folk

Category: Sales/CRM

A light CRM for relationship-led teams, with Claude built in.

folk is a CRM for people who found HubSpot and Pipedrive too heavy. The data model is people and companies with pipelines, groups and views on top, and duplicates merge automatically. The folkX Chrome extension pulls contacts straight off LinkedIn and the web, which is how most users actually fill it, and contact enrichment runs from there. Email, calendar and WhatsApp sync in, with messages, sequences and campaign analytics for outreach. The AI layer is concrete rather than decorative: Magic Fields populate whole columns with researched information, a Research Assistant digs into accounts, a Workflow Assistant handles repetitive steps, and follow-up and recap assistants keep threads moving. Newer additions push further into sales assistance with phone call recording. There are mobile and desktop apps, business card scanning and voice notes. The company is Paris-based with SOC 2 and GDPR compliance published.

Our verdict

The right answer for small relationship-led teams, and the first-party MCP server on every plan is a real draw here: your CRM becomes something you can query and update from Claude rather than another tab. Magic Fields are the standout day-to-day feature, filling a column with researched information instead of you doing it one record at a time, and the Chrome extension means contacts actually get added rather than intended. SOC 2 and GDPR compliance are published, which matters for UK buyers. Three practical things before you commit. Despite what the pricing page is titled, there is no free plan, it is a two-week trial and the account is blocked afterwards, though your data is retained. Pricing is in dollars and euros only with no GBP, which is friction from here. And a fair amount sits behind Premium, including sequences, dashboards, the REST API, Zapier and Make, so price the tier you will actually need rather than the headline. Not the tool for a high-volume inside sales team.

Best for: Agencies, startups, VCs and partnership teams who run on relationships rather than a structured sales process, and want a CRM that does not need an administrator.

Pros

  • First-party MCP server on all plans, so the CRM is queryable from Claude
  • Magic Fields populate whole columns with researched information automatically
  • folkX Chrome extension pulls contacts off LinkedIn and the web as you browse
  • Email, calendar and WhatsApp sync, with sequences and campaign analytics
  • SOC 2 and GDPR compliance published, which matters for UK buyers
  • Light enough that nobody needs to administer it

Cons

  • No free plan despite the pricing page title, just a two-week trial
  • Priced in dollars and euros only, with no GBP option
  • Sequences, dashboards, the REST API, Zapier and Make are all Premium only
  • Every AI feature is credit-capped, and the Research Assistant is 200 a month even on Premium
  • Google-only SSO on every tier, and no fit for high-volume structured sales

Pricing: From $24/member/mo, 2-week trial (Paid)

Rating: 4/5