folk CRM Review 2026: Next-Gen AI-Powered CRM for SMB Teams

Automate sales, research, and follow-up in one CRM built for teams and service businesses.

If your team needs a CRM that does more than store contacts, folk delivers true automation—streamlining outreach, research, and follow-up with AI-driven assistants designed for fast-paced SMBs, consultancies, and growing agencies in 2026.

From Launch to 2026: folk’s Rapid Evolution

  • 2020 — folk launches, aiming to reinvent CRMs for small and mid-sized teams fed up with overbuilt, inflexible platforms.
  • 2021–2022 — Adds deep integrations with Gmail, LinkedIn, WhatsApp, and builds one-click enrichment for contacts/companies.
  • 2023 — folkX browser extension debuts, capturing leads from LinkedIn and web forms instantly—accelerating workflow connectivity.
  • 2024 — Launches AI Assistants: tools that scan conversations, auto-generate recaps and next steps, and streamline bulk outreach.
  • 2026 — folk matures into a unified, proactive CRM hub with multi-channel AI, analytics, and seamless integrations—trusted by over 4,000 teams worldwide.
folk dashboard
folk delivers actionable, real-time insights—no developers required.

Key Features: folk’s Strategic Capabilities

  • AI-Powered Assistants — Automate follow-up, deal recap, research, and personalized workflow triggers, fueled by real user interactions and CRM data.
  • Multi-Channel Sync — Connects natively to Gmail, Outlook, WhatsApp, and LinkedIn, pulling communication and notes directly into your CRM.
  • One-Click Enrichment — Instantly finds missing emails, phone numbers, company details, and even draws context from public sources.
  • CRM Pipeline Management — Visual, collaborative pipelines with drag-and-drop, custom stages, and sales dashboards for reporting.
  • Automated Outreach & Sequencing — Send campaigns, track campaign health, and generate contextual email drafts at scale.
  • Custom Integrations — 6,000+ Zapier-type APIs plus direct options for developers, allowing folk to serve as your team’s central data platform.
  • Collaboration Tools — Team-wide notes, role-based permissions, and shared pipelines make folk suitable for groups of 3–50+.
  • Trusted Security — SOC 2 certified, GDPR-compliant, with robust controls for privacy and audit trail oversight.

Workflow & User Experience

  • Begin onboarding with direct import from email, LinkedIn, or spreadsheets; folkX extension streamlines LinkedIn lead capture and enrichment in seconds.
  • Groups/boards act as collaborative deal pages—track, assign, and review progress in real-time without switching between tools.
  • AI Assistants proactively suggest next actions, draft follow-ups, and provide relationship briefs—saving hours of manual review and reminding teams about dormant deals or leads.
  • Campaign managers schedule, personalize, and automate bulk outreach, with visibility into opens, replies, and engagement analytics.
  • The CRM pipes in updates from all connected channels—keeping your entire communication history instantly accessible.
  • Permissions let you tailor access for different team members, enabling granular collaboration without data leakage.

folk Pricing

PlanKey FeaturesPricing (USD)
Starter Unified contacts, LinkedIn & email sync, 1-click enrichment, for small teams Free trial / From $18–$24 per user/mo
Team Multi-channel support, AI assistants, pipelines, team roles, analytics From $29–$49 per user/mo
Growth Scaled collaboration, priority support, custom integrations, advanced automations Custom quote

folk vs. Traditional CRMs: Comparison Table

folkHubSpotPipedriveAirtable
AI follow-up, enrichment, full channel sync, SMB-first Marketing-focused, complex setup Sales pipelines, basic email sync Flexible database—no workflow/AI
Fast onboarding, intuitive UI, custom roles Expensive for midsize teams Affordable, narrow focus Requires buildout for CRM needs
Unique: Proactive AI assistants for outreach & research Adds AI via separate tier Limited automation No built-in enrichment
Pro Tip: Maximize folk’s AI Assistants by connecting both your email and LinkedIn; the platform will suggest follow-up actions based on all conversations, ensuring no lead slips through the cracks.

folk Discount Code

View current offer

Integrations

  • Direct integrations: Gmail, Outlook, WhatsApp, LinkedIn, Chrome (folkX)
  • 6,000+ apps via Zapier-like platforms
  • API support for custom connections, third-party tools, and workflow automation

Pros & Cons

ProsCons
  • AI automates follow-up, recap, research, and workflows
  • Lightning-fast LinkedIn and email integrations
  • Pipeline management and analytics for teams
  • User-friendly and quick onboarding
  • Affordable and scalable for SMB teams
  • Advanced automations reserved for higher plans
  • No native accounting or invoicing
  • Some integrations (e.g., WhatsApp) require configuration
  • Custom branding/white-labeling limited

Final Thoughts

For SMBs and agile service businesses, folk brings real AI-driven automation to CRM—cutting out repetitive admin, recapping conversations, and spotting engagement gaps autonomously. With rapid onboarding and robust integrations, it’s an exceptional fit for teams seeking a competitive edge without the headaches of legacy CRMs. If you want your CRM to proactively help your sales, not just record it, folk is on a very short list for 2026.

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