Come usare Folk: il miglior CRM per il networking e la comunicazione esterna

Avvio rapido

This guide covers every folk CRM feature:

• Iniziare — Crea il tuo account e completa la configurazione iniziale
• Come utilizzare la pipeline di vendita — Track deals and manage your sales process
• Come utilizzare il tracciamento dei lead — Capture and organize every new lead
• Come utilizzare la gestione aziendale — Keep all company data in a single place
• Come utilizzare la gestione dei clienti — Build real relationships with your clients
• Come utilizzare i funnel di email marketing — Run outreach sequences at scale
• Come utilizzare il social selling — Connect with prospects directly on LinkedIn
• Come utilizzare Partnership Manager — Manage partner relationships from one hub
• Come utilizzare l'estensione di LinkedIn — Importa i contatti da LinkedIn con un solo clic
• Come utilizzare la gestione della pipeline — Oversee all pipelines in a single view

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

I’ve used folk CRM per diversi mesi e ho testato ogni funzionalità qui descritta.

This how to Use folk tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Popolare CRM is one of the most modern and efficient tools for building real relationships with contacts and clients.

Ma la maggior parte degli utenti ne sfrutta solo una minima parte delle potenzialità.

Questa guida ti mostra come utilizzare tutte le principali funzionalità.

Passo dopo passo, con schermate e consigli da professionisti.

Folk CRM Tutorial

This complete folk CRM tutorial walks you through every feature step by step, from initial setup to advanced workflows that will make you a power user.

Getting Started with Folk CRM

Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.

Ci vogliono circa 3 minuti.

Prima di iniziare, guarda questa breve panoramica:

Ora analizziamo passo passo ciascuna fase.

Passaggio 1: crea il tuo account

Go to folk’s website at folk.app.

Inserisci il nome della tua attività e il tipo di attività che svolgi.

Inserisci il tuo indirizzo email e crea una password.

Passaggio 2: Scegli il tuo piano

✓ Punto di controllo: Controlla il tuo posta in arrivo for a confirmation email from folk.

Step 2: Access the App and Install folkX

Folk is a web-based app — no download required.

Log in at app.folk.app in your browser.

Also install the folkX Chrome extension from the Chrome Web Store.

The folkX Chrome extension lets you capture contacts from LinkedIn directly into folk without any busy work.

Ecco come si presenta la dashboard:

✓ Punto di controllo: You should see the main folk dashboard with your contacts panel on the left.

Passaggio 3: Completare la configurazione iniziale

Connect your Gmail or Outlook account to sync your email history.

Folk pulls in past interactions automatically so you have full context on every contact.

Create your first group to organize contacts by company, industry, or deal stage.

Invite your team members so you can work on shared pipelines together.

Come utilizzare la pipeline di vendita di Folk CRM

Pipeline di vendita lets you track every deal and manage your entire sales process from a single source of truth.

Ecco come usarlo passo dopo passo.

Guarda Sales Pipeline in azione:

Ora analizziamo ogni passaggio.

Vai su "Offerte" nella barra laterale e fai clic su "Aggiungi pipeline".

Click “Pipelines” in the left-hand navigation panel.

Select “New Pipeline” and give it a name — for example, “Sales Q2” or “Enterprise Deals.”

Choose your pipeline stages: prospect, qualified, proposal, negotiation, closed.

Folk’s interface resembles a familiar spreadsheet, so the setup feels natural from day one.

Importa il tuo elenco di potenziali clienti nel CRM oppure aggiungi i contatti manualmente.

Click “+ Add contact” within any pipeline stage to add a lead or prospect.

You can import contacts from LinkedIn using the folkX Chrome extension or add them manually.

Ecco come si presenta:

✓ Punto di controllo: Your deals appear as cards in each pipeline stage with contact details visible.

Fase 3: Far avanzare le trattative attraverso le varie fasi

Drag and drop deal cards between stages as you progress through the sales process.

Add custom fields to capture data like deal size, close date, or next steps — all within the same pipeline view.

Folk tracks all interactions with each contact so your entire team has full history and context.

Come utilizzare il monitoraggio dei lead di Folk CRM

Monitoraggio dei lead lets you capture every new lead from any source and keep them organized in a single place.

