boomdevs_47\" class=\"wp-block-heading\" id=\"folk-pricing\">Folk CRM Pricing<\/h2>\n\n\n\n<p>Here&#8217;s what folk CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Standard<\/td><td>$17.5\/member\/month<\/td><td>Individuals and small teams getting started with CRM<\/td><\/tr><tr><td>Premium<\/td><td>$35\/member\/month<\/td><td>Growing teams that need advanced sequences and integrations<\/td><\/tr><tr><td>Custom<\/td><td>$70\/member\/month<\/td><td>Larger organizations needing enterprise-level support and customization<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes \u2014 folk offers a free trial so you can explore the tool before committing to a paid plan.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> Check folk&#8217;s current terms at folk.app for the latest refund policy details.<\/p>\n\n\n<style>.kb-image10716_ca1862-ea .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image10716_ca1862-ea size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"981\" height=\"419\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pricing.png\" alt=\"Folk Pricing\" class=\"kb-img wp-image-182277\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pricing.png 981w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Folk-Pricing-480x205.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 981px, 100vw\" \/><\/figure>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Standard at $17.5\/member\/month \u2014 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.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='folk-crm-vs-alternatives'  id=\"boomdevs_48\" class=\"wp-block-heading\" id=\"folk-vs-alternatives\">Folk CRM vs Alternatives<\/h2>\n\n\n\n<p>How does folk CRM compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Folk CRM<\/strong><\/td><td>Modern relationship-first CRM for teams<\/td><td>From $17.5\/member\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel\" title=\"GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100160\" target=\"_blank\" rel=\"noopener\">GoHighLevel<\/a><\/td><td>All-in-one marketing + sales <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100143\" target=\"_blank\" rel=\"noopener\">automation<\/a><\/td><td>From $97\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100149\">Pipedrive<\/a><\/td><td>Visual sales pipeline management<\/td><td>From $14\/user\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-crm\" title=\"Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100163\" target=\"_blank\" rel=\"noopener\">Keap<\/a><\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/save-money-on-smbs\" title=\"Small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100141\" target=\"_blank\" rel=\"noopener\">Small business<\/a> CRM with automation<\/td><td>From $299\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM with marketing tools<\/td><td>Free \u2013 $15\/seat\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/clickfunnels\" title=\"ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100152\">ClickFunnels<\/a><\/td><td>Sales funnel and lead generation<\/td><td>From $81\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100158\" target=\"_blank\" rel=\"noopener\">Instantly<\/a><\/td><td>Cold email outreach at scale<\/td><td>From $30\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100157\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a><\/td><td>Project management + CRM hybrid<\/td><td>Free \u2013 $7\/user\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>Monday CRM<\/td><td>Visual CRM for operations teams<\/td><td>From $12\/user\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm\" title=\"Capsule\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100151\" target=\"_blank\" rel=\"noopener\">Capsule<\/a> CRM<\/td><td>Simple CRM for small teams<\/td><td>Free \u2013 $18\/user\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>Insightly<\/td><td>CRM with project management features<\/td><td>From $29\/user\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>AI-powered sales CRM<\/td><td>Free \u2013 $15\/user\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise CRM with deep customization<\/td><td>From $25\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100150\">Zendesk<\/a><\/td><td>Customer service and sales CRM<\/td><td>From $55\/agent\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Folk CRM \u2014 the most modern and efficient option for teams focused on building real relationships rather than just managing data<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> HubSpot \u2014 offers a genuinely useful free plan with contacts, deals, and email tracking at no cost<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Folk CRM \u2014 the familiar spreadsheet-style interface means you can get set up in minutes with no training required<\/li>\n\n\n\n<li><strong>Best for enterprise:<\/strong> Salesforce \u2014 the most powerful CRM in the world with deep customization, though it takes significant time and resources to implement<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Folk CRM Alternatives<\/p>\n\n\n\n<p>Looking for folk CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83c\udfe2 <strong>GoHighLevel:<\/strong> The best all-in-one platform for agencies \u2014 combines CRM, email marketing, SMS, and funnel <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100162\" target=\"_blank\" rel=\"noopener\">builder<\/a> in a single tool, though the learning curve is steeper than folk.