Tired of juggling spreadsheets and sticky notes to manage your customer relationships?
In today’s fast-paced business world, winning deals and nurturing genuine connections are paramount.
But can Folk CRM truly help you build those real relationships and streamline your sales process?
Let’s dive into this Folk CRM review and discover if it’s the right tool to empower your business in 2024.
Ready to boost productivity and connections? 90%+ of Folk CRM users already have. So, give it a try.
What is Folk?
Think of Folk CRM as a super-organized address book for your business.
It helps you keep track of all your customers and the important details about them so you can build genuine connections.
It’s a customer relationship management tool.
That means it helps you manage and organize all your contacts in one place.
No more searching through messy spreadsheets or sticky notes!
Who Created Folk?
Folk CRM was the brainchild of Simo Lemhandez.
He started it in 2019 to help businesses close more winning deals.
Beryl wanted to make a CRM that was easy to use and focused on the most important CRM features.
He believed that tools like email, contact management, and even phone calls should all be in one place.
This would let salespeople focus on building relationships, not fighting with software.
Top Benefits of Folk
- Organize Contacts Effortlessly: Folk CRM acts like your super-powered address book, helping you keep all your contacts tidy and easy to find.
- Close Winning Deals Faster: Get a clear view of your sales pipeline so you know where each deal stands and what to do next.
- Collaborate Like a Dream: Make sure everyone on your team is on the same page about each customer. No more confusion or missed opportunities!
- Endless Use Cases: Folk CRM isn’t just for sales. Use it for recruiting, partnerships, or any situation where you need to track relationships.
- Chrome Extension Magic: You can add contacts and information directly from your browser, eliminating the need to switch back and forth between apps.
- Reminders That Actually Work: Set reminders for follow-ups so you never let a hot lead go cold.
- Email Automation Made Easy: Send personalized emails to the right people at the right time without lifting a finger.
- Plays Well with Others: Connect Folk CRM to your other tools, like email and calendars, to keep everything in sync.
Best Features
What makes Folk CRM stand out from the crowd?
It’s not just about storing contacts; it’s about giving you the tools to connect and grow your business truly.
Let’s explore some of its standout features:
1. Sales Pipeline
Never lose track of a deal again.
Folk CRM’s visual sales pipeline lets you see exactly where each opportunity is in your sales process.
You can easily drag and drop deals, get reminders for follow-ups, and keep your team in the loop.
2. Leads Tracking
From the first hello to a closed deal, Folk CRM helps you track and nurture your leads.
You can see how each lead interacts with your company, which marketing campaigns they responded to, and what actions your team has taken.
This ensures no lead falls through the cracks.
3. Company Management
Keep all your company information organized in one place.
Folk CRM lets you store details like company size, industry, location, and any other relevant information.
This helps you tailor your approach and build stronger relationships.
4. Client Management
Go beyond basic contact information.
Folk CRM lets you store notes, track interactions, and even link related companies and contacts.
This gives you a 360-degree view of your clients so you can provide personalized service and build lasting relationships.
5. Email Funnels
Automate your email outreach and nurture leads without lifting a finger.
Folk CRM’s email funnels let you create targeted email campaigns, track open and click rates, and even personalize messages based on recipient behavior.
This helps you stay top-of-mind and move leads through your sales pipeline.
Pricing
| Plan Name | Price (Billed annually) | Key Features |
|---|---|---|
| Standard | $20/member/month | 2000 emails/ member/month |
| Premium | $40/member/month | 5000 emails/ member/month |
| Custom | $80/member/month | Custom emails/ member/month |
Pros and Cons
Understanding both the strengths and limitations of any tool is crucial before making a decision.
Let’s weigh the pros and cons of Folk CRM.
Pros
Cons
Alternatives to Folk
Here are several Folk alternatives with a brief overview of each:
- GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
- HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
- ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
- ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
- Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
- Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Folk Compared
Here’s a brief comparison of Folk with these software solutions:
- Folk vs GoHighLevel: Folk emphasizes collaborative contact organization and ease of use, while GoHighLevel is a comprehensive sales and marketing platform with robust automation and lead generation.
- Folk vs Pipedrive: Folk focuses on user-friendly contact management and customization, whereas Pipedrive excels in visual sales pipeline management for sales-focused teams.