Ecco come usarlo passo dopo passo.

Guarda Leads Tracking in azione:

Ora analizziamo ogni passaggio.

Passaggio 1: Creare un gruppo di lead

Click “New Group” in folk and name it “Leads” or “Prospects.”

Groups act as your contact lists — you can have separate groups for leads, clients, partners, and more.

This keeps your CRM clean and avoids busy work when searching for a specific contact.

Step 2: Import or Add Leads

Add leads by importing a CSV file, using the folkX Chrome extension from LinkedIn, or adding them manually.

Folk’s built-in enrichment tools automatically fill in missing data — company, job title, email — without extra add-ons.

Ecco come si presenta:

✓ Punto di controllo: Your leads group is populated with contact cards, each showing name, company, and status.

Step 3: Set Lead Statuses and Custom Fields

Add a custom field called “Lead Status” with options like New, Contacted, Qualified, or Not Interested.

Folk’s Magic Fields use AI to auto-populate fields like company size, industry, or location — saving you hours of manual data entry.

Update each lead’s status as you make calls, send emails, and hold meetings.

How to Use Folk CRM Company Management

Direzione aziendale lets you track every company you work with and see all related contacts in one view.

Ecco come usarlo passo dopo passo.

Osservate la gestione aziendale in azione:

Ora analizziamo ogni passaggio.

Vai alla scheda "Aziende" nella barra laterale sinistra.

Navigate to “Companies” in folk’s left sidebar.

Click “New Company” and enter the company name, website, and industry.

Folk will auto-enrich the company record with additional data from the web.

Apri il profilo aziendale e fai clic su "Aggiungi contatto".

Open any contact record and link it to the relevant company using the “Company” field.

All contacts linked to that company will appear together, giving you full context on your relationship with that Attività commerciale.

Ecco come si presenta:

✓ Punto di controllo: The company record shows all linked contacts, notes, and interaction history in one view.

Step 3: Add Company Notes and Context

Use the notes field to log key details — past meetings, introductions made, or important background on the company.

Add custom fields to track data specific to your Attività commerciale — contract renewal date, account tier, or assigned account manager.

This keeps your entire team aligned and prevents anyone from reaching out without the right context.

How to Use Folk CRM Client Management

Gestione clienti lets you preserve every interaction with your clients and focus on building real relationships rather than chasing down data.

Ecco come usarlo passo dopo passo.

Passaggio 1: Creare un gruppo di clienti

Ora analizziamo ogni passaggio.

Passaggio 1: Creare un gruppo di clienti

In folk, create a dedicated group called “Clients” to separate paying clients from leads and prospects.

Move contacts into this group as soon as a deal closes.

This gives your team a focused view of who needs proactive attention and follow ups.

Passaggio 2: Registrare tutte le interazioni con il client

Connect your Gmail or Outlook so folk automatically logs every email exchange with each client.

Add manual notes after calls, meetings, or any interaction that doesn’t happen by email.

Ecco come si presenta:

✓ Punto di controllo: Each client contact shows a full timeline of calls, emails, and notes so you always know the current state of the relationship.

Step 3: Set Reminders for Follow-Ups

Use folk’s reminder feature to set a date for your next follow up with each client.

Folk sends you notifications so nothing slips through — every client gets attention at the right point in the relationship.

Being proactive with follow ups is the difference between building real relationships and simply maintaining a contact list.

Come utilizzare i funnel di email di Folk CRM

Funnel di email marketing lets you run personalized outreach sequences at scale without losing the feel of one-on-one communication.

Ecco come usarlo passo dopo passo.

Guarda i funnel di email in azione:

Ora analizziamo ogni passaggio.

Step 1: Select Your Contacts Group

Go to the group or pipeline view containing the leads you want to reach out to.

Filter your contacts by status or custom field to target only the right prospects for this sequence.

Folk is designed so you send the right message to the right people — not batch-and-blast emails.

Step 2: Create Your Email Sequence

Click “New Sequence” and write your email templates using folk’s built-in editor.

Use personalization variables like {{first_name}}, {{company}}, or any custom field to make each message feel personal.

Ecco come si presenta:

✓ Punto di controllo: Your sequence shows multiple steps — initial email, follow up on day 3, second follow up on day 7 — all queued and ready.