<\/li>\n\n\n\n<li>\ud83d\ude80 <strong>Pipedrive:<\/strong> A dedicated sales pipeline tool with excellent visual deal tracking \u2014 great for pure sales teams that want a focused, no-distractions CRM experience.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Keap:<\/strong> A powerful CRM and automation platform for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100147\" target=\"_blank\" rel=\"noopener\">small businesses<\/a> \u2014 strong at handling complex follow-up sequences, though more expensive than folk.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>HubSpot:<\/strong> The most popular CRM in the world with a generous free plan \u2014 ideal for teams that also need marketing automation and don&#8217;t want to pay for a separate tool.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>ClickFunnels:<\/strong> Built for sales funnel creation and lead generation rather than day-to-day CRM \u2014 best used alongside a dedicated contact management tool.<\/li>\n\n\n\n<li>\u26a1 <strong>Instantly:<\/strong> The top choice for cold email outreach at scale \u2014 pairs well with folk if you want folk for CRM and Instantly for high-volume lead generation campaigns.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>ClickUp:<\/strong> A hybrid project management and CRM tool \u2014 excellent for teams that want to manage tasks and contacts in the same app without switching between tools.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> A visual, customizable CRM built on the Monday.com platform \u2014 works well for operations teams that already <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/how-to-use-monday-crm\" title=\"use Monday\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100153\" target=\"_blank\" rel=\"noopener\">use Monday<\/a> for project tracking.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Capsule CRM:<\/strong> A simple and affordable CRM for small teams \u2014 offers a free plan and clean interface, though it lacks folk&#8217;s LinkedIn integration and enrichment features.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>Insightly:<\/strong> A CRM that blends contact management with project tracking \u2014 good for teams that run client projects alongside their sales pipeline and need both in one place.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Freshsales CRM:<\/strong> An AI-powered sales CRM from Freshworks \u2014 strong lead scoring and auto-enrichment features that compete directly with folk&#8217;s Magic Fields capability.<\/li>\n\n\n\n<li>\u2b50 <strong>Salesforce:<\/strong> The world&#8217;s most powerful CRM \u2014 ideal for large enterprises that need deep customization, complex workflows, and integration capabilities across an entire tech stack.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Zendesk:<\/strong> Best known for customer support, Zendesk Sell is its sales CRM \u2014 a solid choice for teams that want to connect support tickets and sales deals in one platform.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/folk-alternatives\">folk CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Folk CRM Compared<\/p>\n\n\n\n<p>Here&#8217;s how folk CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Folk CRM vs GoHighLevel:<\/strong> Folk wins for simplicity and contact management; GoHighLevel wins for all-in-one marketing automation \u2014 best for agencies that need funnels, SMS, and CRM in a single platform.<\/li>\n\n\n\n<li><strong>Folk CRM vs Pipedrive:<\/strong> Folk wins for relationship tracking and LinkedIn integration; Pipedrive wins for teams that want a dedicated, clean visual pipeline with advanced sales <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"100144\" target=\"_blank\" rel=\"noopener\">reporting<\/a>.<\/li>\n\n\n\n<li><strong>Folk CRM vs Keap:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Folk CRM vs HubSpot:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Folk CRM vs ClickFunnels:<\/strong> Folk wins for ongoing relationship management; ClickFunnels wins for businesses focused on building sales funnels and driving new lead generation at scale.<\/li>\n\n\n\n<li><strong>Folk CRM vs Instantly:<\/strong> Folk wins for CRM and relationship tracking; Instantly wins for pure cold email outreach volume \u2014 the two tools work best when used together.<\/li>\n\n\n\n<li><strong>Folk CRM vs ClickUp:<\/strong> Folk wins for relationship-focused CRM; ClickUp wins for teams that need to manage tasks, projects, and contacts together without switching between tools.<\/li>\n\n\n\n<li><strong>Folk CRM vs Monday CRM:<\/strong> Folk wins for sales teams; Monday CRM wins for operations and project-driven teams that are already built around the Monday.com platform.<\/li>\n\n\n\n<li><strong>Folk CRM vs Capsule CRM:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Folk CRM vs Insightly:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Folk CRM vs Freshsales CRM:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Folk CRM vs Salesforce:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Folk CRM vs Zendesk:<\/strong> 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.