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

快速入门

This guide covers every Folk feature:

• 入门 — 创建您的帐户并连接您的数据
• 如何使用销售管道 — Drag deals through stages and see your whole book of business at a glance
• 如何使用销售线索跟踪 — Track each lead’s source, status, and next action in one view
• 如何使用公司管理 — Roll individual contacts up into a company view with shared notes
• 如何使用客户管理 — Track live clients, renewals, and check-in cadence after the sale
• 如何使用电子邮件营销漏斗 — Build multi-step email sequences with real personalization
• 如何使用社交销售 — Capture social conversations as CRM activity you can act on
• 如何使用合作伙伴关系管理器 — Manage partners and referral sources beside your direct deals
• 如何使用 LinkedIn 扩展程序 — Capture contacts straight from LinkedIn with the folkX extension
• 如何使用管道管理 — Forecast, review, and clean up pipelines as a team

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 客户关系管理 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.

本指南将一步一步地向您展示如何使用每个主要功能，并提供专业技巧。

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

民间教程

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.

民间

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.

立即体验民谣音乐 →

阅读完整评测 →

民谣另类音乐 →

民谣入门

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

大约需要三分钟。

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

现在让我们一步一步来。

第一步：创建您的帐户

Go to the Folk website and click Start Free Trial.

输入您的工作邮箱并创建密码。

✓ 检查点： 检查你的 收件箱 用于确认邮件。

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:

✓ 检查点： 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 商业 需要。

Two or three fields is plenty at the start.

如何使用民间销售渠道

销售渠道 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.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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

销售线索跟踪 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.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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

公司管理 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.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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

客户管理 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 早期的 warning signal any CRM can give you.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Folk 电子邮件营销漏斗

电子邮件营销漏斗 lets you send a personalized outreach sequence at scale without sounding automated.

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

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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

社交销售 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.

以下是使用步骤详解。

第一步：关联你的社交账号

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 助手 suggests a next step based on that context.

这就是它的样子：

✓ 检查点： 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.

如何使用 Folk Partnership Manager

合作关系经理 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.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Folk LinkedIn 扩展程序

LinkedIn Extension lets you add a prospect’s LinkedIn profile to your 客户关系管理 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.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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

管道管理 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 数据 stays current.

以下是使用步骤详解。

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.

这就是它的样子：

✓ 检查点： 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.

民间技巧和捷径

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

键盘快捷键

大多数人错过的隐藏功能

• 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.
• 集成能力： 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.

民间常犯的错误，应避免

Mistake #1: Importing everything at once

Mistake #2: Treating Folk like a spreadsheet

Mistake #3: Automating before personalizing

民间故障排除

Problem: Email sync stopped working

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

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

Problem: The folkX extension is not capturing

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

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

Problem: Duplicate contacts keep appearing

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

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

Problem: Sequence emails land in spam

原因： A new sending domain with no 热身 历史。

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

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

什么是民俗？

民间 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.

观看这段快速概览：

它包含以下主要特点：

• 销售渠道： A visual board where deals move stage by stage
• 销售线索跟踪： Source, status, and next step for every inbound lead
• 公司管理： One record per company, with all its people attached
• 客户管理： Renewals, check-ins, and health for existing clients
• 电子邮件营销漏斗： Automated follow ups that still read as human
• 社交销售： Social touches logged as real pipeline activity
• 合作关系经理： Partner records, referral tracking, and intro history
• LinkedIn 扩展程序： One-click contact capture from LinkedIn profiles
• 管道管理： Shared pipelines, forecasting, and weekly review views

如需完整评测，请参阅我们的 Folk review.

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

民间定价

Here is what Folk costs in 2026:

免费试用： Yes, with no credit card required at sign-up.

退款保证： 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.

💰 性价比最高： Premium — shared pipelines and email sequences live here, and that is where most teams get their time back.

民间与另类

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

快速精选：

• 综合最佳： Folk — the fastest way to connect contacts, notes, and pipeline in one app.
• 最佳预算： Capsule CRM — the cheapest way to track contacts and tasks.
• 最适合初学者： Folk — a spreadsheet-style form that needs no training.
• Best for enterprise sales: Salesforce — deeper 报道 once your team passes fifty reps.

🎯 民谣另类音乐

想找民谣风格的替代选择？以下是一些最佳选择：

• 🚀 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： 小型企业 自动化 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.
• 💼 即刻： 冷邮件 at volume with inbox rotation and deliverability warmup.
• 🔧 点击上: Project management first, with CRM views bolted on through custom fields.
• 📊 星期一客户关系管理： Colorful boards and workflows that non-sales teams pick up fast.
• 👶 胶囊型客户关系管理： Simple, affordable contact management for very small teams.
• 🎯 洞察： 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.

完整列表请参见我们的 Folk alternatives 指导。

⚔️ 民间比较

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.
• 福克与基普: 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.
• 民间 vs 即时: 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.
• 民间与星期一客户关系管理: Monday is stronger for cross-team workflows. Folk is stronger for pure sales and outreach work.
• 民间式客户关系管理与胶囊式客户关系管理: Capsule is cheaper at entry. Folk offers better enrichment, sequences, and LinkedIn capture.
• 民间与洞察: Insightly adds project delivery. Folk keeps the focus on pipeline and outreach instead.
• Folk vs Freshsales 客户关系管理： Freshsales includes calling. Folk offers a simpler interface and quicker onboarding for small teams.
• 民间力量 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.

立即开始使用 Folk

You learned how to use every major Folk feature:

• ✅ 销售渠道
• ✅ 线索跟踪
• ✅ 公司管理
• ✅ 客户管理
• ✅ 电子邮件营销漏斗
• ✅ 社交销售
• ✅ 合作伙伴关系经理
• ✅ LinkedIn 扩展程序
• ✅ 管道管理

下一步： Pick one feature and try it today.

大多数人都是从销售流程开始的。

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

常见问题解答

什么是民间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.

人脉资源是好的客户关系管理系统吗？

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.