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

빠른 시작

This guide covers every Folk feature:

• 시작하기 — 계정을 만들고 데이터를 연결하세요
• 영업 파이프라인 사용 방법 — Drag deals through stages and see your whole book of business at a glance
• 리드 추적 사용 방법 — Track each lead’s source, status, and next action in one view
• 회사 관리 기능을 사용하는 방법 — Roll individual contacts up into a company view with shared notes
• 클라이언트 관리 사용 방법 — Track live clients, renewals, and check-in cadence after the sale
• 이메일 퍼널 사용 방법 — Build multi-step email sequences with real personalization
• 소셜 셀링 활용 방법 — Capture social conversations as CRM activity you can act on
• 파트너십 관리자 사용 방법 — Manage partners and referral sources beside your direct deals
• LinkedIn 확장 프로그램 사용 방법 — Capture contacts straight from LinkedIn with the folkX extension
• 파이프라인 관리 사용 방법 — Forecast, review, and clean up pipelines as a team

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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.

이 가이드는 모든 주요 기능을 단계별로 사용하는 방법과 전문가 팁을 제공합니다.

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

민속 강좌

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.

사람들

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.

지금 바로 포크를 시도해 보세요 →

전체 리뷰 읽기 →

민속 음악 대안 →

Folk 시작하기

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

약 3분 정도 걸립니다.

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

이제 각 단계를 하나씩 살펴보겠습니다.

1단계: 계정 생성

Go to the Folk website and click Start Free Trial.

회사 이메일 주소를 입력하고 비밀번호를 만드세요.

✓ 검문소: 확인하세요 받은 편지함 확인 이메일을 위해서요.

Step 2: Connect Google or Outlook

Folk runs in the browser and as a desktop app.

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

Here is what that connected workspace looks like:

✓ 검문소: Past emails and meetings now appear on each contact record.

Step 3: Import Contacts and Set Custom Fields

Upload a CSV or pull contacts from Google, then add the custom fields your 사업 필요.

Two or three fields is plenty at the start.

Folk Sales Pipeline 사용 방법

영업 파이프라인 lets you see every open deal on one board instead of guessing what moves next.

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

다음은 단계별 사용 방법입니다.

Step 1: Create your first pipeline

Open the Pipelines tab and click New Pipeline.

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

Step 2: Set your stages

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Every stage shows a deal count and a running total.

Step 3: Add deals and set values

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

How to Use Folk Leads Tracker

리드 추적 lets you follow every new lead from first touch to first reply without losing the thread.

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

다음은 단계별 사용 방법입니다.

Step 1: Import or capture your leads

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

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

Step 2: Tag by source and intent

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Your leads view groups records by source with owners attached.

Step 3: Set the next action

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

How to Use Folk Company Manager

회사 경영 lets you group every contact at a company under one record with shared history.

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

다음은 단계별 사용 방법입니다.

Step 1: Create the company record

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

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

Step 2: Link the people

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Opening the company shows all linked people and shared notes.

Step 3: Add account context

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

How to Use Folk Client Manager

고객 관리 lets you keep post-sale clients from drifting once the deal closes.

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

다음은 단계별 사용 방법입니다.

Step 1: Move closed deals into a client group

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

Step 2: Set a check-in cadence

Add a recurring reminder for monthly or quarterly calls.

Reminders show in your Folk notifications and your calendar.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Each client shows a last-contacted date and a next scheduled touch.

Step 3: Log every interaction

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

Logged interactions preserve context that memory quietly loses.

Folk 이메일 퍼널 사용 방법

이메일 퍼널 lets you send a personalized outreach sequence at scale without sounding automated.

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

다음은 단계별 사용 방법입니다.

Step 1: Build your sequence

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

Space steps three to four days apart for cold outreach.

Step 2: Add merge fields

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Sent, opened, and replied counts update on the sequence dashboard.

Step 3: Launch and watch replies

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

How to Use Folk Social Seller

소셜 셀링 lets you turn everyday social activity into tracked pipeline instead of scattered chats.

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

다음은 단계별 사용 방법입니다.

1단계: 소셜 계정을 연결하세요

Link LinkedIn and your email so touches log automatically.

Step 2: Log conversations as you go

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

The Folk sales 어시스턴트 suggests a next step based on that context.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Social contacts appear in your pipeline with conversation history.

Step 3: Convert warm chats to deals

Move engaged contacts into your pipeline with a source tag.

Folk Partnership Manager 사용 방법

파트너십 매니저 lets you track partners, referrals, and the introduction chain behind each deal.

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

다음은 단계별 사용 방법입니다.

Step 1: Create a partners group

Group agencies, resellers, and advisors separately from customers.

Step 2: Record who introduced whom

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

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Filtering by partner-sourced shows referred deals and their values.

Step 3: Track partner-sourced revenue

Tag those deals so you can report partner contribution monthly.

Folk LinkedIn 확장 프로그램 사용 방법

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

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

다음은 단계별 사용 방법입니다.

Step 1: Install folkX from the Chrome store

Add the extension and sign in with your Folk account.

Step 2: Capture from any profile

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

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: The new contact appears in Folk with the LinkedIn URL attached.

Step 3: Enrich before you save

Let Folk find the work email and fill missing details.

How to Use Folk Pipeline Manager

파이프라인 관리 lets you run weekly reviews on shared pipelines your whole team can see.

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

다음은 단계별 사용 방법입니다.

Step 1: Share the pipeline with your team

Invite teammates and set role-based permissions per pipeline.

Step 2: Run a weekly review view

Sort by close date to see what lands this month.

