Quick Start
This guide covers every folk feature:
- はじめる — Create account and basic setup
- How to Use Sales Pipeline — Manage deals and close more revenue
- How to Use Leads Tracking — Capture and track every lead in one place
- How to Use Company Management — Organize accounts and company-level data
- How to Use Client Management — Build stronger relationships with clients
- How to Use Email Funnels — Run personalized outreach at scale
- How to Use Social Selling — Connect LinkedIn contacts directly to folk
- How to Use Partnership Manager — Track and grow strategic partnerships
- How to Use LinkedIn Extension — Import contacts from LinkedIn in one click
- How to Use Pipeline Management — Visualize and manage every deal stage
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | トラブルシューティング | 価格 | 代替案
Why Trust This Guide
I’ve used folk for several months and tested every feature covered here.
This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Folk is one of the most flexible CRM tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Folk Tutorial
This complete folk tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Getting Started with Folk
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Step 1: Create Your Account
Go to folk.app and click “Get started for free.”
Sign up with your Google account or enter your email and create a password.
✓ Checkpoint: チェックしてください 受信トレイ for a confirmation email if you signed up with email.
Step 2: Set Up Your Workspace
Folk runs entirely in your browser — no download needed.
Enter your workspace name and choose your primary use case (Sales, Recruiting, Partnerships, or Other).
Here’s what the dashboard looks like:
✓ Checkpoint: You should see the main folk dashboard with an empty contacts list.
Step 3: Import Your First Contacts
Click “Add contacts” and choose to import via CSV, Google Contacts, or the folkX Chrome extension.
Folk will automatically detect and map your columns.
✅ Done: Your contacts are in folk and you’re ready to use any feature below.
How to Use Folk Sales Pipeline
販売パイプライン lets you track every deal from first contact to closed won.
Here’s how to use it step by step.
Watch Sales Pipeline in action:
Now let’s break down each step.
Step 1: Create a New Pipeline
Click “Pipelines” in the left sidebar, then click “New pipeline.”
Name your pipeline (e.g., “Q1 Sales” or “Enterprise Deals”) and add your deal stages.
Step 2: Add Contacts to Pipeline Stages
Drag contacts from your contact list into the relevant pipeline stage.
Here’s what this looks like:
✓ Checkpoint: Your deal cards appear in the correct stage columns.
Step 3: Track and Update Deal Progress
Click any deal card to open the contact record and add notes, set a next action, or log a call.
Drag cards between stages as deals progress.
✅ Result: You have a live pipeline that shows every deal and its current stage at a glance.
💡 プロのヒント: Use folk’s custom fields on pipeline cards to track deal value, close date, and priority — so your pipeline doubles as a revenue forecast.
How to Use Folk Leads Tracking
Leads Tracking lets you capture, qualify, and follow up with every lead from a single place.
Here’s how to use it step by step.
Watch Leads Tracking in action:
Now let’s break down each step.
Step 1: Create a Leads Group
Click “Groups” in the left sidebar and create a new group called “Leads.”
Add custom fields like Lead Source, Status, and Deal Size to track key details.
Step 2: Add Leads and Enrich Their Data
Add leads manually, via CSV import, or using the folkX Chrome extension from LinkedIn.
Here’s what this looks like:
✓ Checkpoint: Each lead appears as a row with their name, company, and contact details filled in.
Step 3: Set Follow-Up Reminders
Click a lead’s record and use the “Remind me” button to set a follow-up date.
Folk will notify you when it’s time to reach out.
✅ Result: Every lead is tracked, enriched, and has a clear next action — so nothing falls through the cracks.
💡 プロのヒント: Use folk’s Magic Fields to auto-enrich leads with job title, company size, and LinkedIn URL — saving hours of manual research.
How to Use Folk Company Management
Company Management lets you organize all your accounts and see every contact associated with each company.
Here’s how to use it step by step.
Watch Company Management in action:
Now let’s break down each step.
Step 1: Create a Companies Group
Click “Groups” and create a new group for companies.
Add fields like Industry, Company Size, ARR, and Website to capture key account データ.
Step 2: Link Contacts to Companies
Open any contact record and add a “Company” relation field.
Here’s what this looks like:
✓ Checkpoint: The company record now shows all contacts linked to that account.
Step 3: Track Account Activity
Open a company record to see all interactions, notes, and deals across every contact at that company.
✅ Result: You have a complete account view showing every person, interaction, and deal tied to each company.
