folk Reviews & Product Details

It has a simple, clean layout and feels approachable, especially for users who are still stuck using spreadsheets. Review collected by and hosted on G2.com.

New features feel slow to roll out, and the product could use more integrations. Overall, I like the AI minimalism, but I’d really like to use my organization’s Claude (or any other agent) inside Folk so I don’t have to keep two tabs open. It would also be great to have more than just three agents, along with greater ability to customize my own.

For Folk to be the CRM I adopt, there needs to be an easier, more intuitive way to view all contacts in one place. It took me way too long to get used to having to go to “Search,” and once you’re there, there’s no clear way to filter and sort across all of your contacts. At least a few options would be nice, such as date added, alphabetical order, or organization.

Additionally, I wish there were a few more ways to customize groups.

Finally, it’s not really clear to me whether all fields can be enriched, or only some. Review collected by and hosted on G2.com.

It's very customisable, you can change and update things really easily. I have also been able to connect it to Linkedin and update my connections with ease. I also has enrichment built it and the AI functions make it easy to to understand insights about prospective clients. It's fast and updates instantly with no lag time. All the features included make it a good well worth the price per month. The team was there to help me when I started making it easy to move from my previous database. Overall it's been a smooth switch that has alllowed me to focus on my business. Review collected by and hosted on G2.com.

I don't like how it there is no time stamp for the last time I updated something. Sometimes I update a few profiles and forget who it was and can't just click to see my recent updates. Seems like an easy update to bring. Review collected by and hosted on G2.com.

As a Commercial Real Estate Operations Manager based in Dallas, what I like best about Folk is how simple, clean, and people-focused it is compared to every bloated, overcomplicated CRM we’ve tried for our leasing and tenant deal work. Our small team handles office, retail, and industrial leasing all across the DFW area, and most real estate CRMs are packed with useless features that just clutter up our workflow. Folk keeps things lightweight and flexible exactly how we need it for brokerage pipelines and tenant management.

The biggest win for us is how easy it is to customize every contact and deal workflow to match our actual leasing process. We don’t do generic sales deals — our work includes property tour scheduling, tenant prospect follow-ups, LOI submissions, lease negotiations, and final lease execution. With Folk, I was able to build out our exact leasing pipeline stages and add custom fields for property square footage, tenant type, lease term, and asking rate. It took me no time at all, and I didn’t need any IT support.

We had a perfect example of this recently with a retail tenant prospect looking to lease a small shop in North Dallas. The prospect was shopping multiple properties, and our brokers were juggling tour times, follow-up calls, and document requests. Before Folk, this would’ve been messy — tour notes would live in texts, follow-ups would be forgotten, and deal updates would be scattered across emails. Inside Folk, we logged every tour feedback note, set personalized follow-up reminders, and attached all property flyers and site plans directly to the deal. Since the platform is so intuitive, our entire team stayed aligned on where that tenant stood in the process, and we ultimately moved forward with their lease LOI much faster than usual.

I also love how clean the contact database is for tenant and broker relationship management. In commercial real estate, we reuse contacts constantly — landlords, repeat tenants, local contractors, and fellow brokers. Folk lets us tag and categorize everyone clearly, so we can instantly pull up past interactions, old lease deals, and previous tour history.

On top of that, the mobile experience is fantastic. Our brokers are always out touring properties around DFW, and they can quickly update deal statuses, log quick notes, or check upcoming follow-ups right from their phones. No lag, no confusing menus.

Overall, Folk stands out because it’s built for actual relationship work, not just rigid sales tracking. It keeps our leasing pipeline organized, cuts down admin time, and lets our team focus on closing deals instead of fighting with our CRM. Review collected by and hosted on G2.com.

While Folk works great for basic contact tracking and simple leasing pipelines, it’s missing a lot of features we really need for commercial real estate work here in the DFW area. Our small team manages office, retail and industrial properties, and we quickly hit limits when we try to track property-specific details and tenant documents inside Folk. It’s built for general relationship management, not property leasing, so there isn’t a native way to create separate property records. We have to manually add all building details, square footage and lease terms as custom fields on deal records, which gets messy when we have multiple prospects looking at the same property.

Reporting is another big letdown. We need to pull regular summaries for our leadership, like active lease prospects, tours scheduled each month, and deals waiting for lease drafts. Folk’s built-in dashboards are pretty basic. A couple months back, I tried to build a report to track all active retail leasing deals across Dallas and Fort Worth. I spent a while setting up filters, but the dashboard couldn’t break down metrics by property type. I still had to export raw CSV data and build charts in Excel afterward, which adds extra admin work every week.

Automation options are also very limited. We wanted to set up simple triggers, like sending a follow-up email to prospects automatically after a property tour, or creating a reminder for our brokers once an LOI comes in. Most of those workflow tools are locked behind the higher-priced Premium plan, and even then the automation rules aren’t flexible enough for our leasing workflows. We also found the native integrations pretty thin. We hoped to connect Folk directly to our document tool DocuSign for lease paperwork, but there is no native connector. We had to build a workaround through Zapier, and it’s not fully reliable. Sometimes deal statuses don’t update after a tenant signs a document. Review collected by and hosted on G2.com.

There are quite a few features I find really valuable in the folk system. First, you can “add to folk” contacts from sites like LinkedIn, websites, and more, which makes it simple to bring new contacts into the CRM. Second, you can “enhance” contacts—folk fills in missing contact data—which I’ve found especially helpful for business development. Third, it’s easy to set up multiple views, groups, and boards, so I can organize my contacts the way I want. Finally, customer service is very responsive and genuinely helpful whenever I have questions. I could go on. I switched from Hubspot and have found folk *much* easier to use for my small business. Review collected by and hosted on G2.com.

