Folk
FreemiumModern lightweight CRM for relationship management with contact enrichment, pipeline views, mail merge, and integrations — popular with agencies and VCs.
What does this tool do?
Folk is a lightweight CRM designed for managing business relationships with an emphasis on simplicity and AI-assisted automation. The core offering includes contact enrichment (automatically filling in missing details via waterfall enrichment), pipeline visualization, email sequences, and integrations with platforms like LinkedIn, Gmail, Outlook, and WhatsApp. The differentiator is its AI Assistants feature—four specialized bots that handle repetitive tasks: a Follow-up Assistant that scans conversations to suggest optimal timing and draft emails, a Recap Assistant that summarizes interactions and suggests next steps, a Research Assistant that enriches company data and generates research notes, and a Workflow Assistant that automates email personalization based on triggers. This positions Folk as a CRM for teams wanting to reduce administrative burden rather than just organize contacts.
AI analysis from Feb 23, 2026
Key Features
- folkX LinkedIn extension for two-way CRM synchronization and prospecting
- 1-click contact enrichment with waterfall data sourcing
- Email sequences and bulk campaign sending with scheduling
- AI-powered Assistants (Follow-up, Recap, Research, Workflow automation)
- Pipeline management with collaborative views
- Sales dashboards and funnel analytics
- Multi-channel messaging (email, WhatsApp, LinkedIn, SMS implied)
- Integrations framework (specific partners not fully detailed)
Use Cases
- 1Sales teams at agencies using LinkedIn for prospecting who need native CRM capture without leaving the platform
- 2Venture capital and partnership teams tracking deal progress and relationship context across multiple touchpoints
- 3Freelancers and solopreneurs managing client relationships without the overhead of complex CRM software
- 4Business development teams automating follow-up sequences and email personalization at scale
- 5Multi-channel sellers coordinating conversations across email, WhatsApp, and LinkedIn in one interface
Pros & Cons
Advantages
- Strong LinkedIn integration through folkX extension, directly addressing the workflow of social sellers without requiring context switching
- AI Assistants genuinely reduce busywork—the Follow-up and Recap assistants automate analysis that typically requires manual review
- Multi-platform email and messaging support (Gmail, Outlook, WhatsApp, LinkedIn) in a single CRM, reducing fragmentation for modern sales teams
- Lightweight and visually clean interface that contrasts favorably with bloated enterprise CRMs like Salesforce
Limitations
- No detailed pricing information publicly available on the website—requires demo or signup to understand cost structure, suggesting potential hidden complexity
- AI Assistants are a relatively new feature; unclear how reliable their suggestions are or if they require significant tuning per team
- Limited evidence of deep integrations beyond the major email platforms—ecosystem appears narrower than competitors like HubSpot or Pipedrive
- Positioning as 'lightweight' may mean it lacks advanced features like custom workflows, complex reporting, or GDPR-heavy compliance tools that enterprise teams need
Pricing Details
Pricing details not publicly available. The website prompts for professional email and team size but does not display pricing tiers, per-seat costs, or free tier limitations.
Who is this for?
Sales teams and business development professionals at agencies and early-stage startups (VCs, partnerships), solopreneurs and freelancers managing client pipelines, LinkedIn-native prospectors, and teams seeking a lightweight alternative to enterprise CRMs like Salesforce or HubSpot.