Get suggested the best leads to follow-up
folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 4000+ businesses around the world. folk does the busy work for you, so you can focus on building real relationships.
The Recap Assistant generates instant AI summaries of interactions across emails, meetings, notes, WhatsApp, and LinkedIn activity, showing who last interacted, what was discussed, and next steps. Users can customize summaries to match sales methodologies like MEDDIC or BANT.
The Follow-up Assistant scans email and WhatsApp conversations to identify inactive discussions with pending next steps, then sends AI-drafted follow-up suggestions pre-written in the user's tone and tailored to conversation history. This ensures deals keep moving forward without manual tracking.
Folk's 1-click waterfall enrichment uses six data providers (People Data Labs, Clearbit, Apollo, Dropcontact, Prospeo, Datagma) to fill missing fields like emails, phone numbers, and company info. No setup or additional cost required.
The Workflow Assistant enables trigger-based email automation (e.g., when lead status changes to 'Qualified'). Emails are personalized using latest interactions and public notes, with campaign tracking for opens, replies, and bounces—all managed within the CRM.
Dashboards feature metric, pie, and bar charts to analyze sales funnels, track team performance, and identify process improvements. Users can customize what to measure and filter data to match specific business needs.