{"id":205688,"date":"2026-03-14T03:06:08","date_gmt":"2026-03-14T00:06:08","guid":{"rendered":"https:\/\/www.fahimai.com\/?p=205688"},"modified":"2026-08-17T10:37:45","modified_gmt":"2026-08-17T07:37:45","slug":"how-to-use-folk","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/id\/how-to-use-folk","title":{"rendered":"How to Use Folk 2026: 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 class=\"wp-block-paragraph\"><strong>This guide covers every Folk 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 connect your data<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-sales-pipeline\">How to Use Sales Pipeline<\/a> \u2014 Drag deals through stages and see your whole book of business at a glance<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-leads-tracking\">How to Use Leads Tracking<\/a> \u2014 Track each lead&#8217;s source, status, and next action in one view<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-company-management\">How to Use Company Management<\/a> \u2014 Roll individual contacts up into a company view with shared notes<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-client-management\">How to Use Client Management<\/a> \u2014 Track live clients, renewals, and check-in cadence after the sale<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-email-funnels\">How to Use Email Funnels<\/a> \u2014 Build multi-step email sequences with real personalization<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-social-selling\">How to Use Social Selling<\/a> \u2014 Capture social conversations as CRM activity you can act on<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-partnership-manager\">How to Use Partnership Manager<\/a> \u2014 Manage partners and referral sources beside your direct deals<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-linkedin-extension\">How to Use LinkedIn Extension<\/a> \u2014 Capture contacts straight from LinkedIn with the folkX extension<\/li>\n\n\n\n<li><a href=\"#how-to-use-folk-pipeline-management\">How to Use Pipeline Management<\/a> \u2014 Forecast, review, and clean up pipelines as a team<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><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 class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/folk.png\" alt=\"Folk CRM feature overview\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Folk is one of the most approachable <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-nonprofits\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150917\" target=\"_blank\" rel=\"noopener\">CRM<\/a> tools in the world of modern sales software.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most people only scratch the surface of what the app can do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A quick note before we start: folk music has nothing to do with this tool, despite the shared name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature, step by step, with pro tips.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Folk exists for building real relationships at scale, not for logging admin stuff.<\/p>\n\n\n\n<h2 id='folk-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Folk Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/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-c446116b 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 wp-block-paragraph\">Folk<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><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 class=\"wp-block-paragraph\"><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 class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/fahimai.com\/folk-alternatives\" target=\"_blank\" rel=\"noopener\">FOLK ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-folk'  id=\"boomdevs_3\" id=\"getting-started-with-folk\" class=\"wp-block-heading\">Getting Started with Folk<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before touching any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how the app looked when I first decided to switch:<\/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\t\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 class=\"wp-block-paragraph\">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 class=\"wp-block-paragraph\">Go to the Folk website and click Start Free Trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email and create a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\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=\"150941\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-connect-google-or-outlook'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Connect Google or Outlook<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Folk runs in the browser and as a desktop app.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connect your Google or Microsoft account so email, calendar, and contacts sync automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what that connected workspace 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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Past emails and meetings now appear on each contact record.<\/p>\n\n\n\n<h4 id='step-3-import-contacts-and-set-custom-fields'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Import Contacts and Set Custom Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Upload a CSV or pull contacts from Google, then add the custom fields your <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=\"150939\" target=\"_blank\" rel=\"noopener\">business<\/a> needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Two or three fields is plenty at the start.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to explore 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;}.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-sales-pipeline'  id=\"boomdevs_7\" id=\"how-to-use-folk-sales-pipeline\" class=\"wp-block-heading\">How to Use Folk Sales Pipeline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Pipeline<\/strong> lets you see every open deal on one board instead of guessing what moves next.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-your-first-pipeline'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Create your first pipeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Pipelines tab and click New Pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Name it after the deal type you sell, not the team that owns it.<\/p>\n\n\n\n<h4 id='step-2-set-your-stages'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Set your stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Rename the default stages to match the process you already run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Every stage shows a deal count and a running total.<\/p>\n\n\n\n<h4 id='step-3-add-deals-and-set-values'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Add deals and set values<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drop contacts into the first stage and add deal size plus close date.