Folk is a modern, Airtable-like personal CRM app to manage your connections. Use this personal CRM for fundraising, press releases, partnerships, investors, real estate and as a classic personal CRM.

Customer Relationship Management (CRM) tools are essential for managing and improving your relationships with customers and clients. One such tool that stands out from the crowd is Folk CRM. This blog post will guide you through the process of building a personal CRM using Folk CRM, discussing its benefits, cost, and potential limitations.

Why Use Folk CRM for a Personal CRM?

Folk CRM is an intelligent CRM that is lightweight, customizable, and powered by AI. It adapts to the way you work, making it a flexible tool for managing your contacts and relationships. Here are some reasons why you should consider using Folk CRM for your personal CRM:

  1. Lightweight and Customizable: Folk CRM provides a lightweight workspace that is fully customizable, allowing you to tailor it to your specific needs.
  2. AI-Powered: Folk CRM uses AI to automate manual tasks, helping you focus on building stronger relationships. It can auto-sync contacts from all your sources, auto-import contacts with an extension, auto-categorize, auto-deduplicate, and auto-enrich your contacts.
  3. Smart Outreach: Folk CRM uses AI to help you know exactly when and how to reach out to your contacts and then track the results. It helps you personalize every touchpoint and write better with AI.
  4. Team Productivity: Folk CRM is designed to supercharge your team’s productivity. It allows you to set control and access levels, collaborate in real-time, and work as a team.

Steps to Building Your Personal CRM in Folk CRM

Building your personal CRM in Folk CRM involves several steps, including setting up your account, importing your contacts, customizing your workspace, and setting up automation. Folk CRM is designed to be user-friendly and intuitive, so you should be able to set it up with ease.

How Much Does Folk CRM Cost?

Folk CRM offers multiple pricing options to suit different needs:

  1. Free: This plan is designed for individuals starting out. It allows up to 100 contacts and includes all integrations such as Gmail, Outlook, Zapier, Enrichment, etc., and a Chrome extension for LinkedIn, Twitter, and six others.
  2. Standard ($14 per member/month): This plan is for teams and power users. It includes features like bulk email campaigns, AI integration, contacts email finder, and collaboration and permissions.
  3. Premium ($29 per member/month): This plan is for organizations that need greater customization. It includes advanced email campaigns, the ability to send emails from multiple email domains, and priority support.
  4. Custom Plan: For advanced usage, Folk CRM offers a custom plan with white-glove onboarding, a dedicated Slack channel, and custom billing.

Can You Create a Free Personal CRM in Folk CRM?

Yes, you can create a free personal CRM in Folk CRM. The free plan is designed for individuals starting out and allows up to 100 contacts. It includes all integrations and a Chrome extension for LinkedIn, Twitter, and six others.

What Personal CRM Features Are Missing When You Use Folk CRM?

While Folk CRM offers a wide range of features, it may not include some specific features that other CRMs might offer. As of my knowledge cutoff in September 2021, I don’t have the specific information on what features might be missing in Folk CRM. However, it’s important to assess your specific needs and compare them with the features offered by Folk CRM to determine if it’s the right tool for you.

In conclusion, Folk CRM is a versatile and intelligent CRM tool that can be an excellent choice for building a personal CRM. Its flexibility, AI-powered features, and various pricing options make it a viable option for individuals and teams of all sizes. However, it’s crucial to assess your specific needs and compare them with the features offered by Folk CRM to ensure it’s the right tool for you.

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