---
title: folk Reviews
meta_title: 'folk Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 335 reviews by the users' company size, role or industry
  to find out how folk works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 335
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# folk Reviews
**Vendor:** folk  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 335
## About folk
folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 3000+ award-winning service businesses around the world. folk does the busy work for you, so you can focus on building real relationship - Sync all your inboxes and centralize your history of interactions - Import contacts from anywhere on the web with our folkX extension - Find emails and contact details with 1-click Enrichment - Customize pipeline views and collaborate on deals as a team - Automate workflows with over 6,000+ integrations - Send messages, schedule multi-step sequences, and personalize faster with templates Client management is complicated enough, your CRM doesn’t have to be…



## folk Pros & Cons
**What users like:**

- Users find Folk to be **user-friendly and simple** , allowing easy setup and efficient contact management without the clutter. (36 reviews)
- Users appreciate the **clean and easy usability** of Folk, enhancing organization and relationship management effortlessly. (25 reviews)
- Users appreciate the **excellent customer support** and intuitive design, finding great tools for sales management. (18 reviews)
- Users appreciate the **intuitive interface** and seamless integrations, making client management much easier and efficient. (17 reviews)
- Users appreciate the **clean and easy contact management** of Folk, enhancing organization and relationship tracking effortlessly. (16 reviews)
- Users value the **seamless LinkedIn integration** for its speed and efficiency in managing client interactions. (16 reviews)
- Easy Integration (15 reviews)
- Users commend the **quick and responsive customer support** of Folk, enhancing their overall experience and efficiency. (14 reviews)
- Lead Management (14 reviews)
- Users appreciate the **seamless LinkedIn integration** that enhances sales momentum and streamlines contact management. (14 reviews)

**What users dislike:**

- Users note a **lack of essential features** in Folk, limiting flexibility and increasing reliance on workarounds. (19 reviews)
- Users find the **limited features** of Folk restrict their capabilities and foresee the need for more robust options. (12 reviews)
- Users experience **email issues** with integration and features, leading to setup difficulties and missing functionalities. (10 reviews)
- Users note the **limited email marketing functionality** in Folk compared to other CRMs, affecting overall email management. (10 reviews)
- Users face **integration issues** with Folk CRM, affecting email visibility and the functionality of external extensions. (9 reviews)
- Users find the **limited customization** options restrict their ability to tailor features to specific needs. (9 reviews)
- Learning Curve (6 reviews)
- Limited Integrations (6 reviews)
- Incomplete Information (5 reviews)
- Bugs (4 reviews)

## folk Reviews
  ### 1. Great tool to make use of LinkedIn

**Rating:** 4.0/5.0 stars

**Reviewed by:** Yuni K. | Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 02, 2024

**What do you like best about folk?**

Using LinkedIn Navigator daily to close deals by sending cold messages. Folk is an excellent tool to track the current status.

**What do you dislike about folk?**

Not easy to connect with the email, So i'm sending the email 1 by 1 by.

**What problems is folk solving and how is that benefiting you?**

Track the current status and sending the follow-up message by setting the reminder.

  ### 2. Easy to use even for the laziest of founders/sales teams!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Indiana J. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 21, 2024

**What do you like best about folk?**

I love the extension that allows me to quickly add data each day from prospects on Linkedin as I carry out my daily engagement activities.  It was especially useful when connecting to my Gmail to track the interactions I have had, it allows me to effectively manage my pipeline without manually tracking my interactions and manually entering data or without building something super complicated with another system.

**What do you dislike about folk?**

found the mobile app a little buggy to use

**What problems is folk solving and how is that benefiting you?**

Keeping track of leads easily ensuring I can effectively follow up on deal and also help to connect others within my network quickly and easily.

  ### 3. Great product. Awesome team.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve R. | Founding Member, Sales Mastermind Network, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2024

**What do you like best about folk?**

Throughout my career, I’ve used every CRM out there, ranging from the usual suspects like Salesforce and HubSpot to all of the newer players, which were slight improvements.

Folk is the solution that feels the simplest and easiest to use. It is so intuitive, like an iphone, that it doesn't require any hand holding to get started.

+ I love how the Chrome extension works not just with LinkedIn, but with Twitter too. Big fan of the support team as well. Ultra responsive.

**What do you dislike about folk?**

Excited for the reporting feature to roll out. A clean dashboard summarizing pipeline activity would make this the ultimate CRM for teams of all sizes.

**What problems is folk solving and how is that benefiting you?**

Building, enriching, and managing relationships.

  ### 4. Winner against any other CRM for an early stage startup

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lee P. | Chief Executive Officer, Co-founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 12, 2024

**What do you like best about folk?**

All the UX/UI benefits of Affinity, all the email integration of Hubspot, with a much lower price tag than either stand-alone solution. I love the Enrichment feature to pull in more information on a contact from just the email address. Magic!

**What do you dislike about folk?**

I wish there was more AI-suggested list creation and insights generated from ingesting all of my emails and my Linked-In connectons and information. It would be great to pull in more data on the companies related to mine or my industry to help me setup my outreach plans.

**What problems is folk solving and how is that benefiting you?**

Helping us track equity and project finance investor outreaches. Helping us keep track of every contact we meet at a conference and then inform our lists for marketing purposes.

