Folk CRM
Folk is an AI-first CRM whose Assistants draft follow-ups, recap deals, and research accounts for you.
Folk earns its seat because the Assistants attack the work reps actually skip — following up, prepping calls, researching accounts — and the 2-week trial with no credit card lets you test that against your own pipeline. Buy Standard if you want the four Assistants, folkX, and WhatsApp sync at $24/member/month annually; step to Premium at $48 only when you need custom objects, dashboards, API access, and the full interaction history instead of the last 30. Watch the credit meters — 500 enrichments and 2,000 magic AI fields a month on Standard go quickly for a busy team. If you need group-level permissions or interaction security, budget for Enterprise or look at Attio and HubSpot instead.
Verified 16d ago · liveness 81/100 · cite: rightaichoice.com/tools/folk-crm
- Sales teams that lose deals to forgotten follow-ups and want AI drafting the nudge
- Agencies and consultancies managing many client relationships that need bulk company enrichment
- Startups and small revenue teams that want AI CRM features without a long implementation
- Partnership and social-selling teams working out of LinkedIn and WhatsApp
- Enterprises that need group-level permissions or interaction security controls below the Enterprise tier
- Teams running heavy AI and enrichment volume that would blow through per-member monthly credit limits
- Companies needing complex financial reporting, ERP integration, or a deeply customized data model
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Skip Folk if you need custom objects, dashboards, or API access on a Standard budget, or if your team needs group-level permissions and interaction security controls without moving to Enterprise.
Going past your tier's enrichment, AI field, message, or workflow allowance means upgrading — Standard caps at 500 enrichments, 2,000 AI fields, 2,000 messages per member, and 1,500 workflow runs per month.
Folk sits in the mid-market: $24/member/month annually for Standard undercuts configured HubSpot seats and Salesforce, while Premium at $48/member/month and Enterprise from $80/member/month annually move it into the same range as Attio's paid tiers. It fits teams of roughly 3-50 reps; below that the per-member credits are generous, above it the Enterprise custom limits and permissions become the real cost.
In short
Folk CRM — Folk is an AI-first CRM whose Assistants draft follow-ups, recap deals, and research accounts for you. Best for Sales teams that lose deals to forgotten follow-ups and want AI drafting the nudge, Agencies and consultancies managing many client relationships that need bulk company enrichment, Startups and small revenue teams that want AI CRM features without a long implementation. Free to start; paid plans from $24/user/mo.
What's new in Folk CRM
Checked 8 days agoAcross the latest 10 updates: 6 feature updates, 3 launches and 1 news mention.
folk data is moving to Europe
folk is migrating customer data hosting to Europe (EU) — data residency for European customers.
Group updates, vertical views and a dedicated group page
folk adds group updates plus vertical views, shortcut-based sharing and a standalone group page.
Task updates: automate, repeat and manage tasks
New task management controls — automation, recurring tasks and centralized task tracking.
folk MCP turns interactions into insight
folk MCP now connects interaction history to external AI assistants for analysis and action.
Talk-to-text arrives in Contacts by folk CRM
Voice capture added to Contacts by folk CRM — dictate notes right after a conversation.
Tasks launched
folk ships Tasks, giving teams a shared view of what's next across contacts and deals.
New business card scanner on mobile
Mobile business card scanner imports scanned contacts directly into folk.
Interactions API beta opens
Beta for the Interactions API — programmatic access to sales interaction data.
Contacts by folk mobile app launches
folk releases Contacts, a standalone mobile app for capturing and closing deals on the go.
folk MCP introduced
folk MCP lets AI assistants read, update and act on CRM data.
What people actually say about Folk CRM — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
9 mentions across 2 sources (Bluesky, Lemmy) · researched Jul 5, 2026.
Average across the 2 sources that answered — each source counts once, not each post.
- +AI auto-fills fields and categorizes contacts autonomously.
- +Follow-up Assistant drafts messages in your tone from inactivity.
- +Seamless LinkedIn integration via folkX Chrome extension.
- +Recap Assistant summarizes contacts/deals instantly.
- +Supports 6000+ integrations via native, Zapier, Make.
- −Community feedback is too sparse to gauge long-term reliability.
- −AI-driven field updates could overwrite manual edits unexpectedly.
- −No mention of offline mode or data export limitations.
- −Free tier likely caps contacts or features (undocumented).
- −Enterprise features like advanced security not discussed.
