快速入门
This guide covers every folk CRM feature:
- 入门 — 创建您的帐户并完成初始设置
- 如何使用销售管道 — Track deals and manage your sales process
- 如何使用销售线索跟踪 — Capture and organize every new lead
- 如何使用公司管理 — Keep all company data in a single place
- 如何使用客户管理 — Build real relationships with your clients
- 如何使用电子邮件营销漏斗 — Run outreach sequences at scale
- 如何使用社交销售 — Connect with prospects directly on LinkedIn
- 如何使用合作伙伴关系管理器 — Manage partner relationships from one hub
- 如何使用 LinkedIn 扩展程序 — 一键导入 LinkedIn 联系人
- 如何使用管道管理 — Oversee all pipelines in a single view
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’ve used folk 客户关系管理 历时数月，测试了本文涵盖的所有功能。
This how to Use folk tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
民间 客户关系管理 is one of the most modern and efficient tools for building real relationships with contacts and clients.
但大多数用户仅仅触及了它功能的冰山一角。
本指南将向您展示如何使用所有主要功能。
一步一步教你，附带截图和专业技巧。
Folk CRM Tutorial
This complete folk CRM tutorial walks you through every feature step by step, from initial setup to advanced workflows that will make you a power user.
民用客户关系管理
Folk is a modern CRM built for building real relationships — not just tracking deals. Capture contacts from LinkedIn, run email sequences at scale, and keep your entire team on shared pipelines. Plans start at $17.50/member/month.
Getting Started with Folk CRM
使用任何功能之前，请先完成此一次性设置。
大约需要3分钟。
请先观看这段简短的概述：
现在让我们一步一步来。
第一步：创建您的帐户
Go to folk’s website at folk.app.
点击“开始使用”或“免费开始使用”。
请输入您的电子邮件地址并创建密码。
您也可以使用谷歌账号注册，以便更快地访问。
✓ 检查点： 检查你的 收件箱 for a confirmation email from folk.
Step 2: Access the App and Install folkX
Folk is a web-based app — no download required.
Log in at app.folk.app in your browser.
Also install the folkX Chrome extension from the Chrome Web Store.
The folkX Chrome extension lets you capture contacts from LinkedIn directly into folk without any busy work.
这就是仪表盘的样子：
✓ 检查点： You should see the main folk dashboard with your contacts panel on the left.
步骤 3：完成初始设置
Connect your Gmail or Outlook account to sync your email history.
Folk pulls in past interactions automatically so you have full context on every contact.
Create your first group to organize contacts by company, industry, or deal stage.
Invite your team members so you can work on shared pipelines together.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Folk CRM 销售流程
销售渠道 lets you track every deal and manage your entire sales process from a single source of truth.
以下是使用步骤。
观看销售流程实际运作：
现在让我们逐一分析每个步骤。
步骤 1：创建新管道
Click “Pipelines” in the left-hand navigation panel.
Select “New Pipeline” and give it a name — for example, “Sales Q2” or “Enterprise Deals.”
Choose your pipeline stages: prospect, qualified, proposal, negotiation, closed.
Folk’s interface resembles a familiar spreadsheet, so the setup feels natural from day one.
步骤二：添加联系人和交易
Click “+ Add contact” within any pipeline stage to add a lead or prospect.
You can import contacts from LinkedIn using the folkX Chrome extension or add them manually.
这就是它的样子：
✓ 检查点： Your deals appear as cards in each pipeline stage with contact details visible.
步骤三：推进交易阶段
Drag and drop deal cards between stages as you progress through the sales process.
Add custom fields to capture data like deal size, close date, or next steps — all within the same pipeline view.
Folk tracks all interactions with each contact so your entire team has full history and context.
✅ 结果： Your sales team works from shared pipelines with a clear view of every deal’s status and history.
💡 专业提示： Use folk’s custom fields to add a “deal score” column — this helps you focus on the highest-value prospects and avoid wasting time on low-intent leads.
如何使用 Folk CRM 线索跟踪
销售线索跟踪 lets you capture every new lead from any source and keep them organized in a single place.
以下是使用步骤。
观看销售线索跟踪实际操作：
现在让我们逐一分析每个步骤。
步骤 1：创建潜在客户组
Click “New Group” in folk and name it “Leads” or “Prospects.”
Groups act as your contact lists — you can have separate groups for leads, clients, partners, and more.
This keeps your CRM clean and avoids busy work when searching for a specific contact.
