folk CRM for Gmail

Shared contact groups and Gmail outreach

folk CRM for Gmail brings Google contacts, email history and calendar interactions into a separate CRM. Organize people and companies in groups, track progress in table or pipeline views, and use the folkX browser extension alongside Gmail. Teams can share relationship records and prepare outreach from the same contact information.

folk CRM table showing contacts and recent interactions alongside a monthly revenue chart.

What is folk?

People and company records can belong to several groups. Built-in fields stay with the record across the workspace; custom fields belong to a group. You can use the same contact in different processes while keeping each group's fields separate. Dedicated deal records and custom objects require Premium or Enterprise.

Google contacts, emails and calendar interactions update in real time after you connect the account. Contact sync runs from Google Contacts into folk. Choose whether to keep interactions private, share subjects and participants, or share full content with the workspace.

folk interface languages

Who it suits

Teams organizing sales contacts into shared groups and pipelines.
Outreach teams that need contact-based templates and can work within sender limits.

Contacts

Use the same person or company in several groups. Shared built-in fields keep the contact details consistent, while group-specific custom fields hold details for each process.

Tasks

Attach tasks to people, companies or deals, set due dates and assign teammates. Review them in the Tasks list and choose public or private visibility.

Email templates

Open reusable templates in Gmail through folkX. Variables fill in details from existing folk contacts so you can personalize the draft.

How folk works with Gmail

Use folkX to save a contact from a Gmail thread to a workspace and group. Its panel shows contact details, notes and past interactions. Open message templates from Gmail and fill their variables with information from an existing folk contact.

To send from folk through a Google account, connect a Gmail Sender. It supports personal Gmail and Google Workspace, and sent messages appear in Gmail. Replies are tracked when the email account is synced. Open, click and bounce analytics and email sequences require a Custom sender.

Getting started

Create a workspace and a group for the contacts you want to manage. Choose its fields and a table or pipeline view.
Connect Google under Settings → Accounts and grant the required permissions. Review interaction sharing, check the imported contacts and add them to the appropriate groups.
Install folkX for Gmail contact capture and templates. To send campaigns from folk, set up a Sender and check its sending and analytics limits.

folk features

31 parameters · 8 groups

Accounts

Personal Gmail Support for a personal Gmail account, not only a Google Workspace organization.: Available
Google Workspace Support for Google Workspace Gmail accounts; administrator approval may be required.: Available

Customer records

Contacts Create and maintain CRM records for individual people.: Available
Companies Store company information and link it to customer work through company records or fields on contacts.: Available
Custom fields User-defined fields on CRM records, beyond changing a layout or renaming a status.: Available
Contact sync Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.: Available
Real-time, one-way sync imports Google Contacts into folk; folk edits do not sync back. Standard allows 1 connected account per member, Premium 5 and Enterprise a custom limit.

Work management

Sales pipelines Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.: Available
Use contact-based pipeline views. Dedicated deal records require Premium.
Deals Track sales opportunities with a status or stage. This includes projects used to manage deals.: Plan-dependent
Dedicated Deals and custom objects require Premium or Enterprise.
Projects Manage projects through dedicated records or workflows beyond tracking a sales opportunity.: Not verified
Tasks Create actionable tasks with an owner, status or due date.: Available
Notes Save internal notes associated with a contact, email or CRM record.: Available
Files Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.: Available
Attach images and files to notes on people, companies or deals. Notes follow record access unless made private by the author. Notes start on Standard; dedicated deal records require Premium or Enterprise. A separate Gmail attachment browser has not been verified.
Web capture Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.: Not verified
folkX extracts company details from websites and can create Research notes. Saving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified.
Reminders Date-based or message-triggered reminders for a follow-up or task.: Available
Calendar sync Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.: Available
Google Calendar interactions sync into folk in real time. Recurring events, events with over 20 attendees and events more than a month away are excluded. Up to five upcoming interactions appear. Account and history limits depend on the plan.

Email

Email linking Associate or log email conversations with a contact, project or CRM record.: Available
Email sync Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.: Available
Email interactions update in real time, with some exclusions. Standard shows limited interaction history.
Email tracking Track email opens, link clicks or both.: Available
Open and click tracking requires a Custom sender. Gmail Sender does not track opens, clicks or bounces.
Email templates Reusable email message templates or snippets.: Available
Mail merge Send personalized email to multiple contacts from one campaign or bulk-send workflow.: Available
Email campaigns use message credits and have sender-specific sending limits.
Email scheduling Schedule an outgoing email for a future send time.: Available
Schedule campaigns on Standard. Scheduling a sequence requires a plan that includes sequences.
Email sequences Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.: Plan-dependent
Requires Premium or Enterprise and a Custom sender. Gmail Sender cannot send sequences.

Collaboration

Shared inbox A shared email workspace where multiple people handle the same conversations.: Not verified
Team assignment Assign customer work, records, tasks or conversations to another team member.: Available

Automation

Workflow automation Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.: Available
Workflow Assistant sends emails when records are created or fields change. Execution credits and sender requirements apply.

Data

Reporting Built-in CRM reporting or dashboards, including documented statistics views.: Plan-dependent
CRM dashboards require Premium or Enterprise. Campaign analytics use a Custom sender.
Data import Import CRM records from a file or another supported data source.: Available
Data export Export CRM records or reports to a downloadable file.: Available
Export one view at a time to CSV. Interactions, tasks and some fields are excluded.
API access Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.: Plan-dependent
REST API access requires Premium or Enterprise.

Mobile

Mobile CRM Officially supported CRM access through a mobile app or mobile web interface.: Available
The mobile app includes contacts, companies, notes and interactions. Deals are not included.
Gmail mobile CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.: Not verified

Pricing and plan requirements

Standard plan

$24/user /month

Standard · Billed yearlyFree trial available

View pricing

What to check before choosing

Gmail Sender allows up to 125 emails a day for personal Gmail or 500 for Google Workspace. It cannot send sequences or track opens, clicks or bounces.
Standard includes pipeline management. Dedicated deals, dashboards, API access, email sequences and full interaction history require Premium or Enterprise.
Google sync excludes recurring calendar events and emails with more than 20 recipients. Standard shows the latest 30 interactions within the three-year history window.

folk: common questions

Does folk run inside Gmail?

folk has a separate CRM workspace. Google sync adds contact and communication history there, while folkX brings contact capture, notes and templates beside Gmail.

Can Gmail Sender send email sequences?

No. Sequences require a Custom sender and Premium or Enterprise. Gmail Sender also excludes open, click and bounce tracking.

Does folk have a permanent free plan?

folk offers a two-week Premium trial. After it ends, a paid plan is required to view groups and data. You can still access the account to upgrade and may request a trial extension.

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