- • AI Assistants like Research and Workflow may require higher tiers
- • Contact enrichment credits (Clearbit, etc.) consumed per lookup
Viability Score
How well maintained and how widely used is Folk CRM? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Follow-up Assistant: flags inactive email and WhatsApp threads with a pending next step and drafts a reply in your tone
- Recap Assistant: on-demand briefs of any person, company, or deal, customizable to MEDDIC, BANT, or custom formats
- Research Assistant: bulk or single-company enrichment with research notes via People Data Labs and Perplexity
- Workflow Assistant: trigger-based email automation with filters, templates, and AI personalization
- Auto-fill AI: autonomously finds, cleans, categorizes, and extracts insights from contact data
- folk MCP: connect your interaction history to external AI tools to read, update, and act on CRM data
- Interactions API in beta for building on your sales interaction data
- 1-click enrichment with waterfall email and phone number lookup
- Messages and sequences with campaign analytics on sent, opened, replied, and bounced emails
- Email scheduling for one-off sends and sequences
- folkX Chrome extension: import and enrich LinkedIn leads, plus Google Meet and Facebook capture
- Contacts by folk mobile app (iOS/Android)
- Mobile business card scanner and talk-to-text note capture
- Tasks: shared next steps with automation and repeat rules
- Multi-channel sync across email, calendar, WhatsApp, and LinkedIn
About Folk CRM
Folk is a CRM built around the idea that your relationship data — email, calendar, WhatsApp, LinkedIn activity, and notes — should feed AI Assistants that do the chasing for you. It sits in the lightweight, design-forward category alongside Attio and modern HubSpot workspaces, aimed at sales teams, agencies, startup founders, and partnership leads who want strong context without heavy admin. Four Assistants drive the product. The Follow-up Assistant reads Google or Microsoft email threads with at least two recent exchanges and WhatsApp chats with an unresolved next step, flags conversations that went quiet, and drafts a reply in your tone — you set what counts as inactive and who it applies to. The Recap Assistant produces an on-demand brief of any person, company, or deal, and you can bend the format to MEDDIC, BANT, or your own methodology. The Research Assistant enriches companies one at a time or in bulk from table and pipeline views, pulling industry, size, foundation date, funding, website and social links, location, and a short description, with research notes powered by People Data Labs and Perplexity. The Workflow Assistant runs trigger-based email automation — for example when a lead's status flips to Qualified — with filters, templates, and AI personalization pulled from shared interaction history, plus campaign analytics on sent, opened, replied, and bounced. The product surface widened fast in 2026. Contacts by folk, the mobile app, landed July 16 with a business card scanner added July 31 and talk-to-text capture on August 25; Tasks arrived August 6 with automation and repeat rules updated September 3; folk MCP shipped July 9 and was extended September 1 so you can pipe your interaction history into the AI tools you already use; Auto-fill AI (April 29) cleans and categorizes contact data autonomously; email scheduling, a rebuilt search, preview-before-send, and privacy controls for internal and sensitive interactions all shipped in the first half of the year. The honest trade-off: folk's ceiling is lower than a heavily configured Salesforce or HubSpot org. Credits gate enrichment, messages, AI fields, and workflow runs on each tier, and custom objects, dashboards, API access, and full interaction history require Premium, while group-level permissions and security controls require Enterprise. If your workflow is standard B2B sales and you want AI doing the follow-up, folk is a sharper fit than many CRMs twice the price.
Behind the Verdict
Folk's bet is that the CRM record should be a byproduct of the tools you already work in — Gmail or Outlook, WhatsApp, LinkedIn via the folkX extension, your calendar — rather than a database you maintain by hand. That shows up in the Follow-up Assistant, which needs at least two recent exchanges in an email thread or an unresolved next step in a WhatsApp chat before it flags anything, then drafts a reply using your conversation history. It is a narrow trigger on purpose: it fires on real stalls, not on every cold contact. The other three Assistants cover the rest of the rep's day. Recap Assistant scans emails, meetings, notes, WhatsApp, and LinkedIn activity into a brief covering who last interacted, what was decided, and what's next — refreshed on demand and visible only to you, which makes it a handoff and call-prep tool as much as a summary. Research Assistant does single or bulk enrichment with research notes from People Data Labs and Perplexity, and you can add your own questions and themes so the note comes back the same shape every time. Workflow Assistant is the outreach engine: trigger on person created or field updated, add filters like status = Qualified, and send a personalized email with analytics on sent, opened, replied, and bounced. Where folk is genuinely differentiated is the multi-channel capture layer. Few CRMs treat WhatsApp as a first-class channel; folk scans it for follow-ups and syncs it alongside email and calendar. The mobile app is a real extension of that — Business card scanning landed July 31, 2026 and talk-to-text on August 25, 2026, so a conversation at a conference becomes a CRM record with a note before you've left the room. Tasks (August 6, with automation and repeat rules refined September 3) closes the loop from conversation to shared next step. folk MCP is the most interesting 2026 move: it lets external AI tools read and act on your CRM data, with the Interactions API in beta since July 29 for building directly on your sales interaction data. If you already live in ChatGPT or Claude, this is the difference between a CRM and a context source for the AI you actually use. The ceiling is real and documented. Custom objects and Deals, dashboards, workspace roles, API access, and the full interaction history sit behind Premium. Group-level permissions, security controls for internal and sensitive interactions, and custom usage limits are Enterprise-only. Every tier meters you: Standard gives 500 enrichments, 2,000 magic AI fields, 2,000 messages per member per month, 5 accounts synced per member, and 1,500 Workflow Assistant runs; Premium lifts that to 1,000 enrichments, 5,000 fields, 5,000 messages, and 10,000 workflow runs. The 200/month Research Assistant allowance is the same on both paid tiers, which is worth knowing if bulk enrichment is your primary use. And if your team doesn't consistently log interactions, the Assistants have little to learn from — folk rewards teams that work in their inbox and
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Real-world workflow fit
Concrete scenarios for the personas Folk CRM actually fits — and what changes day-one when you adopt it.