I don’t think there are many downsides. I do wish I could set my notifications to go to Slack or to my email, although those options might already exist and I just haven’t found them yet. I also haven’t figured out the best way to track multiple deals with a single client. I’m fortunate to have repeat clients, and I’m not sure how to capture multiple projects and proposals under one client in a clear, organized way. Review collected by and hosted on G2.com.

I like how Folk serves as a lightweight CRM for Shutterstock Studios. It helps us manage retail brand clients, track photoshoot projects, and log client communications in one shared workspace effortlessly. The flexible contact relationship mapping is remarkable; it allows us to link all stakeholders involved in a project, which helps us keep everything organized. The clean, minimal user interface is easy to use, so our creative team can pick it up quickly without complex training. Importing our existing contact lists and setting up project groups was straightforward, which is valuable for a small team without dedicated IT support. Folk's Gmail integration that syncs email threads into contact records reduces manual data entry and ensures we never miss feedback. The ability to centralize client history and projects helps us meet tight brand image delivery deadlines efficiently. Review collected by and hosted on G2.com.

Folk’s main downside for Shutterstock Studios is its limited native asset management integrations and basic reporting. When we wrap retail photoshoots, we cannot directly link high-res image galleries stored in our DAM to folk client records. We have to manually paste share links into contact profiles. Its dashboards also lack custom project turnaround reports, forcing us to build separate spreadsheets to track shoot timelines. Without in-house IT, this manual linking adds extra admin work, especially during our busy seasonal retail campaign shoots. Review collected by and hosted on G2.com.

What I value most is the balance between simplicity and capability. Having used ACT for over 30 years, I was concerned about losing functionality when moving to a lighter system, but that has not been the case.

Folk does everything I need without the complexity or cost of a traditional CRM, and in some areas it goes further. The ability to capture and organise data directly from email and WhatsApp interactions is particularly impressive and fits far better with how I now work.

It feels like a modern, practical tool designed around real relationship management rather than rigid database structures. Review collected by and hosted on G2.com.

There are a couple of areas where improvement would make a meaningful difference.

Firstly, the ability to link more than one WhatsApp account, for example business and personal, would be very valuable and better reflect how many of us manage client communication.

Secondly, I have experienced delays with support. I raised two requests relating to Folk not picking up multiple Outlook email accounts, and despite these being escalated following a call with a Folk consultant, I have not received a resolution or update for over a month. More responsive follow up on support queries would improve confidence. Review collected by and hosted on G2.com.

I loved the simple setup and easy integration. You install, connect your email and WhatsApp and install the Chrome plugin for LinkedIn, and you are running. The learning curve is easy, and the value it brings to my business is huge.

I used to miss conversations on LinkedIn, finding it difficult to build momentum. Still, Folk has helped me never to miss a conversation again while easily building momentum in my sales efforts. Because of the Chrome plugin, it saves me a load of time and labour capturing and enriching contacts because it draws all the information from LinkedIn, and it also enriches the contact's details.

Their help files and help videos cover almost everything you might ask. That said, their customer support is quick and puts a lot of effort into helping you.

I use this product every day, 7 days a week, and it has helped me to create a consistent rhythm in my sales activities. Review collected by and hosted on G2.com.

I wish their help files had a section that showed workflows for people in different markets and different ways of use. Once you find your workflow then you get a lot done very quickly. Review collected by and hosted on G2.com.

After evaluating several CRM options, we chose Folk because it offered the right balance of flexibility, usability, and cost.

What stood out right away was Folk’s open architecture. It’s highly extensible and adapts to how our team actually works, rather than forcing us into a rigid, predefined workflow. As our processes continue to evolve, we feel confident that Folk can evolve alongside us.

The user experience is another clear strength. The interface is clean, intuitive, and easy to navigate, which helps new team members get up to speed quickly without the steep learning curve that often comes with more complex CRM platforms.

We were also impressed by Folk’s email campaign capabilities. Managing outreach, tracking engagement, and running campaigns feels straightforward and well integrated into the overall workflow, which reduces the need to rely on multiple disconnected tools.

Finally, the economics made sense. Folk delivered the functionality we needed at a competitive price point compared with many of the alternatives we considered.

Overall, Folk has given us a modern, flexible CRM that supports both relationship management and outbound engagement, without adding unnecessary complexity. Review collected by and hosted on G2.com.

At times, data entry can feel a bit convoluted because moving around within fields and labels doesn’t work the way you'd expect, which can be confusing. Another issue is that the field layout is cumbersome and not easy to modify.

The paradigm of groups containing contacts and accounts is slightly different from other CRMs that we've used, and it takes a little getting used to. Review collected by and hosted on G2.com.

1. Doesn't feel like a heavyweight CRM where you don't know where to start 2. Email enrichment 3. Chat support tends to be faster to reply than the time stated Review collected by and hosted on G2.com.

The limitation on the number of monthly emails is way too low Review collected by and hosted on G2.com.

Folk makes CRM accessible to me as a solo entrepreneur, and I can see my company grow with it. I use it primarily from Claude via the MCP connection, and heavily rely on the enrichment features to segment leads and personalize outreach. Review collected by and hosted on G2.com.

The folkX extension for Chrome doesn't allow me to import LinkedIn interactions. Review collected by and hosted on G2.com.