Step 2: Import or Add Leads
Add leads by importing a CSV file, using the folkX Chrome extension from LinkedIn, or adding them manually.
Folk’s built-in enrichment tools automatically fill in missing data — company, job title, email — without extra add-ons.
这就是它的样子：
✓ 检查点： Your leads group is populated with contact cards, each showing name, company, and status.
Step 3: Set Lead Statuses and Custom Fields
Add a custom field called “Lead Status” with options like New, Contacted, Qualified, or Not Interested.
Folk’s Magic Fields use AI to auto-populate fields like company size, industry, or location — saving you hours of manual data entry.
Update each lead’s status as you make calls, send emails, and hold meetings.
✅ 结果： Every lead has a clear status and enriched data, so your team can focus on selling instead of data entry.
💡 专业提示： Use folk’s filter feature to surface only leads marked “Qualified” — this gives you a focused outreach list and eliminates the distraction of cold or inactive leads.
How to Use Folk CRM Company Management
公司管理 lets you track every company you work with and see all related contacts in one view.
以下是使用步骤。
观看公司管理层实际运作：
现在让我们逐一分析每个步骤。
步骤 1：创建公司记录
Navigate to “Companies” in folk’s left sidebar.
Click “New Company” and enter the company name, website, and industry.
Folk will auto-enrich the company record with additional data from the web.
步骤二：将联系人与公司关联
Open any contact record and link it to the relevant company using the “Company” field.
All contacts linked to that company will appear together, giving you full context on your relationship with that 商业.
这就是它的样子：
✓ 检查点： The company record shows all linked contacts, notes, and interaction history in one view.
Step 3: Add Company Notes and Context
Use the notes field to log key details — past meetings, introductions made, or important background on the company.
Add custom fields to track data specific to your 商业 — contract renewal date, account tier, or assigned account manager.
This keeps your entire team aligned and prevents anyone from reaching out without the right context.
✅ 结果： Every company has a complete profile with all contacts, notes, and history in a single source of truth.
💡 专业提示： Link folk companies to your Google Calendar so every upcoming meeting with a company contact appears directly in the company record — no more hunting for context before a call.
How to Use Folk CRM Client Management
客户管理 lets you preserve every interaction with your clients and focus on building real relationships rather than chasing down data.
以下是使用步骤。
观看客户管理实际操作演示：
现在让我们逐一分析每个步骤。
步骤 1：创建客户组
In folk, create a dedicated group called “Clients” to separate paying clients from leads and prospects.
Move contacts into this group as soon as a deal closes.
This gives your team a focused view of who needs proactive attention and follow ups.
步骤二：记录所有客户交互
Connect your Gmail or Outlook so folk automatically logs every email exchange with each client.
Add manual notes after calls, meetings, or any interaction that doesn’t happen by email.
这就是它的样子：
✓ 检查点： Each client contact shows a full timeline of calls, emails, and notes so you always know the current state of the relationship.
Step 3: Set Reminders for Follow-Ups
Use folk’s reminder feature to set a date for your next follow up with each client.
Folk sends you notifications so nothing slips through — every client gets attention at the right point in the relationship.
Being proactive with follow ups is the difference between building real relationships and simply maintaining a contact list.
✅ 结果： Your clients receive consistent, well-timed outreach based on their actual history with your team.
💡 专业提示： Set a recurring reminder every 30–60 days for top clients even when there’s no active deal — staying in touch between transactions is what keeps relationships warm and generates referrals.
如何使用 Folk CRM 电子邮件营销漏斗
电子邮件营销漏斗 lets you run personalized outreach sequences at scale without losing the feel of one-on-one communication.
以下是使用步骤。
观看电子邮件营销漏斗的实际应用：
现在让我们逐一分析每个步骤。
Step 1: Select Your Contacts Group
Go to the group or pipeline view containing the leads you want to reach out to.
Filter your contacts by status or custom field to target only the right prospects for this sequence.
Folk is designed so you send the right message to the right people — not batch-and-blast emails.
Step 2: Create Your Email Sequence
Click “New Sequence” and write your email templates using folk’s built-in editor.
Use personalization variables like {{first_name}}, {{company}}, or any custom field to make each message feel personal.
这就是它的样子：
✓ 检查点： Your sequence shows multiple steps — initial email, follow up on day 3, second follow up on day 7 — all queued and ready.
