folk – Lightweight AI CRM for Teams

folk is a minimal, AI-assisted CRM that strips away enterprise bloat and keeps teams focused on capture → research → outreach → pipeline. It connects to Gmail/Outlook and calendar, pulls context from conversations, and gives you Kanban-style pipelines and lists that feel closer to a modern doc than a legacy database. A Chrome extension lets you add leads from LinkedIn and the web in one click, enriching profiles and avoiding tab-hopping. Built-in messaging handles one-to-one or scaled sequences with personalization, scheduling, and tracking, so you don’t need a separate outreach tool. Collaboration is native: shared views, permissions, notes, tasks, reminders, and activity timelines keep everyone aligned. Integrations and webhooks cover the basics (Zapier/Make/API) for syncing contacts, companies, and deals. The result: faster handoffs, cleaner data, fewer tools to maintain, and a tighter loop from first touch to closed-won.

Key Features
• One-click lead capture: Clip people and companies from LinkedIn or any site; auto-enrich fields, find emails, and prevent duplicates.
• AI enrichment & follow-ups: Generate research summaries, draft emails, and nudge timely follow-ups based on thread context.
• Sequences & templates: Multi-step email sequences with delays, conditions, personalization variables, and performance stats.
• Pipelines & views: Kanban boards, tables, and filters for deals and lists; save shared views for teams and partners.
• Collaboration layer: Comments, mentions, tasks, reminders, and timeline history tied to contacts and deals.
• Clean data ops: Merge duplicates, “smart” fields, custom properties, and bulk edit/import to keep records tidy.
• Integrations & API: Gmail/Outlook, calendar, Zapier/Make, webhooks, and a public API for custom workflows.
• Analytics: Campaign, stage, and rep-level metrics to track velocity, reply rates, and conversion.

Use Case Highlights
• Founder-led sales: Capture investors/partners from LinkedIn, spin up targeted sequences, track warm intros, and move deals fast.
• Agencies & studios: Centralize inbound leads, brief prospects with AI notes, run scoped follow-ups, and manage retainers by stage.
• Partnerships & BD: Map ecosystems, see shared connections, coordinate multi-threaded outreach, and log partner marketing activity.
• Recruiting light: Source candidates, automate first touches, manage interview stages, and share scorecard notes with the team.
• Community & events: Import attendee lists, enrich profiles, run pre/post-event sequences, and attribute meetings to outcomes.

Benefits
• Less admin, more pipeline: Capture and enrichment cut manual entry to near zero.
• Fewer tools: Outreach, CRM, and light analytics in one place reduce cost and complexity.
• Faster ramp: Familiar, doc-like UI means teams adopt it without weeks of training.
• Higher win rates: Timely follow-ups, better personalization, and cleaner data drive replies and conversions.
• Clear accountability: Shared views, comments, and stage metrics make ownership obvious.
• Flexible by design: Custom fields, API, and automation hooks fit different go-to-market motions.

User Experience
folk feels fast and obvious: add a lead from the web, watch fields fill, start a sequence, and see replies thread back into the record. Views are quick to slice and share, pipelines move with drag-and-drop, and collaboration happens inline—no hunting across apps. Admins get enough control (permissions, fields, templates) without turning setup into a project. For teams that live in email and LinkedIn, it’s a practical, low-friction CRM that stays out of the way and helps you ship revenue.

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