Step 3: Launch and Track Your Sequence

Select your contacts, choose your sequence, and click “Send.”

Folk tracks email opens and clicks so you can see which prospects are engaging and prioritize your follow ups accordingly.

Automated follow-ups send on schedule so you never forget to reach out — and you eliminate all the busy work of manual reminders.

How to Use Folk CRM Social Selling

Vendita sociale lets you connect with prospects on LinkedIn and bring them into your CRM without switching between apps.

Ecco come usarlo passo dopo passo.

Guarda il Social Selling in azione:

Ora analizziamo ogni passaggio.

Step 1: Install and Activate folkX

Install the folkX Chrome extension from the Chrome Web Store.

Log in with your folk account to connect the extension to your CRM.

The folkX extension adds a sidebar to LinkedIn so you can capture data without leaving the platform.

Passaggio 2: Acquisire i contatti di LinkedIn

Browse LinkedIn as you normally would for sales prospecting or lead generation.

When you find a prospect’s profile, click the folkX sidebar and choose which group to save them to.

Ecco come si presenta:

✓ Punto di controllo: The contact appears in your folk group with their LinkedIn data already imported — name, title, company, and profile URL.

Step 3: Enrich and Reach Out

After importing, use folk’s enrichment feature to find the prospect’s email address automatically.

Add the contact to an email sequence or log a note about your planned outreach approach.

Folk captures the full picture — LinkedIn data, email history, and notes — in a single app so you always sell with context.

How to Use Folk CRM Partnership Manager

Responsabile della collaborazione lets you track and grow your partner relationships from a dedicated pipeline separate from your sales deals.

Ecco come usarlo passo dopo passo.

Folk’s partnership pipeline works just like the sales pipeline — same familiar interface, dedicated stages for partner relationships.

Ora analizziamo ogni passaggio.

Step 1: Create a Partnerships Pipeline

In folk, go to Pipelines and click “New Pipeline.”

Name it “Partnerships” and set up stages like Identified, In Talks, Active Partner, and Inactive.

This keeps your partnership pipeline completely separate from your sales pipeline so neither gets cluttered.

Step 2: Add Partners and Track Interactions

Add partner contacts to the pipeline and link them to their company records.

Log every meeting, introduction, and call so you have a complete history of each partner relationship.

Ecco come si presenta:

✓ Punto di controllo: Each partner card shows their stage, last contact date, and key notes about the relationship.

Step 3: Set Partnership Reminders and Tasks

Use folk’s reminder feature to schedule regular check-ins with each active partner.

Add tasks for follow ups like sending a co-marketing proposal or planning a joint webinar.

Folk’s shared pipelines mean everyone on your team can see the current state of each partnership at a glance.

How to Use Folk CRM LinkedIn Extension

Estensione LinkedIn (folkX) lets you import contacts from LinkedIn directly into folk in seconds — no copy-pasting or manual data entry required.

Ecco come usarlo passo dopo passo.

The folkX extension integrates directly into your LinkedIn browsing experience, acting as a lightweight sales assistente right inside your browser.

Ora analizziamo ogni passaggio.

Step 1: Install folkX from the Chrome Web Store

Open Chrome and search “folkX” in the Chrome Web Store.

Fai clic su "Aggiungi a Chrome" e conferma l'installazione.

The folkX Chrome extension icon will appear in your browser’s toolbar.

Step 2: Open a LinkedIn Profile and Capture It

Navigate to any LinkedIn profile or search results page.

Click the folkX icon to open the sidebar — it shows the contact’s details and asks which folk group to save them to.

Ecco come si presenta:

✓ Punto di controllo: The contact is saved to your chosen folk group with their LinkedIn data pre-filled — no busy work required.

Step 3: Enrich Contact Data Automatically

After saving, open the contact in folk and click “Enrich” to auto-fill missing details like email address or phone number.

Folk’s built-in enrichment finds publicly available data without requiring extra add-ons or integrations.

Now you have a complete contact record ready for outreach — imported from LinkedIn, enriched with contact details, and stored in folk as your single source of truth.

How to Use Folk CRM Pipeline Management

Gestione della pipeline lets you oversee all active pipelines in a single, integrated view so your entire team stays aligned across every deal and workflow.

