Démarrage rapide
This guide covers every Folk feature:
- Commencer — Créez votre compte et connectez vos données
- Comment utiliser le pipeline des ventes — Drag deals through stages and see your whole book of business at a glance
- Comment utiliser le suivi des prospects — Track each lead’s source, status, and next action in one view
- Comment utiliser la gestion d'entreprise — Roll individual contacts up into a company view with shared notes
- Comment utiliser la gestion des clients — Track live clients, renewals, and check-in cadence after the sale
- Comment utiliser les tunnels de vente par e-mail — Build multi-step email sequences with real personalization
- Comment utiliser la vente sociale — Capture social conversations as CRM activity you can act on
- Comment utiliser le gestionnaire de partenariats — Manage partners and referral sources beside your direct deals
- Comment utiliser l'extension LinkedIn — Capture contacts straight from LinkedIn with the folkX extension
- Comment utiliser la gestion des pipelines — Forecast, review, and clean up pipelines as a team
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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.
Ce guide vous montre comment utiliser chaque fonctionnalité principale, étape par étape, avec des conseils de pro.
Folk exists for building real relationships at scale, not for logging admin stuff.
Tutoriel folklorique
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.
Populaire
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.
Premiers pas avec Folk
Before touching any feature, finish this one-time setup.
Cela prend environ trois minutes.
Here is how the app looked when I first decided to switch:
Passons maintenant en revue chaque étape.
Étape 1 : Créez votre compte
Go to the Folk website and click Start Free Trial.
Saisissez votre adresse courriel professionnelle et créez un mot de passe.
✓ Point de contrôle: Vérifiez votre boîte de réception pour l'e-mail de confirmation.
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:
✓ Point de contrôle: 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 entreprise besoins.
Two or three fields is plenty at the start.
✅ Terminé : You are ready to explore any feature below.
Comment utiliser Folk Sales Pipeline
Pipeline des ventes 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : You have a live pipeline instead of a spreadsheet nobody updates.
💡 Conseil de pro : Keep stages under six. Long pipelines get abandoned within two weeks in practice.
How to Use Folk Leads Tracker
Suivi des prospects 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Lead generation feeds a tracked queue rather than a dead inbox.
💡 Conseil de pro : Filter by leads with no activity in 14 days. That view finds revenue fast.
How to Use Folk Company Manager
Gestion d'entreprise 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Opening the company shows all linked people and shared notes.
Step 3: Add account context
Note the buying committee, renewal date, and current blockers.
✅ Résultat : You can brief a teammate on an account in under a minute.
💡 Conseil de pro : Add a custom field for account tier. Sorting by it makes weekly planning simple.
How to Use Folk Client Manager
Gestion de la clientèle 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 tôt warning signal any CRM can give you.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Clients hear from you on a rhythm instead of only at renewal.
💡 Conseil de pro : Enregistrer voix notes right after calls. Typing later loses the useful details.
Comment utiliser les tunnels de vente par e-mail Folk
Entonnoirs de conversion par e-mail lets you send a personalized outreach sequence at scale without sounding automated.
Templates only work when the variables are filled. Run a quick audit for blank merge fields before launch, or a prospect gets an email addressed to nobody.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Outreach runs on its own while replies still land in your inbox.
💡 Conseil de pro : Write follow ups shorter than the first email. Reply rates climb noticeably.
How to Use Folk Social Seller
vente sociale 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Connectez vos comptes de réseaux sociaux
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 assistant suggests a next step based on that context.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Social effort becomes measurable rather than a form of busy work.
💡 Conseil de pro : Comment before you connect. Warm profiles accept requests at a far higher rate.
Comment utiliser Folk Partnership Manager
Responsable des partenariats 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : You know which partners actually send business, not just which ones talk.
💡 Conseil de pro : Send partners a short quarterly overview. Reciprocity drives more referrals than reminders.
Comment utiliser l'extension Folk 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : List building takes seconds per contact instead of minutes.
💡 Conseil de pro : Capture in batches of twenty. Switching between browsing and CRM work kills focus.
How to Use Folk Pipeline Manager
Gestion des pipelines 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 données stays current.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Pipeline reviews take fifteen minutes instead of an hour.
💡 Conseil de pro : Set Monday notifications for deals with no activity. Proactive beats reactive every week.
Conseils et astuces de pro
After eleven months of daily use, here are the shortcuts and habits that made my week more efficient.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Ouvrir la recherche globale | Cmd / Ctrl + K |
| Créer un nouveau contact | C |
| Add a note to the open record | N |
| Close the current panel | Échap |
Fonctionnalités cachées que la plupart des gens ignorent
- 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.
- Capacités d'intégration : 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.
Erreurs courantes à éviter
Mistake #1: Importing everything at once
❌ Faux : Dumping ten thousand old contacts in on day one and hoping the CRM sorts it out.
✅ À droite : Import the 200 people you actually talk to. Add the rest once your groups and fields settle.
Mistake #2: Treating Folk like a spreadsheet
❌ Faux : Storing names and emails but never logging calls, notes, or meetings.
✅ À droite : Log every interaction. The history is what makes the tool worth paying for.
Mistake #3: Automating before personalizing
❌ Faux : Blasting a generic sequence to a cold list and calling it outreach.
✅ À droite : Write one sentence of real context per prospect. Reply rates roughly double.
Dépannage populaire
Problem: Email sync stopped working
Cause: Your Google or Microsoft token expired after a password change.
Réparer: Open Settings, disconnect the mailbox, then reconnect and grant calendar access again.
Problem: The folkX extension is not capturing
Cause: LinkedIn changed its page layout or you are signed into the wrong Folk workspace.
Réparer: Update the extension in Chrome, refresh the profile page, and confirm your active workspace.