  ### 5. New User

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2025

**What do you like best about folk?**

Easy to use/navigate. Simple to understand. Building lists is easy

**What do you dislike about folk?**

Enrichment data is questionable. Have gotten a lot of bounces from the emails they found for me

**What problems is folk solving and how is that benefiting you?**

Helping me find teh right people to target

  ### 6. Folk is a powerful CRM tool that excels managing all your contacts in simple way

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dr. Nouman W. | Co-founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 22, 2024

**What do you like best about folk?**

1. Seamless integration with Gmail, Outlook, LinkedIn, Twitter, and more to automatically sync and enrich your contacts
2. User-friendly interface that makes CRM management a breeze, even for beginners 
3. Affordable pricing plans with all of features
4. Excellent customer support

**What do you dislike about folk?**

1. expanded integration options e.g. google meet and Slack
2. Workspace should be linked to user ID 
3. Mobile Application waiting for it e.g. to get notification or slack integration

**What problems is folk solving and how is that benefiting you?**

As a healthcare solutions company, we have multiple groups for communication and follow-up purposes. We collaborate with experts from various fields and utilize a service CRM to manage our solutions. Currently, we are attempting to integrate Folk CRM into our clinical setup as our primary CRM database to streamline our operations and enhance our relationship management capabilities.

  ### 7. Best CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Antonio F. | Booking Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 12, 2025

**What do you like best about folk?**

I like the interface and well-structured everything is

**What do you dislike about folk?**

Although it's a good CRM it could improve on the number of templates

**What problems is folk solving and how is that benefiting you?**

It solved the problem of having to email one by one of my clients

  ### 8. Folk is essential

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris O. | Founder and editor, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2024

**What do you like best about folk?**

It's remarkably easy to use, simple to track our campaigns and outreach, and gives us the essentialy information we need to achieve our goals.

**What do you dislike about folk?**

No real downsides for us. Main limitation is the cost per seat given that we are a small company with a small budget for CRM and marketing.

**What problems is folk solving and how is that benefiting you?**

It is giving us better insight into how effective our messaging is in terms of responses and conversions.

  ### 9. Best CRM tool for agencies

**Rating:** 5.0/5.0 stars

**Reviewed by:** James H. | Director of Business Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 11, 2024

**What do you like best about folk?**

I love folk. It's the easiest way to manage leads, track revenue, and import leads using their chrome extension. I do a LOT of social selling. Most of my time is spend talking to leads on LinkedIn or X. Using folk, I can easily push leads to my CRM saving me a ton of time.

**What do you dislike about folk?**

Nothing really. It's a lightweight CRM, making it less usable for ENT/MM orgs. But for agencies and SMBs, it's a dream. I know several AEs who use folk and push their leads into their org's HubSpot/Salesforce using Zapier simply so they can save time.

**What problems is folk solving and how is that benefiting you?**

Saves me a load of time. And the UI/UX is crispy 😮‍💨

  ### 10. Suggestions

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 05, 2025

**What do you like best about folk?**

I like the integration it has on LinkedIn and the chrome extension.

**What do you dislike about folk?**

The enrich feature is not as powerful as others we've used. I still use other software to lookup email addresses.

**What problems is folk solving and how is that benefiting you?**

It stores our data for the companies we'd like to reach and its easier to monitor status.

  ### 11. Transforming Customer Relationships: A Game-Changing CRM Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 09, 2024

**What do you like best about folk?**

What I love most about this CRM system is its intuitive design and powerful automation features. It seamlessly integrates customer data, communication, and sales pipelines, allowing our team to stay orgnised and efficient. The LinkedIn intergration feature has made it almost effortless to add contacts from LinkedIn to Folk. Julie and her team are always available to help, and reply within 20 minutes. Overall, it's transformed the way we manage relationships, boosting both productivity and client satisfaction.

**What do you dislike about folk?**

There are one or two additional features that would be helpful - such as adding a follow up email if someone has not clicked on a link in an email sent out. However, Julie has ensured me that the team are considering adding more options in the future.

**What problems is folk solving and how is that benefiting you?**

Folk assists us in tracking the interaction and engagement that we recieve when sending out our monthly factsheet.

  ### 12. Folk has everything I need and more

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2024

**What do you like best about folk?**

I've been using Folk for about a week and am super excited about it. It's super clean and effective and provides everything my previous, super complex CRM had. It's just so much simpler.
I love the Enrich feature and I'm sure Folk will come out with more cool features that save up time for me.

**What do you dislike about folk?**

I would love to see more integrations with tools that enable calling, texting and whatapping through the app. Also I'd love to see integration with Webflow or Typeform to connect to Folk.

**What problems is folk solving and how is that benefiting you?**

It allows me to use a CRM for many reasons from fundraising to sales, it is super easy, and has cool features like Enrich. I'd focus on the enrichment part and try to extract more data like numbers from my phone contact list, recent correspondence, etc.

  ### 13. Indispensable tool for organizing speakers and sponsors at events

**Rating:** 4.5/5.0 stars

**Reviewed by:** David Q. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2024

**What do you like best about folk?**

The highlight of folk is its ability to efficiently organize potential speakers for our conference team. The platform allows us to add and manage relevant information such as emails and LinkedIn profiles, which greatly facilitates coordination and follow-up. In addition, the functionality of the canvas-like panels is exceptional, providing a clear and structured view that is essential for event organization. These visual tools allow you to sort speakers by topic, availability or interest, making planning more intuitive and less error-prone.

