Discover folk - the CRM for people-powered businesses
Effective contact management is crucial for a CRM to remain functional rather than becoming overwhelming noise. Monday CRM and HighLevel exemplify this balance.
Social selling operates at the intersection of your CRM and your network. If your tool fails to keep pace with LinkedIn interactions, comments, and warm introductions, you not only lose visibility — you risk losing deals to teams that maintain stronger connections.
Folk and Clarify both position themselves as modern, relationship-centric CRMs. Clarify emphasizes transforming unstructured interactions into organized records, while Folk offers teams a versatile, social selling-friendly workspace to manage contacts, signals, and pipelines all in one place.
This comparison will explore how each CRM facilitates genuine social selling workflows, empowering you to choose the one that aligns best with your team's relationship-building and nurturing strategies.
Why is a social selling CRM vital in 2026?
Most B2B transactions do not originate from a cold email or a demo request; they begin with a LinkedIn comment, a repost, a direct message, or even a silent profile visit. If your CRM cannot capture these signals and connect them to real individuals and pipelines, your team is navigating without guidance while competitors cultivate relationships openly.
A social selling CRM provides a centralized platform to convert these interactions into structured, actionable insights: identifying who engaged, their origins, interests, and their readiness to buy. Rather than viewing LinkedIn as merely a tool for awareness, it transforms into a measurable, repeatable process integrated into your revenue engine.
With a social selling CRM, your team can:
✔️ Identify buying signals from likes, comments, and profile views to turn them into follow-ups
✔️ Distinguish which prospects are familiar with you through content versus outbound efforts and tailor your messaging accordingly
✔️ Map relationships across accounts, champions, and influencers, rather than merely listing contacts
✔️ Report on deals influenced by social activity instead of attributing all credit to last-click channels
What is Monday CRM?
monday sales CRM leverages monday.com’s work management platform, providing teams with a visual approach to manage pipelines alongside their projects. The Emails & Activities app seamlessly integrates Gmail and Outlook, allowing users to send, receive, and log emails directly from their boards, while also tracking opens and replies in real-time. With templates and automations, follow-ups become standardized, ensuring lead statuses, tasks, and email history remain aligned.
What is HighLevel?
HighLevel serves as a comprehensive marketing and sales platform designed specifically for agencies. It combines features such as funnels, email, SMS, automation, and CRM within a single environment that agencies can resell or manage for their clients. While its extensive capabilities are impressive, users might initially find the interface and setup to be somewhat daunting.
Feature comparison of Monday CRM and HighLevel
Profile Enrichment & Lead Insights
Monday CRM’s Emails & Activities app seamlessly integrates up to six Gmail or Outlook accounts for two-way synchronization, allowing emails sent or received to appear on your boards alongside calls and tasks. Although native calendar syncing within the CRM is not available, you can create simple automations or utilize Monday’s Calendar view to visualize your scheduled events.
On the other hand, HighLevel does not enrich contacts from social media; it depends on form captures, manual entry, or API-based integrations to collect data.
Social Listening & Real-Time Alerts
Monday CRM's Emails & Activities app automatically syncs your inbox every few minutes, checking Gmail and Outlook for new messages to transform into board items. Although this approach results in a minor delay compared to push-based systems, updates typically appear within two to three minutes. If you require faster updates, you can modify polling intervals or implement custom webhooks for sub-minute responsiveness.
HighLevel lacks a social listening feature, and its real-time alerts are restricted to email or SMS replies and incoming form messages.
Social Selling: Which channels?
Monday CRM’s Emails & Activities app allows you to sync up to six Gmail or Outlook accounts, and includes a Group Emailing feature for sending bulk messages to board items and contact lists. You can automate follow-ups using monday.com automations or integrate with Mailchimp for comprehensive email marketing capabilities. However, be aware that without Mailchimp or a similar add-on, you won't have access to native campaign analytics beyond basic send logs on your boards.
HighLevel facilitates inbound and outbound messaging through WhatsApp, Facebook Messenger, and Instagram DM, but it does not support LinkedIn or Twitter.
In‑Context Messaging with Templates & Sequences
Monday CRM’s Emails & Activities app seamlessly integrates up to six Gmail or Outlook accounts and features a Group Emailing action that allows you to send bulk messages to board items and contact lists. You can automate follow-ups using monday.com automations or enhance your email marketing efforts by integrating with Mailchimp. However, remember that without Mailchimp or a similar add-on, you will only have access to basic send logs on your boards, lacking native campaign analytics.
While sequences are available through SMS and email, they are not supported on social media platforms. Additionally, in-browser automation and messaging templates are not currently available.
Activity & Engagement Tracking
Monday’s Emails & Activities app records message opens when you send emails directly from the board interface; however, it doesn't automatically track link clicks. To measure click-through rates, you'll need to embed links with UTM parameters and either pull the data into your board through automations or integrate a marketing tool like Mailchimp.
HighLevel monitors emails, SMS, calls, and web chats, but it does not log interactions with social posts or profile activities.
folk CRM: The Best CRM for Social Selling!
folk CRM is a modern tool designed for social selling, transforming the process into an efficient, repeatable workflow. It swiftly captures contacts, maintains conversation context, and minimizes manual tasks through enrichment and smart fields, ensuring timely follow-ups.
Tailored for LinkedIn-driven outreach, folk enables teams to centralize leads from various sources, organize them into custom pipelines, and monitor every interaction in one convenient location. Automatic contact enrichment fills in information gaps, deduplication keeps your database organized, and shared notes along with tags simplify warm introductions and tracking relationship history across the team.
For effective daily social selling, folk facilitates consistent execution: segment leads, personalize outreach, set reminders, log interactions, and advance opportunities through the pipeline—all while preserving the human context essential for closing deals.
Conclusion
In summary, Monday CRM excels with its robust email integration and project management capabilities, making it ideal for teams that need visual pipeline management. HighLevel offers an all-in-one marketing solution but can be complex for new users. However, for teams focused on email integration, automation, and seamless sequencing, folk stands out as the best option. It streamlines social selling with automatic contact enrichment and centralized pipelines, ensuring timely follow-ups and maintaining essential relationship context. Experience the difference with folk CRM.
Start your 14-day free trial or book a demo today.
Discover folk CRM
Like the sales assistant your team never had