Ecco come usarlo passo dopo passo.

Folk’s pipeline management gives your team a single place to track every deal and relationship across the entire business.

Ora analizziamo ogni passaggio.

Step 1: Set Up Multiple Pipelines

Go to Pipelines and create separate pipelines for different business functions — sales, recruiting, fundraising, or partnerships.

Each pipeline has its own stages, custom fields, and assigned team members.

Folk is versatile enough to serve as a single tool for every team in your company that manages relationships.

Step 2: Assign Team Members and Set Permissions

Invite team members to folk and assign them to specific pipelines.

Folk supports role-based permissions so you can control who can edit, view, or export data from each pipeline.

Ecco come si presenta:

✓ Punto di controllo: Team members can see their assigned pipelines and the current stage of every deal or contact in real time.

Step 3: Use Views to Filter and Explore Your Pipelines

Use folk’s Views feature to create filtered perspectives on your pipeline data — for example, “My Deals This Week” or “Overdue Follow-Ups.”

Views let each team member explore the data they need without cluttering the master pipeline.

This is the beauty of folk’s design: it gives you the depth of a tool like Forza vendita with the simplicity of a modern app your team will actually use.

Folk CRM Pro Tips and Shortcuts

After testing folk CRM for several months, here are my best tips.

Scorciatoie da tastiera

Azione	Scorciatoia
Open Quick Add Contact	Ctrl + K (Cmd + K acceso) Mac)
Search Contacts	Ctrl + F (Cmd + F su Mac)
Save and Close Contact	Ctrl + Invio (Cmd + Invio su Mac)
Create New Group	Click + New Group in sidebar
Switch Between Pipelines	Click pipeline name in left nav

Funzionalità nascoste che la maggior parte delle persone non nota

• Magic Fields (AI Enrichment): In any contact record, click “Magic Fields” and folk’s AI will auto-fill data like company size, LinkedIn URL, or industry — saving you from manually researching each prospect’s details.
• Sequence Pause on Reply: Folk automatically pauses a sequence when a prospect replies — so they never receive a follow-up email after they’ve already responded, which keeps your outreach professional and your sender reputation clean.
• WhatsApp Sync: Folk can sync WhatsApp conversations to contact records so your mobile interactions are preserved alongside email and calendar history — this is especially useful for sales teams that conduct a lot of business over messaging apps.
• Integration Capabilities via Zapier: Folk connects to thousands of tools through Zapier — including Salesforce, Slack, and Google Sheets — so you can build automated workflows that match your exact process without writing any code.

Folk CRM Common Mistakes to Avoid

Mistake #1: Treating Folk Like a Simple Contact List

Errore n. 2: Saltare l'integrazione con la posta elettronica

Mistake #3: Sending Generic Sequences Without Personalization

Folk CRM Troubleshooting

Problem: folkX Chrome Extension Not Capturing LinkedIn Contacts

Causa: The folkX extension may not be properly authenticated or LinkedIn may have changed its page structure.

Aggiustare: Click the folkX icon and log out, then log back in with your folk account credentials. If the issue persists, disable and re-enable the extension in Chrome’s extension manager, then reload the LinkedIn page before trying again.

Problem: Emails Not Syncing From Gmail or Outlook

Causa: The Gmail or Outlook integration may have lost its connection token, which can happen after a password change or security update.

Aggiustare: Go to Settings → Integrations in folk and disconnect your email account. Reconnect it by following the OAuth flow again. Folk will re-sync your recent email history within a few minutes once the integration capabilities are re-established.

Problem: Email Sequence Continues Sending After a Prospect Replies

Causa: The reply detection feature only works when folk is connected to the same email account used to send the sequence.

Aggiustare: Make sure your Gmail or Outlook account is connected to folk and that the sending address matches your connected account. If you’re sending from a different address, folk cannot detect replies and the sequence will continue — switch to a match between your sending address and connected inbox.

Problema: Contatti duplicati che compaiono nelle chat

Causa: Contacts imported from multiple sources — LinkedIn, CSV, and email sync — can create duplicate records if the same email address is not used as the unique identifier.

