Agencies and consultancies
Manage prospects, clients, partners, notes, reminders, and personalized outreach without operating a heavyweight sales stack.
Independent tool overview
folk CRM at a glance
folk is a lightweight AI CRM for service businesses that combines contact and pipeline management, email outreach, enrichment, follow-up suggestions, and collaborative relationship history.
Visit the official folk CRM site ↗
- Best for
- Relationship-driven service businesses and small-to-midsize sales teams
- Starting price
- $24 per member/month billed annually
- Free access
- 14-day trial; no permanent free plan listed
- Built-in outreach
- Email campaigns on Standard; sequences on Premium
- Enrichment credits
- 500 Standard or 1,000 Premium per month
- AI integration
- Magic Fields, assistants, and hosted MCP
Overview
What folk CRM is
folk is a collaborative CRM designed for agencies, consultancies, recruiting firms, investors, and other relationship-driven service businesses. It centralizes people, companies, notes, reminders, pipelines, messages, and interaction history in a flexible table-like workspace without the implementation overhead of a large enterprise CRM.
Its current AI layer goes beyond generic writing. Magic Fields can generate or normalize record data in bulk, the Research Assistant builds company context, and AI follow-ups use synced email and calendar activity to suggest who needs attention and prepare a draft for review. Built-in enrichment can find contact details and roles, while folkX captures profiles from LinkedIn and other sites.
folk now also offers a hosted MCP connection so authorized AI clients can search and update contacts, move deals, and summarize CRM activity in natural language. That access inherits the connected user's role and permissions, so teams should treat the AI client as having the same practical data access as that person.
Use cases
Who folk CRM is best for
The strongest fit depends on the job you need the product to complete, not the size of its feature list.
Founder-led and relationship sales
Combine a shared contact database with email and calendar context so small teams can follow up consistently.
Teams that want flexible CRM data
Customize groups, views, fields, pipelines, and—on Premium—objects without committing to a rigid CRM schema.
Capabilities
Core folk CRM features
People and company records
Centralize contacts, companies, custom fields, notes, reminders, tags, interactions, and team context in shared groups and views.
Pipeline management
Build custom pipelines and statuses for sales, partnerships, recruiting, fundraising, or other relationship workflows.
Email and calendar sync
Connect Gmail or Outlook activity so the team can see relationship history and AI can identify follow-up opportunities.
Campaigns and sequences
Send personalized individual emails in bulk; Premium adds automated multi-step sequences and higher message allowances.
Contact enrichment
Use waterfall providers to find emails, phone numbers, company names, job titles, and profile URLs, charging credits only when data is found.
Magic Fields
Prompt an AI field to create icebreakers, classify records, normalize job titles, score leads, summarize notes, or generate other structured values.
AI assistants
Use follow-up, recap, research, and workflow assistance to surface next actions and reduce manual record maintenance.
folkX browser extension
Capture and enrich contacts from LinkedIn and other web profiles directly into selected folk groups.
MCP connection
Authorize Claude, ChatGPT, Cursor, or another compatible AI client to read and write CRM data through folk's hosted MCP server.
Process
How the folk CRM workflow works
Step 1
Import and connect
Bring in a CSV, use folkX, connect email and calendar accounts, or synchronize data through Zapier, Make, API, or MCP.
Step 2
Shape the CRM
Create groups, views, custom fields, statuses, and pipelines around the actual client or sales process.
Step 3
Clean and enrich
Merge duplicates, enrich missing contact details, and use Magic Fields or assistants to normalize and research records.
Step 4
Work the relationships
Review history, notes, reminders, and suggested follow-ups, then send a personal message, campaign, or Premium sequence.
Step 5
Review and improve
Use campaign analytics and Premium dashboards to monitor progress, audit AI-generated fields, and refine the pipeline.
Cost
folk CRM pricing and free plan
folk prices by workspace member and includes a 14-day trial with premium features. Annual prices are lower but billed for the year. Standard covers the core CRM, campaigns, enrichment, AI, and one synced account; Premium is the practical floor for teams that need sequences, dashboards, API access, custom objects, roles, full interaction history, or more usage credits.
Free trial
14 days
Temporary workspace trial with premium features.
- No permanent free plan listed
- Useful for testing imports, sync, enrichment, and team workflow before purchase
Standard
$30 monthly or $24/member/month annually
Core CRM for teams that need contact management, pipelines, campaigns, enrichment, and AI.
- Pipeline management and email campaigns
- 500 enrichment credits per month
- 2,000 Magic Field credits per month
- 2,000 messages per member per month
- One account sync and one custom domain
- AI assistants, folkX, MCP, and 5,000+ integrations
Premium
$60 monthly or $48/member/month annually
Advanced plan for automated outreach, reporting, data access, and administration.
