Inicio rápido
This guide covers every Folk feature:
- Empezando — Crea tu cuenta y conecta tus datos
- Cómo utilizar el embudo de ventas — Drag deals through stages and see your whole book of business at a glance
- Cómo utilizar el seguimiento de clientes potenciales — Track each lead’s source, status, and next action in one view
- Cómo utilizar la gestión de la empresa — Roll individual contacts up into a company view with shared notes
- Cómo utilizar la gestión de clientes — Track live clients, renewals, and check-in cadence after the sale
- Cómo utilizar los embudos de correo electrónico — Build multi-step email sequences with real personalization
- Cómo utilizar las ventas sociales — Capture social conversations as CRM activity you can act on
- Cómo usar Partnership Manager — Manage partners and referral sources beside your direct deals
- Cómo usar la extensión de LinkedIn — Capture contacts straight from LinkedIn with the folkX extension
- Cómo utilizar la gestión de oleoductos — Forecast, review, and clean up pipelines as a team
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I moved my own contacts into Folk eleven months ago and have tested every feature since. This tutorial comes from daily use, not vendor screenshots.
Folk is one of the most approachable CRM tools in the world of modern sales software.
But most people only scratch the surface of what the app can do.
A quick note before we start: folk music has nothing to do with this tool, despite the shared name.
Esta guía te muestra cómo usar cada una de las funciones principales, paso a paso, con consejos de expertos.
Folk exists for building real relationships at scale, not for logging admin stuff.
Tutorial de música folclórica
This complete How to Use Folk tutorial walks you through every feature, from first setup to the habits that turn a contact list into real pipeline.
Gente
Stop losing deals inside a messy contact list. Folk keeps clients, leads, and partners in a single place with enrichment, sequences, and LinkedIn capture built in. Free trial, no credit card needed.
Introducción a la música folk
Before touching any feature, finish this one-time setup.
Tarda unos tres minutos.
Here is how the app looked when I first decided to switch:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Folk website and click Start Free Trial.
Introduce tu correo electrónico de trabajo y crea una contraseña.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Step 2: Connect Google or Outlook
Folk runs in the browser and as a desktop app.
Connect your Google or Microsoft account so email, calendar, and contacts sync automatically.
Here is what that connected workspace looks like:
✓ Control: Past emails and meetings now appear on each contact record.
Step 3: Import Contacts and Set Custom Fields
Upload a CSV or pull contacts from Google, then add the custom fields your negocio necesidades.
Two or three fields is plenty at the start.
✅ Hecho: You are ready to explore any feature below.
Cómo utilizar el embudo de ventas de Folk
Canal de ventas lets you see every open deal on one board instead of guessing what moves next.
Most teams over-build this on day one. Start with the four stages you actually talk about in meetings, then add more once real deals expose the gaps.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Create your first pipeline
Open the Pipelines tab and click New Pipeline.
Name it after the deal type you sell, not the team that owns it.
Step 2: Set your stages
Rename the default stages to match the process you already run.
Así es como se ve:
✓ Control: Every stage shows a deal count and a running total.
Step 3: Add deals and set values
Drop contacts into the first stage and add deal size plus close date.
✅ Resultado: You have a live pipeline instead of a spreadsheet nobody updates.
💡 Consejo profesional: Keep stages under six. Long pipelines get abandoned within two weeks in practice.
How to Use Folk Leads Tracker
Seguimiento de clientes potenciales lets you follow every new lead from first touch to first reply without losing the thread.
Tagging by source is the part people skip. Without it you cannot tell which channel produced the deals you closed, and budget decisions turn into guesswork.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Import or capture your leads
Upload a CSV, connect a form, or capture leads with the folkX extension.
Folk deduplicates on email so repeat sign-ups never create clutter.
Step 2: Tag by source and intent
Add tags like webinar, referral, or cold list to each new record.
Así es como se ve:
✓ Control: Your leads view groups records by source with owners attached.
Step 3: Set the next action
Assign an owner and a due date so nothing sits untouched.
✅ Resultado: Lead generation feeds a tracked queue rather than a dead inbox.
💡 Consejo profesional: Filter by leads with no activity in 14 days. That view finds revenue fast.
How to Use Folk Company Manager
Dirección de la empresa lets you group every contact at a company under one record with shared history.
A company record is where scattered details become one story. When a champion leaves, the history stays with the account instead of walking out with them.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Create the company record
Add the company name and domain, then let Folk enrich the rest.
Built-in enrichment pulls headcount and industry without extra add-ons.
Step 2: Link the people
Attach every contact at that company so the group stays together.
Así es como se ve:
✓ Control: Opening the company shows all linked people and shared notes.
Step 3: Add account context
Note the buying committee, renewal date, and current blockers.
