The folk CRM agency.A CRM your team uses.
folk is a relationship-first CRM, but a blank workspace with no pipelines, imports or conventions gets opened twice and replaced by a spreadsheet. We set it up around your real process, populate it with folkX, build your sequences, and wire it into Gmail and your stack.
★★★★★Verified Trustpilot reviews · AI, automation & growth agency
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GeminiA folk CRM agency makes it stick, not just opens the account.
Anyone can sign up for the seats. Setting folk up so it matches your process, populating it cleanly, and getting the team to keep using it is a different job. Here are the four things we own.
- Setup
folk CRM set up around how your team actually works
A blank workspace isn't a CRM. We build your pipelines with the stages and deals you really run, structure your groups with smart filters, and design the custom fields that match your process instead of a generic template. Your team opens folk and it already mirrors how they sell, follow up and keep relationships warm, instead of staring at empty columns and drifting back to a spreadsheet.
See a typical setup - Imports & enrichment
Contacts in fast, with folkX and clean data
The CRM nobody fills is the CRM nobody trusts. We set up the folkX Chrome extension so your team imports contacts from LinkedIn in one click, map the fields cleanly, dedupe what you already have, and turn on data enrichment so records fill themselves. You start from a populated, tidy base, not an empty workspace you slowly give up on.
See the method - Sequences & integrations
Email sequences and your stack wired in
folk earns its place when it isn't a separate tab. We build your email campaigns and sequences with templates, variables and reminders so follow-ups stop slipping, then connect folk to your stack through its native integrations, Gmail, the API, and Make or Zapier so contacts, deals and tasks flow without copy-paste. It works inside the tools your team already opens every day.
See the integrations - Enablement & ops
Your team adopts it, without the data going stale
A CRM half the team ignores is worse than none. We train your people on the daily workflow that keeps folk alive (log it, move the deal, set the reminder), set group and field conventions so the data stays clean, and document it so new hires inherit the habit. We're an automation and AI agency first, so this plugs into how your team already runs ops.
See AI enablement
We set up folk like an ops tool, not a toy.
Most folk setups die the same way: account opened, no pipelines, no imports, a couple of people log three contacts and drift back to their inbox. So we treat it like ops infrastructure: structured around your real process, populated with clean data, extended with sequences and integrations, and handed to a team trained on the workflow that keeps it alive.
- Audit · map your process, your data, and where deals and follow-ups slip today
- Setup · pipelines, groups, custom fields and views that match how you work
- Build · folkX imports, enrichment, email sequences and the integrations you need
- Enable · train the team and set conventions so the data stays clean and used
We run our pipeline in folk too.
We don't sell a partner tier. We use folk and other CRMs to run our own pipeline, so we set it up the way it actually gets used: pipelines that match a real process, folkX imports, sequences that follow up on time, and conventions that keep the base clean. That's exactly what's missing when a setup ends at opening the account.
- We run folk and other CRMs daily for our own pipeline, so we set it up the way it actually gets used, not the way a demo suggests.
- Adoption-first by default: we design the daily workflow and conventions so the data stays clean instead of going stale in a month.
- You leave autonomous: the setup lives in your folk workspace and your docs, so your team owns it without us.
- No badge to sell. We're judged on whether your team still uses folk and closes faster after we leave, not on a partner tier.
folk at the core, your sales and ops stack around it.
We configure the parts that turn folk into a CRM your team trusts, then connect them to how you already work. Here's what a real setup covers.
- Setup
Pipelines & deals
We build the pipelines you actually run (sales, partnerships, fundraising, hiring) with the right stages, deal fields and views, so folk reflects your process instead of a default template nobody matches to reality.
- Setup
Groups & custom fields
We structure your contacts into groups with smart filters and tags, and design the custom fields your team needs, so the right people surface in the right view without anyone digging through a flat list.
- Setup
folkX & data enrichment
We set up the folkX Chrome extension for one-click LinkedIn imports, map the incoming fields, dedupe your base, and turn on enrichment so records fill in automatically and stay current.
- Setup
Email campaigns & sequences
We build your email campaigns and sequences with templates, merge variables and reminders, so outreach and follow-ups run on a cadence instead of living in someone's head and slipping.
- Setup
Integrations & API
We connect folk to your stack through native integrations, Gmail, the API, and Make or Zapier, so contacts, deals and tasks sync with your other tools and you stop copy-pasting between tabs.
- Setup
Migration & data hygiene
We migrate your contacts and deals from your old CRM or spreadsheets, clean and dedupe the data on the way in, and set conventions so the base stays tidy after we leave.
We map your process, you leave with a plan.
Before quoting anything, we take 60 minutes to look at how you sell, where deals and follow-ups slip, and what your contact data looks like today. You leave with an honest read on whether folk fits, what to set up first, and how to get the team to actually use it. Zero pitch, just an operator's take on your pipeline.
- An honest read on whether folk fits your team
- The pipelines, groups and fields to set up first
- The folkX imports, sequences and integrations worth building
- A frank take on when a heavier CRM is the better call
How we run a folk CRM setup.
Five steps, in order. We don't load contacts before the structure is signed off, we don't hand over an empty workspace, and your team owns it at the end. Each step has a deliverable and you sign off before we move on.
- Step 1 · CRM audit
Map your process and where deals slip today
We sit down with your team and look at the real bottlenecks: leads that go cold, follow-ups nobody logs, contacts scattered across inboxes and spreadsheets, deals with no clear next step. We check how you actually sell and keep relationships. Half the value is telling you whether folk fits, or whether a heavier CRM is the right call, before you commit to a tool.