Step 3: Launch and Track Your Sequence
Select your contacts, choose your sequence, and click “Send.”
Folk tracks email opens and clicks so you can see which prospects are engaging and prioritize your follow ups accordingly.
Automated follow-ups send on schedule so you never forget to reach out — and you eliminate all the busy work of manual reminders.
✅ 结果： Your outreach runs on autopilot while still feeling personal — each prospect receives a tailored sequence based on their context and data.
💡 专业提示： Keep your initial email short — under 5 sentences — and make the first follow up even shorter. High open rates come from curiosity, not length.
How to Use Folk CRM Social Selling
社交销售 lets you connect with prospects on LinkedIn and bring them into your CRM without switching between apps.
以下是使用步骤。
观看社交销售的实际应用：
现在让我们逐一分析每个步骤。
Step 1: Install and Activate folkX
Install the folkX Chrome extension from the Chrome Web Store.
Log in with your folk account to connect the extension to your CRM.
The folkX extension adds a sidebar to LinkedIn so you can capture data without leaving the platform.
步骤二：获取LinkedIn联系人
Browse LinkedIn as you normally would for sales prospecting or lead generation.
When you find a prospect’s profile, click the folkX sidebar and choose which group to save them to.
这就是它的样子：
✓ 检查点： The contact appears in your folk group with their LinkedIn data already imported — name, title, company, and profile URL.
Step 3: Enrich and Reach Out
After importing, use folk’s enrichment feature to find the prospect’s email address automatically.
Add the contact to an email sequence or log a note about your planned outreach approach.
Folk captures the full picture — LinkedIn data, email history, and notes — in a single app so you always sell with context.
✅ 结果： Your LinkedIn prospecting feeds directly into folk so no lead is ever lost and every introduction is tracked.
💡 专业提示： Use folkX on LinkedIn Sales Navigator searches to bulk-import entire prospect lists in minutes — this turns hours of manual data entry into a single workflow.
How to Use Folk CRM Partnership Manager
合作关系经理 lets you track and grow your partner relationships from a dedicated pipeline separate from your sales deals.
以下是使用步骤。
Folk’s partnership pipeline works just like the sales pipeline — same familiar interface, dedicated stages for partner relationships.
现在让我们逐一分析每个步骤。
Step 1: Create a Partnerships Pipeline
In folk, go to Pipelines and click “New Pipeline.”
Name it “Partnerships” and set up stages like Identified, In Talks, Active Partner, and Inactive.
This keeps your partnership pipeline completely separate from your sales pipeline so neither gets cluttered.
Step 2: Add Partners and Track Interactions
Add partner contacts to the pipeline and link them to their company records.
Log every meeting, introduction, and call so you have a complete history of each partner relationship.
这就是它的样子：
✓ 检查点： Each partner card shows their stage, last contact date, and key notes about the relationship.
Step 3: Set Partnership Reminders and Tasks
Use folk’s reminder feature to schedule regular check-ins with each active partner.
Add tasks for follow ups like sending a co-marketing proposal or planning a joint webinar.
Folk’s shared pipelines mean everyone on your team can see the current state of each partnership at a glance.
✅ 结果： Your partnership program runs like a sales funnel — with clear stages, reminders, and full interaction history for every partner.
💡 专业提示： Add a custom field for “Partner Type” — referral, integration, reseller — so you can filter your pipeline and plan targeted outreach for each partner category.
How to Use Folk CRM LinkedIn Extension
LinkedIn 扩展程序 (folkX) lets you import contacts from LinkedIn directly into folk in seconds — no copy-pasting or manual data entry required.
以下是使用步骤。
The folkX extension integrates directly into your LinkedIn browsing experience, acting as a lightweight sales 助手 right inside your browser.
现在让我们逐一分析每个步骤。
Step 1: Install folkX from the Chrome Web Store
Open Chrome and search “folkX” in the Chrome Web Store.
点击“添加到 Chrome”并确认安装。
The folkX Chrome extension icon will appear in your browser’s toolbar.
Step 2: Open a LinkedIn Profile and Capture It
Navigate to any LinkedIn profile or search results page.
Click the folkX icon to open the sidebar — it shows the contact’s details and asks which folk group to save them to.
这就是它的样子：
✓ 检查点： The contact is saved to your chosen folk group with their LinkedIn data pre-filled — no busy work required.
Step 3: Enrich Contact Data Automatically
After saving, open the contact in folk and click “Enrich” to auto-fill missing details like email address or phone number.