Aggiustare: Use folk’s deduplication feature under Contacts → Merge Duplicates. Folk scans your database for matching names and email addresses and lets you merge them into a single clean record with a combined history.

📌 Nota: If none of these fix your issue, contact folk support via the in-app help chat.

Che cos'è Folk CRM?

CRM popolare is a modern relationship management tool designed to help sales teams, founders, and agencies manage contacts, run outreach, and track deals without the complexity of traditional CRM software.

Think of it like a smart spreadsheet that knows your entire relationship history with every contact — and reminds you when to follow up before the relationship goes cold.

Guarda questa breve panoramica:

Folk CRM is designed to manage relationships and outreach lists effectively, with a focus on building real relationships rather than just tracking transactions.

Unlike tools such as Salesforce that can feel overwhelming for smaller teams, folk’s interface resembles a familiar spreadsheet — making it easy to set up and use from day one.

Include le seguenti caratteristiche principali:

• Pipeline di vendita: Visual deal tracking with custom stages and fields for your entire sales process
• Monitoraggio dei lead: Capture and organize leads from any source with built-in enrichment that fills in contact data automatically
• Direzione aziendale: Link contacts to companies and get a single view of every relationship within an organization
• Gestione clienti: Log all interactions, set follow-up reminders, and preserve full history for every client in one place
• Funnel di email marketing: Build and launch personalized outreach sequences at scale with automated follow-ups and open tracking
• Vendita sociale: Capture LinkedIn contacts directly into folk using the folkX Chrome extension without any manual data entry
• Responsabile della partnership: Manage partner relationships through dedicated pipelines separate from your core sales workflow
• LinkedIn Extension: Import contacts from LinkedIn with one click and auto-enrich their details using folk’s built-in tools
• Gestione della pipeline: Oversee all active pipelines — sales, recruiting, fundraising — in a single integrated view

Per una recensione completa, consulta la nostra Recensione del CRM popolare.

Prezzi di Folk CRM

Here’s what folk CRM costs in 2026:

Piano	Prezzo	Ideale per
Standard	17,5 dollari al mese per membro	Individuals and small teams getting started with CRM
Premio	35 dollari al mese per membro.	Growing teams that need advanced sequences and integrations
Costume	70 dollari al mese per membro	Larger organizations needing enterprise-level support and customization

Prova gratuita: Yes — folk offers a free trial so you can explore the tool before committing to a paid plan.

Garanzia di rimborso: Check folk’s current terms at folk.app for the latest refund policy details.

💰 Miglior rapporto qualità-prezzo: Standard at $17.5/member/month — this plan gives individuals and small sales teams access to the core CRM features, contact management, and basic outreach tools at a price point that scales affordably as your team grows.

Folk CRM vs Alternative

How does folk CRM compare? Here’s the competitive landscape:

Attrezzo	Ideale per	Prezzo	Valutazione
CRM popolare	Modern relationship-first CRM for teams	From $17.5/member/mo	⭐ 4.0
GoHighLevel	Marketing e vendite tutto in uno automazione	A partire da 97 $ al mese	⭐ 4.3
Pipedrive	Da 14 a 69 dollari per utente al mese.	A partire da 14 $/utente/mese	⭐ 4.3
Mantenere	Piccola impresa CRM with automation	A partire da 299 $ al mese	⭐ 4.2
HubSpot	CRM gratuito con strumenti di marketing	Free – $15/seat/mo	⭐ 4.0
ClickFunnels	Sales funnel and lead generation	From $81/mo	⭐ 4.2
Immediatamente	Il team di supporto risponde rapidamente. Gli utenti ne lodano costantemente l'utilità e la tempestività delle risposte.	A partire da 30 $/mese	⭐ 4.3
ClickUp	Project management + CRM hybrid	Free – $7/user/mo	⭐ 4.3
CRM del lunedì	Visual CRM for operations teams	From $12/user/mo	⭐ 4.3
Capsula CRM	CRM semplice per piccoli team	Free – $18/user/mo	⭐ 4.0
Perspicace	CRM with project management features	From $29/user/mo	⭐ 4.1
CRM Freshsales	CRM per le vendite basato sull'intelligenza artificiale	Free – $15/user/mo	⭐ 4.0
Forza vendita	Salesforce: la suite di funzionalità più completa e il marketplace di app più grande	From $25/user/mo	⭐ 4,5
Zendesk	Customer service and sales CRM	From $55/agent/mo	⭐ 4.1