**What do you dislike about folk?**

Despite its many advantages, folk could improve in terms of integration with other event management platforms and tools. While it is competent as a standalone CRM tool, the ability to interact seamlessly with other applications could expand its usefulness and efficiency. In addition, I would like to see more customization in the canvas dashboards, allowing more advanced options for users with specific viewing and tracking needs.

**What problems is folk solving and how is that benefiting you?**

Folk is effectively addressing our contact management and event management needs. It centralizes contact information, facilitates team collaboration, and provides visual dashboards that streamline conference planning. The ability to track interactions and filter contacts improves our operational efficiency, resulting in better organized events and optimized internal communication.

  ### 14. Our Folk Experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lior K. | Product Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about folk?**

Unlike other CRM, Folk is very very easy and intuitive, and still has all the features I need. I especially like the Enrich feature and the automated enhancmenet from my email.

It took us less than a day to complete migration from Hubspot and train employees.

**What do you dislike about folk?**

Integration - I'd love to see integration to onboarding platforms like Dock and additional prospecting platforms. 
Also, I think the Enrich feature could be more comprehensive but all in all it's a great start.

**What problems is folk solving and how is that benefiting you?**

Prospecting, Collecting information & status about clients, managing contacts.

  ### 15. very friendly and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dana B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 05, 2024

**What do you like best about folk?**

I received a recommendation for Folk from a colleague and decided to give it a try. It's very user-friendly and adapts well to our needs. We are a small company, but the benefits are still significant. It's great that you can try it out for free with all functionalities included. The trial is not limited by time, but by the number of contacts you wish to upload. The customer support is excellent, too. I'm not a fan of tutorial videos and prefer not to figure out everything on my own, so I booked a demo call. It was tailored to the needs of my company in less than 30 minutes! It integrates seamlessly with the other tools we use, and it's really affordably priced.

**What do you dislike about folk?**

No flaws so far, great job, thank you Folk

**What problems is folk solving and how is that benefiting you?**

I can keep all my leads and prospects orginized, it integrates with my gmail, so I sort everything out easily

  ### 16. Folk have been very straight forward and easy to navigate.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colten R. | Venture Partner / Family Office Relations, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2025

**What do you like best about folk?**

It is very organized and everything is labeled.

**What do you dislike about folk?**

I haven't been using it very long, but I haven't had any issues so far.

**What problems is folk solving and how is that benefiting you?**

It is helping me get access to leads.

  ### 17. Simple, effective and to the point

**Rating:** 4.0/5.0 stars

**Reviewed by:** Isaac O. | Creative Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 19, 2024

**What do you like best about folk?**

The simplicity of the platform makes it easy to navigate who to contact. Being able to create template has been a joy im still figuring out. The speed at which the team provide support is great. Especially my interaction with my client support has been great. Julie is wamr, calm and takes a simple approach to support.

**What do you dislike about folk?**

Being unable to actually grouod contact based on the domain being used. Having multiple accounts and the contact for each not being separated is an actual issue which I hope will be resolved soon.

**What problems is folk solving and how is that benefiting you?**

Currently it is helping to consolidate all my contacts into one solid space. I believe with more time spent on the platform I'll be able to create effective email marketing campaigns.

  ### 18. Versatile And Efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phil W. | Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2024

**What do you like best about folk?**

Folk is extremely versatile. We are currently using it for developing relationships and outreach. The ability to organize  quickly interact with prospects where they are active is super helpful, especially when combined with email followups. I do plan on also using it for continuing to interact with prospects after they have become partners. The enrichment feature is gold.

Customer support is Off the Hook good. Best onboarding I have ever seen from a company by a longshot. If nothing else just observing their onboarding process is worth the price of admission. I will be "stealing" their ideas. And I fully believe all businesses should operate like this.

**What do you dislike about folk?**

There are a few things which would make it more useful. The first, being able to see total team interaction. I am told that this is coming and I look forward to that. Another, which I suspect they will get to is combined and/or filtering of prospects. Currently you can use all AND arguments or all OR arguments. This works for most situations but I have run into a few where having combined AND/OR would be super helpful.

**What problems is folk solving and how is that benefiting you?**

It allows us to easily organize our outreach across platforms

  ### 19. Good CRM for small businesses who dont need lots of functionality

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jim d. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2024

**What do you like best about folk?**

Before switching to Folk, I used the free version of HubSpot for my small business. However, unlocking HubSpot's full potential requires an upgrade, which can be costly. I discovered Folk based on recommendations praising its user interface, ease of use, flexibility, and affordability—all crucial factors for a small company like mine. Although I also considered Copper and Pipedrive, I found that Folk better fits my needs, particularly in terms of sales functionality.

My experience with Folk has been positive, especially with the onboarding support I received whenever I got stuck. There is plenty of material, tutorials, and videos available to help you get started. While I haven't tested all the features, the tool has lots of potential.

**What do you dislike about folk?**

Company and People view are teh starting point with folk. I dont cannot manage my emails  directly from Folk like in Hubspot. 

You will not find reports in Folk nor a dashboard with KPIs allowing you to view the result of your marketing campaigns.

