All-in-one CRM for finance

Build a smart investor database, run fundraising campaigns, and keep track of grants and investments, all in one lightweight tool

Trusted by 4,000+ companies around the world

4,9

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Product hunt

4,8

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Chrome store

4,5

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G2 review

Build your investor network in a single tool

Centralize your entire team's network of investor contacts in a single place
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Say good bye to copy-paste

Add new investors in one click from LinkedIn and 10+ tools with our chrome extension
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Enrich investors contacts with the right data

Find investors' email to build proper outreach lists
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Send emails that get replies

Reach out to entire lists of investor with personalized emails, track replies, and more
Email template from Alan to 230 contacts about next meetup event with customizable fields

Keep on top of all fundraising processes

Track progress with custom pipeline view. See latest interactions, shared notes, and set reminders for yourself or teammates
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Get insights from customizable dashboards

Analyze your pipeline over time to inform your sales strategy
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Loved by closers

“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.”
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Catherine, Partnerships manager
@Eugeniuses
“Prospecting takes multiple forms: reach out to someone, meet at an event, get introduced, word of mouth... folk helps us capture all of this.
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Hugo, CEO
@nextra
“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.
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Oliver , founder
@pinfluence
“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.”
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Luc Chanut, founder
@monette