folk CRM Review 2023: Best CRM for SMBs?
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Bonfire Rating: 4.8/5 folk CRM is an impressive tool for managing relationships, fostering teamwork, and getting organized (all with no learning curve).
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folk CRM
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$
14
Monthly
Impressive Contact Management Tools
Customizable Deal Pipelines
Lead Prospecting With folkX Extension
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Finding the right CRM can be like something out of a folk tale – an epic journey with no clear destination. If you go it alone without the right information, it’s easy to get lost along the way (and lose time and money ). That’s where I come in; I’m AJ—here to save the day. I’ve spent the last decade building my business (towards a multi-million dollar exit) using all sorts of customer relationship management tools . Now, I’m traveling the world with my wife, making our dreams a reality. I started Small Business Bonfire (SBB) to help entrepreneurs do the same (and get a fairy tale ending of their own). For this review, I wanted to share one of my absolute favorite CRMs on the market —folk CRM. We climbed the beanstalk, slayed the dragon, and saved the princess to bring you this comprehensive, in-depth look at folk CRM. Let’s dive in!
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is folk CRM?
folk CRM is a cloud-based customer relationship management (CRM) software focused on contact management, collaboration, and productivity above all else. Essentially, folk CRM makes managing your partnerships, deals, and sales easy while working together as a team . Some features that folk CRM excels at include: Contact management Deal pipeline tools Contact segmentation (groups) Workflow automation (API) Bulk email Lead prospecting (with the folkX Chrome extension) folk CRM is fantastic for startups because it offers a free plan for up to 100 contacts and 100 messages/month . Once you pass that threshold, upgrading to a paid plan (which all include unlimited contacts) is incredibly easy. The CRM platform is also a great choice for small and medium-sized businesses (SMBs) with a ton of clients (did we mention unlimited contacts?) looking for a powerful tool to help manage them. In fact, at SBB, we think folk CRM might potentially have the best tools for managing your contacts on the market right now . It’s not a folk legend, it’s a folk CRM reality.
Pros and Cons of folk CRM
Even diamonds have imperfections, just like every CRM has advantages and disadvantages. Let’s go over some of the pros and cons of folk CRM.
folk CRM Pros
Powerful contact management tools
Affordable pricing
Great free plan
Great lead prospecting
Extremely intuitive user interface
API and Zapier integrations
folk CRM Cons
Lacks advanced marketing and sales features
Automation isn't built into the platform
Not a ton of analytics or reporting
No mobile app
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Visit folk CRM
Who is folk CRM Best Suited For?
folk CRM has a ton of applicable use cases where it shines. Some business types that we think it’s best suited for include: Startups – folk CRM is well suited for startups because it’s both extremely beginner friendly and free to get started with. There’s essentially no real learning curve and, thus, no barrier to entry. Small businesses – the CRM is great for small businesses because it’s built to scale. As your business grows, you’ll have powerful tools to manage contacts on an enterprise level without switching platforms. Midsize businesses – folk CRM is an excellent choice for midsize companies with multiple teams looking to all get on the same page. Plus, they offer some great workflow automation through API and Zapier integrations.
Who is folk CRM Not Suited For?
folk CRM is awesome, but it’s not for everyone. Here are some instances where we think folk CRM might not be the best fit: Marketing Agencies – folk isn’t necessarily the best CRM for you if you’re looking for more robust marketing features like lead scoring, tracking campaigns, and A/B testing. Large sales teams – folk CRM has some great collaboration and productivity tools, but if you’re looking to manage a large sales team with tons of complex leads and deals, other CRMs can offer more.
folk CRM Software Pricing
folk CRM offers a free plan in addition to three paid plans. They are as follows: Free – No Cost 100 contacts 100 messages/month 10 enrichments/month Standard -$14/month (per user) Unlimited contacts 500 messages/month 100 enrichments/month Premium – $29/month (per user) Unlimited contacts 2,000 messages/month 500 enrichments/month Infinite – Custom Pricing Unlimited contacts Unlimited messages Unlimited enrichments
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How Does folk CRM Pricing Compare?
folk CRM is an affordable and robust platform with a lot to offer SMBs. But how does it stack up against the competition? For this section, we’ll break down a few of the most popular alternatives on the market regarding price and features. We’ll be referencing the first tier of each CRM . folk CRM – $14/month (per user) Free plan Robust contact management Unlimited contacts Deal pipelines Lead prospecting Pipedrive – $14.90/month (per user) No free plan Basic contact management Deal/sales pipelines LeadBooster (an extra $32.50/month) Mobile app Less Annoying CRM – $15/month (per user) No free plan Basic contact management Unlimited contacts Task management Mobile app HubSpot CRM – $50/month (for 2 users) Free tools Robust contact management Deal/sales pipelines Lead generation & management tools Mobile app As you can see, folk CRM comes out on top in pricing compared to all three other options. The fact that it offers unlimited messages and contacts is just the cherry on top, in our opinion. The only aspect where we think folk CRM doesn’t necessarily come out on top is the fact that there’s no mobile app yet.
folk CRM Pricing Tips
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Annual Plans Save By paying upfront with an annual plan, users can save up to 25% on plans with folk CRM. That kind of savings can add up over time, in our opinion. Plus, it's much easier to budget your entire business spend by paying immediately.