Scelte rapide:

• Il migliore in assoluto: Folk CRM — the most modern and efficient option for teams focused on building real relationships rather than just managing data
• Miglior budget: HubSpot — offers a genuinely useful free plan with contacts, deals, and email tracking at no cost
• Ideale per principianti: Folk CRM — the familiar spreadsheet-style interface means you can get set up in minutes with no training required
• Ideale per le aziende: Salesforce — the most powerful CRM in the world with deep customization, though it takes significant time and resources to implement

🎯 Alternative a Folk CRM

Looking for folk CRM alternatives? Here are the top options:

• 🏢 GoHighLevel: The best all-in-one platform for agencies — combines CRM, email marketing, SMS, and funnel costruttore in a single tool, though the learning curve is steeper than folk.
• 🚀 Pipedrive: A dedicated sales pipeline tool with excellent visual deal tracking — great for pure sales teams that want a focused, no-distractions CRM experience.
• 💼 Mantenere: A powerful CRM and automation platform for piccole imprese — strong at handling complex follow-up sequences, though more expensive than folk.
• 🌟 HubSpot: The most popular CRM in the world with a generous free plan — ideal for teams that also need marketing automation and don’t want to pay for a separate tool.
• 🎯 ClickFunnels: Built for sales funnel creation and lead generation rather than day-to-day CRM — best used alongside a dedicated contact management tool.
• ⚡ Immediatamente: The top choice for cold email outreach at scale — pairs well with folk if you want folk for CRM and Instantly for high-volume lead generation campaigns.
• 📊 ClickUp: A hybrid project management and CRM tool — excellent for teams that want to manage tasks and contacts in the same app without switching between tools.
• 🔧 CRM del lunedì: A visual, customizable CRM built on the Monday.com platform — works well for operations teams that already usa lunedì for project tracking.
• 💰 CRM in capsule: A simple and affordable CRM for small teams — offers a free plan and clean interface, though it lacks folk’s LinkedIn integration and enrichment features.
• 🔥 Approfondito: A CRM that blends contact management with project tracking — good for teams that run client projects alongside their sales pipeline and need both in one place.
• 🧠 CRM Freshsales: An AI-powered sales CRM from Freshworks — strong lead scoring and auto-enrichment features that compete directly with folk’s Magic Fields capability.
• ⭐ Salesforce: The world’s most powerful CRM — ideal for large enterprises that need deep customization, complex workflows, and integration capabilities across an entire tech stack.
• 👶 Zendesk: Best known for customer support, Zendesk Sell is its sales CRM — a solid choice for teams that want to connect support tickets and sales deals in one platform.

Per l'elenco completo, consultare il nostro folk CRM alternatives guida.

⚔️ Confronto tra Folk CRM

Here’s how folk CRM stacks up against each competitor:

• Folk CRM vs GoHighLevel: Folk wins for simplicity and contact management; GoHighLevel wins for all-in-one marketing automation — best for agencies that need funnels, SMS, and CRM in a single platform.
• Folk CRM vs Pipedrive: Folk wins for relationship tracking and LinkedIn integration; Pipedrive wins for teams that want a dedicated, clean visual pipeline with advanced sales segnalazione.
• Folk CRM vs Keap: Folk wins on ease of use and modern design; Keap wins for small businesses that need powerful automation and integrated payment processing alongside their CRM.
• Folk CRM vs HubSpot: Folk wins for teams that want a modern, lightweight CRM; HubSpot wins for companies that need free tools plus deep marketing automation from a single source.
• Folk CRM vs ClickFunnels: Folk wins for ongoing relationship management; ClickFunnels wins for businesses focused on building sales funnels and driving new lead generation at scale.
• Folk CRM vs Instantly: Folk wins for CRM and relationship tracking; Instantly wins for pure cold email outreach volume — the two tools work best when used together.
• Folk CRM vs ClickUp: Folk wins for relationship-focused CRM; ClickUp wins for teams that need to manage tasks, projects, and contacts together without switching between tools.
• Folk CRM vs Monday CRM: Folk wins for sales teams; Monday CRM wins for operations and project-driven teams that are already built around the Monday.com platform.
• Folk CRM vs Capsule CRM: Folk wins for enrichment features and LinkedIn integration; Capsule CRM wins for very small teams that want the simplest possible CRM at the lowest price.
• Folk CRM vs Insightly: Folk wins for outreach and modern UX; Insightly wins for teams that need to manage client projects and CRM deals in parallel within the same tool.
• Folk CRM vs Freshsales CRM: Folk wins for design and LinkedIn workflow; Freshsales wins for teams that want AI-powered lead scoring and native phone calling built into their CRM.
• Folk CRM vs Salesforce: Folk wins for small to mid-sized teams that want to get started fast; Salesforce wins for large enterprises that need deep customization and a mature network of integrations.
• Folk CRM vs Zendesk: Folk wins for sales and relationship management; Zendesk wins for customer-facing teams that need to connect support tickets with sales conversations in a single platform.

