folk CRM — Independent Software Review
folk, the CRM that works for you
Compliance Transparency Index
Grade: A — Score: 100/100
Best For
- Startups and founder-led teams that want a simple CRM for LinkedIn, email, WhatsApp, warm introductions, and relationship-led sales.
- Agencies and partnerships teams that manage contacts, accounts, outreach lists, introductions, collaborators, and follow-ups across many active relationships.
- Sales teams that want AI follow-up suggestions, relationship recaps, company research notes, enrichment, email campaigns, and pipeline views in one CRM.
- Teams that need transparent CRM pricing, a 14-day trial, public usage limits, CSV export, and a published subprocessor list.
- Operators that want API access, Zapier, Make, Gmail, Outlook, WhatsApp, LinkedIn capture, and 5,000+ integration options without moving into a heavy enterprise CRM.
Not Ideal For
- Large enterprises that need SAML SSO, SCIM, complex territory management, advanced forecasting, or deep CRM administration beyond Google SSO and advanced roles.
- Sales teams that need native calling, SMS, power dialers, call recording, or a phone-first CRM workflow.
- Teams that send high-volume outbound campaigns and do not want to manage message, enrichment, Magic Field, account sync, and workflow credit limits.
- Organizations that need a full marketing automation suite with landing pages, ad management, service desk, CMS, and multi-hub reporting.
- Teams that need whole-workspace export in one action, since folk's export help says contact and note exports are done group by group and exclude items such as interactions, reminders, and some custom-field data.
Operational Overview
folk CRM leverages advanced AI technology to automate busywork and enhance productivity by capturing multi-channel data from emails, WhatsApp, and more. This allows teams to maintain a comprehensive view of their interactions and relationships.
The platform offers a suite of AI Assistants, including the Follow-up Assistant, Recap Assistant, Research Assistant, and Workflow Assistant, which streamline processes such as follow-ups, research, and email outreach, ensuring that users can focus on what matters most.
By integrating with over 6000 tools and providing a customizable data model, folk CRM minimizes risks associated with data silos and enhances collaboration among teams, making it a future-proof solution for managing customer relationships.
Pricing Structure
14-day free trial: $0 for 14 days
- Premium features activated at signup
- No long-term commitment stated
- Account is blocked after trial unless upgraded
- Trial access through app signup
Standard: $30/member/month monthly, or $24/member/month billed yearly
- Unlimited contacts
- 2,000 messages per member/month
- 500 contact enrichments per workspace/month
- 2,000 Magic Fields per workspace/month
- Pipeline management
- Email campaigns
- AI Assistants
- LinkedIn extension
- Email, calendar, and WhatsApp sync
- 5,000+ integrations
Premium: $60/member/month monthly, or $48/member/month billed yearly
- Everything in Standard
- 5,000 messages per member/month
- 1,000 contact enrichments per workspace/month
- 5,000 Magic Fields per workspace/month
- Email sequences
- Dashboards
- Deals
- API access
- Advanced roles and permissions
- Full history of interactions
Custom: From $100/member/month monthly, or from $80/member/month billed yearly
- Everything in Standard and Premium
- Custom limits for enrichments
- Custom limits for messages
- Custom limits for account sync
- Custom limits for AI fields
- Custom billing
- Dedicated support on custom integrations
- Dedicated point of contact
Alternative Consideration
Consider switching to HubSpot CRM: HubSpot offers a broader range of marketing tools and a more established brand presence.
AI Visibility Report
How AI agents (ChatGPT, Perplexity, Claude, others) read this review page in the past 7 days. Updated weekly. View folk CRM AI Visibility Report.