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You have a live pipeline instead of a spreadsheet nobody updates.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep stages under six. Long pipelines get abandoned within two weeks in practice.<\/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;}.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-leads-tracker'  id=\"boomdevs_11\" id=\"how-to-use-folk-leads-tracking\" class=\"wp-block-heading\">How to Use Folk Leads Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Leads Tracking<\/strong> lets you follow every new lead from first touch to first reply without losing the thread.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-import-or-capture-your-leads'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Import or capture your leads<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Upload a CSV, connect a form, or capture leads with the folkX extension.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Folk deduplicates on email so repeat sign-ups never create clutter.<\/p>\n\n\n\n<h4 id='step-2-tag-by-source-and-intent'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Tag by source and intent<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add tags like webinar, referral, or cold list to each new record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your leads view groups records by source with owners attached.<\/p>\n\n\n\n<h4 id='step-3-set-the-next-action'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Set the next action<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Assign an owner and a due date so nothing sits untouched.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Lead generation feeds a tracked queue rather than a dead inbox.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Filter by leads with no activity in 14 days. That view finds revenue fast.<\/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;}.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-company-manager'  id=\"boomdevs_15\" id=\"how-to-use-folk-company-management\" class=\"wp-block-heading\">How to Use Folk Company Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Company Management<\/strong> lets you group every contact at a company under one record with shared history.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-the-company-record'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create the company record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the company name and domain, then let Folk enrich the rest.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Built-in enrichment pulls headcount and industry without extra add-ons.<\/p>\n\n\n\n<h4 id='step-2-link-the-people'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Link the people<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Attach every contact at that company so the group stays together.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Opening the company shows all linked people and shared notes.<\/p>\n\n\n\n<h4 id='step-3-add-account-context'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Add account context<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Note the buying committee, renewal date, and current blockers.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can brief a teammate on an account in under a minute.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add a custom field for account tier. Sorting by it makes weekly planning simple.<\/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;}.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-client-manager'  id=\"boomdevs_19\" id=\"how-to-use-folk-client-management\" class=\"wp-block-heading\">How to Use Folk Client Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Client Management<\/strong> lets you keep post-sale clients from drifting once the deal closes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Churn rarely announces itself. A client who has not been contacted in 90 days is the clearest <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150926\">early<\/a> warning signal any CRM can give you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-move-closed-deals-into-a-client-group'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Move closed deals into a client group<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Create a group called Active Clients and move won deals into it.<\/p>\n\n\n\n<h4 id='step-2-set-a-check-in-cadence'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Set a check-in cadence<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add a recurring reminder for monthly or quarterly calls.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reminders show in your Folk notifications and your calendar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is 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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each client shows a last-contacted date and a next scheduled touch.<\/p>\n\n\n\n<h4 id='step-3-log-every-interaction'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Log every interaction<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Record calls, meetings, and emails against the client record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Logged interactions preserve context that memory quietly loses.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Clients hear from you on a rhythm instead of only at renewal.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Log <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-voice-cloning\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150918\" target=\"_blank\" rel=\"noopener\">voice<\/a> notes right after calls. Typing later loses the useful details.<\/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;}.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-email-funnels'  id=\"boomdevs_23\" id=\"how-to-use-folk-email-funnels\" class=\"wp-block-heading\">How to Use Folk Email Funnels<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Funnels<\/strong> lets you send a personalized outreach sequence at scale without sounding automated.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Templates only work when the variables are filled. Run a quick <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-seo-audit-tools\" title=\"audit\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150942\" target=\"_blank\" rel=\"noopener\">audit<\/a> for blank merge fields before launch, or a prospect gets an email addressed to nobody.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-build-your-sequence'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Build your sequence<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Sequences and add your first email plus two follow ups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Space steps three to four days apart for cold outreach.