💡 プロのヒント: Create a “Last Contacted” field on your company group to see at a glance which accounts have gone cold and need attention.
How to Use Folk Client Management
クライアント管理 lets you build stronger relationships by keeping full context on every client in one place.
Here’s how to use it step by step.
Watch Client Management in action:
Now let’s break down each step.
Step 1: Create a Clients Group
Create a dedicated “Clients” group and add fields for contract value, renewal date, and health score.
Step 2: Log All Client Interactions
Connect your Gmail or Outlook to folk so every email is automatically logged to the right contact.
Here’s what this looks like:
✓ Checkpoint: You can see a full timeline of emails, notes, and calls on each client’s record.
Step 3: Set Renewal Reminders
Use the “Remind me” feature on high-value clients to get notified before renewal dates.
Add notes after every call so your team always has context for the next interaction.
✅ Result: Every client has a full history of interactions so no one on your team ever starts a conversation cold.
💡 プロのヒント: Share client groups with your team so everyone sees the same data — and nobody accidentally sends a duplicate follow-up.
How to Use Folk Email Funnels
Email Funnels lets you run personalized email sequences to hundreds of contacts without losing the personal touch.
Here’s how to use it step by step.
Watch Email Funnels in action:
Now let’s break down each step.
Step 1: Select Your Contact Group
Open the group you want to email and select the contacts for your campaign.
Click “Send emails” to open the email sequence builder.
Step 2: Write Your Email Sequence
Write your first email using folk’s template editor with merge tags like {{first_name}} and {{company}}.
Here’s what this looks like:
✓ Checkpoint: Preview your email and confirm the merge tags are pulling in the correct contact data.
Step 3: Send and Track Results
Set a send time and click “Send campaign.”
Folk tracks open rates, click rates, and replies so you can measure what’s working.
✅ Result: Your personalized email sequence is live and folk is tracking every open, click, and reply automatically.
💡 プロのヒント: Use folk’s AI writing アシスタント to generate a first draft of your email — then edit it to match your voice before sending.
How to Use Folk Social Selling
Social Selling lets you turn your LinkedIn activity into a pipeline by syncing social connections directly to folk.
Here’s how to use it step by step.
Watch Social Selling in action:
Now let’s break down each step.
Step 1: Install the folkX Chrome Extension
Go to the Chrome Web Store and install the folkX extension.
Log in to folkX with your folk account credentials.
Step 2: Capture LinkedIn Contacts
Visit any LinkedIn profile or search results page and click the folkX icon to save contacts to folk.
Here’s what this looks like:
✓ Checkpoint: The contact appears in your folk workspace with their LinkedIn data already filled in.
Step 3: Follow Up via Folk
Go back to folk and open the new contact to add notes, set a reminder, or start an email sequence.
✅ Result: Your LinkedIn prospecting is now connected to your CRM — every new connection becomes a tracked lead automatically.
💡 プロのヒント: Use folkX on LinkedIn Sales Navigator search results to bulk-import dozens of qualified leads into folk in under two minutes.
How to Use Folk Partnership Manager
Partnership Manager lets you track every partner, referral source, and strategic relationship in a dedicated pipeline.
Here’s how to use it step by step.
Step 1: Create a Partnerships Group and Pipeline
Create a new group called “Partners” and a pipeline with stages like Prospect, Intro Call, Active, and Paused.
Step 2: Add Partner Contacts and Track Deals
Add partner contacts and link them to your pipeline.
Here’s what this looks like:
Each partner appears as a pipeline card showing their name, company, stage, and the date of your last interaction.
✓ Checkpoint: Each partner has a card in your pipeline with their status and last interaction date visible.
Step 3: Log Interactions and Schedule Check-Ins
Use notes and reminders to stay proactive with every partner relationship.
Log every call, email, and meeting so your team always has full context.
✅ Result: You have a dedicated system for managing every partnership — from first contact to active collaboration.
💡 プロのヒント: Add a “Referral Count” custom field to your Partners group to track which partners are sending the most 仕事 your way.
How to Use Folk LinkedIn Extension
LinkedIn Extension (folkX) lets you save contacts from LinkedIn to folk with a single click — no manual data entry needed.
Here’s how to use it step by step.
Step 1: Install and Connect folkX
Search “folkX” in the Chrome Web Store and click “Add to Chrome.”
Open the extension and sign in with your folk account.