The way the UI is setup it feels and handles like an enchanced online Google sheet

Data : it is unclear where your data is stored. All you have access to are companies and contacts.

Importing contacts : importing the same data into Folk looks initially easy however when you want to merge the imported data (with the same layout and field descriptions) with existing data it asks you to rename the fields which is confusing.

**What problems is folk solving and how is that benefiting you?**

360view of customers 
Outbound marketing - personalized cold emails 
Email sequences

  ### 20. Great start, looking forward to growth

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2024

**What do you like best about folk?**

LinkedIn import tool and enrichment.
The layout and the ability to add layers of data is excellent.
I really love the layout and the ability to create multiple views to sort companies and individuals.
The customer support has been excellent!
It has been easy for me to get up and running, when I have had troulbe from time to time, the custome support has been superb. Easy to implement.

**What do you dislike about folk?**

A few bugs with CSV import and export. I've had trouble integrating this with Zapier and its maily around the unseen fields that get exported in CSV files that arent visible in the program - like the id for each entry.

Batch import of data could be made easier. I'd love to see an API come online in teh future.

**What problems is folk solving and how is that benefiting you?**

It is helping me track individuals and companies for recruitment purposes.

  ### 21. Best of the bunch for smaller businesses and startups

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2024

**What do you like best about folk?**

The price is fantastic for what you get. Find email addresses for contacts, send emails, track opens, and see when you've last contacted prospects. Everything is smooth and works quickly, their team is responsive, and the interface is perfect for a 2024, modern CRM.

**What do you dislike about folk?**

Some basic functonalities were overlooked, or are coming soon. Here are some examples: When sending emails from folk, it's impossible to include a high quality image in your signature. It would be nice to create one "column view" that I can choose to insert anytime I create a new group.

**What problems is folk solving and how is that benefiting you?**

One place to put all our contacts, see when we last reach out to them, send bulk emails to people using variables, find email contact data quickly.

  ### 22. .  Great tool to help me organise my contacts

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 04, 2024

**What do you like best about folk?**

I like being able to organise my contacts into categories, and the fact that it merges all my contacts together, so people who I might have a phone number for, and are connected with on LI are seemlessly blended together.  I have found the support staff to be very responsive ans it was very easy to set up.  I use it everyday.

**What do you dislike about folk?**

I am disappointed that the track feature is being discontinued as it was the reason that I signed up in the first place but I have found a workaround I can live with.

**What problems is folk solving and how is that benefiting you?**

lionking all my contcts together in one place rather than gmail, contacts, LI and CRM sepertately

  ### 23. Intuitive UI, but limited

**Rating:** 4.5/5.0 stars

**Reviewed by:** Josh N. | Building something new 🌱, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2024

**What do you like best about folk?**

It is very easy to use. UI is super intuitive.

**What do you dislike about folk?**

Not as feature rich as other CRMs. Missing automations and some other minor features.

**What problems is folk solving and how is that benefiting you?**

Simple CRM for a small business

  ### 24. Diego's Review of Folk

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diego B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2024

**What do you like best about folk?**

The things I like the most about Folk are (1) very easy to import contacts through an excel or CSV file, (2) the display of contact / company views is very customizable, (3) I like that you can copy fields across cells as we do with excel and (4) the enrichment features as a whole specially to obtain people's e-mail address

**What do you dislike about folk?**

One of the things I don't like about Folk is that whenever I exchance e-mails with a new contact, it sometimes takes a day (or a few hours) for that contact to appear in my "add contact list". A second suggestion would be to allow users to make lists where entries could be other things aside from contacts and companies (E.g. deals, addresses etc)

**What problems is folk solving and how is that benefiting you?**

I work for a Real Estate Private Equity and my role is to source / evaluate deals, so I have to be constantly plugged into the markets and expanding the company's network of sellers including builders, developers among others. After an introduction, its always important to track the interaction and make sure you follow-up after 30-60 days to make sure you keep a constant deal flow. A second issue that Folk helps with is tracking notes after each interaction. Before subscribing to Folk, I tracked notes on a separate file, which was fine, but it is much better to have every note attached to specific people so you can always go back to it and remember the topics that were addressed

  ### 25. Folk is an incredible tool for business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2024

**What do you like best about folk?**

Our business uses LinkedIn as our main channel for finding clients, and the plug-in that Folk has, have saved us so much time.

We love the "enrich" button, it gives you all the info you need to know before you contact the potential client. 

Not only that, but the CRM system is very easy to use and keeps track of our sales.

Highly recommended!

**What do you dislike about folk?**

1.	You can only search by names; we would like the ability to search by titles as well.

	2.	It’s only possible to sort from A-Z, not from A-Ö.

	3.	It would be great if I could choose different background colors.

	4.	I can’t change the names of the predefined categories, such as ‘company’ or ‘name.’

	5.	Do you have any plans to launch the same plug-in for other platforms, like Google?

**What problems is folk solving and how is that benefiting you?**

It's saving us so much time by exporting all the information from LinkedIn to our CRM, and not only that, we can also email them directly for the app!

  ### 26. Still Early in Use but Intuitive to Set Up

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 20, 2024

**What do you like best about folk?**

The platform has several smart integration features, spreadsheet like formatting makes for easy import of contacts, and platform is easy to navigate.