- Everything in Standard
- Custom objects and deals
- Email sequences and dashboards
- API access and workspace roles
- Full interaction history
- 1,000 enrichment and 5,000 Magic Field credits per month
- 5,000 messages per member and five account syncs
Enterprise
From $100 monthly or $80/member/month annually
Custom-capacity and governance plan for larger organizations.
- Custom usage limits
- Sensitive and internal interaction controls
- Group-level permissions
- SSO, onboarding, custom integrations, and priority support
Pricing checked . Check current pricing at the source ↗
Assessment
folk CRM strengths and limitations
Where it stands out
- Cleaner and more approachable than many enterprise CRMs
- Flexible records and pipelines support sales and non-sales relationship workflows
- Combines contact capture, enrichment, CRM context, and personalized outreach
- AI fields are configurable instead of being limited to a few fixed prompts
- Hosted MCP enables natural-language CRM work from external AI clients
- Annual Standard pricing is reasonable for teams that do not need sequences or advanced reporting
What to consider
- There is no permanent free plan on the current pricing page
- Pricing is per member, so costs rise directly with team size
- Email sequences, dashboards, API access, custom objects, roles, and full interaction history require Premium
- Enrichment results are not guaranteed; folk says success is roughly 50–60% depending on available source data
- Enrichment, AI fields, research, workflows, messages, and account sync are governed by plan-specific credits or limits
- MCP-connected AI clients inherit the user's workspace access and can write to CRM data
- AI-generated follow-ups, research, scores, and field updates still require human review
- Teams needing deep forecasting, territory management, or complex enterprise sales administration may outgrow its lightweight model
Compare
folk CRM alternatives
The right alternative depends on the specific output, workflow, controls and budget your project requires.
Business Operations
Airtable
Choose Airtable when you want a highly flexible database and app builder that can be configured as a CRM, even if more setup is required.
Explore Airtable →Project Management
Huly
Choose Huly when open-source self-hosting and an all-in-one workspace with projects, chat, documents, and CRM modules matter more than outbound sales features.
Explore Huly →Coding
Retool
Choose Retool when developers need to build a deeply customized internal CRM on top of existing databases and business systems.
Explore Retool →Questions
folk CRM FAQs
What is folk CRM?
folk is a collaborative CRM for relationship-driven businesses. It combines contacts, companies, pipelines, notes, reminders, email and calendar context, enrichment, outreach, and AI assistance.
How much does folk CRM cost?
As of August 29, 2026, Standard costs $30 per member monthly or $24 per member/month billed annually. Premium is $60 monthly or $48 annually, and Enterprise starts at $100 monthly or $80 annually.
Does folk CRM have a free plan?
folk lists a 14-day free trial with premium features, but its current pricing page does not show a permanent free plan.
What is the difference between folk Standard and Premium?
Standard includes the core CRM, pipelines, campaigns, enrichment, AI assistants, Magic Fields, folkX, and integrations. Premium adds sequences, dashboards, custom objects and deals, API access, roles, full interaction history, and higher usage limits.
Does folk include email sequences?
Automated email sequences are included on Premium and Enterprise. Standard includes email campaigns but not sequences.
What AI features does folk have?
folk offers Magic Fields, suggested and drafted follow-ups, record recaps, company research, workflow assistance, AI-based scoring and classification, and an MCP connection for external AI clients.
How does folk contact enrichment work?
folk uses a waterfall of data providers to find contact emails, phone numbers, company names, job titles, and URLs. A credit is deducted only when an enrichment succeeds, and folk says availability varies by source data.
Can ChatGPT or Claude connect to folk?
Yes. folk provides a hosted MCP server that compatible AI clients can authorize through OAuth. The connected client receives the same access allowed by that folk user's role and permissions.
Is folk good for a large enterprise sales team?
folk offers an Enterprise plan and useful controls, but teams that need highly complex forecasting, territories, approvals, and sales operations should test those requirements carefully against a traditional enterprise CRM.
Bottom line
Our folk CRM verdict
folk is a strong CRM choice for relationship-heavy service businesses that want useful automation without a long enterprise implementation. Standard is enough for shared contacts, pipelines, campaigns, enrichment, and moderate AI use; Premium becomes necessary quickly when a team wants automated sequences, reporting, API access, custom objects, or complete history. Run the trial with real imports and outreach volumes, because per-seat pricing and several separate credit pools determine the true cost.
Visit folk CRM website ↗
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