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

Início rápido

This guide covers every Folk feature:

• Começando — Crie sua conta e conecte seus dados
• Como usar o funil de vendas — Drag deals through stages and see your whole book of business at a glance
• Como usar o rastreamento de leads — Track each lead’s source, status, and next action in one view
• Como usar o gerenciamento da empresa — Roll individual contacts up into a company view with shared notes
• Como usar o gerenciamento de clientes — Track live clients, renewals, and check-in cadence after the sale
• Como usar funis de e-mail — Build multi-step email sequences with real personalization
• Como usar as vendas sociais — Capture social conversations as CRM activity you can act on
• Como usar o Gerenciador de Parcerias — Manage partners and referral sources beside your direct deals
• Como usar a extensão do LinkedIn — Capture contacts straight from LinkedIn with the folkX extension
• Como usar o gerenciamento de dutos — Forecast, review, and clean up pipelines as a team

Tempo necessário: 5 minutos por filme

Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas

Por que confiar neste guia?

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.

Este guia mostra como usar cada recurso principal, passo a passo, com dicas profissionais.

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

Tutorial folclórico

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.

Povo

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.

EXPERIMENTE O FOLK AGORA →

LER A RESENHA COMPLETA →

ALTERNATIVAS FOLK →

Primeiros passos com Folk

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

Leva cerca de três minutos.

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

Agora vamos analisar cada etapa.

Passo 1: Crie sua conta

Go to the Folk website and click Start Free Trial.

Insira seu e-mail profissional e crie uma senha.

✓ Ponto de verificação: Verifique o seu caixa de entrada para o e-mail de confirmação.

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:

✓ Ponto de verificação: 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 negócios precisa.

Two or three fields is plenty at the start.

Como usar o funil de vendas da Folk

Pipeline de Vendas 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.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Rastreamento de leads 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.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Gestão da Empresa 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.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Gestão de Clientes 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 cedo warning signal any CRM can give you.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar funis de e-mail populares

Funis de e-mail lets you send a personalized outreach sequence at scale without sounding automated.

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

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Vendas sociais 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.

Veja aqui como usá-lo passo a passo.

Passo 1: Conecte suas contas de redes sociais

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 assistente suggests a next step based on that context.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar o Folk Partnership Manager

Gerente de Parcerias 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.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar a extensão Folk do LinkedIn

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.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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

Gestão de dutos 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 dados stays current.

Veja aqui como usá-lo passo a passo.

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Dicas e Atalhos Profissionais para o Folk

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

Atalhos de teclado

Características ocultas que a maioria das pessoas não percebe

• 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.
• Capacidades de integração: Folk connects to Gmail, Slack, and thousands of apps through Zapier, so data flows without manual export.
• Group templates: Duplicate a group structure for a new market and keep your fields consistent.

Erros comuns que as pessoas costumam evitar.

Mistake #1: Importing everything at once

Mistake #2: Treating Folk like a spreadsheet

Mistake #3: Automating before personalizing

Solução de problemas populares

Problem: Email sync stopped working

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

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

Problem: The folkX extension is not capturing

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

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

Problem: Duplicate contacts keep appearing

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

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

Problem: Sequence emails land in spam

Causa: A new sending domain with no aquecimento história.

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

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

O que é Folk?

Povo 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.

Veja esta breve visão geral:

Inclui estas características principais:

• Pipeline de Vendas: A visual board where deals move stage by stage
• Rastreamento de leads: Source, status, and next step for every inbound lead
• Gestão da Empresa: One record per company, with all its people attached
• Gestão de Clientes: Renewals, check-ins, and health for existing clients
• Funis de e-mail: Automated follow ups that still read as human
• Vendas sociais: Social touches logged as real pipeline activity
• Gerente de Parcerias: Partner records, referral tracking, and intro history
• Extensão do LinkedIn: One-click contact capture from LinkedIn profiles
• Gestão de Oleodutos: Shared pipelines, forecasting, and weekly review views

Para uma análise completa, consulte nosso artigo. Folk review.

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

Preços populares

Here is what Folk costs in 2026:

Teste grátis: Yes, with no credit card required at sign-up.

Garantia de reembolso: 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.

💰 Melhor custo-benefício: Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.

Folk vs Alternativas

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

Escolhas rápidas:

• Melhor no geral: Folk — the fastest way to connect contacts, notes, and pipeline in one app.
• Melhor orçamento: Capsule CRM — the cheapest way to track contacts and tasks.
• Ideal para iniciantes: Folk — a spreadsheet-style form that needs no training.
• Best for enterprise sales: Salesforce — deeper reportagem once your team passes fifty reps.

🎯 Alternativas Folk

Procurando alternativas ao folk? Aqui estão as melhores opções:

• 🚀 GoHighLevel: All-in-one agency platform with funnels, SMS, and white labeling built in.
• 🌟 Pipedrive: Deal-first CRM with the cleanest visual pipeline in the industry.
• ⚡ Keap: Pequena empresa automação with invoicing and marketing under one roof.
• 🏢 HubSpot: Free tier plus deep marketing tools, though costs climb quickly with scale.
• 🎨 ClickFunnels: Landing page and funnel builder rather than a true relationship CRM.
• 💼 Imediatamente: E-mail frio at volume with inbox rotation and deliverability warmup.
• 🔧 ClickUp: Project management first, with CRM views bolted on through custom fields.
• 📊 CRM de segunda-feira: Colorful boards and workflows that non-sales teams pick up fast.
• 👶 CRM Cápsula: Simple, affordable contact management for very small teams.
• 🎯 Perspicaz: CRM plus project delivery, useful when sales hands off to services.
• 🧠 Freshsales CRM: Built-in AI scoring and phone calls inside an affordable package.
• 🔒 Salesforce: Endlessly configurable enterprise standard with matching cost and setup time.
• 💰 Zendesk: Support-led platform where sales sits beside ticketing and live chat.

Para ver a lista completa, consulte nosso Folk alternatives guia.

⚔️ Comparação Popular

Here is how Folk stacks up against each competitor:

• Folk vs GoHighLevel: GoHighLevel wins for agencies reselling marketing. Folk wins for relationship-led sales teams that want a clean contact database.
• Folk vs Pipedrive: Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.
• Folk vs Keap: 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.
• Folk vs Instantaneamente: 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.
• Folk vs Segunda-feira CRM: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
• CRM Popular vs. CRM em Cápsulas: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
• Folk vs. Insightly: Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.
• Folk vs Freshsales 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.

Comece a usar o Folk agora mesmo

You learned how to use every major Folk feature:

• ✅ Funil de Vendas
• ✅ Rastreamento de Leads
• ✅ Gestão da Empresa
• ✅ Gestão de Clientes
• ✅ Funis de e-mail
• ✅ Vendas Sociais
• ✅ Gerente de Parcerias
• ✅ Extensão do LinkedIn
• ✅ Gestão de Oleodutos

Próximo passo: Pick one feature and try it today.

A maioria das pessoas começa com o funil de vendas.

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

Perguntas frequentes

O que é CRM popular?

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

O Folk é um bom CRM?

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.