<\/p>\n\n\n\n<h4 id='step-2-add-merge-fields'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Add merge fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pull in first name, company, and any custom fields you have filled.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Sent, opened, and replied counts update on the sequence dashboard.<\/p>\n\n\n\n<h4 id='step-3-launch-and-watch-replies'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Launch and watch replies<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Select a group, start the sequence, and let replies pause it automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Outreach runs on its own while replies still land in your inbox.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Write follow ups shorter than the first email. Reply rates climb noticeably.<\/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;}.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-social-seller'  id=\"boomdevs_27\" id=\"how-to-use-folk-social-selling\" class=\"wp-block-heading\">How to Use Folk Social Seller<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Social Selling<\/strong> lets you turn everyday social activity into tracked pipeline instead of scattered chats.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-social-accounts'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Connect your social accounts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Link LinkedIn and your email so touches log automatically.<\/p>\n\n\n\n<h4 id='step-2-log-conversations-as-you-go'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Log conversations as you go<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add a note the moment a comment thread turns into real interest.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Folk sales <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150938\">assistant<\/a> suggests a next step based on that context.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is 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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Social contacts appear in your pipeline with conversation history.<\/p>\n\n\n\n<h4 id='step-3-convert-warm-chats-to-deals'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Convert warm chats to deals<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Move engaged contacts into your pipeline with a source tag.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Social effort becomes measurable rather than a form of busy work.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Comment before you connect. Warm profiles accept requests at a far higher rate.<\/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;}.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-partnership-manager'  id=\"boomdevs_31\" id=\"how-to-use-folk-partnership-manager\" class=\"wp-block-heading\">How to Use Folk Partnership Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Partnership Manager<\/strong> lets you track partners, referrals, and the introduction chain behind each deal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-partners-group'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Create a partners group<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Group agencies, resellers, and advisors separately from customers.<\/p>\n\n\n\n<h4 id='step-2-record-who-introduced-whom'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Record who introduced whom<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Link each referred contact back to the partner who sent them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where a single source of truth pays for itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Filtering by partner-sourced shows referred deals and their values.<\/p>\n\n\n\n<h4 id='step-3-track-partner-sourced-revenue'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Track partner-sourced revenue<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Tag those deals so you can report partner contribution monthly.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You know which partners actually send business, not just which ones talk.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Send partners a short quarterly overview. Reciprocity drives more referrals than reminders.<\/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;}.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-linkedin-extension'  id=\"boomdevs_35\" id=\"how-to-use-folk-linkedin-extension\" class=\"wp-block-heading\">How to Use Folk LinkedIn Extension<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>LinkedIn Extension<\/strong> lets you add a prospect&#8217;s LinkedIn profile to your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-travel-agency\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150933\" target=\"_blank\" rel=\"noopener\">CRM<\/a> in a single click.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-install-folkx-from-the-chrome-store'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Install folkX from the Chrome store<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the extension and sign in with your Folk account.<\/p>\n\n\n\n<h4 id='step-2-capture-from-any-profile'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Capture from any profile<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open a prospect&#8217;s LinkedIn page and click the folkX icon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Name, role, and company import automatically into your chosen group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is 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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The new contact appears in Folk with the LinkedIn URL attached.<\/p>\n\n\n\n<h4 id='step-3-enrich-before-you-save'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Enrich before you save<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Let Folk find the work email and fill missing details.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> List building takes seconds per contact instead of minutes.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Capture in batches of twenty. Switching between browsing and CRM work kills focus.<\/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;}.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-pipeline-manager'  id=\"boomdevs_39\" id=\"how-to-use-folk-pipeline-management\" class=\"wp-block-heading\">How to Use Folk Pipeline Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pipeline Management<\/strong> lets you run weekly reviews on shared pipelines your whole team can see.