**What do you dislike about folk?**

The population in sales pipeline inports people vs companies and doesn't allow the ability to toggle between the two. Still playing around in platform and will be able to provide deeper thoughts in the next month.

**What problems is folk solving and how is that benefiting you?**

Folk is allowing us to keep track of our contacts and where they stand in out pipeline. We have intent to utilzie it fortrakcing fundrainsing activity and managing affilaite communciations. Connection to DNS was very simplistic to begin sending emails from the platform.

  ### 27. Streamlined CRM management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ian G. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 19, 2024

**What do you like best about folk?**

The ability to add anyone anywhere on the Internet, whether it's Instagram, LinkedIn and the ability to sync, LinkedIn DM conversations to our CRM records

**What do you dislike about folk?**

The lack of flexibility in reminders and customization of reminders. Not being able to see a master list of all users outside of the different groups. No API yet.

**What problems is folk solving and how is that benefiting you?**

We were using notion and it was a little clunky, but wanted a way to streamline emails follow-ups and conversations  in our inbox and linkedin Sales automation

  ### 28. Fast to get up and running. Flexible and very useful CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian K. | Video editor and motion designer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2024

**What do you like best about folk?**

I'm a one person video post production business. I had been using a ClickUp Template as a CRM manager, and it worked well enough, but I decided use Folk when a colleague recommended it. It saves me so much time adding new contacts and organizing everything. Now I can pop in and out really quickly to see who I should be contacting. And it's really easy to add any contacts from LinkedIn. Love it!

**What do you dislike about folk?**

I haven't run into any downsides so far.

**What problems is folk solving and how is that benefiting you?**

Easily capture potential leads into my CRM so I can monitor and follow up when needed.

  ### 29. Focus on what truly matters

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jordi C. | Sales Manager Mexico, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about folk?**

It is simple but effective. It has the features I needed from a CRM, such as making calls with a click and smart integration with your email account, so you don’t have to rework almost anything. It is so simple that you don’t have any excuses for not doing your work.

**What do you dislike about folk?**

I would love it if you could integrate WhatsApp Business Intercom within the platform. Also, there are no options to add two columns for phone numbers, so you can have both a direct phone and a mobile number for your prospects and call them directly from a column view. Another thing I recommend is merging the way you create contacts because, currently, you have to create a separate company and user.

**What problems is folk solving and how is that benefiting you?**

I’m finally focused on prospecting rather than filling spreadsheets and making the perfect CRM

  ### 30. Simplicity is king

**Rating:** 4.0/5.0 stars

**Reviewed by:** Juan Camilo González Trujillo F. | Founder & CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 12, 2024

**What do you like best about folk?**

A straightforward onboarding without needing for hours of videos and tutorials. All the critical functionalities of a CRM in a simple / decluttered interface. Super easy integrations and verifications to ensure e-mail deliverabiliy, contacts imports, etc.

**What do you dislike about folk?**

So far I haven't found something I don't like about Folk. I'm the CEO of a Startup, and I've found everything I need for the first stage of sales in my company in Folk.

**What problems is folk solving and how is that benefiting you?**

I needed a CRM with transparent pricing and that can handle hundreds or thousands of customers for months without having to pay thousands of dollars.

  ### 31. Smooth operator

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paweł M. | Co-Founder &amp; CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2024

**What do you like best about folk?**

As a recent convert to Folk.app, I am thoroughly impressed by its user-friendly design and flexibility, which is a breath of fresh air in the CRM space. The intuitive interface makes navigating and efficiently managing contacts and workflows incredibly easy. The ability to sync contacts from various platforms, coupled with a one-click Chrome extension for easy data import, streamlines the process of building and maintaining a robust contact database. Folk.app's customizable and collaborative pipelines are a standout feature, allowing for seamless management of different projects and interactions.

**What do you dislike about folk?**

Folk.app is a powerful tool that excels in many areas, but a few aspects could be improved to enhance the user experience. One area that requires attention is the integration capabilities. Currently, the Folk provides the Zapier connector that offers limited functionality, which may not be sufficient for users who rely heavily on automation and seamless integration with other tools.
Another concern is the lack of in-depth insights and analytics. As a user, I would appreciate more comprehensive metrics and data visualizations to understand better how my team has been performing and identify areas for improvement. Access to such insights is crucial for making data-driven decisions and optimizing workflows.
Lastly, setting up automation within the Folk.app is nearly nonexistent, at least in my daily work. The ability to create and customize automation would significantly streamline repetitive tasks and boost productivity. Implementing a more intuitive and user-friendly automation setup process would be a valuable addition to the platform.

**What problems is folk solving and how is that benefiting you?**

It helps me manage my sales operations.

  ### 32. Best CRM for medium company

**Rating:** 5.0/5.0 stars

**Reviewed by:** Quentin G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2024

**What do you like best about folk?**

I've been using Folk as my business CRM for several months now, and it has been a game-changer. Before Folk, managing my client contacts and interactions was a cumbersome, often disorganized task. Folk has completely transformed this aspect of my work.

What I particularly appreciate about Folk is its ability to integrate and synchronize information from various sources. This means that all relevant contact information is centralized and updated in real-time, allowing me to have a clear and accurate overview at any moment.

The user interface is intuitive and pleasant to use. I find the segmentation feature especially useful as it allows me to categorize my contacts efficiently, facilitating targeted communication campaigns.

