Folk CRM is great at what it does - clean, simple, and easy to pick up. Where we come in is building the automations that make it do the heavy lifting: enriching contacts, triggering follow-ups, and keeping your pipeline moving without manual effort. We work with teams across Australia and New Zealand.
ABOUT THE PLATFORM
Folk is a lightweight, modern CRM designed for relationship management and pipeline tracking. Unlike heavyweight enterprise CRMs, Folk focuses on simplicity and speed -- making it ideal for small teams, agencies, consultants, and founders who need to manage contacts and deals without the complexity overhead. Folk offers flexible views, smart contact grouping, email integration, and a clean interface that teams actually enjoy using. Once you have the right automations set up, Folk handles follow-ups, enrichment, and pipeline updates on its own - which is where it starts to really earn its keep.
OUR EXPERTISE
Automatically enrich new contacts with company data, social profiles, and industry information as soon as they are added to Folk. No more manual LinkedIn lookups or data entry to fill in contact details.
Set up automated actions that fire when contacts move between pipeline stages. Send personalised emails, create tasks, notify team members, or update external systems -- all triggered automatically by stage changes in Folk.
Connect Folk with your email platform for seamless two-way sync. Every email sent and received is automatically logged to the right contact, giving your team full conversation history without switching between apps.
Build multi-step follow-up sequences that trigger based on contact activity or inactivity. Never let a warm lead go cold -- automated reminders and emails keep your pipeline moving without manual effort.
WHY AUTOMATE
Simple CRM without the complexity overhead of enterprise platforms
Automated contact syncing across email, calendar, and other tools
Pipeline automation that moves deals forward without manual updates
Integration with existing email and calendar tools you already use
Automatic contact enrichment that fills in missing data instantly
Follow-up sequences that ensure no lead falls through the cracks
GET STARTED
Take our free Workflow Scorecard to find where your team is losing hours, or book a 15-minute call to discuss your Folk CRM automation needs.
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