Free Plan As we've mentioned, folk CRM offers an impressive free plan for up to 100 contacts, 100 messages/month, and 10 enrichments/month. We love a great free plan, and folk CRM gave us just that!
Free Trial If you want a better sense of everything the platform offers before committing, folk CRM offers a free 14-day trial (no credit card required). This is a great way to get your feet wet and see if the CRM will work for your business.
Referral Codes folk CRM also offers referral codes for up to 10% off your order for using the promo code at checkout.
folk CRM Core Features
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Contact Management
When it comes to importing and managing contacts, folk CRM might just be the best in the biz . This is because of their unique AI-driven contact management system. The software recognizes when new contacts are added and automatically adds them to your database. You can also easily create the following for all of your contacts: Tags Groups Lists Categories For our testing, we connected our SBB Google account and were easily able to sync nearly 10,000 contacts within seconds . We were able to easily add contacts and even create customizable groups for our contacts in a way that no CRM we've tested currently has provided. Here's the "create contact" interface to help paint a picture. It was so easy and streamlined that we wished some of our other favorite CRMs had the same efficiency level. Here's an example of the layout for our affiliate marketing clients. The best part is that folk CRM offers unlimited contacts with all of their paid plans . For sales and marketing-based organizations with a ton of leads and contacts, this could be a game changer (especially if your current CRM charges by the number of contacts). So, if you want to amp up your contact management game, look no further than folk CRM.
Custom Groups
We briefly touched on the ability to create custom groups when we talked about folk CRM's contact management capabilities. However, it's one of the platform's most powerful features, so we wanted to dive deeper into it. With custom groups, you can easily segment your contacts into specific categories and lists based on their interests, purchasing history, or any other data-driven criteria. This makes it much easier to target the right people with the right messages (that get results). Plus, choosing which team members you share each group with is extremely easy. This allows you to segment different groups of contacts for different teams. There's really no limit to how you can customize these groups—it's a great feature that makes folk CRM stand out from the competition. For our testing, we created the following groups of contacts: Affiliate marketing deals PPC campaigns Partnerships Leads Here's an example of our Leads group (which included the potential partnerships that we are working on at Small Business Bonfire). folk CRM allowed us to easily sort by most interactions and strongest connections, making this group perfect for managing our potential partnerships .
Workflow Automation
When it comes to running a successful company, time is truly of the essence . Between managing clients, tracking leads, and following up on sales, it can feel like there just aren't enough hours in the day. That's where automation comes in to save the day! You may be thinking, "But wait, doesn't folk CRM not offer much innate automation?" And you wouldn't be wrong—folk CRM is not known for its built-in automation features. However, the platform does offer the ability to generate an API key (with just a few clicks) to connect all kinds of apps . With folk CRM, you can easily set up workflows and triggers to automate tasks like: Sending out emails Updating contact information Creating custom fields Plus, if you want to take things a step further, you can integrate with Zapier to automate just about any process you can imagine.
Chrome Extension (Lead Prospecting)
folk CRM provides a great lead prospecting extension for Google Chrome called folkX. Naturally, we connected folkX to our browser to test it out. Using folkX, we could quickly and easily collect contact information from any website or page with a few simple clicks . Here's what our layout looked like using the extension on LinkedIn. What's especially great about folkX's lead prospecting is that there is no limit to how often you can use it. This is not the case with other prospecting tools we've tried. We immediately noticed an increase in efficiency when pulling contacts into our database—it was fast , efficient , and saved us a ton of time . If you're looking to find new partnerships, leads, or just contacts in general, folkX provides a powerful tool to grant your wish.
Deal Flow
With folk CRM, it's easy to manage all of your deals across multiple groups and pipelines . The process is as simple as selecting a group, clicking "new view," and then "pipeline." From there, folk CRM handles it for you by transforming your contacts (just like magic) into drag-and-drop cards on a board. We turned our affiliate marketing contacts into a deal pipeline format (shown below) and were able to easily create custom stages in the pipeline. One aspect we liked about folk CRM's deal management capabilities was how easy it was to collaborate with features such as: Shared views Activity and interaction views The ability to add notes in real time We would have liked to see some more sales-focused functionality here, such as the following: Lead scoring Deal currency tracking Adding tasks to deals However, if you're looking for an easy way to turn your contacts into pipelines (with virtually no CRM experience needed), look no further than folk CRM . And don't worry, your pipelines won't turn back into pumpkins at midnight.
Bulk Messages
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