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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 <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150919\" target=\"_blank\" rel=\"noopener\">data<\/a> stays current.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-share-the-pipeline-with-your-team'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Share the pipeline with your team<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Invite teammates and set role-based permissions per pipeline.<\/p>\n\n\n\n<h4 id='step-2-run-a-weekly-review-view'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Run a weekly review view<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Sort by close date to see what lands this month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Anything with a past close date needs a decision, not a nudge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/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 class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your forecast total matches the deals you would defend out loud.<\/p>\n\n\n\n<h4 id='step-3-archive-dead-deals-honestly'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Archive dead deals honestly<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Move stalled deals out so your forecast stays believable.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Pipeline reviews take fifteen minutes instead of an hour.<\/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 class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Set Monday notifications for deals with no activity. Proactive beats reactive every week.<\/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;}.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-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"folk-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Folk Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eleven months of daily use, here are the shortcuts and habits that made my week more efficient.<\/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 class=\"wp-block-paragraph\" 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 global search<\/td><td>Cmd \/ Ctrl + K<\/td><\/tr><tr><td>Create a new contact<\/td><td>C<\/td><\/tr><tr><td>Add a note to the open record<\/td><td>N<\/td><\/tr><tr><td>Close the current panel<\/td><td>Esc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" 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>Smart fields:<\/strong> Let Folk fill company size and industry automatically instead of typing them by hand.<\/li>\n\n\n\n<li><strong>Saved views:<\/strong> Build one view for stale leads and pin it. It becomes your Monday planning list.<\/li>\n\n\n\n<li><strong>Integration capabilities:<\/strong> Folk connects to Gmail, Slack, and thousands of apps through <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150946\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>, so data flows without manual export.<\/li>\n\n\n\n<li><strong>Group templates:<\/strong> Duplicate a group structure for a new market and keep your fields consistent.<\/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;}.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-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"folk-common-mistakes-to-avoid\" class=\"wp-block-heading\">Folk Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing everything at once<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping ten thousand old contacts in on day one and hoping the CRM sorts it out.<\/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 class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Import the 200 people you actually talk to. Add the rest once your groups and fields settle.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Treating Folk like a spreadsheet<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Storing names and emails but never logging calls, notes, or meetings.<\/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 class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Log every interaction. The history is what makes the tool worth paying for.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Automating before personalizing<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Blasting a generic sequence to a cold list and calling it outreach.<\/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 class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Write one sentence of real context per prospect. Reply rates roughly double.<\/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;}.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-troubleshooting'  id=\"boomdevs_45\" id=\"folk-troubleshooting\" class=\"wp-block-heading\">Folk Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Email sync stopped working<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your Google or Microsoft token expired after a password change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open Settings, disconnect the mailbox, then reconnect and grant calendar access again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: The folkX extension is not capturing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> LinkedIn changed its page layout or you are signed into the wrong Folk workspace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Update the extension in Chrome, refresh the profile page, and confirm your active workspace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate contacts keep appearing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The same person was imported under two different email addresses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Use the merge tool in the contacts view and set email as your matching key going forward.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Sequence emails land in spam<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> A new sending domain with no <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/email-warmup-tool\" title=\"warmup\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150930\" target=\"_blank\" rel=\"noopener\">warmup<\/a> history.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Send under fifty emails daily for two weeks and add a plain-text signature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Folk support from inside the app.<\/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;}.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'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Folk?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Folk<\/strong> is a CRM built around contacts and relationships rather than deals and transactions alone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a shared address book with a memory, a pipeline, and an outbox attached.