How to Use Folk 2026: The Best CRM for Networking & Outreach

クイックスタート

This guide covers every Folk feature:

• はじめる — アカウントを作成してデータを接続してください
• セールスパイプラインの使い方 — Drag deals through stages and see your whole book of business at a glance
• リードトラッキングの使い方 — Track each lead’s source, status, and next action in one view
• 会社管理の使い方 — Roll individual contacts up into a company view with shared notes
• クライアント管理の使い方 — Track live clients, renewals, and check-in cadence after the sale
• メールファネルの使い方 — Build multi-step email sequences with real personalization
• ソーシャルセリングの活用方法 — Capture social conversations as CRM activity you can act on
• パートナーシップマネージャーの使い方 — Manage partners and referral sources beside your direct deals
• LinkedIn拡張機能の使い方 — Capture contacts straight from LinkedIn with the folkX extension
• パイプライン管理の使い方 — Forecast, review, and clean up pipelines as a team

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

I moved my own contacts into Folk eleven months ago and have tested every feature since. This tutorial comes from daily use, not vendor screenshots.

Folk is one of the most approachable CRM tools in the world of modern sales software.

But most people only scratch the surface of what the app can do.

A quick note before we start: folk music has nothing to do with this tool, despite the shared name.

このガイドでは、主要な機能の使い方を、プロのアドバイスを交えながら、手順を追って解説します。

Folk exists for building real relationships at scale, not for logging admin stuff.

フォークチュートリアル

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.

フォーク

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.

今すぐFOLKをお試しください →

レビュー全文を読む →

フォーク・オルタナティブズ →

フォーク音楽入門

Before touching any feature, finish this one-time setup.

約3分かかります。

Here is how the app looked when I first decided to switch:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

Go to the Folk website and click Start Free Trial.

会社のメールアドレスを入力し、パスワードを作成してください。

✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。

Step 2: Connect Google or Outlook

Folk runs in the browser and as a desktop app.

Connect your Google or Microsoft account so email, calendar, and contacts sync automatically.

Here is what that connected workspace looks like:

✓ チェックポイント: Past emails and meetings now appear on each contact record.

Step 3: Import Contacts and Set Custom Fields

Upload a CSV or pull contacts from Google, then add the custom fields your 仕事 ニーズ。

Two or three fields is plenty at the start.

Folk Sales Pipelineの使い方

販売パイプライン lets you see every open deal on one board instead of guessing what moves next.

Most teams over-build this on day one. Start with the four stages you actually talk about in meetings, then add more once real deals expose the gaps.

以下に、その使用方法をステップごとに説明します。

Step 1: Create your first pipeline

Open the Pipelines tab and click New Pipeline.

Name it after the deal type you sell, not the team that owns it.

Step 2: Set your stages

Rename the default stages to match the process you already run.

これは以下のようなものです。

✓ チェックポイント: Every stage shows a deal count and a running total.

Step 3: Add deals and set values

Drop contacts into the first stage and add deal size plus close date.

How to Use Folk Leads Tracker

リードトラッキング lets you follow every new lead from first touch to first reply without losing the thread.

Tagging by source is the part people skip. Without it you cannot tell which channel produced the deals you closed, and budget decisions turn into guesswork.

以下に、その使用方法をステップごとに説明します。

Step 1: Import or capture your leads

Upload a CSV, connect a form, or capture leads with the folkX extension.

Folk deduplicates on email so repeat sign-ups never create clutter.

Step 2: Tag by source and intent

Add tags like webinar, referral, or cold list to each new record.

これは以下のようなものです。

✓ チェックポイント: Your leads view groups records by source with owners attached.

Step 3: Set the next action

Assign an owner and a due date so nothing sits untouched.

How to Use Folk Company Manager

会社経営 lets you group every contact at a company under one record with shared history.

A company record is where scattered details become one story. When a champion leaves, the history stays with the account instead of walking out with them.