✅ Resultado: You can brief a teammate on an account in under a minute.
💡 Consejo profesional: Add a custom field for account tier. Sorting by it makes weekly planning simple.
How to Use Folk Client Manager
Gestión de clientes lets you keep post-sale clients from drifting once the deal closes.
Churn rarely announces itself. A client who has not been contacted in 90 days is the clearest temprano warning signal any CRM can give you.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Move closed deals into a client group
Create a group called Active Clients and move won deals into it.
Step 2: Set a check-in cadence
Add a recurring reminder for monthly or quarterly calls.
Reminders show in your Folk notifications and your calendar.
Así es como se ve:
✓ Control: Each client shows a last-contacted date and a next scheduled touch.
Step 3: Log every interaction
Record calls, meetings, and emails against the client record.
Logged interactions preserve context that memory quietly loses.
✅ Resultado: Clients hear from you on a rhythm instead of only at renewal.
💡 Consejo profesional: Registro voz notes right after calls. Typing later loses the useful details.
Cómo usar los embudos de correo electrónico de Folk
Embudos de correo electrónico lets you send a personalized outreach sequence at scale without sounding automated.
Templates only work when the variables are filled. Run a quick auditoría for blank merge fields before launch, or a prospect gets an email addressed to nobody.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Build your sequence
Open Sequences and add your first email plus two follow ups.
Space steps three to four days apart for cold outreach.
Step 2: Add merge fields
Pull in first name, company, and any custom fields you have filled.
Así es como se ve:
✓ Control: Sent, opened, and replied counts update on the sequence dashboard.
Step 3: Launch and watch replies
Select a group, start the sequence, and let replies pause it automatically.
✅ Resultado: Outreach runs on its own while replies still land in your inbox.
💡 Consejo profesional: Write follow ups shorter than the first email. Reply rates climb noticeably.
How to Use Folk Social Seller
Venta social lets you turn everyday social activity into tracked pipeline instead of scattered chats.
Social selling fails when it lives only in your head. Logging the thread means a teammate can pick up the conversation without asking you what happened.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Conecta tus cuentas de redes sociales
Link LinkedIn and your email so touches log automatically.
Step 2: Log conversations as you go
Add a note the moment a comment thread turns into real interest.
The Folk sales asistente suggests a next step based on that context.
Así es como se ve:
✓ Control: Social contacts appear in your pipeline with conversation history.
Step 3: Convert warm chats to deals
Move engaged contacts into your pipeline with a source tag.
✅ Resultado: Social effort becomes measurable rather than a form of busy work.
💡 Consejo profesional: Comment before you connect. Warm profiles accept requests at a far higher rate.
Cómo usar Folk Partnership Manager
Gerente de Alianzas lets you track partners, referrals, and the introduction chain behind each deal.
A warm introduction closes faster than any cold sequence. Recording the chain lets you thank the right person and ask them again at the right point.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Create a partners group
Group agencies, resellers, and advisors separately from customers.
Step 2: Record who introduced whom
Link each referred contact back to the partner who sent them.
This is where a single source of truth pays for itself.
Así es como se ve:
✓ Control: Filtering by partner-sourced shows referred deals and their values.
Step 3: Track partner-sourced revenue
Tag those deals so you can report partner contribution monthly.
✅ Resultado: You know which partners actually send business, not just which ones talk.
💡 Consejo profesional: Send partners a short quarterly overview. Reciprocity drives more referrals than reminders.
Cómo usar la extensión Folk de LinkedIn
LinkedIn Extension lets you add a prospect’s LinkedIn profile to your CRM in a single click.
The extension also works on search results and company pages, so an entire target list can be captured in one sitting without touching a spreadsheet.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Install folkX from the Chrome store
Add the extension and sign in with your Folk account.
Step 2: Capture from any profile
Open a prospect’s LinkedIn page and click the folkX icon.
Name, role, and company import automatically into your chosen group.
Así es como se ve:
✓ Control: The new contact appears in Folk with the LinkedIn URL attached.
Step 3: Enrich before you save
Let Folk find the work email and fill missing details.
✅ Resultado: List building takes seconds per contact instead of minutes.
💡 Consejo profesional: Capture in batches of twenty. Switching between browsing and CRM work kills focus.
How to Use Folk Pipeline Manager
Gestión de tuberías lets you run weekly reviews on shared pipelines your whole team can see.
The beauty is that your calendar and pipeline stay integrated, so insights surface during the review itself. Tie it to a fixed meeting slot and the datos stays current.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Share the pipeline with your team
Invite teammates and set role-based permissions per pipeline.
Step 2: Run a weekly review view
Sort by close date to see what lands this month.