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It became my single source of truth for every client, lead, and partner conversation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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 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;: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\t\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 class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales Pipeline:<\/strong> A visual board where deals move stage by stage<\/li>\n\n\n\n<li><strong>Leads Tracking:<\/strong> Source, status, and next step for every inbound lead<\/li>\n\n\n\n<li><strong>Company Management:<\/strong> One record per company, with all its people attached<\/li>\n\n\n\n<li><strong>Client Management:<\/strong> Renewals, check-ins, and health for existing clients<\/li>\n\n\n\n<li><strong>Email Funnels:<\/strong> Automated follow ups that still read as human<\/li>\n\n\n\n<li><strong>Social Selling:<\/strong> Social touches logged as real pipeline activity<\/li>\n\n\n\n<li><strong>Partnership Manager:<\/strong> Partner records, referral tracking, and intro history<\/li>\n\n\n\n<li><strong>LinkedIn Extension:<\/strong> One-click contact capture from LinkedIn profiles<\/li>\n\n\n\n<li><strong>Pipeline Management:<\/strong> Shared pipelines, forecasting, and weekly review views<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/folk-crm\">Folk review<\/a>.<\/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 class=\"wp-block-paragraph\">The interface resembles a familiar spreadsheet, which is why teams adopt it without training.<\/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;}.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-pricing'  id=\"boomdevs_47\" id=\"folk-pricing\" class=\"wp-block-heading\">Folk Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Folk 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>Solo founders and small sales teams<\/td><\/tr><tr><td>Premium<\/td><td>$35\/member\/month<\/td><td>Growing teams that need shared pipelines<\/td><\/tr><tr><td>Custom<\/td><td>$70\/member\/month<\/td><td>Larger teams with advanced permission needs<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, with no credit card required at sign-up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal guarantee, but annual plans can be cancelled before renewal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pricing is per member, so a three-person team on Standard pays $52.5 each month.<\/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 class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Premium \u2014 shared pipelines and email sequences live here, and that is where most teams get their time back.<\/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;}.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-vs-alternatives'  id=\"boomdevs_48\" id=\"folk-vs-alternatives\" class=\"wp-block-heading\">Folk vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Folk compare against the rest of the CRM industry? Here is 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<\/strong><\/td><td>Relationship-led selling<\/td><td>$17.5\/mo<\/td><td>\u2b50 4<\/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=\"150940\" target=\"_blank\" rel=\"noopener\">GoHighLevel<\/a><\/td><td>Agency marketing<\/td><td>$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=\"150943\">Pipedrive<\/a><\/td><td>Deal tracking<\/td><td>$24\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Free starter CRM<\/td><td>$20\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150945\">Salesforce<\/a><\/td><td>Enterprise scale<\/td><td>$25\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>Monday CRM<\/td><td>Team workflows<\/td><td>$15\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm\" title=\"Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150934\" target=\"_blank\" rel=\"noopener\">Capsule CRM<\/a><\/td><td>Budget simplicity<\/td><td>$21\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Built-in calling<\/td><td>$11\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" 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 \u2014 the fastest way to connect contacts, notes, and pipeline in one app.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Capsule CRM \u2014 the cheapest way to track contacts and tasks.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Folk \u2014 a spreadsheet-style form that needs no training.<\/li>\n\n\n\n<li><strong>Best for enterprise sales:<\/strong> Salesforce \u2014 deeper <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150937\" target=\"_blank\" rel=\"noopener\">reporting<\/a> once your team passes fifty reps.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Folk Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Folk alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> All-in-one agency platform with funnels, SMS, and white labeling built in.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Pipedrive:<\/strong> Deal-first CRM with the cleanest visual pipeline in the industry.<\/li>\n\n\n\n<li>\u26a1 <strong>Keap:<\/strong> Small business <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150913\">automation<\/a> with invoicing and marketing under one roof.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>HubSpot:<\/strong> Free tier plus deep marketing tools, though costs climb quickly with scale.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/clickfunnels\" title=\"ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150935\">ClickFunnels<\/a>:<\/strong> Landing page and funnel builder rather than a true relationship CRM.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Instantly:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/cold-email-automation-software\" title=\"Cold email\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150916\" target=\"_blank\" rel=\"noopener\">Cold email<\/a> at volume with inbox rotation and deliverability warmup.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150944\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a>:<\/strong> Project management first, with CRM views bolted on through custom fields.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Monday CRM:<\/strong> Colorful boards and workflows that non-sales teams pick up fast.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Capsule CRM:<\/strong> Simple, affordable contact management for very small teams.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Insightly:<\/strong> CRM plus project delivery, useful when sales hands off to services.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Freshsales CRM:<\/strong> Built-in AI scoring and phone calls inside an affordable package.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>Salesforce:<\/strong> Endlessly configurable enterprise standard with matching cost and setup time.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150936\">Zendesk<\/a>:<\/strong> Support-led platform where sales sits beside ticketing and live chat.