Folk
Product information
Reviews
3.8 out of 5 stars
Folk is best for SMBs and teams who need to manage relationships and workflows beyond what traditional CRMs offer. It stands out for its flexible, spreadsheet-like interface and ease of customization, but may not be ideal if you require deep sales automation or advanced reporting. Compared to main competitors like Airtable, HubSpot, and Notion, it’s better suited for lightweight CRM needs where collaboration and adaptability matter most. If you’re dealing with scattered contacts and need a simple, collaborative way to organize outreach, this is probably the right tool. If not, you might want to explore more robust CRMs or project management platforms.
Product options
Tool Details
- Airtable
- HubSpot
- Notion
- Pipedrive
- Salesforce Essentials
- Intuitive, spreadsheet-like interface
- Highly customizable fields and views
- Easy to onboard non-technical users
- Strong collaboration features for teams
- Quick setup with minimal configuration
- Limited advanced CRM features
- Reporting and analytics are basic
- Integrations are fewer than larger CRMs
- Not ideal for complex sales pipelines
- Mobile experience is less robust
Related Resources
How to automate lead follow up tasks in Folk for better sales productivity
Learn step-by-step how to use Folk to automate your sales lead follow-up, save time, and actually close more deals without missing a beat.
Step by step guide to integrating Folk with Slack for real time team updates
Connect Folk with Slack to send real-time team updates without hassle. This guide walks you through every step, with honest advice and practical tips.
Managing cross functional collaboration in Folk for B2B go to market teams
How B2B go-to-market teams can actually work together in Folk—without drowning in chaos, silos, or endless meetings.
How to Compare Folk vs Other B2B Go To Market Software Solutions for Your Sales Team
A no-nonsense guide to honestly comparing Folk and other B2B go-to-market software tools so your sales team can pick what actually works.
How to use Folk to manage deal stages and forecast sales revenue
Learn how to use Folk to track deal stages, set up sales pipelines, and make realistic revenue forecasts. Honest advice, real-world steps, no fluff.
Using Folk to track and manage outbound email campaigns for GTM teams
Learn how GTM teams can set up, track, and manage outbound email campaigns in Folk—without drowning in spreadsheets, integrations, or fluff.
The complete process to import and organize contacts in Folk for B2B teams
A no-nonsense guide to importing and organizing contacts in Folk for B2B teams—real steps, real tips, and what to skip.
Key Features to Look for in B2B GTM Tools and How Folk Meets These Needs
Cut through the noise—here’s what actually matters in B2B GTM tools, with a clear-eyed look at how Folk stacks up for real teams.
How to set up a successful sales pipeline in Folk step by step guide
Learn how to set up a sales pipeline in Folk with this no-nonsense step-by-step guide. Cut the fluff and start closing more deals today.
In Depth Review of Folk B2B GTM Software Tool for Streamlining Sales Processes in 2024
An honest, detailed review of Folk B2B GTM software—features, workflow, quirks, and real-world value for sales teams in 2024.
How to export and analyze Folk CRM data for performance reporting
Learn how to export your Folk CRM data, avoid common pitfalls, and run effective performance reports without unnecessary complexity.
Setting up custom workflows in Folk to streamline onboarding for new clients
Learn how to build practical, no-nonsense onboarding workflows in Folk that actually make client onboarding smoother and less chaotic.
Best practices for segmenting and tagging contacts in Folk for targeted outreach
Learn practical, no-nonsense tactics for segmenting and tagging contacts in Folk to run focused, effective outreach campaigns—without the busywork.