Folk’s built-in enrichment finds publicly available data without requiring extra add-ons or integrations.
Now you have a complete contact record ready for outreach — imported from LinkedIn, enriched with contact details, and stored in folk as your single source of truth.
✅ 结果： LinkedIn prospecting now takes seconds per contact instead of minutes — and every prospect lands in folk automatically enriched and ready for outreach.
💡 专业提示： You can capture multiple LinkedIn profiles in bulk from search results pages — this is ideal for generating an entire week’s worth of leads in one session without leaving LinkedIn.
How to Use Folk CRM Pipeline Management
管道管理 lets you oversee all active pipelines in a single, integrated view so your entire team stays aligned across every deal and workflow.
以下是使用步骤。
Folk’s pipeline management gives your team a single place to track every deal and relationship across the entire business.
现在让我们逐一分析每个步骤。
Step 1: Set Up Multiple Pipelines
Go to Pipelines and create separate pipelines for different business functions — sales, recruiting, fundraising, or partnerships.
Each pipeline has its own stages, custom fields, and assigned team members.
Folk is versatile enough to serve as a single tool for every team in your company that manages relationships.
Step 2: Assign Team Members and Set Permissions
Invite team members to folk and assign them to specific pipelines.
Folk supports role-based permissions so you can control who can edit, view, or export data from each pipeline.
这就是它的样子：
✓ 检查点： Team members can see their assigned pipelines and the current stage of every deal or contact in real time.
Step 3: Use Views to Filter and Explore Your Pipelines
Use folk’s Views feature to create filtered perspectives on your pipeline data — for example, “My Deals This Week” or “Overdue Follow-Ups.”
Views let each team member explore the data they need without cluttering the master pipeline.
This is the beauty of folk’s design: it gives you the depth of a tool like Salesforce with the simplicity of a modern app your team will actually use.
✅ 结果： Every pipeline runs smoothly with clear ownership, real-time visibility, and filters that show each person exactly what they need to act on.
💡 专业提示： Create a “Stalled Deals” view that filters for any contact with no activity in the past 14 days — this proactive insight prevents deals from dying silently and keeps your pipeline moving forward.
Folk CRM Pro Tips and Shortcuts
After testing folk CRM for several months, here are my best tips.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Open Quick Add Contact | Ctrl + K（Cmd + K） 苹果) |
| Search Contacts | Ctrl + F（Mac 上为 Cmd + F） |
| Save and Close Contact | Ctrl + Enter（Mac 上为 Cmd + Enter） |
| Create New Group | Click + New Group in sidebar |
| Switch Between Pipelines | Click pipeline name in left nav |
大多数人错过的隐藏功能
- Magic Fields (AI Enrichment): In any contact record, click “Magic Fields” and folk’s AI will auto-fill data like company size, LinkedIn URL, or industry — saving you from manually researching each prospect’s details.
- Sequence Pause on Reply: Folk automatically pauses a sequence when a prospect replies — so they never receive a follow-up email after they’ve already responded, which keeps your outreach professional and your sender reputation clean.
- WhatsApp Sync: Folk can sync WhatsApp conversations to contact records so your mobile interactions are preserved alongside email and calendar history — this is especially useful for sales teams that conduct a lot of business over messaging apps.
- Integration Capabilities via Zapier: Folk connects to thousands of tools through Zapier — including Salesforce, Slack, and Google Sheets — so you can build automated workflows that match your exact process without writing any code.
Folk CRM Common Mistakes to Avoid
Mistake #1: Treating Folk Like a Simple Contact List
❌ 错误： Dumping all your contacts into one group with no stages, custom fields, or pipeline structure — and then wondering why the CRM isn’t helping you close more deals.
✅ 右图： Set up separate groups for leads, clients, and partners from day one. Add custom fields that match your sales process. Folk is built around contacts and relationships — but it needs structure to give you real insights.
错误二：忽略电子邮件集成
❌ 错误： Using folk without connecting Gmail or Outlook, then manually logging every interaction by hand — this defeats the purpose of the tool and creates far more busy work than it saves.
✅ 右图： Connect your email account during setup. Folk automatically logs every email as part of the contact’s history, giving you full context before every call, meeting, or follow up — without any manual data entry.
Mistake #3: Sending Generic Sequences Without Personalization
❌ 错误： Creating email sequence templates that say “Hi {{first_name}}” and nothing else — sending the same message to every prospect regardless of their company, industry, or where they are in the sales process.