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-folk-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Folk CRM Now<\/h2>\n\n\n\n<p>You learned how to use every major folk CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Sales Pipeline<\/li>\n\n\n\n<li>\u2705 Leads Tracking<\/li>\n\n\n\n<li>\u2705 Company Management<\/li>\n\n\n\n<li>\u2705 Client Management<\/li>\n\n\n\n<li>\u2705 Email Funnels<\/li>\n\n\n\n<li>\u2705 Social Selling<\/li>\n\n\n\n<li>\u2705 Partnership Manager<\/li>\n\n\n\n<li>\u2705 LinkedIn Extension<\/li>\n\n\n\n<li>\u2705 Pipeline Management<\/li>\n<\/ul>\n\n\n\n<p><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with the Sales Pipeline.<\/p>\n\n\n\n<p>It takes less than 5 minutes to set up your first pipeline and add your first deal.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns169188_cd600f-42{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns169188_cd600f-42 .kt-button{font-weight:normal;font-style:normal;}.kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-right:5px;}.rtl .kt-btns169188_cd600f-42 .kt-btn-wrap-0{margin-left:5px;margin-right:0px;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns169188_cd600f-42 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns169188_cd600f-42\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn169188_d2efb7-81.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn169188_d2efb7-81 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/folk\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try folk For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I set up my first folk CRM account?<\/p>\n\n\n\n<p>Go to folk.app and click &#8220;Get Started&#8221; 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the folkX Chrome extension and how do I use it?<\/p>\n\n\n\n<p>The folkX Chrome extension is folk&#8217;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&#8217;s profile, click the folkX icon and choose which group to save the contact to \u2014 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use folk to import contacts from LinkedIn?<\/p>\n\n\n\n<p>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 \u2014 their name, title, company, and LinkedIn URL are imported automatically. After importing, open the contact in folk and click &#8220;Enrich&#8221; to auto-fill their email address and other missing details. Folk&#8217;s LinkedIn integration is one of its strongest features for lead generation and social selling workflows.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are folk Magic Fields and how do they use AI?<\/p>\n\n\n\n<p>Folk Magic Fields are AI-powered custom fields that automatically populate contact data by scanning publicly available information. Instead of manually researching each contact&#8217;s company size, industry, or job function, you click &#8220;Magic Fields&#8221; in a contact record and folk&#8217;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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I create a sales pipeline in folk?<\/p>\n\n\n\n<p>Click &#8220;Pipelines&#8221; in folk&#8217;s left navigation panel, then select &#8220;New Pipeline&#8221; and give it a name. Set up your deal stages \u2014 prospect, qualified, proposal, negotiation, closed \u2014 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use folk for bulk email campaigns and sequences?<\/p>\n\n\n\n<p>In folk, go to the group containing your target contacts and filter to only the leads you want to reach. Click &#8220;New Sequence&#8221; to create your email templates using personalization variables like {{first_name}} and {{company}} to make each message feel individual. Set your send schedule \u2014 initial email, follow-up on day 3, second follow-up on day 7 \u2014 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&#8217;ve already responded.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can I use folk to collaborate with my team on contacts?<\/p>\n\n\n\n<p>Yes \u2014 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 \u2014 emails, notes, calls \u2014 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I integrate Gmail or Outlook with folk?<\/p>\n\n\n\n<p>Go to Settings \u2192 Integrations in folk and click &#8220;Connect&#8221; next to Gmail or Outlook. You&#8217;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 \u2014 for example after a password change \u2014 disconnect and reconnect it from the same Integrations settings page and folk will re-sync your recent email history.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use folk for automated lead enrichment?<\/p>\n\n\n\n<p>After adding a contact to folk \u2014 whether by CSV import, folkX, or manual entry \u2014 open their record and click &#8220;Enrich&#8221; 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 &#8220;Enrich All&#8221; to process them in batch. Folk&#8217;s built-in enrichment tools mean you don&#8217;t need to pay for a separate data enrichment service or run manual research on every new lead you add to the system.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the difference between Groups and Views in folk?<\/p>\n\n\n\n<p>Groups are your master contact lists \u2014 collections of contacts organized by category like Leads, Clients, or Partners. Views are filtered perspectives within a group or pipeline \u2014 for example, &#8220;My Contacts This Quarter&#8221; or &#8220;Overdue Follow-Ups&#8221; \u2014 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I set up reminders and follow-ups in folk?