Step 2: Save Contacts Directly from LinkedIn
Navigate to any LinkedIn profile and click the folkX icon that appears on the page.
Here’s what this looks like:
A folkX popup appears over the LinkedIn profile showing the contact’s name, title, company, and a group selector to assign them 即座に.
✓ Checkpoint: A “Saved to folk” confirmation appears and the contact shows up in your workspace.
Step 3: Assign to a Group Instantly
When saving, use the folkX popup to assign the contact directly to the right group (e.g., Leads, Clients, or Partners).
✅ Result: Contacts land in the right group with their LinkedIn data pre-filled — ready for outreach or enrichment.
💡 プロのヒント: Use folkX on LinkedIn event attendee lists to quickly build a targeted list of warm prospects who attended the same industry events as you.
How to Use Folk Pipeline Management
パイプライン管理 lets you visualize every deal, recruiting process, or partnership in a drag-and-drop Kanban board.
Here’s how to use it step by step.
Step 1: Build Your Pipeline Stages
Click “Pipelines” and select “New pipeline.”
Add stages that match your actual workflow — for sales this might be Prospecting, Demo, Proposal, Negotiation, and Closed.
Step 2: Manage Cards Across Stages
Add contacts as pipeline cards and drag them between stages as they progress.
Here’s what this looks like:
The pipeline board displays every deal card organized by stage, with contact names, custom field values, and last activity date visible at a glance.
✓ Checkpoint: Your pipeline board shows every active deal in the correct stage with card details visible.
Step 3: Share Pipelines with Your Team
Click the share icon on your pipeline and invite teammates by email.
Set permissions so each person can view or edit based on their role.
✅ Result: Your whole team works from a shared pipeline — so everyone sees the same deals and nobody duplicates outreach.
💡 プロのヒント: Create separate pipelines for Sales, Recruiting, and Partnerships so each team has their own focused view without cluttering each other’s work.
Folk Pro Tips and Shortcuts
After testing folk for several months, here are my best tips.
キーボードショートカット
| Action | Shortcut |
|---|---|
| Open command palette | Cmd/Ctrl + K |
| Add new contact | Cmd/Ctrl + N |
| Search contacts | Cmd/Ctrl + F |
| Move to next contact | J / K |
| Open contact details | Enter |
| Add a note | Cmd/Ctrl + Shift + N |
Hidden Features Most People Miss
- 魔法フィールド: Folk’s AI can auto-fill missing contact data like job title, company size, and LinkedIn URL — go to any contact, click “Enrich,” and folk does the research for you.
- Views: Switch any group from spreadsheet view to Kanban, calendar, or list view — hidden in the top-right view switcher and perfect for different workflows.
- Relation Fields: Link contacts to companies, deals, or other contacts to build a full relationship map — most users never set these up and miss out on powerful cross-referencing.
- ザピエール 統合： Connect folk to 5,000+ apps via Zapier to auto-add leads from web forms, calendars, or other CRMs — set it once and your pipeline fills itself.
Folk Common Mistakes to Avoid
Mistake #1: Dumping All Contacts into One Group
❌ Wrong: Importing your entire contact list into a single “All Contacts” group with no segmentation or custom fields.
✅ Right: Create separate groups for Leads, Clients, Partners, and Prospects — each with relevant custom fields — so your outreach stays targeted and your data stays clean.
Mistake #2: Skipping the Email Integration
❌ Wrong: Using folk without connecting Gmail or Outlook, so you manually copy-paste email threads into contact notes.
✅ Right: Connect your email inbox in folk’s settings so every email is auto-logged to the right contact — giving you a full conversation history with zero manual work.
Mistake #3: Ignoring the folkX Chrome Extension
❌ Wrong: Manually typing in contact details from LinkedIn profiles instead of using the folkX extension.
✅ Right: Install folkX and save LinkedIn contacts directly to folk in one click — it captures name, title, company, and email automatically.
Folk Troubleshooting
Problem: Emails Not Syncing from Gmail
Cause: The Gmail integration may have lost its authorization token — this can happen after a Google password change.
修理： Go to Settings → Integrations → Gmail, disconnect the integration, and reconnect it by completing the Google OAuth flow again.
Problem: folkX Extension Not Capturing Contact Data
Cause: LinkedIn occasionally updates its page structure, which can temporarily break folkX’s data extraction.
修理： Check the Chrome Web Store for a folkX update, install the latest version, and reload your LinkedIn tab before trying again.