Moreover, collaboration within my team has greatly improved thanks to Folk's sharing and task management features. This enables us to stay aligned and work more effectively towards our common goals.

In summary, Folk is more than just a CRM. It's a powerful tool that helps my business better understand and interact with our customers, while enhancing our internal productivity. I highly recommend Folk to any business looking for a comprehensive and user-friendly CRM solution.

**What do you dislike about folk?**

Maybe the interconnection with other tools.

**What problems is folk solving and how is that benefiting you?**

Simplified CRM & contact management.

  ### 33. Simple yet powerful, love how it works with LinkedIn

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about folk?**

One-click adding of contacts right within LinkedIn (and ability to track when they post content).

**What do you dislike about folk?**

Would love drag and drop of contact between groups. Right now you have to checkbox to do that.

**What problems is folk solving and how is that benefiting you?**

Making prospecting and relationship building in LinkedIn easier. I have Outlook Exchange so with having all my correspondance within Folk, I have everything in one quick glance in terms of conversation and activity. This replaced my previous setup which was Outlook, Airtable, and for a while Sales Navigator. I also love that it's not strictly for LinkedIn. I've created other groups to serve other business goals such as referral network, and keeping track of clients.

  ### 34. Folk : great CRM for early stage B2B startup

**Rating:** 4.5/5.0 stars

**Reviewed by:** Caroline C. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 20, 2024

**What do you like best about folk?**

Folk is like a CRM version of Notion but with real contacts/companies management. It's easy to use and customer services is really helpful.
One of the main advantage is the Linkedin connexion with all the free Chrome extensions.
Helpful to use also for sending emails to your prospects.
Price is good compared to competitors.

**What do you dislike about folk?**

Folk might add a user management and rights features, so that all employees of one organisation don't have to take the same pricing plan (some are just consulting the data but not using the full capacity).
Some fatures may be improved like synchronising Linkedin messaging instead of just importing every last message.
Last would be to get reporting, but I think this featur is coming soon.

**What problems is folk solving and how is that benefiting you?**

Folk is helping managing sales pipelines, contacts and companies database, and helps retrieve leads and messages from Linkedin.

  ### 35. The BEST CRM system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Imogen P. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2024

**What do you like best about folk?**

I'm a freelance social media manager who spends a lot of time on LinkedIn. Having a CRM system that integrates with LinkedIn and allows me to keep track of who to follow up with is an absolute lifesaver. I highly recommend it!

**What do you dislike about folk?**

Nothing, it's really user friendly! I don't have any complaints.

**What problems is folk solving and how is that benefiting you?**

I always struggled to find a way to keep up with leads and target my outreach. Folk makes this so much easier!

  ### 36. Folk is an ideal fundraising tool for any founder or emerging manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leesa S. | Investment Committee, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 16, 2024

**What do you like best about folk?**

The pre-organised lead sheets, fundraising funnels make life simpler when coordinating campaigns. We see campaign hit rates of more than 50% per campaign.  The enrichment tool ensures lead sheets are kep updated. The merge feature for duplicates ensures single campaigning.

**What do you dislike about folk?**

It does not feel like a traditional CRM and is not intuitive for some users, aligned to traditional CRMs.

**What problems is folk solving and how is that benefiting you?**

Email marketing campaigns
Single lead sheet across the company
Transparency of campaigns and leads
Single view of the target customer / funder / philanthropist

  ### 37. Best CRM to manage contacts and deals across linkedin and gmail

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rehman A. | Co-founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2024

**What do you like best about folk?**

- Easy to set up and running
- Cost effective
- Easy to implement
- Great team / support
- I use it daily because it's integrated directly with my Linkedin and Gmail 
- It has the right features for a modern seller and modern sales team

**What do you dislike about folk?**

Still to come across things that do not work.

**What problems is folk solving and how is that benefiting you?**

It automatically categorizes contacts, super easy to operate across linkedin and gmail.. it works with the seller instead of adding more admin tasks

  ### 38. It is nice and simple tool, that has a great potential, but need to be further developed

**Rating:** 4.0/5.0 stars

**Reviewed by:** Boris P. | Co-Founder & CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2024

**What do you like best about folk?**

It's pretty simple and straight forward. I like that it has already features, that almost completely cover my fundraising CRM needs.

**What do you dislike about folk?**

It's still missing important things for such tools like archive, redo, automations with LinkedIn (besides adding some person) etc. The import is still quite buggy and it took me two days to import the data a be ready to use.

**What problems is folk solving and how is that benefiting you?**

Im using it as CRM for our fundraising needs and it works so far better for me, as what I saw at Pipedrive and Hubspot, which are to complicated

  ### 39. Folk is a game changer at an affordable price

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2024

**What do you like best about folk?**

The integrations are very helpful when using folk. The ability to go to many social sites and be able to add contacts with the click of a button saves time and mental energy. The customizability of Folk is great. I can have several workflows for specific use cases, and being able to have them change as my business changes is essential.

**What do you dislike about folk?**

I do wish there was a safari extension, but I also use MS Edge and the extension works flawlessly.

**What problems is folk solving and how is that benefiting you?**

I can ditch the spreadsheet(s), the ease of use and enrichments help me develop cold leads. I can then use my sales pipeline workflow in Folk to track the lifecycles of the relationships. I don't need several different apps to do what Folk can do.