✅ 右图： Use folk’s custom fields in your templates to reference specific details — prospect’s company name, their industry, or a recent interaction. Folk’s personalization variables pull data directly from each contact record so your outreach at scale still feels human.
Folk CRM Troubleshooting
Problem: folkX Chrome Extension Not Capturing LinkedIn Contacts
原因： The folkX extension may not be properly authenticated or LinkedIn may have changed its page structure.
使固定： Click the folkX icon and log out, then log back in with your folk account credentials. If the issue persists, disable and re-enable the extension in Chrome’s extension manager, then reload the LinkedIn page before trying again.
Problem: Emails Not Syncing From Gmail or Outlook
原因： The Gmail or Outlook integration may have lost its connection token, which can happen after a password change or security update.
使固定： Go to Settings → Integrations in folk and disconnect your email account. Reconnect it by following the OAuth flow again. Folk will re-sync your recent email history within a few minutes once the integration capabilities are re-established.
Problem: Email Sequence Continues Sending After a Prospect Replies
原因： The reply detection feature only works when folk is connected to the same email account used to send the sequence.
使固定： Make sure your Gmail or Outlook account is connected to folk and that the sending address matches your connected account. If you’re sending from a different address, folk cannot detect replies and the sequence will continue — switch to a match between your sending address and connected inbox.
问题：Folk 中出现重复联系人
原因： Contacts imported from multiple sources — LinkedIn, CSV, and email sync — can create duplicate records if the same email address is not used as the unique identifier.
使固定： Use folk’s deduplication feature under Contacts → Merge Duplicates. Folk scans your database for matching names and email addresses and lets you merge them into a single clean record with a combined history.
📌 笔记： If none of these fix your issue, contact folk support via the in-app help chat.
什么是 Folk CRM？
民用客户关系管理 is a modern relationship management tool designed to help sales teams, founders, and agencies manage contacts, run outreach, and track deals without the complexity of traditional CRM software.
Think of it like a smart spreadsheet that knows your entire relationship history with every contact — and reminds you when to follow up before the relationship goes cold.
观看这段快速概览：
Folk CRM is designed to manage relationships and outreach lists effectively, with a focus on building real relationships rather than just tracking transactions.
Unlike tools such as Salesforce that can feel overwhelming for smaller teams, folk’s interface resembles a familiar spreadsheet — making it easy to set up and use from day one.
它包含以下主要特点：
- 销售渠道： Visual deal tracking with custom stages and fields for your entire sales process
- 销售线索跟踪： Capture and organize leads from any source with built-in enrichment that fills in contact data automatically
- 公司管理： Link contacts to companies and get a single view of every relationship within an organization
- 客户管理： Log all interactions, set follow-up reminders, and preserve full history for every client in one place
- 电子邮件营销漏斗： Build and launch personalized outreach sequences at scale with automated follow-ups and open tracking
- 社交销售： Capture LinkedIn contacts directly into folk using the folkX Chrome extension without any manual data entry
- 合作关系经理： Manage partner relationships through dedicated pipelines separate from your core sales workflow
- LinkedIn Extension: Import contacts from LinkedIn with one click and auto-enrich their details using folk’s built-in tools
- 管道管理： Oversee all active pipelines — sales, recruiting, fundraising — in a single integrated view
如需完整评测，请参阅我们的 民间CRM评论.
Folk CRM 定价
Here’s what folk CRM costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 标准 | 每位会员每月 17.5 美元 | Individuals and small teams getting started with CRM |
| 优质的 | 每位会员每月 35 美元 | Growing teams that need advanced sequences and integrations |
| 风俗 | 每位会员每月 70 美元 | Larger organizations needing enterprise-level support and customization |
免费试用： Yes — folk offers a free trial so you can explore the tool before committing to a paid plan.
退款保证： Check folk’s current terms at folk.app for the latest refund policy details.
💰 性价比最高： Standard at $17.5/member/month — this plan gives individuals and small sales teams access to the core CRM features, contact management, and basic outreach tools at a price point that scales affordably as your team grows.
