Folk

This CRM is like the sales assistant your team always wished for. It's simple, integrated, and proactive, handling the busy work so you can focus on growing your service business. Getting started is absurdly simple: use a template, edit like a spreadsheet, and customize what you track. Finally, a CRM that works for you.

Key benefits:

• Single Source of Truth: Connects to your email, social, and sales tools through thousands of integrations, ensuring all your data talks to each other.
• Built for Team Selling: Collaborate closely with your team on deals while maintaining full control over your data access and permissions.
• Surprisingly Proactive Suggestions: Leverages information from your CRM, inbox, and calendar to suggest the best next step, taking the guesswork out of your work.
• Fast Contact Capture: The folkX Chrome extension imports leads from LinkedIn and enriches their details without disrupting your workflow.
• Automated Sales Research: Smart fields find emails in one click, identify a lead’s strongest connection within your network, and import data from your prospect’s website using AI.
• Personal Outreach at Scale: Combine CRM data with AI to generate contextual message drafts, schedule communications, and automate outreach sequences.
• Get the Full Story About Every Lead: Integrations capture all details about your relationships by connecting to emails, calendar, social platforms, and over 6,000 other tools.
• Sell Together, Close Faster: Improve team performance with shared pipelines, customizable roles, and insightful sales dashboards.
• Integrated WhatsApp Communication: Keep client conversations casual on WhatsApp while ensuring your team stays informed and aligned.