  ### 40. Easy to use and minimalistic CRM to get started

**Rating:** 3.5/5.0 stars

**Reviewed by:** Eranjit S. | Senior Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 29, 2024

**What do you like best about folk?**

Very easy to use and set up without having to watch many hours of tutorials, and I love the minimal design. Folk also seems to be making many continuous improvements and staying current with the times. Team is very helpful and supportive.

**What do you dislike about folk?**

Since I am not using all features the price point is a bit expensive for me. There is no mobile option for example to see notifications and do quick edits/additions on your phone. Not that many youtube videos/tutorials to learn more efficient ways to be using the CRM.

**What problems is folk solving and how is that benefiting you?**

Organizing my contacts for me to visually see who I need to contact. Reminders for people I need to contact, being able to leave meeting notes and document my interactions with clients. Easier way to add contacts from platforms such as Linkedin and Instagram.

  ### 41. Folk is an stunning piece of software that I just want to keep using

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ludovic B. | Agency CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2024

**What do you like best about folk?**

There are so many CRM solutions up there. But when I looked at Folk, I knew right away that it was the app for me. It's not only pleasing to use (UX and UI are wonderful), it just does what it's supposed to, with actually no limitations. I tried Pipedrive, and found it cluncky, confusing at some points and way too complex for our needs. Folk is a powerful and also easy-to-use CRM solution. I couldn't recommend it more !! What's more, Julie is always available to answer your questions and help you with Folk best practices. I use it everyday day !!

**What do you dislike about folk?**

I'd really like birthday dates to be taken as reminders :)

**What problems is folk solving and how is that benefiting you?**

Making it dead simple to manage all my contacts, sales pipeline, people I need to reach out to... Folk is answering all my needs, and beyond.

  ### 42. Good Starter CRM, does not handle as many contacts as easily as I hoped

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2024

**What do you like best about folk?**

Strong user-experience, easy to navigate.

**What do you dislike about folk?**

Tough to directly integrate with many other platforms directly without the help of Zapier.  Enrichments are weaker than expected (e.g., I'll regularly 'enrich' 150 contacts and only get 2 total emails found in return.)

**What problems is folk solving and how is that benefiting you?**

Tracking sales prospects found in LinkedIn Sales Navigator

  ### 43. One of the most intuitive CRM tools I've used so far!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Muhammad H. | CPO, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 24, 2024

**What do you like best about folk?**

Super easy to use and understand. Makes me feel like a pro even I didn't use such tools extensively! The enrichment feature is wicked!

**What do you dislike about folk?**

Nothing so far, sincerely. That might change with usage but everything so far is on point.

**What problems is folk solving and how is that benefiting you?**

It automates in a very humane way the process of generating leads and closing sales in a very user friendly manner. It took me less than 10 minutes to get the ins and outs of folk which is super delightful!

  ### 44. CRM includes many different features for automating, and enhancing productivity.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2024

**What do you like best about folk?**

Folk CRM is easy to use and learn. It has many useful features to automate and tailor processes. This includes, enhancements, magic fields, importing and building dataets and many more. Additionally, there is a desktop version which works effortlessly. Another useful feature is the chrome extension app integrates LinkedIn with folk CRM.

**What do you dislike about folk?**

Aspects that could be improved include: the ability to format emails in more detail, and limits on various features, although this can be upgraded easily.

**What problems is folk solving and how is that benefiting you?**

Folk CRM allows for managing contacts and processes, giving you control and the ability to organise your work in a clear and structured way.

Further, datasets can be modified and built, as well as enhanced with AI tools. This helps with easy transfer of data into the folk CRM program.

  ### 45. Excellent Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2024

**What do you like best about folk?**

I love how easy folk was to learn, which is very important as I'm quite busy. I also appreciated how helpful the customer service team was in helping me learn how to use the product. I feel that if I ever have questions, I can reach out and would get a quick response. Finally, the CRM itself works well for my specific use case and I was able to integrate it and implement it into my daily workflow. For example, I can create custom fields and later change them if needed. I am happy to say that I use the product daily.

**What do you dislike about folk?**

Right now the product only supports sequences using email, but it would be great if this could also be done for LinkedIn. I'd also like to be able to have mobile functionality so I can enter information while I'm at a networking event.

**What problems is folk solving and how is that benefiting you?**

folk is making it easy to keep track of the many connections I make, which is an essential part of my job.

  ### 46. Folk, a CRM that cuts all the excess

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sean W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 26, 2024

**What do you like best about folk?**

Folk is a clean and simple to use CRM that makes collecting and organising data a breeze. Working as a freelancer it is paramount I know where I am with certain prospects, meaning I can keep on top of follow ups and cold outreach. 

I use this at least 5 days a week, but again, being a freelancer it can be upto the full 7 days. Then if I run into any issues the customer support team are ridiculously efficient.

**What do you dislike about folk?**

I would like Folk to implement an automatic system for deals pipelines that move contacts from "to contact" to "contacted" etc. This is something I would love to use.

**What problems is folk solving and how is that benefiting you?**

Folk allows me to bulk email cold prospects for my business, and means I don't have to individually contact each person.

