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

Быстрый старт

This guide covers every Folk feature:

• Начиная — Создайте свою учетную запись и подключите свои данные.
• Как использовать воронку продаж — Drag deals through stages and see your whole book of business at a glance
• Как использовать отслеживание лидов — Track each lead’s source, status, and next action in one view
• Как использовать систему управления компанией — Roll individual contacts up into a company view with shared notes
• Как использовать управление клиентами — Track live clients, renewals, and check-in cadence after the sale
• Как использовать email-воронки — Build multi-step email sequences with real personalization
• Как использовать социальные продажи — Capture social conversations as CRM activity you can act on
• Как использовать менеджер партнерских программ — Manage partners and referral sources beside your direct deals
• Как использовать расширение LinkedIn — Capture contacts straight from LinkedIn with the folkX extension
• Как использовать управление конвейерами — Forecast, review, and clean up pipelines as a team

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

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.

В этом руководстве шаг за шагом показано, как использовать каждую из основных функций, а также приведены полезные советы.

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

Народный урок

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.

Народ

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.

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Начало работы с фольклором

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

Это займет около трех минут.

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

Теперь давайте рассмотрим каждый шаг.

Шаг 1: Создайте свою учетную запись

Go to the Folk website and click Start Free Trial.

Введите свой рабочий адрес электронной почты и создайте пароль.

✓ Контрольная точка: Проверьте свой входящие для подтверждающего письма.

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:

✓ Контрольная точка: 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 бизнес потребности.

Two or three fields is plenty at the start.

Как использовать воронку продаж Folk

Воронка продаж 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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

Отслеживание потенциальных клиентов 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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

Управление компанией 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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

Управление клиентами 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 рано warning signal any CRM can give you.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать email-воронки Folk

Воронки email-рассылок lets you send a personalized outreach sequence at scale without sounding automated.

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

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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

Социальные продажи 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.

Вот пошаговая инструкция по его использованию.

Шаг 1: Подключите свои аккаунты в социальных сетях

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 помощник suggests a next step based on that context.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать Folk Partnership Manager

Менеджер по партнерским отношениям 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как использовать расширение Folk для 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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

Управление трубопроводами 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 данные stays current.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Советы и полезные приемы от Folk Pro

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

Клавиатурные сочетания

Скрытые функции, которые большинство людей упускают из виду.

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

Распространенные народные заблуждения, которых следует избегать.

Mistake #1: Importing everything at once

Mistake #2: Treating Folk like a spreadsheet

Mistake #3: Automating before personalizing

Народная диагностика и устранение неполадок

Problem: Email sync stopped working

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

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

Problem: The folkX extension is not capturing

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

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

Problem: Duplicate contacts keep appearing

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

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

Problem: Sequence emails land in spam

Причина: A new sending domain with no разогревать история.

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

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

Что такое фольклор?

Народ 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.

Посмотрите этот краткий обзор:

В его состав входят следующие ключевые особенности:

• Воронка продаж: A visual board where deals move stage by stage
• Отслеживание потенциальных клиентов: Source, status, and next step for every inbound lead
• Руководство компании: One record per company, with all its people attached
• Управление клиентами: Renewals, check-ins, and health for existing clients
• Email-воронки: Automated follow ups that still read as human
• Социальные продажи: Social touches logged as real pipeline activity
• Менеджер по партнерским отношениям: Partner records, referral tracking, and intro history
• Расширение LinkedIn: One-click contact capture from LinkedIn profiles
• Управление конвейером: Shared pipelines, forecasting, and weekly review views

Полный обзор смотрите в нашем разделе Folk review.

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

Народные цены

Here is what Folk costs in 2026:

Бесплатная пробная версия: Yes, with no credit card required at sign-up.

Гарантия возврата денег: 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.

💰 Лучшее соотношение цены и качества: Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.

Народная культура против альтернатив

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

Краткий выбор:

• Лучший вариант в целом: Folk — the fastest way to connect contacts, notes, and pipeline in one app.
• Оптимальный бюджет: Capsule CRM — the cheapest way to track contacts and tasks.
• Лучший вариант для начинающих: Folk — a spreadsheet-style form that needs no training.
• Best for enterprise sales: Salesforce — deeper отчетность once your team passes fifty reps.

🎯 Народные альтернативы

Ищете альтернативы Folk? Вот лучшие варианты:

• 🚀 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.
• ⚡ Кеап: Малый бизнес автоматизация 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.
• 💼 Немедленно: Холодные электронные письма at volume with inbox rotation and deliverability warmup.
• 🔧 ClickUp: Project management first, with CRM views bolted on through custom fields.
• 📊 CRM в понедельник: Colorful boards and workflows that non-sales teams pick up fast.
• 👶 Капсульная CRM-система: Simple, affordable contact management for very small teams.
• 🎯 Insightly: 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.

Полный список смотрите в нашем Folk alternatives гид.

⚔️ Сравнение людей

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.
• Фольк против Пайпдрайва: Pipedrive is deal-centric. Folk is contact-centric, which suits founders selling on relationships rather than volume.
• Фольк против Кипа: Keap bundles billing and marketing. Folk stays lighter and far faster to set up.
• Фолк против ХабСпота: HubSpot offers more modules. Folk costs less and avoids the admin overhead most small teams never need.
• Folk против ClickFunnels: ClickFunnels builds pages. Folk manages the people who fill them in, so the two work together.
• Народный против мгновенного: Instantly sends more cold volume. Folk sends fewer, better emails tied to real contact history.
• Фольк против КликАпа: ClickUp manages projects better. Folk manages relationships better, and the difference shows within a month.
• Народный подход против понедельничной CRM: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
• Фольклорная CRM против капсульной CRM: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
• Народный против проницательного: Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.
• Народные продажи против продаж свежих продуктов CRM: Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.
• Фолк против Salesforce: Salesforce scales to enterprise. Folk gets a modern team running the same week without a consultant.
• Фольклор против Зендеска: Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.

Начните использовать Folk прямо сейчас!

You learned how to use every major Folk feature:

• ✅ Воронка продаж
• ✅ Отслеживание потенциальных клиентов
• ✅ Управление компанией
• ✅ Управление клиентами
• ✅ Воронки продаж по электронной почте
• ✅ Социальные продажи
• ✅ Менеджер по партнерским отношениям
• ✅ Расширение для LinkedIn
• ✅ Управление конвейером

Следующий шаг: Pick one feature and try it today.

Большинство людей начинают с анализа воронки продаж.

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

Часто задаваемые вопросы

Что такое Folk CRM?

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

Подходит ли Folk для работы с CRM-системой?

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.