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

Hướng dẫn nhanh

This guide covers every Folk feature:

• Bắt đầu — Tạo tài khoản và kết nối dữ liệu của bạn
• Cách sử dụng quy trình bán hàng — Drag deals through stages and see your whole book of business at a glance
• Cách sử dụng tính năng theo dõi khách hàng tiềm năng — Track each lead’s source, status, and next action in one view
• Hướng dẫn sử dụng quản lý công ty — Roll individual contacts up into a company view with shared notes
• Hướng dẫn sử dụng quản lý khách hàng — Track live clients, renewals, and check-in cadence after the sale
• Cách sử dụng phễu email — Build multi-step email sequences with real personalization
• Cách sử dụng bán hàng trên mạng xã hội — Capture social conversations as CRM activity you can act on
• Hướng dẫn sử dụng Trình quản lý đối tác — Manage partners and referral sources beside your direct deals
• Hướng dẫn sử dụng tiện ích mở rộng LinkedIn — Capture contacts straight from LinkedIn with the folkX extension
• Cách sử dụng quản lý đường ống — Forecast, review, and clean up pipelines as a team

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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.

Hướng dẫn này sẽ chỉ cho bạn cách sử dụng mọi tính năng chính, từng bước một, kèm theo những lời khuyên hữu ích từ chuyên gia.

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

Hướng dẫn dân gian

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.

Dân gian

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.

THỬ NHẠC DÂN GIAN NGAY →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

NHẠC DÂN GIAN THAY THẾ →

Bắt đầu với Folk

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

Quá trình này mất khoảng ba phút.

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

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản của bạn

Go to the Folk website and click Start Free Trial.

Nhập địa chỉ email công việc của bạn và tạo mật khẩu.

✓ Điểm kiểm tra: Kiểm tra của bạn hộp thư đến cho email xác nhận.

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:

✓ Điểm kiểm tra: 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 việc kinh doanh nhu cầu.

Two or three fields is plenty at the start.

Cách sử dụng Folk Sales Pipeline

Quy trình bán hàng 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Theo dõi khách hàng tiềm năng 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Quản lý công ty 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Quản lý khách hàng 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 sớm warning signal any CRM can give you.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Cách sử dụng phễu email Folk

Phễu email lets you send a personalized outreach sequence at scale without sounding automated.

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Bán hàng qua mạng xã hội 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.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Kết nối các tài khoản mạng xã hội của bạn

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 trợ lý suggests a next step based on that context.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng Trình quản lý Đối tác Dân gian

Quản lý quan hệ đối tác 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng tiện ích mở rộng Folk trên 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Quản lý đường ống 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 dữ liệu stays current.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Mẹo và thủ thuật chuyên nghiệp dành cho dân gian

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

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• 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.
• Khả năng tích hợp: 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.

Những lỗi thường gặp trong dân gian cần tránh

Mistake #1: Importing everything at once

Mistake #2: Treating Folk like a spreadsheet

Mistake #3: Automating before personalizing

Khắc phục sự cố dân gian

Problem: Email sync stopped working

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

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

Problem: The folkX extension is not capturing

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

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

Problem: Duplicate contacts keep appearing

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

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

Problem: Sequence emails land in spam

Gây ra: A new sending domain with no khởi động lịch sử.

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

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

Nhạc dân gian là gì?

Dân gian 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.

Hãy xem đoạn video tổng quan ngắn này:

Nó bao gồm các tính năng chính sau:

• Quy trình bán hàng: A visual board where deals move stage by stage
• Theo dõi khách hàng tiềm năng: Source, status, and next step for every inbound lead
• Ban quản lý công ty: One record per company, with all its people attached
• Quản lý khách hàng: Renewals, check-ins, and health for existing clients
• Phễu email: Automated follow ups that still read as human
• Bán hàng qua mạng xã hội: Social touches logged as real pipeline activity
• Quản lý quan hệ đối tác: Partner records, referral tracking, and intro history
• Tiện ích mở rộng LinkedIn: One-click contact capture from LinkedIn profiles
• Quản lý đường ống: Shared pipelines, forecasting, and weekly review views

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Folk review.

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

Định giá dân gian

Here is what Folk costs in 2026:

Dùng thử miễn phí: Yes, with no credit card required at sign-up.

Đảm bảo hoàn tiền: 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.

💰 Giá trị tốt nhất: Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.

Nhạc dân gian so với nhạc alternative

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

Lựa chọn nhanh:

• Tốt nhất tổng thể: Folk — the fastest way to connect contacts, notes, and pipeline in one app.
• Ngân sách tốt nhất: Capsule CRM — the cheapest way to track contacts and tasks.
• Phù hợp nhất cho người mới bắt đầu: Folk — a spreadsheet-style form that needs no training.
• Best for enterprise sales: Salesforce — deeper báo cáo once your team passes fifty reps.

🎯 Các thể loại nhạc dân gian thay thế

Bạn đang tìm kiếm những lựa chọn thay thế cho nhạc Folk? Dưới đây là những lựa chọn hàng đầu:

• 🚀 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: Doanh nghiệp nhỏ tự động hóa 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.
• 💼 Ngay lập tức: Email lạnh lùng at volume with inbox rotation and deliverability warmup.
• 🔧 Nhấp chuột lên: Project management first, with CRM views bolted on through custom fields.
• 📊 CRM ngày thứ Hai: Colorful boards and workflows that non-sales teams pick up fast.
• 👶 Capsule CRM: Simple, affordable contact management for very small teams.
• 🎯 Thông minh: 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.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Folk alternatives hướng dẫn.

⚔️ So sánh dân gian

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 so với HubSpot: HubSpot offers more modules. Folk costs less and avoids the admin overhead most small teams never need.
• Folk so với ClickFunnels: ClickFunnels builds pages. Folk manages the people who fill them in, so the two work together.
• Dân gian so với tức thì: Instantly sends more cold volume. Folk sends fewer, better emails tied to real contact history.
• Nhạc Folk vs ClickUp: ClickUp manages projects better. Folk manages relationships better, and the difference shows within a month.
• Folk vs Monday CRM: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
• Folk so với Capsule CRM: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
• Dân gian so với Sâu sắc: 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 so với Zendesk: Zendesk suits support-heavy businesses. Folk suits teams whose growth depends on outbound relationships.

Hãy bắt đầu sử dụng Folk ngay bây giờ!

You learned how to use every major Folk feature:

• ✅ Quy trình bán hàng
• ✅ Theo dõi khách hàng tiềm năng
• ✅ Quản lý công ty
• ✅ Quản lý khách hàng
• ✅ Phễu email
• ✅ Bán hàng trên mạng xã hội
• ✅ Quản lý quan hệ đối tác
• ✅ Tiện ích mở rộng LinkedIn
• ✅ Quản lý đường ống

Bước tiếp theo: Pick one feature and try it today.

Hầu hết mọi người bắt đầu với Quy trình bán hàng.

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

Câu hỏi thường gặp

Folk CRM là gì?

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

Folk có phải là một hệ thống CRM tốt không?

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.