{"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\/ja\/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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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, 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. This guide shows you [&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\/ja\/wp-json\/wp\/v2\/posts\/205688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/comments?post=205688"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/205688\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media\/205689"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media?parent=205688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/categories?post=205688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/tags?post=205688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}