Anything with a past close date needs a decision, not a nudge.
Así es como se ve:
✓ Control: Your forecast total matches the deals you would defend out loud.
Step 3: Archive dead deals honestly
Move stalled deals out so your forecast stays believable.
✅ Resultado: Pipeline reviews take fifteen minutes instead of an hour.
💡 Consejo profesional: Set Monday notifications for deals with no activity. Proactive beats reactive every week.
Consejos y atajos de Folk Pro
After eleven months of daily use, here are the shortcuts and habits that made my week more efficient.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global abierta | Cmd / Ctrl + K |
| Crear un nuevo contacto | C |
| Add a note to the open record | N |
| Close the current panel | Esc |
Características ocultas que la mayoría de la gente pasa por alto
- Smart fields: Let Folk fill company size and industry automatically instead of typing them by hand.
- Saved views: Build one view for stale leads and pin it. It becomes your Monday planning list.
- Capacidades de integración: Folk connects to Gmail, Slack, and thousands of apps through Zapier, so data flows without manual export.
- Group templates: Duplicate a group structure for a new market and keep your fields consistent.
Errores comunes que se deben evitar
Mistake #1: Importing everything at once
❌ Incorrecto: Dumping ten thousand old contacts in on day one and hoping the CRM sorts it out.
✅ Derecha: Import the 200 people you actually talk to. Add the rest once your groups and fields settle.
Mistake #2: Treating Folk like a spreadsheet
❌ Incorrecto: Storing names and emails but never logging calls, notes, or meetings.
✅ Derecha: Log every interaction. The history is what makes the tool worth paying for.
Mistake #3: Automating before personalizing
❌ Incorrecto: Blasting a generic sequence to a cold list and calling it outreach.
✅ Derecha: Write one sentence of real context per prospect. Reply rates roughly double.
Solución de problemas populares
Problem: Email sync stopped working
Causa: Your Google or Microsoft token expired after a password change.
Arreglar: Open Settings, disconnect the mailbox, then reconnect and grant calendar access again.
Problem: The folkX extension is not capturing
Causa: LinkedIn changed its page layout or you are signed into the wrong Folk workspace.
Arreglar: Update the extension in Chrome, refresh the profile page, and confirm your active workspace.
Problem: Duplicate contacts keep appearing
Causa: The same person was imported under two different email addresses.
Arreglar: Use the merge tool in the contacts view and set email as your matching key going forward.
Problem: Sequence emails land in spam
Causa: A new sending domain with no calentamiento historia.
Arreglar: Send under fifty emails daily for two weeks and add a plain-text signature.
📌 Nota: If none of these fix your issue, contact Folk support from inside the app.
¿Qué es Folk?
Gente is a CRM built around contacts and relationships rather than deals and transactions alone.
Think of it as a shared address book with a memory, a pipeline, and an outbox attached.
It became my single source of truth for every client, lead, and partner conversation.
Mira este breve resumen:
Incluye estas características clave:
- Canal de ventas: A visual board where deals move stage by stage
- Seguimiento de clientes potenciales: Source, status, and next step for every inbound lead
- Dirección de la empresa: One record per company, with all its people attached
- Gestión de clientes: Renewals, check-ins, and health for existing clients
- Embudos de correo electrónico: Automated follow ups that still read as human
- Venta social: Social touches logged as real pipeline activity
- Gerente de Alianzas: Partner records, referral tracking, and intro history
- Extensión de LinkedIn: One-click contact capture from LinkedIn profiles
- Gestión de tuberías: Shared pipelines, forecasting, and weekly review views
Para una revisión completa, consulte nuestra Folk review.
The interface resembles a familiar spreadsheet, which is why teams adopt it without training.
Precios populares
Here is what Folk costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Estándar | 17,5 dólares por miembro al mes. | Fundadores individuales y pequeños equipos de ventas |
| De primera calidad | $35 por miembro al mes | Growing teams that need shared pipelines |
| Costumbre | $70 por miembro al mes | Larger teams with advanced permission needs |
Prueba gratuita: Yes, with no credit card required at sign-up.
Garantía de devolución de dinero: No formal guarantee, but annual plans can be cancelled before renewal.
Pricing is per member, so a three-person team on Standard pays $52.5 each month.
💰 Mejor relación calidad-precio: Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.
Música folclórica frente a alternativas
How does Folk compare against the rest of the CRM industry? Here is the competitive landscape.