Connect Gmail, install the folkX Chrome extension, and let the Research Assistant enrich inbound leads one at a time while Auto-fill AI cleans job titles and company data in the background.
Outcome: Every new lead arrives enriched and categorized without manual data entry, and the Follow-up Assistant drafts a nudge the moment a thread with two or more exchanges goes quiet.
Run a bulk Research Assistant pass across a client group in table view, add custom questions so every research note follows the agency's briefing format, then set a Workflow Assistant trigger for status = Qualified.
Outcome: Account briefs are consistent and current, and qualified leads get a personalized first email automatically, with sent, opened, replied, and bounced stats tracked per campaign.
Scan business cards and dictate talk-to-text notes in Contacts by folk on mobile, then create Tasks with repeat rules so the follow-up lands on the right day.
Outcome: Contacts are in the CRM with a note attached before leaving the venue, and the Recap Assistant has enough interaction history to brief the next call.
Use Cases
- Automatically follow up on stalled email and WhatsApp conversations
- Get instant AI summaries of any contact, company, or deal before a meeting
- Enrich leads with company data from multiple providers in one click
- Run personalized email campaigns with scheduling, sequences, and templates
- Sync all LinkedIn, Gmail, and WhatsApp interactions into a single CRM view
- Build custom dashboards to track sales funnel performance
- Capture business cards and voice notes on mobile and instantly import contacts
- Use MCP to let AI agents read and update your CRM data
Models Under the Hood
as of 2026-10-02
Limitations
- Credits meter nearly everything.
- Standard includes 500 enrichments, 2,000 magic AI fields, 2,000 messages per member per month, 1,500 Workflow Assistant runs, and 5 synced accounts per member; Premium lifts those to 1,000 / 5,000 / 5,000 / 10,000, with Research Assistant capped at 200 runs per month on both paid tiers.
- Custom objects and Deals, dashboards, workspace roles, API access, and the full interaction history are Premium-only.
- Group-level permissions, security controls for internal and sensitive interactions, and custom usage limits are Enterprise-only, as is SSO beyond Google — only Google SSO is listed across tiers.
- Interaction sharing is limited to the last 30 interactions until you're on Premium.
- Credit cards are the only accepted payment method.
- The platform is cloud-based with no on-prem deployment mentioned, and the free entry point is a 2-week trial that ends with the account blocked (data retained but inaccessible until you upgrade or request a one-week extension).
as of 2026-09-22
Verification history
We have re-verified Folk CRM 9 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 9 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Folk CRM tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free Trial
$0 for 2 weeks
Ideal for
Any team wanting to test the four Assistants against a real pipeline before committing — 2 weeks, no credit card, full Premium feature access.
What this tier adds
Starting tier: full Premium features for 2 weeks, extendable by one week on request, account blocked at trial end with data retained.
Standard
$24/member/month (annual), $30 billed monthly
Ideal for
Small sales teams and solo founders running outbound from Gmail, Outlook, LinkedIn, and WhatsApp who mainly want the Assistants and enrichment.
What this tier adds
Adds pipeline management, email campaigns, the four AI Assistants, 2,000 magic AI fields, 500 enrichments, 2,000 messages per member, and 5 synced accounts.
Premium
$48/member/month (annual), $60 billed monthly
Ideal for
Growing revenue teams that need custom objects, Deals, dashboards, API access, and the full interaction history rather than the last 30 interactions.
What this tier adds
Adds custom objects and Deals, email sequences, workspace roles, dashboards, API access, 5,000 magic AI fields, 1,000 enrichments, 5,000 messages per member, 10,000 workflow runs, and 3 custom domains.
Enterprise
From $80/member/month (annual), from $100 billed monthly
Ideal for
Sales orgs with security, permission, and governance requirements that Standard and Premium can't meet.