以下に、その使用方法をステップごとに説明します。

Step 1: Create the company record

Add the company name and domain, then let Folk enrich the rest.

Built-in enrichment pulls headcount and industry without extra add-ons.

Step 2: Link the people

Attach every contact at that company so the group stays together.

これは以下のようなものです。

✓ チェックポイント: Opening the company shows all linked people and shared notes.

Step 3: Add account context

Note the buying committee, renewal date, and current blockers.

How to Use Folk Client Manager

クライアント管理 lets you keep post-sale clients from drifting once the deal closes.

Churn rarely announces itself. A client who has not been contacted in 90 days is the clearest 早い warning signal any CRM can give you.

以下に、その使用方法をステップごとに説明します。

Step 1: Move closed deals into a client group

Create a group called Active Clients and move won deals into it.

Step 2: Set a check-in cadence

Add a recurring reminder for monthly or quarterly calls.

Reminders show in your Folk notifications and your calendar.

これは以下のようなものです。

✓ チェックポイント: Each client shows a last-contacted date and a next scheduled touch.

Step 3: Log every interaction

Record calls, meetings, and emails against the client record.

Logged interactions preserve context that memory quietly loses.

Folk Email Funnelsの使い方

メールファネル lets you send a personalized outreach sequence at scale without sounding automated.

Templates only work when the variables are filled. Run a quick 監査 for blank merge fields before launch, or a prospect gets an email addressed to nobody.

以下に、その使用方法をステップごとに説明します。

Step 1: Build your sequence

Open Sequences and add your first email plus two follow ups.

Space steps three to four days apart for cold outreach.

Step 2: Add merge fields

Pull in first name, company, and any custom fields you have filled.

これは以下のようなものです。

✓ チェックポイント: Sent, opened, and replied counts update on the sequence dashboard.

Step 3: Launch and watch replies

Select a group, start the sequence, and let replies pause it automatically.

How to Use Folk Social Seller

ソーシャルセリング lets you turn everyday social activity into tracked pipeline instead of scattered chats.

Social selling fails when it lives only in your head. Logging the thread means a teammate can pick up the conversation without asking you what happened.

以下に、その使用方法をステップごとに説明します。

ステップ1：ソーシャルアカウントを接続する

Link LinkedIn and your email so touches log automatically.

Step 2: Log conversations as you go

Add a note the moment a comment thread turns into real interest.

The Folk sales アシスタント suggests a next step based on that context.

これは以下のようなものです。

✓ チェックポイント: Social contacts appear in your pipeline with conversation history.

Step 3: Convert warm chats to deals

Move engaged contacts into your pipeline with a source tag.

Folk Partnership Manager の使い方

パートナーシップマネージャー lets you track partners, referrals, and the introduction chain behind each deal.

A warm introduction closes faster than any cold sequence. Recording the chain lets you thank the right person and ask them again at the right point.

以下に、その使用方法をステップごとに説明します。

Step 1: Create a partners group

Group agencies, resellers, and advisors separately from customers.

Step 2: Record who introduced whom

Link each referred contact back to the partner who sent them.

This is where a single source of truth pays for itself.

これは以下のようなものです。

✓ チェックポイント: Filtering by partner-sourced shows referred deals and their values.

Step 3: Track partner-sourced revenue

Tag those deals so you can report partner contribution monthly.

Folk LinkedIn拡張機能の使い方

LinkedIn Extension lets you add a prospect’s LinkedIn profile to your CRM in a single click.

The extension also works on search results and company pages, so an entire target list can be captured in one sitting without touching a spreadsheet.

以下に、その使用方法をステップごとに説明します。

Step 1: Install folkX from the Chrome store

Add the extension and sign in with your Folk account.

Step 2: Capture from any profile

Open a prospect’s LinkedIn page and click the folkX icon.

Name, role, and company import automatically into your chosen group.

これは以下のようなものです。

✓ チェックポイント: The new contact appears in Folk with the LinkedIn URL attached.

Step 3: Enrich before you save

Let Folk find the work email and fill missing details.