- Folk vs Keap: Folk offers a simple, collaborative interface for contact management, while Keap provides powerful sales and marketing automation with extensive customization.
- Folk vs ActiveCampaign: Folk provides a user-friendly, collaborative contact management system, while ActiveCampaign boasts robust marketing automation, segmentation, and detailed analytics.
- Folk vs Hubspot: Folk offers a straightforward, simple CRM experience with predictable pricing, whereas HubSpot provides a comprehensive marketing, sales, and service suite with tiered pricing.
- Folk vs Clickfunnels: Folk is a contact management CRM, while ClickFunnels is a sales funnel builder designed for creating landing pages and automating sales processes.
- Folk vs Instantly: Folk focuses on contact management and enrichment; Instantly specializes in automated cold email campaigns and high-volume outbound sales outreach.
- Folk vs ClickUp: Folk is a specialized contact relationship management tool, while ClickUp is an all-in-one workspace that combines project management, task tracking, and CRM features.
- Folk vs Monday: Folk offers a simple, collaborative contact system, while Monday CRM provides highly customizable visual workflows and robust team collaboration.
- Folk vs Capsule: Folk is a modern, customizable CRM for managing contacts; Capsule CRM is a simplified contact manager primarily focused on tracking sales opportunities.
- Folk vs Insightly: Folk is a straightforward collaborative contact management solution; Insightly provides a more robust CRM with advanced sales pipeline and project management features.
- Folk vs Freshsales CRM: Folk focuses on intuitive relationship management and visual pipelines; Freshsales offers a comprehensive CRM with advanced automation and in-depth reporting for sales.
- Folk vs Salesforce: Folk provides a user-friendly CRM for simple relationship management, while Salesforce is a highly customizable, scalable, and complex enterprise-level CRM with extensive features.
- Folk vs Zendesk: Folk prioritizes simple, collaborative contact management for smaller teams, while Zendesk is a comprehensive customer service platform focused on ticketing and support.
Personal Experience with Folk CRM
My team and I tried Folk CRM for a few months, and it really helped us get organized.
We used to have trouble keeping track of all our leads and customers, but Folk CRM made it easy. Here’s what we loved:
- No More Confusion: Everyone on the team could see the same information about each customer. No more wondering if someone else was already talking to them!
- Magic Fields: We could customize Folk CRM to fit our needs. We added fields for things like “lead source” and “customer type” so we could easily filter and sort our contacts.
- Easy to Use: Even our least tech-savvy team members could figure out how to use Folk CRM. The interface is clean and simple, and there are plenty of helpful tutorials.
Overall, Folk CRM helped us streamline our sales process and close more deals.
We were able to build better relationships with our customers and provide them with a more personalized experience.
Final Thoughts
Folk CRM is a great tool for businesses that want to get organized and build better relationships with their customers.
It’s easy to use, affordable, and packed with features that can help you streamline your sales process.
If you’re looking for a CRM that can help you close more winning deals, Folk CRM is definitely worth considering.
Frequently Asked Questions
Can I import my existing contacts into Folk CRM?
Absolutely! Folk CRM makes it easy to import contacts from various sources, such as CSV files, Google Contacts, or even other CRMs. This ensures a smooth transition and minimizes any disruptions to your workflow.
Is Folk CRM suitable for small businesses?
Yes, Folk CRM is a great option for small businesses. Its user-friendly interface, affordable pricing plans, and focus on essential CRM features make it a perfect fit for companies just starting or those with limited resources.
Does Folk CRM offer a mobile app?
Yes, Folk CRM has a mobile app available for both iOS and Android devices. While it might not be as feature-rich as the desktop version, it allows you to access your contacts, update information, and stay connected on the go.
Can I integrate Folk CRM with other tools I use?
Folk CRM integrates with a variety of popular business tools, including Gmail, Outlook, Slack, and Zapier. This allows you to streamline your workflow and connect your CRM data with other essential applications.
What kind of customer support does Folk CRM provide?
Folk CRM offers email support and a comprehensive help center with articles and tutorials. While response times might vary, Folk CRM strives to provide timely and helpful assistance to its users.