Problem: Duplicate contacts keep appearing
Cause: The same person was imported under two different email addresses.
Réparer: Use the merge tool in the contacts view and set email as your matching key going forward.
Problem: Sequence emails land in spam
Cause: A new sending domain with no réchauffer histoire.
Réparer: Send under fifty emails daily for two weeks and add a plain-text signature.
📌 Note: If none of these fix your issue, contact Folk support from inside the app.
Qu'est-ce que le folk ?
Populaire 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.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Pipeline des ventes : A visual board where deals move stage by stage
- Suivi des prospects : Source, status, and next step for every inbound lead
- Gestion de l'entreprise : One record per company, with all its people attached
- Gestion de la clientèle : Renewals, check-ins, and health for existing clients
- Entonnoirs de conversion par e-mail : Automated follow ups that still read as human
- Vente sociale : Social touches logged as real pipeline activity
- Responsable des partenariats : Partner records, referral tracking, and intro history
- Extension LinkedIn : One-click contact capture from LinkedIn profiles
- Gestion des pipelines : Shared pipelines, forecasting, and weekly review views
Pour une analyse complète, consultez notre Folk review.
The interface resembles a familiar spreadsheet, which is why teams adopt it without training.
Tarification traditionnelle
Here is what Folk costs in 2026:
| Plan | Prix | Idéal pour |
|---|---|---|
| Standard | 17,50 $/membre/mois | Fondateurs indépendants et petites équipes de vente |
| Prime | 35 $/membre/mois | Growing teams that need shared pipelines |
| Coutume | 70 $/membre/mois | Larger teams with advanced permission needs |
Essai gratuit : Yes, with no credit card required at sign-up.
Garantie de remboursement : 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.
💰 Meilleur rapport qualité-prix : Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.
Folk vs Alternatives
How does Folk compare against the rest of the CRM industry? Here is the competitive landscape.
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Populaire | Relationship-led selling | 17,5 $/mois | ⭐ 4 |
| GoHighLevel | Marketing d'agence | 97 $/mois | ⭐ 4,3 |
| Pipedrive | Deal tracking | 24 $/mois | ⭐ 4,5 |
| HubSpot | CRM gratuit pour débutants | 20 $/mois | ⭐ 4,4 |
| Salesforce | Échelle d'entreprise | 25 $/mois | ⭐ 4,3 |
| CRM du lundi | flux de travail d'équipe | 15 $/mois | ⭐ 4,4 |
| Capsule CRM | Budget simplicity | 21 $/mois | ⭐ 4.2 |
| CRM Freshsales | Appel intégré | 11 $/mois | ⭐ 4,3 |
Sélection rapide :
- Meilleur résultat global : Folk — the fastest way to connect contacts, notes, and pipeline in one app.
- Meilleur budget : Capsule CRM — the cheapest way to track contacts and tasks.
- Idéal pour les débutants : Folk — a spreadsheet-style form that needs no training.
- Best for enterprise sales: Salesforce — deeper reportage once your team passes fifty reps.
🎯 Alternatives folk
Vous cherchez des alternatives à Folk ? Voici les meilleures options :
- 🚀 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.
- ⚡ Keap : petite entreprise automation with invoicing and marketing under one roof.
- 🏢 HubSpot : Free tier plus deep marketing tools, though costs climb quickly with scale.
- 🎨 ClickFunnels: Landing page and funnel builder rather than a true relationship CRM.
- 💼 Immédiatement: Courriel froid at volume with inbox rotation and deliverability warmup.
- 🔧 ClickUp: Project management first, with CRM views bolted on through custom fields.
- 📊 CRM du lundi : Colorful boards and workflows that non-sales teams pick up fast.
- 👶 Capsule CRM : Simple, affordable contact management for very small teams.
- 🎯 Perspicace : CRM plus project delivery, useful when sales hands off to services.
- 🧠 CRM Freshsales : Built-in AI scoring and phone calls inside an affordable package.
- 🔒 Salesforce : Endlessly configurable enterprise standard with matching cost and setup time.
- 💰 Zendesk: Support-led platform where sales sits beside ticketing and live chat.
Pour la liste complète, consultez notre Folk alternatives guide.
⚔️ Comparaison avec le folklore
Here is how Folk stacks up against each competitor:
- Folk contre GoHighLevel: GoHighLevel wins for agencies reselling marketing. Folk wins for relationship-led sales teams that want a clean contact database.
- Folk vs Pipedrive: Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.
- Folk vs Keap: Keap bundles billing and marketing. Folk stays lighter and far faster to set up.
- Folk contre 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 Instantané: 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.
- Folk vs Monday CRM: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
- CRM Folk vs Capsule: 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 contre Freshsales CRM : Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.
- Folk contre Salesforce: Salesforce scales to enterprise. Folk gets a modern team running the same week without a consultant.
- Folk contre Zendesk: Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.
Commencez à utiliser Folk dès maintenant
You learned how to use every major Folk feature:
- ✅ Pipeline des ventes
- ✅ Suivi des prospects
- ✅ Gestion d'entreprise
- ✅ Gestion de la clientèle
- ✅ Entonnoirs de conversion par e-mail
- ✅ Vente sociale
- ✅ Responsable des partenariats
- ✅ Extension LinkedIn
- ✅ Gestion du pipeline
Étape suivante : Pick one feature and try it today.
La plupart des gens commencent par le pipeline des ventes.
It takes less than five minutes to sell yourself on the process.
Foire aux questions
Qu'est-ce que Folk CRM ?
Folk is a lightweight CRM built around contacts and relationships rather than deals alone. It combines enrichment, sequences, and LinkedIn capture in one place.
Folk est-il un bon logiciel 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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