- Step 2 · Workspace setup
Build the pipelines, groups and fields you really run
We set up your pipelines with the stages and deal fields that match your process, structure your contacts into groups with smart filters, and design the custom fields your team needs. We build the views so the right contacts and deals surface without digging. Someone on your side signs off on the structure before we load a single contact into it.
- Step 3 · Imports & sequences
Populate it with folkX and wire the outreach
We set up the folkX Chrome extension so your team imports from LinkedIn in one click, migrate and dedupe your existing contacts, and turn on data enrichment so records fill themselves. Then we build your email campaigns and sequences with templates, variables and reminders, so outreach and follow-ups run on a cadence instead of slipping through the cracks.
- Step 4 · Integrate
Connect folk to Gmail, the API and your stack
We wire folk into the tools your team already opens: Gmail and your inbox, the native integrations, the API, and Make or Zapier for the rest. Contacts, deals and tasks sync where they belong so nobody copy-pastes between tabs. We keep the automations scoped and documented so the flow is easy to follow and easy to change as your process moves.
- Step 5 · Enable & hand over
Train the team, then get out of the way
We train your people on the daily workflow that keeps folk alive: log the contact, move the deal, set the reminder. The conventions go into a short doc so new hires inherit the habit. If you want to go deeper, we run training on CRM ops and the automation around it. If you want us on call for what scales next, we talk about that separately.
We're judged on the CRM that stays used.
No partner badge to display, so we lead with what matters: feedback from the teams whose folk setup we ran, and whether they kept using it and closing faster after we left. Our Trustpilot reviews come from those teams, not from a marketing deck.
- The setup lives in your folk workspace, owned by your team
- Pipelines and conventions agreed before a contact is loaded
- folkX imports and sequences built, the base kept clean
- Trustpilot reviews come from the teams we set it up for
The questions we get asked on repeat.
What does a folk CRM agency actually do?
A folk CRM agency sets folk up so your team actually uses it, instead of leaving you with an empty workspace nobody fills. We build your pipelines, groups and custom fields around your real process, set up the folkX Chrome extension for one-click LinkedIn imports, turn on data enrichment, build your email sequences and reminders, and wire folk into your stack through its integrations, the API and Make or Zapier. The point is a CRM your team keeps using, not one they abandon for a spreadsheet in a month.How much does a folk CRM setup cost?
It depends on scope: a clean pipeline-and-import setup is nothing like a full migration plus enrichment, sequences and several integrations. We don't throw out a flat package. We start with a free 60-minute audit to see what folk needs to fit your process, then quote a fixed scope. The folk subscription itself you pay folk directly; we set up the workspace, the seats and the conventions so it stays predictable and clean.Can you migrate our contacts and deals into folk?
Yes, and doing it cleanly is half the job. We migrate your contacts and deals from your old CRM, your inbox or spreadsheets, map the fields to your new pipelines and groups, dedupe what overlaps, and enrich the records on the way in. You start from a populated, tidy base instead of an empty workspace, which is the difference between a CRM the team trusts and one they quietly stop opening.What is folkX and do you set it up?
folkX is folk's Chrome extension that lets you import a contact from LinkedIn (or any web page) into your CRM in one click, with the fields mapped to your groups. We install it for your team, configure how the imports land in your pipelines and custom fields, and set the conventions so contacts come in clean. It's the fastest way to get a populated base, and it's usually the first thing we wire up after the workspace structure is signed off.Can you build our email sequences and integrations in folk?
Yes, that's where folk earns its place. We build your email campaigns and sequences with templates, merge variables and reminders so follow-ups run on a cadence, and connect folk to your stack through its native integrations, Gmail, the API, and Make or Zapier. Contacts, deals and tasks sync with your other tools so nobody copy-pastes between tabs. The goal is folk working inside the workflow your team already has, not a separate tab they forget to open.Is folk the right CRM for us, or do we need something heavier?
folk is a relationship-first CRM built for small teams and agencies who want speed and a clean base, not a wall of configuration. If that's you, it's a great fit and we'll set it up fast. If you're a large sales org that needs heavy automation, complex forecasting and deep reporting, a HubSpot or Salesforce-class CRM is the honest call, and we'll tell you so in the audit instead of forcing folk to do a job it isn't built for. Picking the right tool is part of what you pay us for.Will folk replace our sales process or our team?
No, and we won't pretend otherwise. folk is very good at keeping contacts, pipelines and follow-ups organised so nothing slips, and it still needs your team to do the selling and make the calls. The teams that win treat it as the place their process lives, not a substitute for having one. We set it up to make your people faster and your follow-ups reliable, and we'll be straight about what it does and doesn't automate.How long does a folk CRM setup take?
For a scoped setup (pipelines, groups, fields, folkX imports, a first sequence) count 1 to 2 weeks: audit and workspace structure first, then imports and training. A full migration with enrichment, several sequences and multiple integrations runs a bit longer, usually a few weeks. We split it into batches so your team gets a usable, populated CRM fast, rather than waiting on a big rollout before anyone logs a single contact.
Stop opening empty workspaces. Set it up right.
A 60-minute audit, your process mapped, a setup plan with the pipelines, imports and conventions baked in. If your team can run it in-house after setup, we'll hand you the playbook. If we're the right fit, we handle it.