Unified people and company CRM
Store people and company records in one CRM so relationship history, notes, and activity are available in a single place.
folk
Claimfolk is a CRM for teams that want relationship data, outreach, and follow-up in one place. Multi-channel context, enrichment, pipelines, and AI assistants reduce manual CRM work.
Overview
folk is a CRM for teams that need relationship data, outreach, and follow-up in one system. The site describes it as a simple, integrated, and proactive CRM that collects multi-channel context and uses AI to reduce manual work.
The product combines a contact and company database with pipelines, campaigns, enrichment, and assistants that can scan conversations, summarize interactions, research companies, and automate email workflows. Pricing starts with a free trial and includes Standard, Premium, and Enterprise plans for paid usage.
Core features
Multi-channel relationship data
Capture activity from email, calendar, WhatsApp, and LinkedIn so relationship context is assembled from multiple channels rather than manual entry alone.
AI assistants for sales work
Use AI Assistants to draft follow-ups, summarize interactions, research companies, and trigger outreach from workflow rules.
Pipeline and deal management
Manage sales opportunities with pipelines, views, and dashboards, with support for deals and custom objects on higher tiers.
Integrations and API connectivity
Connect folk to other tools through integrations, including email, calendar, WhatsApp, LinkedIn, Zapier, Make, and the API on Premium.
Enrichment and smart fields
Use enrichment and smart fields to find contact details, enrich company records, and fill AI-powered fields inside the CRM.
Common use cases
Manage relationship data in one place
Centralize prospects, companies, notes, and activity when your team needs a single CRM record instead of scattered inbox threads and spreadsheets.
Run a sales pipeline with shared context
Track deals through shared pipelines and dashboards, using reminders and context from recent interactions to keep opportunities moving.
Handle follow-up and email workflows
Automate follow-up and outreach with assistants that detect inactivity, draft messages, and send personalized email based on triggers or templates.
Summarize account history before a conversation
Prepare for calls or handoffs by generating concise relationship recaps from meetings, notes, emails, WhatsApp, and LinkedIn activity.
Enrich and research companies
Research new accounts in bulk or individually, enriching company data and generating notes for pitches, qualification, and prospecting.
Pros and Cons
Pros
- Pulls relationship context from several channels, including email, calendar, WhatsApp, LinkedIn, and connected tools.
- Combines CRM records with AI assistants for follow-up drafting, recaps, research, and workflow automation.
- Offers pipeline management, campaigns, enrichment, and collaboration features in the same product.
- Provides a 2-week free trial with no credit card required during the trial.
- Supports team usage with workspace-based billing and multiple workspaces.
Cons
- The source does not show a full public list of every integration, so the exact breadth beyond the highlighted tools is unclear from the page text alone.
- Some advanced capabilities are tied to higher tiers, such as custom objects, API access, dashboards, advanced roles, and more credits.
FAQ
What does folk do?
folk is a CRM that combines people and company data with email, calendar, WhatsApp, LinkedIn, and other connected sources. The product pages also describe AI Assistants that help with follow-ups, recaps, research, and workflow automation.
Is there a free trial or free plan?
The source shows a 2-week free trial on the workspace, with no credit card required during the trial. Paid plans are available on a per-member, per-workspace basis.
What integrations does folk support?
The pricing page says folk connects with email, calendar, WhatsApp, LinkedIn, Zapier and Make, plus 5,000+ integrations on Standard, and it mentions API access on Premium.
Who is folk best suited for?
folk appears to be suited to teams that manage relationships, sales pipelines, outreach, and follow-up across several channels. The assistants are designed for actions like lead follow-up, relationship recaps, company research, and triggered email workflows.
How does billing and workspace management work?
The source indicates you can use folk across multiple workspaces, and billing is calculated per workspace. Trial access can be extended by request, and paid plans can be canceled by downgrading to the free plan.
Quick Facts
- Category
- CRM
- Source domain
- folk.app
- Pricing shape
- Free trial, then paid Standard, Premium, and Enterprise plans
- Primary users
- Teams managing relationships, sales pipelines, and outreach
- Core workflow
- Capture multi-channel context, enrich records, and automate follow-up
- Notable integrations
- Email, calendar, WhatsApp, LinkedIn, Zapier, Make, API