folk Features
Platform (4)
Customization
As reported in 243 folk reviews.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
As reported in 241 folk reviews.
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 238 folk reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Based on 243 folk reviews.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Sales Force Automation (6)
Contact & Account Management
This feature was mentioned in 256 folk reviews.
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
This feature was mentioned in 240 folk reviews.
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Based on 248 folk reviews.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
244 reviewers of folk have provided feedback on this feature.
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Desktop Integration
This feature was mentioned in 248 folk reviews.
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Customer Contract Management
Based on 229 folk reviews.
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (3)
Email Marketing
235 reviewers of folk have provided feedback on this feature.
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Based on 227 folk reviews.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
As reported in 243 folk reviews.
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Integration (8)
Data Import & Export Tools
Based on 227 folk reviews.
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
As reported in 223 folk reviews.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Data Import & Export Tools
As reported in 102 folk reviews.
Tools for importing/exporting data to/from the platform to support campaign setup and reporting.
Integration APIs
Based on 99 folk reviews.
Supports extensibility through APIs to build and manage integrations with third-party tools.
Breadth of Partner Applications
This feature was mentioned in 97 folk reviews.
"Offers a wide range of plug-and-play integrations with third-party applications. "
CRM Integration
Based on 98 folk reviews.
Integrates with CRM software, which can help provide context to your mailing lists.
Social Media Integration
This feature was mentioned in 98 folk reviews.
Integrates with Social Media platforms, which can help expand your reach.
E-Commerce Integration
Based on 94 folk reviews.
Integrates with e-commerce platforms, which can link directly to your online store.
Mobile & Social (3)
Social Collaboration Features
227 reviewers of folk have provided feedback on this feature.
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
235 reviewers of folk have provided feedback on this feature.
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
As reported in 63 folk reviews.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (4)
Reporting
Based on 66 folk reviews.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
As reported in 65 folk reviews.
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
A/B Testing
Based on 96 folk reviews.
Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.
Basic Reporting
93 reviewers of folk have provided feedback on this feature.
Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.
Email Marketing (9)
Email and Mobile Preview
As reported in 102 folk reviews.
Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.
Manage Email Lists
Based on 102 folk reviews.
List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.
High-Volume Sending
99 reviewers of folk have provided feedback on this feature.
Ability to send thousands of unique, personalized emails per second.
Building and Personalizing Emails
As reported in 99 folk reviews.
Tools for designing, editing, and personalizing email content for recipients.
Sending Outbound Emails
Based on 100 folk reviews.
Supports the ability to send outbound email campaigns to external recipients.
Manage Email Deliverability
As reported in 98 folk reviews.
Maximizes inbox placement by managing spam compliance and sender reputation.
Automated Email Responses
98 reviewers of folk have provided feedback on this feature.
Automatically respond to user actions or triggers with predefined email messages.
Multi-user Account
This feature was mentioned in 97 folk reviews.
Enables multiple users to login to the same account to maintain a single account for your entire marketing team.
Surveys
This feature was mentioned in 91 folk reviews.
Ability to send secure and personalized survey invites to your contact list.
Analytics (3)
Open Rates
69 reviewers of folk have provided feedback on this feature.
Records the rate at which emails are opened.
Link Activity
Based on 68 folk reviews.
Records the rate at which links in emails are followed.
Attachment Activity
This feature was mentioned in 67 folk reviews.
Records the rate at which email attachments are opened or downloaded.
Customizations (5)
Email Platform Integration
As reported in 68 folk reviews.
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
66 reviewers of folk have provided feedback on this feature.
Allows administrators to schedule out emails in advance.
Notifications
As reported in 67 folk reviews.
Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
Based on 67 folk reviews.
Allows for the categorization of emails.
Templates
67 reviewers of folk have provided feedback on this feature.
Allows for the creation of templates for frequently-sent emails.
Generative AI (4)
AI Text Generation
Based on 208 folk reviews.
Allows users to generate text based on a text prompt.
AI Text Generation
As reported in 57 folk reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 54 folk reviews.
Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 41 folk reviews.
Allows users to generate text based on a text prompt.
Agentic AI - Google Workspace for Sales (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (7)
Autonomous Task Execution
As reported in 16 folk reviews.
Capability to perform complex tasks without constant human input
Multi-step Planning
16 reviewers of folk have provided feedback on this feature.
Ability to break down and plan multi-step processes
Cross-system Integration
This feature was mentioned in 15 folk reviews.
Works across multiple software systems or databases
Adaptive Learning
15 reviewers of folk have provided feedback on this feature.
Improves performance based on feedback and experience
Natural Language Interaction
15 reviewers of folk have provided feedback on this feature.
Engages in human-like conversation for task delegation
Proactive Assistance
This feature was mentioned in 15 folk reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
15 reviewers of folk have provided feedback on this feature.
Makes informed choices based on available data and objectives
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Marketing (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Cross-system Integration
Works across multiple software systems or databases