Start Using Folk CRM Now

You learned how to use every major folk CRM feature:

• ✅ Pipeline di vendita
• ✅ Monitoraggio dei lead
• ✅ Gestione aziendale
• ✅ Calendario dei social media
• ✅ Funnel di email
• ✅ Vendita sui social media
• ✅ Responsabile delle partnership
• ✅ Estensione LinkedIn
• La maggior parte delle persone inizia con Automation Builder.

Passo successivo: Scegli una funzionalità e provala subito.

Most people start with the Sales Pipeline.

It takes less than 5 minutes to set up your first pipeline and add your first deal.

Domande frequenti

Come si configura il primo account Folk CRM?

Go to folk.app and click “Get Started” to create your account using your email or Google login. After signing up, connect your Gmail or Outlook to pull in your past email history automatically. Then install the folkX Chrome extension so you can import contacts from LinkedIn without any manual data entry. The entire setup takes about 3 minutes and your CRM is ready to use.

Cos'è l'estensione folkX per Chrome e come si usa?

The folkX Chrome extension is folk’s browser tool for capturing contacts from LinkedIn directly into your CRM. Install it from the Chrome Web Store, log in with your folk account, and it adds a sidebar to every LinkedIn profile page. When you visit a prospect’s profile, click the folkX icon and choose which group to save the contact to — their data is imported instantly without any busy work. You can also use it on LinkedIn search results pages to capture multiple contacts in bulk.

Come utilizzare Folk per importare i contatti da LinkedIn?

Install the folkX Chrome extension, then browse LinkedIn as usual. When you find a contact you want to track, click the folkX sidebar and select the folk group you want to add them to — their name, title, company, and LinkedIn URL are imported automatically. After importing, open the contact in folk and click “Enrich” to auto-fill their email address and other missing details. Folk’s LinkedIn integration is one of its strongest features for lead generation and social selling workflows.

Cosa sono i Campi Magici del folklore e come utilizzano l'intelligenza artificiale?

Folk Magic Fields are AI-powered custom fields that automatically populate contact data by scanning publicly available information. Instead of manually researching each contact’s company size, industry, or job function, you click “Magic Fields” in a contact record and folk’s AI fills in the details for you. This eliminates hours of manual data entry and ensures every contact in your CRM has rich context before you reach out. Magic Fields work across both individual contacts and company records.

Come si crea una pipeline di vendita in Folk?

Click “Pipelines” in folk’s left navigation panel, then select “New Pipeline” and give it a name. Set up your deal stages — prospect, qualified, proposal, negotiation, closed — and add any custom fields you need to track deal-specific data. Add contacts to the pipeline by importing from LinkedIn using folkX or adding them manually, then drag and drop cards between stages as deals progress. Shared pipelines mean your entire team works from the same view in real time.

Come utilizzare Folk per campagne e sequenze di email di massa?

In folk, go to the group containing your target contacts and filter to only the leads you want to reach. Click “New Sequence” to create your email templates using personalization variables like {{first_name}} and {{company}} to make each message feel individual. Set your send schedule — initial email, follow-up on day 3, second follow-up on day 7 — and launch. Folk tracks open rates and clicks per contact, and automatically pauses the sequence if a prospect replies so no one receives an awkward follow-up after they’ve already responded.