民间CRM与替代方案
How does folk CRM compare? Here’s the competitive landscape:
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 民用客户关系管理 | Modern relationship-first CRM for teams | From $17.5/member/mo | ⭐ 4.0 |
| GoHighLevel | 一体化营销+销售 自动化 | 每月97美元起 | ⭐ 4.3 |
| 管道驱动 | 可视化销售流程管理 | 每月每用户 14 美元起 | ⭐ 4.3 |
| 基普 | 小型企业 CRM with automation | 每月 299 美元起 | ⭐ 4.2 |
| HubSpot | 免费 CRM 及营销工具 | Free – $15/seat/mo | ⭐ 4.0 |
| ClickFunnels | Sales funnel and lead generation | From $81/mo | ⭐ 4.2 |
| 即刻 | 大规模开展冷邮件营销 | 每月30美元起 | ⭐ 4.3 |
| 点击上 | Project management + CRM hybrid | Free – $7/user/mo | ⭐ 4.3 |
| 星期一客户关系管理 | Visual CRM for operations teams | From $12/user/mo | ⭐ 4.3 |
| 胶囊 客户关系管理 | 适用于小型团队的简易CRM | Free – $18/user/mo | ⭐ 4.0 |
| 洞察力 | CRM with project management features | From $29/user/mo | ⭐ 4.1 |
| Freshsales CRM | 人工智能驱动的销售客户关系管理 | Free – $15/user/mo | ⭐ 4.0 |
| Salesforce | 企业级 CRM，具备深度定制功能 | From $25/user/mo | ⭐ 4.5 |
| Zendesk | Customer service and sales CRM | From $55/agent/mo | ⭐ 4.1 |
快速精选：
- 综合最佳： Folk CRM — the most modern and efficient option for teams focused on building real relationships rather than just managing data
- 最佳预算： HubSpot — offers a genuinely useful free plan with contacts, deals, and email tracking at no cost
- 最适合初学者： Folk CRM — the familiar spreadsheet-style interface means you can get set up in minutes with no training required
- 最适合企业使用： Salesforce — the most powerful CRM in the world with deep customization, though it takes significant time and resources to implement
🎯 民间 CRM 替代方案
Looking for folk CRM alternatives? Here are the top options:
- 🏢 GoHighLevel： The best all-in-one platform for agencies — combines CRM, email marketing, SMS, and funnel 建筑商 in a single tool, though the learning curve is steeper than folk.
- 🚀 Pipedrive： A dedicated sales pipeline tool with excellent visual deal tracking — great for pure sales teams that want a focused, no-distractions CRM experience.
- 💼 Keap： A powerful CRM and automation platform for 小型企业 — strong at handling complex follow-up sequences, though more expensive than folk.
- 🌟 HubSpot： The most popular CRM in the world with a generous free plan — ideal for teams that also need marketing automation and don’t want to pay for a separate tool.
- 🎯 ClickFunnels： Built for sales funnel creation and lead generation rather than day-to-day CRM — best used alongside a dedicated contact management tool.
- ⚡ 即刻： The top choice for cold email outreach at scale — pairs well with folk if you want folk for CRM and Instantly for high-volume lead generation campaigns.
- 📊 ClickUp： A hybrid project management and CRM tool — excellent for teams that want to manage tasks and contacts in the same app without switching between tools.
- 🔧 星期一客户关系管理： A visual, customizable CRM built on the Monday.com platform — works well for operations teams that already 使用星期一 for project tracking.
- 💰 胶囊型客户关系管理： A simple and affordable CRM for small teams — offers a free plan and clean interface, though it lacks folk’s LinkedIn integration and enrichment features.
- 🔥 洞察： A CRM that blends contact management with project tracking — good for teams that run client projects alongside their sales pipeline and need both in one place.
- 🧠 Freshsales CRM： An AI-powered sales CRM from Freshworks — strong lead scoring and auto-enrichment features that compete directly with folk’s Magic Fields capability.
- ⭐ Salesforce： The world’s most powerful CRM — ideal for large enterprises that need deep customization, complex workflows, and integration capabilities across an entire tech stack.
- 👶 Zendesk： Best known for customer support, Zendesk Sell is its sales CRM — a solid choice for teams that want to connect support tickets and sales deals in one platform.
完整列表请参见我们的 folk CRM alternatives 指导。
⚔️ Folk CRM 对比
Here’s how folk CRM stacks up against each competitor:
- Folk CRM vs GoHighLevel: Folk wins for simplicity and contact management; GoHighLevel wins for all-in-one marketing automation — best for agencies that need funnels, SMS, and CRM in a single platform.
- Folk CRM vs Pipedrive: Folk wins for relationship tracking and LinkedIn integration; Pipedrive wins for teams that want a dedicated, clean visual pipeline with advanced sales 报道.