How to Use Folk Pipeline Manager

パイプライン管理 lets you run weekly reviews on shared pipelines your whole team can see.

The beauty is that your calendar and pipeline stay integrated, so insights surface during the review itself. Tie it to a fixed meeting slot and the データ stays current.

以下に、その使用方法をステップごとに説明します。

Step 1: Share the pipeline with your team

Invite teammates and set role-based permissions per pipeline.

Step 2: Run a weekly review view

Sort by close date to see what lands this month.

Anything with a past close date needs a decision, not a nudge.

これは以下のようなものです。

✓ チェックポイント: Your forecast total matches the deals you would defend out loud.

Step 3: Archive dead deals honestly

Move stalled deals out so your forecast stays believable.

フォークプロのヒントとショートカット

After eleven months of daily use, here are the shortcuts and habits that made my week more efficient.

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• Smart fields: Let Folk fill company size and industry automatically instead of typing them by hand.
• Saved views: Build one view for stale leads and pin it. It becomes your Monday planning list.
• 統合機能: Folk connects to Gmail, Slack, and thousands of apps through ザピエール, so data flows without manual export.
• Group templates: Duplicate a group structure for a new market and keep your fields consistent.

避けるべきよくある間違い

Mistake #1: Importing everything at once

Mistake #2: Treating Folk like a spreadsheet

Mistake #3: Automating before personalizing

民俗トラブルシューティング

Problem: Email sync stopped working

原因： Your Google or Microsoft token expired after a password change.

修理： Open Settings, disconnect the mailbox, then reconnect and grant calendar access again.

Problem: The folkX extension is not capturing

原因： LinkedIn changed its page layout or you are signed into the wrong Folk workspace.

修理： Update the extension in Chrome, refresh the profile page, and confirm your active workspace.

Problem: Duplicate contacts keep appearing

原因： The same person was imported under two different email addresses.

修理： Use the merge tool in the contacts view and set email as your matching key going forward.

Problem: Sequence emails land in spam

原因： A new sending domain with no 準備し始める 歴史。

修理： Send under fifty emails daily for two weeks and add a plain-text signature.

📌 注記： If none of these fix your issue, contact Folk support from inside the app.

フォークとは何ですか?

フォーク is a CRM built around contacts and relationships rather than deals and transactions alone.

Think of it as a shared address book with a memory, a pipeline, and an outbox attached.

It became my single source of truth for every client, lead, and partner conversation.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• 販売パイプライン: A visual board where deals move stage by stage
• リード追跡: Source, status, and next step for every inbound lead
• 会社経営： One record per company, with all its people attached
• クライアント管理: Renewals, check-ins, and health for existing clients
• メールファネル： Automated follow ups that still read as human
• ソーシャルセリング： Social touches logged as real pipeline activity
• パートナーシップマネージャー： Partner records, referral tracking, and intro history
• LinkedIn拡張機能： One-click contact capture from LinkedIn profiles
• パイプライン管理： Shared pipelines, forecasting, and weekly review views

詳細なレビューについては、こちらをご覧ください。 Folk review.

The interface resembles a familiar spreadsheet, which is why teams adopt it without training.

フォーク価格設定

Here is what Folk costs in 2026:

無料トライアル: Yes, with no credit card required at sign-up.

返金保証: No formal guarantee, but annual plans can be cancelled before renewal.

Pricing is per member, so a three-person team on Standard pays $52.5 each month.

💰 最もお得な価格: Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.

フォーク vs オルタナティブ

How does Folk compare against the rest of the CRM industry? Here is the competitive landscape.

おすすめ商品：

• 総合ベスト： Folk — the fastest way to connect contacts, notes, and pipeline in one app.
• ベスト予算： Capsule CRM — the cheapest way to track contacts and tasks.
• 初心者におすすめ： Folk — a spreadsheet-style form that needs no training.
• Best for enterprise sales: Salesforce — deeper 報告 once your team passes fifty reps.