Problem: Duplicate Contacts Appearing in Folk
Cause: Contacts imported from multiple sources (CSV, LinkedIn, Gmail) can create duplicate records if the same email address is listed differently.
修理： Use folk’s built-in deduplication tool — go to Settings → Contacts → Find Duplicates, review the suggested merges, and confirm to clean up your database.
Problem: Email Campaign Not Sending
Cause: Folk requires a connected email account to send campaigns — if your email integration is disconnected, sends will fail silently.
修理： Go to Settings → Integrations, verify your Gmail or Outlook connection is active, then retry the campaign send.
📌 注記： If none of these fix your issue, contact folk support via the in-app chat bubble or at help.folk.app.
フォークとは何ですか?
フォーク is a modern CRM tool that helps individuals and teams manage relationships, track outreach, and close deals — all from one clean interface.
Think of it like a supercharged address book that also manages your sales pipeline, email campaigns, and team collaboration.
Watch this quick overview:
It includes these key features:
- 販売パイプライン: Track deals from first contact to closed won with a drag-and-drop Kanban board.
- Leads Tracking: Capture, enrich, and follow up with leads from one place with reminders and custom fields.
- Company Management: Organize accounts and see every contact, deal, and interaction per company.
- クライアント管理: Keep a full interaction history for every client so your team always has context.
- Email Funnels: Send personalized email sequences at scale with open and click tracking built in.
- ソーシャルセリング： Import LinkedIn contacts directly into folk with the folkX Chrome extension.
- Partnership Manager: Track every partner relationship in a dedicated pipeline with full interaction history.
- Pipeline Management: Build shared pipelines for any workflow — sales, recruiting, or partnerships — with team permissions.
For a full review, see our folk CRM review.
フォーク価格設定
Here’s what folk costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 標準 | $17.5/member/month | フリーランサー and small teams starting with CRM |
| プレミアム | $35/member/month | Growing sales and recruiting teams needing オートメーション |
| カスタム | $70/member/month | Enterprises needing custom integrations and dedicated support |
無料トライアル: Yes — folk offers a free trial with no credit card required.
返金保証: Contact folk support for refund inquiries within the first billing period.
Folk’s pricing page shows all three plans side by side so you can compare features and choose the right tier for your team size.
💰 Best Value: Premium ($35/member/month) — gives you email sequences, Magic Fields enrichment, and team collaboration at a price that’s still lower than most CRMs.
Folk vs Alternatives
How does folk compare? Here’s the competitive landscape:
| 道具 | 最適な用途 | 価格 | Rating |
|---|---|---|---|
| フォーク | Relationship-first CRM for teams | $17.5/mo | ⭐ 4.0 |
| ゴーハイレベル | All-in-one marketing agencies | $97/mo | ⭐ 4.3 |
| パイプドライブ | Sales-focused pipeline management | $14/mo | ⭐ 4.3 |
| キープ | 中小企業 オートメーション | 月額299ドル | ⭐ 4.2 |
| ハブスポット | All-in-one inbound marketing | Free/mo | ⭐ 4.0 |
| クリックファネル | Sales funnel 建設業者 | 月額81ドル | ⭐ 4.2 |
| 即座に | Cold email outreach at scale | $30/mo | ⭐ 4.3 |
| クリックアップ | Project and task management CRM hybrid | Free/mo | ⭐ 4.3 |
| 月曜日のCRM | Visual workflow management | $10/mo | ⭐ 4.2 |
| カプセルCRM | Simple CRM for small teams | Free/mo | ⭐ 4.0 |
| 洞察力のある | Project-based CRM for SMBs | 月額29ドル | ⭐ 4.1 |
| フレッシュセールス CRM | AI-powered sales automation | Free/mo | ⭐ 4.0 |
| セールスフォース | Enterprise-grade CRM customization | $25/mo | ⭐ 4.5 |
| ゼンデスク | Customer support and service teams | $55/mo | ⭐ 4.1 |
Quick picks:
- Best overall: Folk — the cleanest CRM for relationship-driven teams who need pipeline, outreach, and enrichment in one tool.
- Best budget: HubSpot Free — a solid free CRM with email tools, though less flexible than folk for custom workflows.
- Best for beginners: Pipedrive — simple pipeline-focused CRM that’s easy to set up and use on day one.
- Best for enterprises: Salesforce — unmatched customization and integrations for large organizations with complex sales processes.
