Folk
Folk is a flexible CRM for smaller teams who find Salesforce too heavy. We connect it to your email, calendar, and accounting tools so contacts stay current and follow-ups happen automatically.
Book Free Audit →What we automate with Folk
- •Contact records enriched from email and LinkedIn automatically
- •Follow-up reminders triggered by pipeline stage or inactivity
- •New deals syncing through to Xero for invoicing
- •Activity logs updated without manual entry by the sales team
Common Folk automations
Contact enrichment
New contacts filled with company data and social profiles as soon as they're added to Folk, so reps start every conversation with context.
Follow-up reminders
Contacts flagged for follow-up when a deal stalls or a conversation goes quiet past a set number of days, without anyone checking manually.
Email sync
Emails logged against the right contact in Folk automatically so the full conversation history is always there when a rep opens the record.
Deal-to-invoice
A closed deal in Folk triggers a draft invoice in Xero so accounting does not lag behind what the sales team is closing.
Pipeline stage alerts
Notifications fire when a deal moves stage or a high-value contact is added, keeping the right people informed without a manual check.
Outreach reporting
Weekly pipeline and activity summaries pulled from Folk into a shared report, built automatically instead of compiled by hand.
Works well with
Frequently asked questions
Can Folk replace a bigger CRM like HubSpot or Salesforce?
For smaller teams it often can. Folk is lighter, faster to set up, and still supports the key automations most SMBs need. We can advise on which CRM fits your workflow before you commit.
What can you automate with Folk?
Follow-up sequences, contact enrichment, deal-to-invoice triggers, and pipeline reporting are the most common starting points.
Does Folk connect to accounting software like Xero?
Yes, via integration middleware. We build the connection so a closed deal in Folk automatically creates a draft invoice or contact in Xero.
Stop letting follow-ups fall through the cracks in your CRM.
Book a free audit and we'll show you what Folk can do with the right automations behind it.
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