Folk CRM Software Review and Features

Aug 22, 2024

Review of Folk CRM Software

Introduction

  • Overview of Folk as an all-in-one CRM software.
  • Key features: flexibility, integration with third-party apps, and functionality as a mailbox.
  • Special free trial link available.

Free Tools

  • Folk offers numerous free tools without registration.
  • Encouragement to explore these tools for added value.

Dashboard Overview

  • Upon logging in, users see a simplistic dashboard for managing contacts.
  • Key areas of focus: settings, members, and email verification.

Settings and Members

  • Invite teammates and connect Google/Microsoft accounts to import contacts directly.
  • Verify emails for direct email sending from Folk.

API Integration

  • Generating an API key for connecting third-party applications.
  • Potential for automation and custom workflows (e.g., using Zapier).

Creating and Managing Groups

  • Option to create groups for organizing contacts.
  • Pre-made templates available for quick setup.
  • Custom headers can be added for flexibility.

Example Groups

  1. Team
  2. Tier One Clients
  3. Newsletter Subscribers

Importing Contacts

  • Connect inboxes to synchronize data.
  • Import contacts from files if not using email synchronization.
  • User-friendly interface allows easy manual updating of contact information.

Custom Views and Data Management

  • Create grid-like data views for better organization.
  • Use pipelines to streamline data flow.

Interactions History

  • View past interactions with contacts in a clean format.
  • Direct email sending from the contact panel with template shortcuts and variables for personalization.

AI Features

  • "Magic Field" uses AI to generate information based on existing data.
  • Example: Generate company descriptions and useful business tips.

Email Automation

  • Create email series with automated scheduling.
  • Ability to save email drafts and templates for future use.

Cleaning Up Contacts

  • Cleanup duplicates feature to merge replicated data in the database.

Messaging Overview

  • Track sent messages: drafts, pending, read, replied, and bounced messages.

Workspaces

  • Create different workspaces for different departments or brands with relevant access controls.

Chrome Extension

  • Allows adding leads directly from LinkedIn profiles with auto-extraction of information.

Tutorials and Resources

  • Access to tutorials for every feature within Folk CRM.

Conclusion

  • Overall impression: Folk CRM is a flexible, customizable solution suitable for various businesses.
  • Key strengths: Google Chrome extension, email automation, custom fields, and AI integration.
  • Recommendation to explore Folk CRM with provided link.