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Folk AI

Paid

The CRM that works for your team

5.0
New AI ToolsContact
Type
Saas
Company
Folk
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About Folk AI

Folk is a CRM platform that captures multi-channel communication data (email, WhatsApp, LinkedIn, notes) and uses AI Assistants to automate follow-ups, generate interaction summaries, enrich company profiles, and streamline workflows. It helps teams manage relationships, never miss follow-up opportunities, and switch context quickly across deals. Key AI capabilities include a Follow-up Assistant that analyzes conversations and drafts personalized follow-ups, a Recap Assistant that produces structured recaps of interactions, a Research Assistant that automatically enriches company data, and a Workflow Assistant that automates email sending based on triggers. The platform integrates with email (Google, Microsoft), WhatsApp, LinkedIn, and offers 5,000+ integrations via Zapier, Make, and REST API.

Key Features

AI-powered follow-up suggestions with personalized drafts
AI-generated recap summaries of interactions across email, WhatsApp, notes, and LinkedIn
Automated company research and enrichment (industry, size, funding, etc.)
Workflow automation for email sequences based on trigger conditions
Multi-channel data capture (email, WhatsApp, LinkedIn, notes)
Pipeline management with custom deal stages and views
Email campaigns with templates and analytics
Contact enrichment with email finding and magic fields
LinkedIn extension (folkX) for profile enrichment
5,000+ integrations via Zapier, Make, and REST API

Pros & Cons

Pros
  • Saves time by automating follow-ups and summaries
  • Provides context-rich recaps that include key decisions and next steps
  • Enriches company profiles automatically, reducing manual research
  • Works across multiple channels (email, WhatsApp, LinkedIn)
  • Customizable recap formats (MEDDIC, BANT, custom)
  • 2-week free trial with no credit card required
Cons
  • Credits for enrichment and AI features are limited on the Standard plan (500/month enrichment, 2,000/month AI fields)
  • Account is blocked after trial ends without upgrade, though data is not immediately deleted
  • Automatic data recovery requires upgrade or extension request
  • Pricing per member can become costly for large teams (Enterprise starts at $80/member/month)

Best For

Preparing for client calls with instant recapsRe-engaging leads with timely, personalized follow-upsHanding off accounts between team members with contextQuick context switching across multiple dealsAutomating repetitive sales research and data entryMaintaining a clean, enriched CRM database without manual effort

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FAQ

Can I try folk for free with my team?
Yes, upon sign-up a 2-week free trial with all premium features is automatically activated for the workspace.
What happens if I don't upgrade at the end of the trial?
The account will be blocked, but data is not immediately deleted. You can request a one-week extension or upgrade to regain access.
Do I need to add my credit card during the free trial?
No, no credit card is required during the trial. Payment details are only needed when upgrading.
How does adding or removing members impact my bill?
Pricing is based on the number of members. When a new member is added, a prorated price is calculated.