🎯 Folk Alternatives
Looking for folk alternatives? Here are the top options:
- 🏢 ゴーハイレベル: All-in-one platform for marketing agencies — includes CRM, funnels, email, SMS, and white-label tools in one subscription.
- ⭐ パイプドライブ: Sales-focused CRM with a clean pipeline interface — great for teams who want a dedicated deal-tracking tool without extras.
- 💼 キープ： 中小企業 CRM with marketing automation built in — ideal for service businesses that want to automate follow-ups and appointment booking.
- 💰 ハブスポット： Free CRM with a generous feature set — best for teams already using HubSpot marketing tools who want a unified platform.
- 🚀 クリックファネル: Funnel-first platform for entrepreneurs and course creators — not a traditional CRM but great for converting leads through automated sequences.
- ⚡ 即座に: Cold email tool focused on inbox deliverability and scale — better for pure email outreach than relationship management.
- 🔧 クリックアップ: Project management tool with CRM capabilities — good for teams who want tasks, docs, and contacts in one workspace.
- 🎨 月曜日のCRM: Visual workflow CRM built on Monday.com — excellent for teams that already 月曜日を使用する for project management.
- 👶 カプセルCRM: Simple, no-frills CRM for small teams — easy to set up and affordable, with a clean contact and pipeline view.
- 📊 洞察力： CRM with project management features — suits teams who need to manage post-sale delivery alongside their pipeline.
- 🧠 フレッシュセールス CRM: AI-powered CRM from Freshworks — includes lead scoring, phone, and chat tools for teams wanting all-in-one sales automation.
- 🔥 セールスフォース: The enterprise CRM standard — massively customizable but expensive and complex; best for large teams with dedicated admins.
- 🎯 ゼンデスク: Support-first CRM ideal for customer success and service teams — stronger on tickets and help desks than sales pipelines.
For the full list, see our folk alternatives guide.
⚔️ Folk Compared
Here’s how folk stacks up against each competitor:
- Folk vs GoHighLevel: GoHighLevel wins for agencies needing funnels and white-labeling; folk wins for teams focused on relationship management and clean contact data.
- フォーク vs パイプドライブ: Pipedrive is more sales-focused with deeper reporting; folk is more flexible with better contact enrichment and LinkedIn integration.
- フォーク vs キープ: Keap offers deeper marketing automation for small businesses; folk is simpler and faster to set up for teams who just want a great CRM.
- Folk vs HubSpot: HubSpot’s free plan is hard to beat for startups; folk wins on flexibility, clean UX, and LinkedIn integration for relationship-first teams.
- Folk vs ClickFunnels: ClickFunnels is a funnel builder, not a CRM; folk wins for anyone who needs to manage ongoing relationships beyond the initial sale.
- フォーク vs インスタント: Instantly is purpose-built for cold email at scale; folk wins when you need a full CRM alongside your outreach, not just an email sender.
- Folk vs ClickUp: ClickUp is better for project and task management; folk wins when contacts and relationships are the core of your workflow.
- フォーク vs マンデー CRM: Monday CRM suits teams already in the Monday platform; folk is purpose-built for CRM with better contact enrichment and email tools.
- フォーク vs カプセル CRM: Both are simple and easy to use; folk wins with better email sequences, Magic Fields enrichment, and LinkedIn import via folkX.
- Folk vs Insightly: Insightly adds project management to CRM; folk wins for teams who want a faster, more modern interface without the added complexity.
- Folk vs Freshsales CRM: Freshsales has built-in phone and chat tools; folk wins on simplicity and LinkedIn integration for relationship-driven teams.
- フォーク vs セールスフォース: Salesforce is the enterprise heavyweight; folk wins for small to mid-size teams who want powerful CRM features without a six-month implementation.
- Folk vs Zendesk: Zendesk is built for support ticketing; folk wins for sales, recruiting, and partnership teams who need a proactive outreach-first CRM.
Start Using Folk Now
You learned how to use every major folk feature:
- ✅ Sales Pipeline
- ✅ Leads Tracking
- ✅ Company Management
- ✅ Client Management
- ✅ Email Funnels
- ✅ Social Selling
- ✅ Partnership Manager
- ✅ LinkedIn Extension
- ✅ Pipeline Management
Next step: Pick one feature and try it now.
Most people start with Sales Pipeline.
It takes less than 5 minutes.
よくある質問
How do I set up my first folk CRM account?