  ### 47. Very easy to use CRM with amazing LinkedIn extension - Absolute recommendation for startups + SMEs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim  E. | Product Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 26, 2024

**What do you like best about folk?**

It's very Notion-like interface and the very logical set-up. The LinkedIn integration is also one of the best I've seen so far. Until now, customer support has also been of immense help and has made the set-up very easy.

**What do you dislike about folk?**

Nothing so far! :) Everything has been smooth up until now

**What problems is folk solving and how is that benefiting you?**

We had to migrate away from a very simple Notion set-up. Now we have set-up Folk as our CRM

  ### 48. Excellent CRM for LinkedIn integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sean P. | Portfolio Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about folk?**

The LinkedIn add-in is superb making it really easy to add connection data off LinkedIn
The mail templates are really good
Customer support is excellent
I was up and running in no time at all

**What do you dislike about folk?**

I haven't yet found anything I dislike about folk

**What problems is folk solving and how is that benefiting you?**

Saving time by capturing connection data off LinkedIn

  ### 49. Super lean, but super powerful CRM!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ron L. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2024

**What do you like best about folk?**

Easily customizable to meet existing workflows, but also packed with many templates and workflow helpers for easy implementaion.  Very intuitive user interface makes it very efficient to get up an running very quickly.  The gmail integration was key for communication management.  We are huge fans of the built in sequencing capabilities and sendgrid based analytics for email outreach.  Lastly, exceptional client support from their team!

**What do you dislike about folk?**

My only dislike are getting used to the hierarchy of notes tracking associated to a contact that do not follow the contact if they are part of separate groups.  Once you understand the workflow and why it was designed, this becomes less of an issue.

**What problems is folk solving and how is that benefiting you?**

New client prospecting and tracking, as well as true CRM capabilities that my Applicant Tracking System does not offer effectively.

  ### 50. An amazing way of quickly crafting lists of contacts !

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sylvain J. | IT Consultant / On demand CTO, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about folk?**

In a matter of one or two hours, Folked helped me gather every contact info I needed from my various data sources : my email account and my linkedin contacts. The data fetching tool from email account and the chrome plugin for LinkedIn are really killer features. 
Now every contact is up to date and I can finally start organizing them the way I wanted for my freelance consulting activity.

**What do you dislike about folk?**

No downsides so far for my current usage !

**What problems is folk solving and how is that benefiting you?**

Having an up to date contact list easily sortable



- [View folk pricing details and edition comparison](https://www.g2.com/products/folk-folk/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-07+10%3A18%3A02+-0500&secure%5Bsession_id%5D=19436255-0185-4121-93eb-120662744322&secure%5Btoken%5D=15795f8ccc64752119e73f5b1192ecc4d1e0de1349813a0f0cf1ae61c1b83b92&format=llm_user)
## folk Integrations
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [GPT for Work](https://www.g2.com/products/gpt-for-work/reviews)
  - [Granola](https://www.g2.com/products/granola/reviews)
  - [Kit](https://www.g2.com/products/convertkit-kit/reviews)
  - [Linked Helper](https://www.g2.com/products/linked-helper/reviews)
  - [LinkedIn Premium](https://www.g2.com/products/linkedin-premium/reviews)
  - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [OpenAI SDK](https://www.g2.com/products/openai-sdk/reviews)
  - [SavvyCal](https://www.g2.com/products/savvycal/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [SlackNotify](https://www.g2.com/products/slacknotify/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)
  - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## folk Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Customer Contract Management
- Contract/License Management

**Email Marketing**
- Email and Mobile Preview
- Manage Email Lists
- High-Volume Sending
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses
- Multi-user Account
- Surveys

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Email Management
- File Management
- Deal Management

**Agentic AI - Google Workspace for Sales**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Customer Support**
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Reporting & Analytics**
- Reporting
- Dashboards

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Mobile Access
- Lead Generation

**Reporting & Analytics**
- A/B Testing
- Basic Reporting

**Integration**
- Data Import & Export Tools
- Integration APIs
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Agentic AI - Email Marketing**
- Autonomous Task Execution
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Cross-system Integration

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- CRM Integration
- Social Media Integration
- E-Commerce Integration
- Third-Party Integrations

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

**Additional Functionality**
- Personalization
- Autoresponders
- Customer Segmentation
- Newsletter Management
- AI Copilot
- WYSIWYG Editor
- Engagement Tracking
- Preview Functionality
- Email Tracking
- Email Campaign Management
- Landing Pages/Web Forms
- Customizable Branding
- Lead Capture
- Mobile Optimization
- Customer Journey Mapping
- ROI Tracking
- Activity Dashboard
- Customizable Fields
- Reporting/Analytics
- Click Tracking
- List Management
- GDPR Compliance
- Subscriber Management
- Email Sequences
- Campaign Scheduling
- Event Triggered Actions
- Multi-Language
- Template Management
- Customizable CTAs
- Real-Time Analytics
- Dynamic Content
- CAN-SPAM Compliance
- Multi-Channel Marketing
- HTML Editor
- Contact Management
- Drip Campaigns
- Campaign Analytics
- Product Recommendations
- Image Library
- Workflow Automation

## Top folk Alternatives
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)
  - [Attio](https://www.g2.com/products/attio/reviews) - 4.3/5.0 (578 reviews)
  - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,125 reviews)