- Folk CRM vs Keap: Folk wins on ease of use and modern design; Keap wins for small businesses that need powerful automation and integrated payment processing alongside their CRM.
- Folk CRM vs HubSpot: Folk wins for teams that want a modern, lightweight CRM; HubSpot wins for companies that need free tools plus deep marketing automation from a single source.
- Folk CRM vs ClickFunnels: Folk wins for ongoing relationship management; ClickFunnels wins for businesses focused on building sales funnels and driving new lead generation at scale.
- Folk CRM vs Instantly: Folk wins for CRM and relationship tracking; Instantly wins for pure cold email outreach volume — the two tools work best when used together.
- Folk CRM vs ClickUp: Folk wins for relationship-focused CRM; ClickUp wins for teams that need to manage tasks, projects, and contacts together without switching between tools.
- Folk CRM vs Monday CRM: Folk wins for sales teams; Monday CRM wins for operations and project-driven teams that are already built around the Monday.com platform.
- Folk CRM vs Capsule CRM: Folk wins for enrichment features and LinkedIn integration; Capsule CRM wins for very small teams that want the simplest possible CRM at the lowest price.
- Folk CRM vs Insightly: Folk wins for outreach and modern UX; Insightly wins for teams that need to manage client projects and CRM deals in parallel within the same tool.
- Folk CRM vs Freshsales CRM: Folk wins for design and LinkedIn workflow; Freshsales wins for teams that want AI-powered lead scoring and native phone calling built into their CRM.
- Folk CRM vs Salesforce: Folk wins for small to mid-sized teams that want to get started fast; Salesforce wins for large enterprises that need deep customization and a mature network of integrations.
- Folk CRM vs Zendesk: Folk wins for sales and relationship management; Zendesk wins for customer-facing teams that need to connect support tickets with sales conversations in a single platform.
Start Using Folk CRM Now
You learned how to use every major folk CRM 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： 选择一项功能，立即试用。
Most people start with the Sales Pipeline.
It takes less than 5 minutes to set up your first pipeline and add your first deal.
常见问题解答
我如何设置我的第一个Follower CRM账户？
Go to folk.app and click “Get Started” to create your account using your email or Google login. After signing up, connect your Gmail or Outlook to pull in your past email history automatically. Then install the folkX Chrome extension so you can import contacts from LinkedIn without any manual data entry. The entire setup takes about 3 minutes and your CRM is ready to use.
folkX Chrome 扩展程序是什么？我该如何使用它？
The folkX Chrome extension is folk’s browser tool for capturing contacts from LinkedIn directly into your CRM. Install it from the Chrome Web Store, log in with your folk account, and it adds a sidebar to every LinkedIn profile page. When you visit a prospect’s profile, click the folkX icon and choose which group to save the contact to — their data is imported instantly without any busy work. You can also use it on LinkedIn search results pages to capture multiple contacts in bulk.
如何使用 Folk 从 LinkedIn 导入联系人？
Install the folkX Chrome extension, then browse LinkedIn as usual. When you find a contact you want to track, click the folkX sidebar and select the folk group you want to add them to — their name, title, company, and LinkedIn URL are imported automatically. After importing, open the contact in folk and click “Enrich” to auto-fill their email address and other missing details. Folk’s LinkedIn integration is one of its strongest features for lead generation and social selling workflows.
什么是民间魔法领域？它们如何运用人工智能？
Folk Magic Fields are AI-powered custom fields that automatically populate contact data by scanning publicly available information. Instead of manually researching each contact’s company size, industry, or job function, you click “Magic Fields” in a contact record and folk’s AI fills in the details for you. This eliminates hours of manual data entry and ensures every contact in your CRM has rich context before you reach out. Magic Fields work across both individual contacts and company records.
如何在 Folk 中创建销售流程？
Click “Pipelines” in folk’s left navigation panel, then select “New Pipeline” and give it a name. Set up your deal stages — prospect, qualified, proposal, negotiation, closed — and add any custom fields you need to track deal-specific data. Add contacts to the pipeline by importing from LinkedIn using folkX or adding them manually, then drag and drop cards between stages as deals progress. Shared pipelines mean your entire team works from the same view in real time.