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/fahimai.com\/folk-alternatives\" target=\"_blank\" rel=\"noopener\">Folk alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Folk Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Folk stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-gohighlevel\" title=\"Folk vs GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150923\" target=\"_blank\" rel=\"noopener\">Folk vs GoHighLevel<\/a>:<\/strong> GoHighLevel wins for agencies reselling marketing. Folk wins for relationship-led sales teams that want a clean contact database.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-pipedrive\" title=\"Folk vs Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150932\" target=\"_blank\" rel=\"noopener\">Folk vs Pipedrive<\/a>:<\/strong> Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-keap\" title=\"Folk vs Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150924\" target=\"_blank\" rel=\"noopener\">Folk vs Keap<\/a>:<\/strong> Keap bundles billing and marketing. Folk stays lighter and far faster to set up.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-folk\" title=\"Folk vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150929\" target=\"_blank\" rel=\"noopener\">Folk vs HubSpot<\/a>:<\/strong> HubSpot offers more modules. Folk costs less and avoids the admin overhead most small teams never need.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-folk\" title=\"Folk vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150925\" target=\"_blank\" rel=\"noopener\">Folk vs ClickFunnels<\/a>:<\/strong> ClickFunnels builds pages. Folk manages the people who fill them in, so the two work together.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-instantly\" title=\"Folk vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150927\" target=\"_blank\" rel=\"noopener\">Folk vs Instantly<\/a>:<\/strong> Instantly sends more cold volume. Folk sends fewer, better emails tied to real contact history.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-clickup\" title=\"Folk vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150922\" target=\"_blank\" rel=\"noopener\">Folk vs ClickUp<\/a>:<\/strong> ClickUp manages projects better. Folk manages relationships better, and the difference shows within a month.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-monday-crm\" title=\"Folk vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150928\" target=\"_blank\" rel=\"noopener\">Folk vs Monday CRM<\/a>:<\/strong> Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-capsule-crm\" title=\"Folk vs Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150915\" target=\"_blank\" rel=\"noopener\">Folk vs Capsule CRM<\/a>:<\/strong> Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-insightly\" title=\"Folk vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150931\" target=\"_blank\" rel=\"noopener\">Folk vs Insightly<\/a>:<\/strong> Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-freshsales-crm\" title=\"Folk vs Freshsales\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150920\" target=\"_blank\" rel=\"noopener\">Folk vs Freshsales<\/a> CRM:<\/strong> Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-salesforce\" title=\"Folk vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150914\" target=\"_blank\" rel=\"noopener\">Folk vs Salesforce<\/a>:<\/strong> Salesforce scales to enterprise. Folk gets a modern team running the same week without a consultant.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-zendesk\" title=\"Folk vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150921\" target=\"_blank\" rel=\"noopener\">Folk vs Zendesk<\/a>:<\/strong> Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.<\/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;}.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-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Folk Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Folk 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 class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Sales Pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes to sell yourself on the process.<\/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;}.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 class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is folk CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Folk is a lightweight CRM built around contacts and relationships rather than deals alone. It combines enrichment, sequences, and LinkedIn capture in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is folk a good CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Folk CRM related to folk music?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Folk have a LinkedIn integration?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. The folkX Chrome extension captures any prospect&#8217;s LinkedIn profile in one click and imports name, role, and company into your chosen group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How much does Folk cost?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Folk starts at $17.5 per member per month on Standard. Premium is $35 and Custom is $70 per member monthly, billed per seat.<\/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\",\n      \"description\": \"Set up your Folk account, connect email, and import contacts\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Folk website, click Start Free Trial, enter your work email and create a password\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Connect Google or Outlook\",\n          \"text\": \"Connect your Google or Microsoft account so email, calendar, and contacts sync automatically\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Import Contacts and Set Custom Fields\",\n          \"text\": \"Upload a CSV or pull contacts from Google, then add the custom fields your business needs\",\n          \"position\": 3\n        }\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 Sales Pipeline\",\n      \"description\": \"Sales Pipeline lets you see every open deal on one board instead of guessing what moves next.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create your first pipeline\",\n          \"text\": \"Open the Pipelines tab and click New Pipeline.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Set your stages\",\n          \"text\": \"Rename the default stages to match the process you already run.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add deals and set values\",\n          \"text\": \"Drop contacts into the first stage and add deal size plus close date.\",\n          \"position\": 3\n        }\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 Leads Tracking\",\n      \"description\": \"Leads Tracking lets you follow every new lead from first touch to first reply without losing the thread.