Folk: Smart CRM for Contacts & Sales Automation
folk is a CRM for teams managing contacts, prospecting, outreach and sales opportunities. The official site combines people and company records with interactions, notes, tasks and pipeline views. Its AI features support research, relationship context and follow-up work inside that shared record.
Build context before sending outreach
The platform offers a LinkedIn extension, contact enrichment and synchronization of email, calendar and WhatsApp information. Teams can organize leads and opportunities, identify ownership, and keep notes beside the relevant relationship.
AI fields and assistants can help research contacts, score leads against a team's definition, summarize relationships and suggest next actions. The homepage illustrates a workflow that analyzes a new interaction, updates sentiment, creates a task and drafts follow-up. Those illustrations explain the intended workflow; their example contacts and sales figures are not evidence of results for another team.
Email campaigns and templates support outreach, with sequences listed on the higher tier. Check the contact data, message wording and recipient permissions before sending. An assistant's draft should not substitute for a team's judgment about relevance or consent.
Match the plan to the sales process
The pricing page includes pipeline management, contact enrichment, AI assistants and AI fields in Standard. Premium adds custom objects and deals, email sequences, dashboards, workspace roles and API access. Enterprise offers custom limits and additional controls.
Allowances for enrichment, messages, account sync and AI fields differ by plan. API access and deeper interaction history should not be assumed from entry-tier access. Phone-call recording is marked coming soon on the homepage, so it should not be a requirement for a deployment based on that page.
Evaluate with a representative workspace
folk offers a time-limited workspace trial with premium features rather than establishing an unrestricted permanent free workspace in its trial FAQ. The FAQ says access is blocked if the workspace is not upgraded when the trial ends, although data is not immediately deleted.
Use the trial to check imported contacts, synchronized interactions, shared permissions and the particular assistant actions your team needs. Pricing is based on workspace members, and billing is calculated separately for multiple workspaces. folk's practical fit is a shared relationship history and structured sales follow-up; revenue forecasts and generated summaries still need review against actual customer information.