Posso utilizzare Folk per collaborare con il mio team sui contatti?

Yes — folk is built for team collaboration with shared pipelines and role-based permissions. Invite team members from your folk Settings page and assign them to specific pipelines or groups. Every interaction logged by any team member — emails, notes, calls — is visible to the whole team so everyone has full context before reaching out to a shared contact. Role-based permissions let you control who can edit, view, or export data from each pipeline.

Come posso integrare Gmail o Outlook con Folk?

Go to Settings → Integrations in folk and click “Connect” next to Gmail or Outlook. You’ll be taken through an OAuth flow to authorize folk to access your email account. Once connected, folk automatically syncs your email history and logs new emails against the relevant contact records. If the integration stops working — for example after a password change — disconnect and reconnect it from the same Integrations settings page and folk will re-sync your recent email history.

Come utilizzare Folk per l'arricchimento automatizzato dei lead?

After adding a contact to folk — whether by CSV import, folkX, or manual entry — open their record and click “Enrich” to auto-fill missing details like email address, phone number, company size, and LinkedIn URL. For bulk enrichment, select multiple contacts in a group view and click “Enrich All” to process them in batch. Folk’s built-in enrichment tools mean you don’t need to pay for a separate data enrichment service or run manual research on every new lead you add to the system.

Qual è la differenza tra gruppi e punti di vista nel folklore?

Groups are your master contact lists — collections of contacts organized by category like Leads, Clients, or Partners. Views are filtered perspectives within a group or pipeline — for example, “My Contacts This Quarter” or “Overdue Follow-Ups” — that let each team member focus on the data most relevant to their role. Groups store the data; Views let you explore that data in different ways without duplicating contacts or creating clutter. Think of Groups as folders and Views as smart filters applied on top of those folders.

Come si impostano promemoria e follow-up in Folk?

Open any contact record in folk and click the “Reminder” button to set a date for your next follow-up. Folk sends you a notification on that date so you never miss a scheduled touchpoint. For sequences, automated follow-ups send on the schedule you set when creating the sequence — no manual intervention required. Setting proactive reminders is the single most effective practice for maintaining warm relationships and avoiding the situation where months go by without reaching out to an important contact.

Come utilizzare le persone per gestire la raccolta fondi o il reclutamento?

Create a dedicated pipeline in folk specifically for fundraising or recruiting — with stages like Identified, Outreached, Meeting Scheduled, Due Diligence, and Closed. Add investor or candidate contacts using folkX from LinkedIn or import via CSV. Use custom fields to track data specific to your process — investment stage, check size, or candidate skills. Folk’s shared pipelines mean your entire founding team or HR team works from the same data in real time, with full interaction history for every introduction and conversation.

Posso sincronizzare le mie conversazioni WhatsApp con Folk CRM?

Yes — folk supports WhatsApp integration so your mobile conversations are preserved alongside email, notes, and calendar history in each contact record. This is especially valuable for sales teams that conduct a significant part of their business over messaging apps rather than email. To enable it, go to Settings → Integrations and connect your WhatsApp account. Once synced, WhatsApp messages from that contact will appear in their interaction timeline in folk so nothing is lost and your entire team has context on every conversation.

Come posso utilizzare Folk per monitorare le aperture e i clic nelle email?

Folk tracks email opens and clicks automatically for every email sent through a sequence. After launching a sequence, go to the sequence dashboard to see open rates and click rates across all contacts in the campaign. For individual contacts, open their record and check the email timeline to see which specific emails they opened and when. Use this data to prioritize your follow-up calls and meetings — contacts who have opened your emails multiple times are the most engaged and the best candidates for a proactive outreach call.

Come utilizzare Folk per eliminare i duplicati e pulire i miei dati di contatto?

Go to Contacts in folk and look for the “Merge Duplicates” or deduplication option in the settings menu. Folk scans your entire contact database for records with matching names or email addresses and presents them to you for review. You select which records to merge and folk combines them into a single clean record with a unified interaction history from both duplicates. Running deduplication regularly — especially after importing a large CSV or a period of heavy LinkedIn prospecting — keeps your CRM clean and prevents your team from reaching out to the same person twice from different records.