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Import or capture your leads\",\n          \"text\": \"Upload a CSV, connect a form, or capture leads with the folkX extension.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Tag by source and intent\",\n          \"text\": \"Add tags like webinar, referral, or cold list to each new record.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Set the next action\",\n          \"text\": \"Assign an owner and a due date so nothing sits untouched.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-company-management\",\n      \"name\": \"How to Use Folk Company Management\",\n      \"description\": \"Company Management lets you group every contact at a company under one record with shared history.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create the company record\",\n          \"text\": \"Add the company name and domain, then let Folk enrich the rest.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Link the people\",\n          \"text\": \"Attach every contact at that company so the group stays together.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add account context\",\n          \"text\": \"Note the buying committee, renewal date, and current blockers.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-client-management\",\n      \"name\": \"How to Use Folk Client Management\",\n      \"description\": \"Client Management lets you keep post-sale clients from drifting once the deal closes.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Move closed deals into a client group\",\n          \"text\": \"Create a group called Active Clients and move won deals into it.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Set a check-in cadence\",\n          \"text\": \"Add a recurring reminder for monthly or quarterly calls.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Log every interaction\",\n          \"text\": \"Record calls, meetings, and emails against the client record.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-email-funnels\",\n      \"name\": \"How to Use Folk Email Funnels\",\n      \"description\": \"Email Funnels lets you send a personalized outreach sequence at scale without sounding automated.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Build your sequence\",\n          \"text\": \"Open Sequences and add your first email plus two follow ups.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add merge fields\",\n          \"text\": \"Pull in first name, company, and any custom fields you have filled.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Launch and watch replies\",\n          \"text\": \"Select a group, start the sequence, and let replies pause it automatically.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-social-selling\",\n      \"name\": \"How to Use Folk Social Selling\",\n      \"description\": \"Social Selling lets you turn everyday social activity into tracked pipeline instead of scattered chats.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Connect your social 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\"@type\": \"HowToStep\",\n          \"name\": \"Create a partners group\",\n          \"text\": \"Group agencies, resellers, and advisors separately from customers.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Record who introduced whom\",\n          \"text\": \"Link each referred contact back to the partner who sent them.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Track partner-sourced revenue\",\n          \"text\": \"Tag those deals so you can report partner contribution monthly.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#howto-linkedin-extension\",\n      \"name\": \"How to Use Folk LinkedIn Extension\",\n      \"description\": \"LinkedIn Extension lets you add a prospect's LinkedIn profile to your CRM in a single click.\",\n      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        \"availability\": \"https:\/\/schema.org\/InStock\"\n          },\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Custom\",\n            \"price\": \"70\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          }\n        ]\n      },\n      \"aggregateRating\": {\n        \"@type\": \"AggregateRating\",\n        \"ratingValue\": \"4\",\n        \"reviewCount\": \"1\",\n        \"bestRating\": \"5\",\n        \"worstRating\": \"1\"\n      },\n      \"featureList\": \"Sales Pipeline, Leads Tracking, Company Management, Client Management, Email Funnels, Social Selling, Partnership Manager, LinkedIn Extension, Pipeline Management\"\n    },\n    {\n      \"@type\": \"FAQPage\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-folk\/#faq\",\n      \"mainEntity\": [\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is folk CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Folk is a lightweight CRM built around contacts and relationships rather than deals alone. It combines enrichment, sequences, and LinkedIn capture in one place.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is folk a good CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Folk CRM related to folk music?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Does Folk have a LinkedIn integration?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. The folkX Chrome extension captures any prospect's LinkedIn profile in one click and imports name, role, and company into your chosen group.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How much does Folk cost?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Folk starts at $17.5 per member per month on Standard. Premium is $35 and Custom is $70 per member monthly, billed per seat.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\/\/fahimai.com\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"CRM\",\n          \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Use Folk\"\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Folk feature: Time needed: 5 minutes per feature Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I moved my own contacts into Folk eleven months ago and have tested every feature since. This tutorial comes from daily use, [&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":[932,1182],"class_list":["post-205688","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-folk","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/posts\/205688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/comments?post=205688"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/posts\/205688\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/media\/205689"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/media?parent=205688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/categories?post=205688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/id\/wp-json\/wp\/v2\/tags?post=205688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}