How to Use folk CRM AI Across Your Funnel! All Features Explained

Open folk CRM and your next three moves are already clear. A name to contact. A line that sounds natural. A follow up that fits the moment. AI CRM inside folk turns stored context into actions you can send with confidence.

Magic Fields write human openers and structured notes from the records you already maintain. AI Follow ups scans conversations to propose the right nudge at the right time. Research assistance compiles practical intel so prep time shrinks. The result feels simple and fast without losing your voice or control.

Discover all the features and use cases of AI in folk CRM

1. Create Personalized Email Icebreakers with folk CRM AI

Personalized icebreakers turn cold openings into warm starts. In folk CRM, AI writes a one sentence opener for each contact from fields you already maintain. Results feel human and relevant without extra research.

Why it helps?

✔️ Faster prep with lines that sound natural

✔️ Higher replies through immediate relevance

✔️ Clean review flow inside your contact list

How to use it?

1. Open your contact list and add a new column with the plus button. Choose Magic Field. Name it Icebreaker.
2. In the prompt area, type a short instruction and insert variables with / such as First name, Company, Job title, Notes. Example prompt: Write a friendly one sentence icebreaker for /First name at /Company based on /Job title or any detail in /Notes. Keep it under 25 words.
3. Press Command plus Enter to generate for one row or select many rows to generate in bulk. Edit any outliers inline.
4. Go to Messages, create an email, type /, and insert the Icebreaker field as the first line. Do the same in Sequences for step one. Send when ready.

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2. Draft Your Sales Follow Ups

Follow ups land faster when suggestions and drafts appear where you work. folk CRM’s AI Follow ups scans recent email threads and calendar signals to propose who deserves attention next, then prepares a draft you can edit and send. You keep control while AI removes the delay.

Why it helps?

✔️ Faster time to next touch with relevant suggestions

✔️ Drafts based on real conversation history and tone

✔️ Fewer blind spots across inbox and calendar

How to use it?

1. Open folk and connect your email and calendar in Settings so activity syncs
2. Go to Follow ups and review suggested contacts with context pulled from recent interactions
3. Open the suggested draft, review the lines, add details if needed, save as a template if it fits your voice
4. Send now from Messages or schedule inside a Sequence so timing stays consistent

3. Update Your CRM Using Call Transcripts

Turn long call transcripts into structured CRM updates you can trust. Store the full text on the contact or deal, then use Magic Fields to extract facts into clean fields so notes stay accurate without manual typing.

Why it helps?
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✔ Consistent notes for every call
✔️ Faster handoffs with shared, structured context
✔️ Less data entry and fewer missed details

How to use it

1. Add a long text field on the contact or deal named Transcript
2. Paste the call transcript into that field after each meeting
3. Create a Magic Field named Call summary and prompt AI to capture next steps, blockers, dates, competitor mentions
4. Add Magic Fields for discrete items like Budget, Authority, Timeline and map them to your reporting views

4. Write Accurate Sales Call Notes using BANT or MEDDIC

Keep qualification crisp and standardized. AI turns transcripts or raw notes into BANT or MEDDIC summaries so every record follows the same playbook.

Why it helps?
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✔️ Shared language for reps and managers

✔️ Faster review of calls and cleaner handoffs

✔️ Clear gaps to address before moving a deal forward

How to use it

1. Make sure your Transcript or Notes live on the contact or deal.
2. Create a Magic Field named BANT summary and instruct AI to extract Budget, Authority, Need, Timeline from the Transcript or Notes field
3. Create a second Magic Field named MEDDIC summary to pull Metrics, Economic buyer, Decision criteria, Decision process, Identified pain, Champion
4. Review outputs in the table, edit any outliers, then pin the summaries on the record for quick reference

5. Analyze Your Sales Pipeline

Pipeline reviews move faster when insights live next to every deal. With Magic Fields, folk CRM can write a short risk note and a next step suggestion for each record so priorities stay clear and actionable.

Why it helps?
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✔️ Quick view of risky deals without manual auditing

✔️ Shared language on next steps across the team

✔️ Cleaner weekly reviews with sortable and filterable fields

How to use it

1. Open your Deals pipeline view and confirm core fields are present such as Status, Deal value, Deal owner, Closed at. Add any custom fields you rely on for reviews.
2. Add a Magic Field named Deal risk and ask AI to rate Low, Medium, or High with a one sentence rationale that considers Status, Days in stage, recent interactions, and Notes.
3. Add a Magic Field named Next step suggestion and ask AI to propose one concrete action pulled from Notes and latest activity.
4. Sort and filter by Deal risk and Next step suggestion, then save the view for standups and weekly reviews.

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6. Perform Sales Research Efficiently

Strong research makes every message feel timely. In folk CRM, AI condenses saved links, notes, and captured profile details into a short brief so prep time shrinks while relevance stays high.

Why it helps?
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✔️ Faster prep for first touches and follow ups

✔️ Consistent briefs the whole team can trust

✔️ Clear angles to personalize at scale

How to use it

1. Capture the person or company with the folkX Chrome extension and add fields like website, LinkedIn URL, industry, size
2. Add a long text field named Research raw and paste your best context such as About text, a recent post, a press note
3. Create a Magic Field named Research brief and instruct AI to summarize who they are, what they sell, who they serve, plus any recent trigger from Research raw
4. Optional Magic Fields turn research into action such as Pain hypothesis, Value angle, Trigger mention, Objection to expect

7. Lead Scoring Made Easy with folk CRM AI

Prioritize work with a score you trust. In folk CRM, AI can turn the fields and notes you already maintain into a simple numeric score plus a short explanation. Everything runs through Magic Fields you control.

Why it helps?
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✔️ Faster focus on high fit and high intent leads

✔️ Shared prioritization across sales and success

✔️ Clear rationale so everyone understands the score

How to use it

1. Confirm useful context exists on contacts or companies such as industry, size, role, source, recent interactions, and key notes
2. Add a Magic Field named Lead score and instruct AI to output an integer from 0 to 100 using your criteria such as ICP fit, engagement, and timing
3. Add a second Magic Field named Score reason and ask for one concise sentence that explains the number using the same inputs
4. Generate in bulk, review outliers, then save a view that sorts by Lead score so the team works the right records first

8. Enrich CRM Contacts Automatically

Complete records drive better outreach and reporting. In folk CRM, 1-click enrichment and AI help fill missing fields like email, job title, and company info, then keep everything tidy with smart merging and clean, consistent values.

Why it helps?
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✔️ More complete profiles for targeting and personalization

✔️ Fewer bounces and faster routing thanks to accurate emails and roles

✔️ Cleaner lists through automatic dedupe and consistent fields

How to use it

1. Capture people or companies with the folkX Chrome extension on LinkedIn or import a CSV
2. Select records in your list and click Enrich to pull essentials like email, role, and company details into the right fields
3. Create a Magic Field if you want AI to normalize or expand data such as a short Company overview or standardized Job seniority
4. Review proposed updates in the table, approve edits, and let smart merge handle duplicates so each contact stays unique

Conclusion

folk CRM AI turns everyday CRM work into faster, higher quality outcomes. Icebreakers that sound human, follow ups drafted from context, clean call notes with BANT or MEDDIC, pipeline cues that clarify priorities, focused research briefs, accurate enrichment, lead scoring, and customer health signals. All inside one workspace you control.

Open folk CRM, add Magic Fields to your lists, connect email and calendar, and ship your next campaign with confidence. Start a free trial on folk.app and let AI carry the heavy lifting while you focus on work that moves revenue!