folk

What it is

folk is a customer and relationship management system for small teams. It organizes people and companies into shared lists and stages, keeps interaction history, sets reminders, supports email outreach, and can add missing contact or company details. Higher plans add more reporting, automation, and customization.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Keep investor, advisor, partner, and candidate relationships in separate shared views.
• Save a new contact from the browser and assign a next step before the context is lost.
• Track warm introductions from the initial request through the meeting and follow-up.
• Use defined stages for partnership discussions that do not belong in the sales system.
• Prepare a relationship brief from recent interactions before an executive meeting.