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

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Your forecast total matches the deals you would defend out loud.

Step 3: Archive dead deals honestly

Move stalled deals out so your forecast stays believable.

민속 전문가 팁과 지름길

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

키보드 단축키

대부분의 사람들이 놓치는 숨겨진 기능들

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

사람들이 흔히 저지르는 실수들을 피하는 방법

Mistake #1: Importing everything at once

Mistake #2: Treating Folk like a spreadsheet

Mistake #3: Automating before personalizing

민속 문제 해결

Problem: Email sync stopped working

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

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

Problem: The folkX extension is not capturing

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

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

Problem: Duplicate contacts keep appearing

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

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

Problem: Sequence emails land in spam

원인: A new sending domain with no 워밍업 역사.

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

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

Folk란 무엇인가요?

사람들 is a CRM built around contacts and relationships rather than deals and transactions alone.

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

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

이 간단한 개요를 시청하세요:

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

• 영업 파이프라인: A visual board where deals move stage by stage
• 리드 추적: Source, status, and next step for every inbound lead
• 회사 경영: One record per company, with all its people attached
• 고객 관리: Renewals, check-ins, and health for existing clients
• 이메일 유입 경로: Automated follow ups that still read as human
• 소셜 셀링: Social touches logged as real pipeline activity
• 파트너십 매니저: Partner records, referral tracking, and intro history
• LinkedIn 확장 프로그램: One-click contact capture from LinkedIn profiles
• 파이프라인 관리: Shared pipelines, forecasting, and weekly review views

자세한 내용은 저희 웹사이트를 참조하세요. Folk review.

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

민속 가격

Here is what Folk costs in 2026:

무료 체험: Yes, with no credit card required at sign-up.

환불 보장: No formal guarantee, but annual plans can be cancelled before renewal.

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

💰 최고의 가성비: Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.

민속 vs 대안

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

빠른 추천:

• 종합 최고상: Folk — the fastest way to connect contacts, notes, and pipeline in one app.
• 최고의 가성비: Capsule CRM — the cheapest way to track contacts and tasks.
• 초보자에게 가장 적합: Folk — a spreadsheet-style form that needs no training.
• Best for enterprise sales: Salesforce — deeper 보고 once your team passes fifty reps.

🎯 포크 얼터너티브

Folk 음악의 대안을 찾고 계신가요? 최고의 선택지를 소개합니다:

• 🚀 고하이레벨: All-in-one agency platform with funnels, SMS, and white labeling built in.
• 🌟 파이프드라이브: Deal-first CRM with the cleanest visual pipeline in the industry.
• ⚡ 킵: 소규모 사업체 오토메이션 with invoicing and marketing under one roof.
• 🏢 허브스팟: Free tier plus deep marketing tools, though costs climb quickly with scale.
• 🎨 클릭퍼널즈: Landing page and funnel builder rather than a true relationship CRM.
• 💼 곧: 콜드 이메일 at volume with inbox rotation and deliverability warmup.
• 🔧 클릭업: Project management first, with CRM views bolted on through custom fields.
• 📊 월요일 CRM: Colorful boards and workflows that non-sales teams pick up fast.
• 👶 캡슐 CRM: Simple, affordable contact management for very small teams.
• 🎯 통찰력 있게: CRM plus project delivery, useful when sales hands off to services.
• 🧠 프레쉬세일즈 CRM: Built-in AI scoring and phone calls inside an affordable package.
• 🔒 세일즈포스: Endlessly configurable enterprise standard with matching cost and setup time.
• 💰 젠데스크: Support-led platform where sales sits beside ticketing and live chat.

전체 목록은 다음을 참조하세요. Folk alternatives 가이드.

⚔️ 사람들 비교

Here is how Folk stacks up against each competitor:

• 포크 vs 고하이레벨: GoHighLevel wins for agencies reselling marketing. Folk wins for relationship-led sales teams that want a clean contact database.
• 포크 vs 파이프드라이브: Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.
• 포크 vs 킵: Keap bundles billing and marketing. Folk stays lighter and far faster to set up.
• Folk vs HubSpot: HubSpot offers more modules. Folk costs less and avoids the admin overhead most small teams never need.
• Folk vs ClickFunnels: ClickFunnels builds pages. Folk manages the people who fill them in, so the two work together.
• 포크 vs 인스턴트: Instantly sends more cold volume. Folk sends fewer, better emails tied to real contact history.
• Folk vs ClickUp: ClickUp manages projects better. Folk manages relationships better, and the difference shows within a month.
• 월요일 CRM과 일반 CRM의 차이점: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
• Folk vs Capsule CRM: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
• 민속 vs 인사이트리: Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.
• Folk vs Freshales 고객 관계 관리(CRM): Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.
• Folk vs Salesforce: Salesforce scales to enterprise. Folk gets a modern team running the same week without a consultant.
• Folk vs Zendesk: Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.

지금 바로 Folk를 사용해 보세요

You learned how to use every major Folk feature:

• ✅ 영업 파이프라인
• ✅ 리드 추적
• ✅ 회사 경영
• ✅ 고객 관리
• ✅ 이메일 퍼널
• ✅ 소셜 셀링
• ✅ 파트너십 매니저
• ✅ 링크드인 확장 프로그램
• ✅ 파이프라인 관리

다음 단계: Pick one feature and try it today.

대부분의 사람들은 영업 파이프라인부터 시작합니다.

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

자주 묻는 질문

Folk CRM이란 무엇인가요?

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

Folk는 좋은 CRM인가요?

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

Is Folk CRM related to folk music?

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

Does Folk have a LinkedIn integration?

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

How much does Folk cost?

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