Turn your customer data into the context your AI agents need to power your sales motion
Import and enrich people, companies, and conversations from emails, LinkedIn, calendars, calls, WhatsApp, and custom sources with our API
Connect people, companies, and deals to uncover relationship insights and build a unique relationship graph
Connect your AI agents to folk through MCP, so it works at the speed of agents and performs any relevant action in the system
“folk helped us simplify our whole sales flow. Sometimes you get overwhelmed by all the tasks you need to do. Having folk just reminding us what leads to prioritize is a game-changer.”
“Prospecting takes multiple forms: reach out to someone, meet at an event, get introduced, word of mouth… folk helps us capture all of this.”
“We’re wearing a lot of hats and, at our agency, we need to. My CRM organization needs to be streamlined and easy to use. That’s why we love folk.”
“A future-proof CRM should do tasks on the background. I’ll go to folk to get my insights, look at my boards, see how my pipeline is doing, but I don’t have to tell it stuff to do. That’s the beauty of it.”
“folk is simple and flexible enough to evolve with the way we collaborate as a team. We used to rely mainly on inbound and word-of-mouth. And now folk helps also with prospecting.”
A CRM for AI agents gives AI tools access to customer records and the context behind them. That includes who a contact is, who on your team knows them, and how the relationship has developed. In folk, agents connect to the workspace your team already uses, so they can work with shared customer information.
The quality of an agent’s work depends partly on the information it can access. Contact details alone rarely tell the full story. A good CRM brings together conversations, deal updates, and relationship history, then gives agents reliable ways to use that information. It also needs clear access controls, so connecting an agent doesn’t mean opening every record to everyone.
Yes. Shared customer context helps agents work across relationships that involve several people on your team. One teammate may have made the introduction, while another handled the latest conversation. Bringing those details into folk gives connected agents a fuller picture, which can help with meeting preparation, account handoffs, and follow-up planning.
Relationship signals help agents judge what deserves attention. Knowing when someone last spoke to a contact can help avoid an unnecessary follow-up. Knowing which teammate has the strongest connection can help find a route to an introduction. Email opens and clicks can add context, though they should be considered alongside the wider conversation.
You can connect through MCP, the folk API, or webhooks, depending on what you want to build. MCP lets compatible AI tools work directly with your folk workspace. The API supports custom integrations, while webhooks let a workflow respond when something changes in the CRM, such as a contact being created or a deal being updated.
An agent connected to folk can search for contacts, update records, and move deals through a pipeline. You can also build workflows around tasks such as preparing an account brief or finding contacts that may need a follow-up. What an agent can do depends on the connection you use, the available CRM data, and the account’s permissions.
For MCP connections, the AI tool inherits the workspace access of the folk account that authorizes it through OAuth. Review that account’s permissions before connecting. API integrations use API keys, which should be kept private. If an agent handles sensitive updates, configure approval steps in its workflow so your team can review those actions before they run.