🎯 フォークオルタナティブ

フォークミュージックの代替案をお探しですか？おすすめの選択肢はこちらです。

• 🚀 ゴーハイレベル: All-in-one agency platform with funnels, SMS, and white labeling built in.
• 🌟 パイプドライブ: Deal-first CRM with the cleanest visual pipeline in the industry.
• ⚡ キープ： 中小企業 オートメーション with invoicing and marketing under one roof.
• 🏢 ハブスポット： Free tier plus deep marketing tools, though costs climb quickly with scale.
• 🎨 クリックファネル: Landing page and funnel builder rather than a true relationship CRM.
• 💼 即座に: コールドメール at volume with inbox rotation and deliverability warmup.
• 🔧 クリックアップ: Project management first, with CRM views bolted on through custom fields.
• 📊 月曜日のCRM: Colorful boards and workflows that non-sales teams pick up fast.
• 👶 カプセルCRM: Simple, affordable contact management for very small teams.
• 🎯 洞察力： CRM plus project delivery, useful when sales hands off to services.
• 🧠 フレッシュセールス CRM: Built-in AI scoring and phone calls inside an affordable package.
• 🔒 セールスフォース: Endlessly configurable enterprise standard with matching cost and setup time.
• 💰 ゼンデスク: Support-led platform where sales sits beside ticketing and live chat.

全リストについては、こちらをご覧ください。 Folk alternatives ガイド。

⚔️ フォーク・コンペアード

Here is how Folk stacks up against each competitor:

• Folk vs GoHighLevel: GoHighLevel wins for agencies reselling marketing. Folk wins for relationship-led sales teams that want a clean contact database.
• フォーク vs パイプドライブ: Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.
• フォーク vs キープ: Keap bundles billing and marketing. Folk stays lighter and far faster to set up.
• Folk vs Hubspot: HubSpot offers more modules. Folk costs less and avoids the admin overhead most small teams never need.
• Folk vs ClickFunnels: ClickFunnels builds pages. Folk manages the people who fill them in, so the two work together.
• フォーク vs インスタント: Instantly sends more cold volume. Folk sends fewer, better emails tied to real contact history.
• Folk vs ClickUp: ClickUp manages projects better. Folk manages relationships better, and the difference shows within a month.
• フォーク vs マンデー CRM: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
• フォーク vs カプセル CRM: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
• Folk vs Insightly: Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.
• フォーク対フレッシュセールズ CRM: Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.
• フォーク vs セールスフォース: Salesforce scales to enterprise. Folk gets a modern team running the same week without a consultant.
• Folk vs Zendesk: Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.

今すぐFolkを使い始めましょう

You learned how to use every major Folk feature:

• ✅ 販売パイプライン
• ✅ リード追跡
• ✅ 会社経営
• ✅ 顧客管理
• ✅ メールファネル
• ✅ソーシャルセリング
• ✅ パートナーシップマネージャー
• ✅ LinkedIn拡張機能
• ✅ パイプライン管理

次のステップ： Pick one feature and try it today.

ほとんどの人はセールスパイプラインから始める。

It takes less than five minutes to sell yourself on the process.

よくある質問

フォークCRMとは何ですか？

Folk is a lightweight CRM built around contacts and relationships rather than deals alone. It combines enrichment, sequences, and LinkedIn capture in one place.

folkは優れたCRMツールでしょうか？

Yes, for small and modern sales teams. Folk is quick to set up, easy to learn, and strong on outreach, though enterprise reporting is thinner than Salesforce.

Is Folk CRM related to folk music?

No. Despite the shared name, folk music has nothing to do with this app. Folk is a business tool for managing contacts, pipeline, and outreach.

Does Folk have a LinkedIn integration?

Yes. The folkX Chrome extension captures any prospect’s LinkedIn profile in one click and imports name, role, and company into your chosen group.

How much does Folk cost?

Folk starts at $17.5 per member per month on Standard. Premium is $35 and Custom is $70 per member monthly, billed per seat.