Go to folk.app and click “Get started for free.” You can sign up with Google or your email address. Once you confirm your email, folk walks you through a quick onboarding to name your workspace and choose your primary use case. The whole setup takes about three minutes.
What is the folkX Chrome extension and how do I use it?
FolkX is folk’s browser extension that lets you save contacts directly from LinkedIn to your folk workspace with one click. Install it from the Chrome Web Store, log in with your folk account, and a save button will appear on LinkedIn profiles and search results. The extension automatically captures name, title, company, and email — no manual typing needed.
How to use folk to import contacts from LinkedIn?
The easiest way is to install the folkX Chrome extension and click the save button on any LinkedIn profile or search results page. Folk captures all available contact data automatically. Alternatively, you can export a CSV from LinkedIn and import it directly into folk — folk’s column mapper will match the fields for you.
What are folk Magic Fields and how do they use AI?
Magic Fields are folk’s AI-powered enrichment feature that automatically fills in missing contact data. Open any contact record, click “Enrich,” and folk searches the web to fill in job title, company size, LinkedIn URL, and other details. This saves hours of manual research and ensures your contact database stays accurate and up to date.
How do I create a sales pipeline in folk?
Click “Pipelines” in the left sidebar and select “New pipeline.” Name your pipeline and add stages that match your sales process (e.g., Prospecting, Demo, Proposal, Closed). Then add contacts as deal cards and drag them between stages as deals progress. You can also add custom fields to cards for deal value, close date, and priority.
How to use folk for bulk email campaigns and sequences?
Open the group you want to email, select the contacts, and click “Send emails.” Folk’s email editor supports merge tags like {{first_name}} and {{company}} for personalization. You can schedule the send time and folk tracks open rates, click rates, and replies automatically. Connect your Gmail or Outlook first to enable sending.
Can I use folk to collaborate with my team on contacts?
Yes — folk is built for team collaboration. You can invite teammates to your workspace and share specific groups and pipelines with them. Role-based permissions let you control who can view or edit each group. All notes, emails, and activity are visible to the whole team in real time.
How do I integrate Gmail or Outlook with folk?
Go to Settings → Integrations and click “Connect” next to Gmail or Outlook. Complete the OAuth authorization flow and folk will start syncing emails automatically. Once connected, every email you send or receive from a contact in folk is logged to their record — giving you a full conversation history without any manual copy-pasting.
How to use folk for automated lead enrichment?
Folk’s Magic Fields feature handles lead enrichment automatically. Add a contact, click “Enrich” on their record, and folk’s AI fills in missing details like job title, company, and LinkedIn profile. You can also set up automatic enrichment rules so new contacts imported via folkX or CSV are enriched without any manual action.
What is the difference between Groups and Views in folk?
Groups are collections of contacts organized by category (e.g., Leads, Clients, Partners). Views are different ways to display the same group — you can switch between spreadsheet, Kanban, calendar, and list views without changing the underlying data. Use groups to segment your contacts and views to see them in the format that fits your workflow.
How do I set up reminders and follow-ups in folk?
Open any contact record and click the “Remind me” button to set a follow-up date and time. Folk sends you a notification when the reminder fires. You can also add a note describing what you want to do — so when the reminder appears, you have full context ready to act immediately.
How to use folk to manage fundraising or recruiting?
Create a dedicated group for investors or candidates and build a pipeline with stages matching your process (e.g., for recruiting: Applied, Phone Screen, Interview, Offer, Hired). Use custom fields to track relevant details like funding stage or role applied for. Folk’s email sequences let you send personalized outreach to multiple candidates or investors at once.
Can I sync my WhatsApp conversations with folk CRM?
Folk does not have a native WhatsApp integration at this time. However, you can manually log WhatsApp conversations as notes on a contact’s record to keep a full interaction history. Folk’s Zapier integration may also allow indirect WhatsApp syncing through third-party automation tools.
How do I use folk to track email opens and clicks?
When you send an email campaign through folk, open tracking and click tracking are enabled automatically. After sending, go to the campaign overview to see who opened your email, who clicked a link, and who replied. This data appears both at the campaign level and on each individual contact’s record.
How to use folk to deduplicate and clean my contact data?
Go to Settings → Contacts → Find Duplicates and folk will scan your database for contacts with matching emails, names, or phone numbers. Review the suggested duplicates and click “Merge” to combine them into a single clean record. Run this check after any large CSV import to keep your database accurate.
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