如何使用 Folk 进行批量电子邮件营销活动和序列营销？
In folk, go to the group containing your target contacts and filter to only the leads you want to reach. Click “New Sequence” to create your email templates using personalization variables like {{first_name}} and {{company}} to make each message feel individual. Set your send schedule — initial email, follow-up on day 3, second follow-up on day 7 — and launch. Folk tracks open rates and clicks per contact, and automatically pauses the sequence if a prospect replies so no one receives an awkward follow-up after they’ve already responded.
我可以使用 Folk 来与我的团队协作处理联系人吗？
Yes — folk is built for team collaboration with shared pipelines and role-based permissions. Invite team members from your folk Settings page and assign them to specific pipelines or groups. Every interaction logged by any team member — emails, notes, calls — is visible to the whole team so everyone has full context before reaching out to a shared contact. Role-based permissions let you control who can edit, view, or export data from each pipeline.
如何将 Gmail 或 Outlook 与 Folk 集成？
Go to Settings → Integrations in folk and click “Connect” next to Gmail or Outlook. You’ll be taken through an OAuth flow to authorize folk to access your email account. Once connected, folk automatically syncs your email history and logs new emails against the relevant contact records. If the integration stops working — for example after a password change — disconnect and reconnect it from the same Integrations settings page and folk will re-sync your recent email history.
如何利用 Folk 实现自动化线索挖掘？
After adding a contact to folk — whether by CSV import, folkX, or manual entry — open their record and click “Enrich” to auto-fill missing details like email address, phone number, company size, and LinkedIn URL. For bulk enrichment, select multiple contacts in a group view and click “Enrich All” to process them in batch. Folk’s built-in enrichment tools mean you don’t need to pay for a separate data enrichment service or run manual research on every new lead you add to the system.
民间文化中的群体和观点有什么区别？
Groups are your master contact lists — collections of contacts organized by category like Leads, Clients, or Partners. Views are filtered perspectives within a group or pipeline — for example, “My Contacts This Quarter” or “Overdue Follow-Ups” — that let each team member focus on the data most relevant to their role. Groups store the data; Views let you explore that data in different ways without duplicating contacts or creating clutter. Think of Groups as folders and Views as smart filters applied on top of those folders.
如何在 Folk 中设置提醒和后续跟进？
Open any contact record in folk and click the “Reminder” button to set a date for your next follow-up. Folk sends you a notification on that date so you never miss a scheduled touchpoint. For sequences, automated follow-ups send on the schedule you set when creating the sequence — no manual intervention required. Setting proactive reminders is the single most effective practice for maintaining warm relationships and avoiding the situation where months go by without reaching out to an important contact.
如何利用人力进行筹款或招聘管理？
Create a dedicated pipeline in folk specifically for fundraising or recruiting — with stages like Identified, Outreached, Meeting Scheduled, Due Diligence, and Closed. Add investor or candidate contacts using folkX from LinkedIn or import via CSV. Use custom fields to track data specific to your process — investment stage, check size, or candidate skills. Folk’s shared pipelines mean your entire founding team or HR team works from the same data in real time, with full interaction history for every introduction and conversation.
我可以将我的 WhatsApp 对话与 Folk CRM 同步吗？
Yes — folk supports WhatsApp integration so your mobile conversations are preserved alongside email, notes, and calendar history in each contact record. This is especially valuable for sales teams that conduct a significant part of their business over messaging apps rather than email. To enable it, go to Settings → Integrations and connect your WhatsApp account. Once synced, WhatsApp messages from that contact will appear in their interaction timeline in folk so nothing is lost and your entire team has context on every conversation.
如何使用 Folk 来跟踪电子邮件的打开和点击情况？
Folk tracks email opens and clicks automatically for every email sent through a sequence. After launching a sequence, go to the sequence dashboard to see open rates and click rates across all contacts in the campaign. For individual contacts, open their record and check the email timeline to see which specific emails they opened and when. Use this data to prioritize your follow-up calls and meetings — contacts who have opened your emails multiple times are the most engaged and the best candidates for a proactive outreach call.
如何使用 FOLK 对我的联系人数据进行去重和清理？
Go to Contacts in folk and look for the “Merge Duplicates” or deduplication option in the settings menu. Folk scans your entire contact database for records with matching names or email addresses and presents them to you for review. You select which records to merge and folk combines them into a single clean record with a unified interaction history from both duplicates. Running deduplication regularly — especially after importing a large CSV or a period of heavy LinkedIn prospecting — keeps your CRM clean and prevents your team from reaching out to the same person twice from different records.
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