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    Home»CRM Guides»CRM Beginner’s Guide»Quick Start Guide to FolkCRM for Beginners
    CRM Beginner’s Guide

    Quick Start Guide to FolkCRM for Beginners

    Dhanik SahniBy Dhanik Sahni25 May 2024Updated:3 September 2025No Comments4 Mins Read
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    FolkCRM is a Customer Relationship Management (CRM) tool that simplifies and improves the management of customer interactions and data. It aims to provide a user-friendly interface and robust features designed to assist businesses in improving customer relationships, optimising sales processes, and increasing overall efficiency.

    It is a comprehensive CRM designed to manage relationships across sales, marketing, recruiting, fundraising, partnerships, and investing. It includes a variety of features, such as sending ultra-personalized emails to multiple recipients using AI, contact enrichment, pipeline management, and contact synchronisation.

    FolkCRM - CRMTechZone
    Source: FolkCRM.com

    Important Features of FolkCRM

    Contact Management

    A centralised database that stores and manages customer data such as contact information, interaction history, and notes. Admins can easily sync contacts and get help with missing data through contact enrichment and auto-deduplication.

    Lead and Opportunity Tracking

    Effectively handling and tracking leads is critical for long-term success. A well-organized lead tracking system may assist organisation in identifying important potential clients, streamlining the sales process, and increasing conversion rates.

    A lead tracking system enables businesses to follow the whole client experience, from initial contact to conversion. Gaining insights into lead generation activities allows user to pinpoint areas for improvement, make data-driven choices, and ultimately drive business success. This comprises information about the lead’s origin, the date and time of the initial contact, and any further exchanges.

    Communication Tools

    The CRM includes integrated email and messaging systems that allow you to communicate with clients directly. FolkCRM can easily integrate Gmail and Outlook for email conversion.

    Task Management

    FolkCRM has features for assigning, tracking, and managing tasks and activities associated with customer interactions and sales processes. Users may add reminders directly to their contact profiles, and they will get an email notice on the specified day.

    Source: FolkCRM.com

    Integration Capabilities

    FolkCRM can connect to other software applications, such as email clients, marketing tools, and accounting systems. It can easily connect with other systems like Zapier, Make, Clearbit, DropContact, Apollo, LInkedIn, Sales Navigator, Twitter (x).

    Mobile Accessibility

    FolkCRM is mobile friendly and it can easily import contacts from all types of mobile devices. User can easily handle contacts using app.

    Pipeline Management

     Pipeline Management helps in getting all leads and prospects in one place. This will help in closing deals collaboratively with your team and import new leads in moments with the help of folkX. The pipeline allows user to easily gather leads, manage progress, and keep track of all of your critical connections in one spot. User can easily customise it to fit their sales process.

    Source: FolkCRM.com

    Feature Comparison

    FeatureFolkCRMSalesforceHubspot CRMZohoCRM
    Ease of UseEmphasises a user-friendly interface and easy setup, making it suited for small to medium-sized organisations or teams with less technical skills.Highly customisable, yet can be difficult to set up and navigate, frequently necessitating specialised expertise or training.Known for its simple interface and ease of use, especially appealing to small enterprises and startups.Provides a good blend of usability and functionality, as well as a simpler setup process than Salesforce.
    CustomizationOffers customisation choices, but may be more limited than larger systemsHighly customisable, ideal for enterprises with complicated requirements and the resources to handle considerable customisation.Provides strong customisation capabilities, although not as broad as Salesforce.Offers extensive customisation possibilities, including a range of modules and connectors.
    IntegrationSupports integration with essential toolsExtensive integration possibilities with a variety of third-party applications and systems.Strong integration capabilities, especially with marketing and sales tools.A wide number of integrations, both native and via third-party services.
    PricingGenerally positioned as a cost-effective alternative for small to medium-sized organisations.Typically more expensive, with price dependent on user licences and extra fees for sophisticated capabilities.Provides a free tier with basic functions and premium tiers for more sophisticated functionality.Competitive price across many tiers, including a free edition with restricted functionality.
    Support and CommunityOffers standard support and resources.Support options are extensive, with specialised account managers, a vast community, and several online resources.Excellent assistance, with a robust user community and vast online resources.Excellent assistance, with a robust user community and vast online resources.

    Summary

    FolkCRM stands out for its user-friendly design and low cost, making it an excellent alternative for small and medium-sized enterprises seeking a simple CRM system.

    Pricing

    FolkCRM has Standard (18$/member/month), Premium (29$/member/month) and Unlimited versions. Business owner can contact them for license discount based on members. Connect FolkCRM team to get license information.

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    Dhanik Sahni
    • Website

    Dhanik Sahni is a seasoned Salesforce Architect with over 15 years of experience in architecting and implementing robust CRM solutions for businesses of all sizes. With a deep understanding of Salesforce's capabilities and a passion for leveraging technology to drive business growth, hehave become a trusted expert in the field.

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