What this tier adds
Adds custom usage limits, security controls for internal and sensitive interactions, group-level permissions, custom integrations, priority support, and 1:1 onboarding with a dedicated account manager.
Where the pricing makes sense
The company stage and team size where Folk CRM's pricing actually pencils out — and where peers do it cheaper.
Folk sits in the mid-market: $24/member/month annually for Standard undercuts configured HubSpot seats and Salesforce, while Premium at $48/member/month and Enterprise from $80/member/month annually move it into the same range as Attio's paid tiers. It fits teams of roughly 3-50 reps; below that the per-member credits are generous, above it the Enterprise custom limits and permissions become the real cost.
Setup time & first value
How long it actually takes to get something useful out of Folk CRM — broken out by persona, not the marketing-page minute.
Solo founder: about 15-30 minutes to connect Gmail or Outlook and LinkedIn and see the first Follow-up Assistant suggestions. Agency team: plan half a day to sync WhatsApp and calendars, build groups, and set Workflow Assistant triggers. Larger teams on Enterprise get 1:1 onboarding with a dedicated account manager, which typically compresses rollout to the first week.
Switching to or from Folk CRM
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From HubSpot: import contacts and companies via CSV, rebuild pipelines as groups, then let the Research Assistant backfill company data you left behind.
- →From Salesforce: export contacts, accounts, and opportunities to CSV, use auto-merge to dedupe, and recreate stages as pipeline views in folk.
- →From Pipedrive: bulk-import people and companies, map deal stages to folk pipelines, and reattach email threads by connecting Gmail or Outlook.
- →From Attio: export records to CSV, import into folk, and re-establish enrichment by connecting People Data Labs, Clearbit, and Apollo.
- →From a spreadsheet: import your list with CSV, then run Auto-fill AI to clean and categorize fields across the whole set at once.
- ↗To HubSpot: export people, companies, and deals to CSV, then rebuild the automation you had in Workflow Assistant as HubSpot workflows.
- ↗To Attio: export to CSV and re-create custom objects and dashboards, since those live in Premium and won't carry across as configured views.
- ↗To Salesforce: export via the API on Premium, then remap the lightweight data model to Salesforce objects and permission sets.
- ↗To a spreadsheet: use Import/Export CSV to pull your records out at any tier, accepting that AI fields and interaction history aren't included.
Integrations
Resources & Guides
Tutorials & Learning
Folk CRM Tutorial for Beginners (Step by Step)
George Vlasyev
CRMを10分で始める方法！初めてのCRM設定ガイド（Folk CRMチュートリアル）
Mark Colgan | Outbound Prospecting & Pipeline
Folk CRM Tutorial for Beginners (2026) Best CRM Software For Small Business & Marketing Agency
Choir of Tech Nerds
YouTube returned 6 videos for “Folk CRM”, and we withheld 1: 1 did not mention Folk CRM. Showing the 5 we can prove are about Folk CRM.
Official links
Tools that pair well with Folk CRM
Common stack mates teams adopt alongside Folk CRM, with the specific reason each pairing earns its keep.
Valley
Valley is signal-based LinkedIn and email outbound software that turns profile viewers, post engagers, and followers into booked meetings.
Copy.ai for Sales
AI-native GTM platform that pairs sales prospecting, research, and content generation inside reusable workflows.
Nooks
AI sales engagement platform that unifies parallel dialing, multi-channel sequencing, and AI coaching in one outbound workspace
Featured Head-to-Head Comparisons
Folk Crm vs Presto Voice
Presto Voice and Folk CRM serve completely different purposes. Choose Presto Voice if you run a QSR chain with drive-thru operations and want to automate ordering and boost revenue via upselling. Choose Folk CRM if you need a lightweight, AI-powered CRM for sales relationship management. They are not direct competitors.
Folk Crm vs Truleo
If you run a law enforcement agency needing AI to mine siloed data (jail calls, BWC, RMS) and slash report-writing time, Truleo is the only choice. If you're a sales team or agency wanting a lightweight, AI-powered CRM that automates follow-ups and enriches contacts, Folk CRM wins. They address completely different problems – pick based on your profession.
Folk Crm vs Bitsgap
Bitsgap and Folk CRM serve completely different needs: Bitsgap is for automated crypto trading with bots across exchanges, while Folk CRM is an AI-powered relationship management platform. Choose Bitsgap if you want to automate crypto trading strategies; choose Folk CRM if you need to streamline sales workflows and enrich contacts. They are not direct competitors.
Alternatives to Folk CRM
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Valley
Valley is signal-based LinkedIn and email outbound software that turns profile viewers, post engagers, and followers into booked meetings.
Copy.ai for Sales
AI-native GTM platform that pairs sales prospecting, research, and content generation inside reusable workflows.
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