<\/p>\n\n\n\n<p>Open any contact record in folk and click the &#8220;Reminder&#8221; 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 \u2014 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use folk to manage fundraising or recruiting?<\/p>\n\n\n\n<p>Create a dedicated pipeline in folk specifically for fundraising or recruiting \u2014 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 \u2014 investment stage, check size, or candidate skills. Folk&#8217;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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can I sync my WhatsApp conversations with folk CRM?<\/p>\n\n\n\n<p>Yes \u2014 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 \u2192 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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do I use folk to track email opens and clicks?<\/p>\n\n\n\n<p>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 \u2014 contacts who have opened your emails multiple times are the most engaged and the best candidates for a proactive outreach call.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use folk to deduplicate and clean my contact data?<\/p>\n\n\n\n<p>Go to Contacts in folk and look for the &#8220;Merge Duplicates&#8221; 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 \u2014 especially after importing a large CSV or a period of heavy LinkedIn prospecting \u2014 keeps your CRM clean and prevents your team from reaching out to the same person twice from different records.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Folk CRM\",\n      \"description\": \"Set up your Folk CRM account and complete initial setup\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\"@type\": \"HowToStep\", \"name\": \"Create Your Account\", \"text\": \"Go to folk.app, click Get Started, enter your email and create a password or sign up with Google.\", \"position\": 1},\n        {\"@type\": \"HowToStep\", \"name\": \"Access the App and Install folkX\", \"text\": \"Log in at app.folk.app and install the folkX Chrome extension from the Chrome Web Store to capture LinkedIn contacts.\", \"position\": 2},\n        {\"@type\": \"HowToStep\", \"name\": \"Complete Initial Setup\", \"text\": \"Connect Gmail or Outlook to sync email history, create your first group, and invite team members to shared pipelines.\", \"position\": 3}\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-sales-pipeline\",\n      \"name\": \"How to Use Folk CRM Sales Pipeline\",\n      \"description\": \"Track every deal and manage your entire sales process from a single source of truth\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\"@type\": \"HowToStep\", \"name\": \"Create a New Pipeline\", \"text\": \"Click Pipelines in the left nav, select New Pipeline, name it, and set up your deal stages.\", \"position\": 1},\n        {\"@type\": \"HowToStep\", \"name\": \"Add Contacts and Deals\", \"text\": \"Add leads to pipeline stages via folkX LinkedIn import or manual entry, with custom fields for deal data.\", \"position\": 2},\n        {\"@type\": \"HowToStep\", \"name\": \"Move Deals Through Stages\", \"text\": \"Drag and drop deal cards between stages as you progress, with full interaction history tracked for each contact.\", \"position\": 3}\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-leads-tracking\",\n      \"name\": \"How to Use Folk CRM Leads Tracking\",\n      \"description\": \"Capture and organize every new lead from any source in a single place\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\"@type\": \"HowToStep\", \"name\": \"Create a Leads Group\", \"text\": \"Click New Group in folk and name it Leads or Prospects to create a dedicated contact list.\", \"position\": 1},\n        {\"@type\": \"HowToStep\", \"name\": \"Import or Add Leads\", \"text\": \"Import leads via CSV, folkX LinkedIn extension, or manual entry; 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Set up your deal stages and add custom fields 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.\"}},\n        {\"@type\": \"Question\", \"name\": \"What is the difference between Groups and Views in folk?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Groups are your master contact lists \u2014 collections of contacts organized by category like Leads, Clients, or Partners. Views are filtered perspectives within a group or pipeline that let each team member focus on the data most relevant to their role. 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This how to Use folk tutorial comes from [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":205689,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[351],"tags":[1182,7],"class_list":["post-205688","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-folk","tag-how-to","tag-informational"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/posts\/205688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/comments?post=205688"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/posts\/205688\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/media\/205689"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/media?parent=205688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/categories?post=205688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/ar\/wp-json\/wp\/v2\/tags?post=205688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}