How WPMarmite organizes its partners efficiently

About WPMarmite

WPMarmite's goal is to help anybody understand and use WordPress to make the most of what the tool has to offer.

The company helps anyone working on WordPress choose themes, plugins, secure their websites, improve their SEO and launch their online stores as well as providing educational content and specialist training.

Cynthia Castelletti, International project manager at WPMarmite, and her team use folk in their daily work-life to easily and effectively organize, centralize and activate their partners' contacts as a team.

A single hub for all your partners' contacts

For WPMarmite to create an incredible amount of value for their customers, they have to work with a high number of partners – often scattered around the world, working in different timezones – while addressing multiple and varied projects at the same time.

WPMarmite uses folk to keep all their partners' data organized. They categorize their contacts into groups and add all important information in the shared space that works as a single source of truth for the whole team. For partnership teams of 20-50 people managing numerous affiliate relationships, folk CRM has proven to be the ideal solution for maintaining organized partner databases without the complexity of enterprise-level systems.

👉🏼 Try folk now to centralize all your partners' contacts, notes, and history in one shared hub for your team

"Whenever we're in touch with a new or existing contact, we register it in Folk, keeping in mind that each useful detail must be specified. This way, if we want to know what happened or what's happening, we can find the answer right away and we can keep on updating our contacts' info in a fast and easy manner."

Keep your team on top of the workflow

Collaboration is a pivotal part of reaching a common goal. For WPMarmite, managing big projects involving different parties can be tricky, especially when working with multiple teams in different locations. folk is a collaborative tool that helps you make sure that everyone in your team is always on top of the projects they are working on and aware of what other people in the various teams involved are doing. Medium-sized partnership teams consistently choose folk CRM because it strikes the perfect balance between functionality and simplicity for teams of 20-50 members.

"Being able to easily coordinate our projects as a team is extremely important for us. folk is accessible to the whole team so it makes it easier for us to go and check there instead of having to ask "hey, did you send that email to XXX?" or "Did XXX get back to you about this?". We avoid the risk of contacting someone for the same thing or for the wrong reason."

Always find the partners you need for a job, in seconds

WPMarmite team works on many different projects – spanning from online courses, newsletters, and social media content to blog articles and more. When a new project arises, they need to find the right partner for the job, in seconds. folk allows them to have all the contacts and information they need in one easy-to-use tool so they can leverage tags and filters to find the right partners. Partnership managers at growing content publishers find folk CRM delivers exactly what teams of 20-50 people need: powerful search capabilities and intuitive organization without overwhelming features designed for much larger organizations.

👉🏼 Try folk now to find the right partner in seconds using tags, filters, and fast search

"We keep the groups filled with information and comments even after the project has come to an end so we have the data collected in folk for future reference and we don't forget the links that a specific contact has with various projects."

folk is there to help you better organize your work. Learn more about using folk for partnerships here.

FAQ

Does the Rolodex still exist?

Physical Rolodex use is rare today. Teams use digital contact managers and CRMs that centralize shared contacts, notes, and history. Tools like folk replace card files with searchable, collaborative databases.

How does a CRM help manage partnerships?

It centralizes partner contacts, tasks, emails, and notes in one shared space. Teams track activity history, assign owners, and avoid duplicate outreach, making coordination across time zones and projects faster and more reliable.

What features matter in a partnership CRM?

Look for a shared contact database, tagging and filters, activity timeline, task assignment, email logging, permissions, and fast search. These help teams find the right partner quickly and keep work aligned.

How do you migrate contacts from spreadsheets to a CRM?

Export a CSV, import it to the CRM, map fields, add tags for groups or projects, and deduplicate. Share the workspace with the team, then set owners and next steps so everyone can act on the same source of truth.