Discover folk - 人材主導型ビジネス向けCRM
Contact management can either make a CRM valuable or turn it into a source of chaos. Pipedrive and HighLevel
Social selling thrives at the intersection of your CRM and your network. If your tool can't keep pace with LinkedIn activity, comments, and warm introductions, you risk losing visibility — and ultimately deals — to teams that maintain stronger relationships.
folk and Clarify both position themselves as modern, relationship-centric CRMs. Clarify emphasizes transforming unstructured interactions into organized records, while folk provides teams with a flexible, social-selling-friendly environment to manage contacts, signals, and pipelines all in one location.
In this comparison, we'll explore how each CRM facilitates genuine social selling workflows, enabling you to determine which one aligns best with your team's approach to building and nurturing relationships.
Why is a social selling CRM essential in 2026?
Most B2B deals initiate not with a cold email or demo request, but through a LinkedIn comment, a repost, a direct message, or a subtle profile visit. If your CRM fails to capture these signals and connect them to actual people and pipelines, your team is operating blindly while your competitors cultivate relationships in plain sight.
A social selling CRM provides a centralized platform to convert those interactions into structured, actionable insights: who engaged, their origins, their interests, and their proximity to making a purchase. Rather than viewing LinkedIn as merely a 'nice-to-have,' it transforms into a quantifiable, repeatable action within your revenue engine.
With a social selling CRM, your team can:
✔️ Identify buying signals from likes, comments, and profile views, converting them into follow-ups
✔️ Track which prospects are familiar with your content versus outreach efforts, allowing for tailored messaging
✔️ Visualize relationships across accounts, champions, and influencers—not just contacts in a list
✔️ Report on deals influenced by social activity, rather than attributing all credit to last-click channels
What is Pipedrive?
Pipedrive is a sales-centric CRM designed around a visual pipeline, enabling sales reps to track deals from initial contact to closure. Its email synchronization integrates with Gmail, Outlook, and other IMAP providers, automatically logging every message to the appropriate contact and deal. Featuring a built-in sales inbox along with tracking and basic campaign functionalities, it helps teams consolidate outreach efforts and pipeline updates into one seamless tool rather than juggling multiple applications.
What is HighLevel?
HighLevel is a comprehensive marketing and sales platform targeted primarily at agencies. It combines funnels, email, SMS, automation, and CRM into a single environment, which agencies can either resell or manage for their clients. While its extensive features are powerful, the interface and initial setup can feel overwhelming.
Feature comparison of Pipedrive and HighLevel
Profile Enrichment & Lead Insights
Pipedrive seamlessly integrates with Gmail and Outlook, utilizing IMAP for other providers, to automatically log every inbound and outbound message to the appropriate contact or deal record. With the Smart Email BCC address, you can easily log messages without leaving your email client; simply add the dynamic BCC, and Pipedrive handles the rest. The native calendar integration for both Google and Microsoft calendars ensures that all your meetings are automatically reflected on contact timelines, providing you with a comprehensive view of every customer interaction.
Conversely, HighLevel does not enhance contacts from social media; it relies on form captures, manual data entry, or API-based integrations instead.
Social Listening & Real-Time Alerts
Pipedrive’s email synchronization with Gmail and Outlook operates every few minutes, striking a balance between immediacy and system performance. Both outbound and inbound messages are captured and matched to contacts or deals in under five minutes, ensuring that missing or delayed logs are a rarity. The IMAP fallback adheres to standard IMAP IDLE protocols for push notifications, providing near-instant updates for supported providers.
HighLevel lacks a social listening feature, and its real-time alerts are confined to email/SMS replies and incoming form messages.
Social Selling: Which channels?
With Advanced plans and higher, Pipedrive’s Group Emailing feature allows you to select up to 100 contacts from any list to send bulk messages with merge tags and reply tracking. Additionally, Pipedrive Campaigns (an add-on) offers a specialized module for creating email journeys, segmenting audiences, and analyzing open and click rates, ensuring all replies are automatically linked to the appropriate deal or contact. However, the downside is that the Campaigns add-on comes with an extra cost, and its reporting capabilities are more limited compared to dedicated email marketing platforms.
HighLevel facilitates messaging through WhatsApp, Facebook Messenger, and Instagram DM for both inbound and outbound communication, but it does not support LinkedIn or Twitter.
In‑Context Messaging with Templates & Sequences
Pipedrive’s Group Emailing, available on Advanced plans and higher, allows you to select up to 100 contacts from any list to send bulk messages, complete with merge tags and reply tracking. The Pipedrive Campaigns add-on offers a specialized module for constructing email journeys, segmenting audiences, and analyzing open and click rates, ensuring that all replies automatically link back to the corresponding deal or contact. However, it's important to note that the Campaigns add-on comes with an additional cost, and its reporting capabilities are more restricted than those of standalone email marketing platforms.
Sequences can be utilized through SMS and email, but they are not available on social platforms. Additionally, in-browser automation and messaging templates are not supported.
Activity & Engagement Tracking
Pipedrive offers “Track email opening” and “Track link opening” toggles, which allow you to monitor every sent message, capturing opens and clicks along with counts and timestamps in the Mail tab. You can easily enable or disable tracking for each email and view exactly who clicked which link right from the deal view. However, Pipedrive's reporting is limited to basic open and click rates; it lacks built-in funnel visualization or heat-map insights, requiring data exports to a BI tool for more comprehensive analysis.
In contrast, HighLevel tracks emails, SMS, calls, and web chats, but it does not log interactions from social posts or profile activities.
folk CRM: The Ultimate CRM for Social Selling!
folk CRM is an innovative social selling CRM that transforms social selling into a structured, repeatable process. It quickly captures contacts, maintains conversation context, and minimizes manual tasks through enrichment and smart fields, ensuring timely follow-ups.
Designed for LinkedIn-driven outreach, folk enables teams to centralize leads from various sources, organize them in custom pipelines, and track every interaction in one centralized location. Automatic contact enrichment fills in the gaps, deduplication keeps the database tidy, and shared notes and tags facilitate warm introductions and easy access to relationship histories across the team.
For effective daily social selling, folk ensures consistent execution: segment leads, personalize outreach, set reminders, log interactions, and advance opportunities through the pipeline without losing the human touch that truly closes deals.
結論
In summary, Pipedrive excels with its robust email integration and visual pipeline for sales tracking, while HighLevel offers a comprehensive marketing suite, albeit with a steeper learning curve. However, for teams focused on email integration, automation, and seamless sequencing, folk CRM stands out as the optimal choice. Its flexibility in managing contacts, tracking interactions, and supporting LinkedIn-driven outreach ensures that social selling becomes a structured and repeatable process, keeping your team organized and engaged with prospects.
Start your 14-day free trial or book a demo today.
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