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Gente | Relationship-led selling | $17.5/mes | ⭐ 4 |
| GoHighLevel | Marketing de agencia | $97/mes | ⭐ 4.3 |
| Pipedrive | Deal tracking | $24/mes | ⭐ 4.5 |
| HubSpot | CRM de inicio gratuito | $20/mes | ⭐ 4.4 |
| Fuerza de ventas | Escala empresarial | $25/mes | ⭐ 4.3 |
| CRM del lunes | Flujos de trabajo en equipo | $15/mes | ⭐ 4.4 |
| CRM de cápsula | Budget simplicity | $21/mes | ⭐ 4.2 |
| CRM de Freshsales | Llamadas integradas | $11/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: Folk — the fastest way to connect contacts, notes, and pipeline in one app.
- Mejor presupuesto: Capsule CRM — the cheapest way to track contacts and tasks.
- Ideal para principiantes: Folk — a spreadsheet-style form that needs no training.
- Best for enterprise sales: Salesforce — deeper reportando once your team passes fifty reps.
🎯 Alternativas folclóricas
¿Buscas alternativas a la música folk? Aquí tienes las mejores opciones:
- 🚀 GoHighLevel: All-in-one agency platform with funnels, SMS, and white labeling built in.
- 🌟 Pipedrive: Deal-first CRM with the cleanest visual pipeline in the industry.
- ⚡ Mantener: Pequeña empresa automatización with invoicing and marketing under one roof.
- 🏢 HubSpot: Free tier plus deep marketing tools, though costs climb quickly with scale.
- 🎨 Embudos de clic: Landing page and funnel builder rather than a true relationship CRM.
- 💼 Instantáneamente: Correo electrónico frío at volume with inbox rotation and deliverability warmup.
- 🔧 Haga clic hacia arriba: Project management first, with CRM views bolted on through custom fields.
- 📊 CRM del lunes: Colorful boards and workflows that non-sales teams pick up fast.
- 👶 CRM cápsula: Simple, affordable contact management for very small teams.
- 🎯 Perspicazmente: CRM plus project delivery, useful when sales hands off to services.
- 🧠 CRM de Freshsales: Built-in AI scoring and phone calls inside an affordable package.
- 🔒 Fuerza de ventas: Endlessly configurable enterprise standard with matching cost and setup time.
- 💰 Zendesk: Support-led platform where sales sits beside ticketing and live chat.
Para ver la lista completa, consulte nuestra Folk alternatives guía.
⚔️ Comparación de personas
Here is how Folk stacks up against each competitor:
- Folk contra GoHighLevel: GoHighLevel wins for agencies reselling marketing. Folk wins for relationship-led sales teams that want a clean contact database.
- Folk contra Pipedrive: Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.
- Folk contra Keap: Keap bundles billing and marketing. Folk stays lighter and far faster to set up.
- Folk vs HubSpot: HubSpot offers more modules. Folk costs less and avoids the admin overhead most small teams never need.
- Folk vs ClickFunnels: ClickFunnels builds pages. Folk manages the people who fill them in, so the two work together.
- Folk vs. Instantáneo: Instantly sends more cold volume. Folk sends fewer, better emails tied to real contact history.
- Folk vs ClickUp: ClickUp manages projects better. Folk manages relationships better, and the difference shows within a month.
- CRM popular frente a CRM de lunes: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
- CRM tradicional vs. CRM cápsula: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
- Folk vs. Insightly: Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.
- Folk vs Freshsales Gestión de relaciones con el cliente: Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.
- Folk vs Salesforce: Salesforce scales to enterprise. Folk gets a modern team running the same week without a consultant.
- Folk vs. Zendesk: Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.
Empieza a usar Folk ahora
You learned how to use every major Folk feature:
- ✅ Embudo de ventas
- ✅ Seguimiento de clientes potenciales
- ✅ Gestión de la empresa
- ✅ Gestión de clientes
- ✅ Embudo de correo electrónico
- ✅ Venta social
- ✅ Gestor de alianzas
- ✅ Extensión de LinkedIn
- ✅ Gestión de oleoductos
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza con el embudo de ventas.
It takes less than five minutes to sell yourself on the process.
Preguntas frecuentes
¿Qué es el CRM folk?
Folk is a lightweight CRM built around contacts and relationships rather than deals alone. It combines enrichment, sequences, and LinkedIn capture in one place.
¿Es Folk un buen CRM?
Yes, for small and modern sales teams. Folk is quick to set up, easy to learn, and strong on outreach, though enterprise reporting is thinner than Salesforce.
Is Folk CRM related to folk music?
No. Despite the shared name, folk music has nothing to do with this app. Folk is a business tool for managing contacts, pipeline, and outreach.
Does Folk have a LinkedIn integration?
Yes. The folkX Chrome extension captures any prospect’s LinkedIn profile in one click and imports name, role, and company into your chosen group.
How much does Folk cost?
Folk starts at $17.5 per member per month on Standard. Premium is $35 and Custom is $70 per member monthly, billed per seat.
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