ワードマークをコピー

ロゴをコピーする

製品

特長

Chrome拡張機能

エンリッチメント

メッセージとシーケンス

パイプライン管理

通話録音　新機能

AI営業アシスタント

生態系

モバイルニュース

デスクトップアプリ

CRM（顧客関係管理）

LinkedIn向けCRM

WhatsApp向けCRM

ソリューション

チーム向け

営業チーム向け

代理店様へ

スタートアップ企業向け

パートナーシップチーム向け

ワークフロー

エージェント向けCRM

ソーシャルセリング向けCRM

営業向けAI CRM

外勤営業向けCRM

リソース

リソース

folk チュートリアル

アフィリエイトになる

ヘルプセンター

デモを見る

プロンプトのテンプレート

Readymade AI prompts you can use directly in folk, or to inspire your own

無料でお試しください

デモを見る

Prospection

Investing

Events

Sales

Account Management

All

Account Management

Events

Categorize attendee industry

Based on company name and job title, categorize this attendee's industry as "Tech", "Finance", "Media", "Healthcare", "Education", "Retail", or "Other"

Events

Generate speaker intro

Based on first name last name, job title at company name, and notes, generate a 2-3 sentence speaker introduction for the event. Turn on Web search.

Events

Extract feedback themes

Based on notes, extract the main feedback themes from first name's post-event comments. Categorize as "Positive", "Constructive" or "Negative" with a short summary.

Events

Categorize sponsor tier

Based on deal value and notes, categorize this sponsor as "Platinum", "Gold", "Silver" or "Bronze"

Prospection

Find social media handles

Find the Twitter/X and LinkedIn profile URLs for first name last name who works at company name. Turn on Web search.

Sales

Extract dietary preferences

Based on notes, extract any dietary preferences or restrictions for first name. Return the preference, or "Not specified".

Sales

Generate follow-up angle

Based on notes, job title, and company name, suggest a personalized follow-up angle for first name after the event. Keep it to one sentence.

Events

Categorize attendee role

Based on job title and company name, categorize this attendee as "Speaker", "Sponsor", "VIP", "Press", or "General attendee"

Prospection

Categorize engagement level

Based on notes and last interaction, categorize this attendee's engagement level as "Highly engaged", "Moderately engaged" or "Low engagement"

Account Management

Find team size and growth

Find the current team size and recent hiring growth for company name. Turn on Web search.

Sales

Extract red flags from notes

Based on notes, identify any potential red flags or concerns about company name as an investment. Return as a short list, or "None identified".

Investing

Summarize due diligence notes

Based on notes, summarize the due diligence status for company name. Highlight strengths, concerns, and open questions in 3-5 bullet points.

Investing

Find competitors

List the main competitors of company name in the same space. Return up to 5 names with a one-line description of each. Turn on Web search.

Investing

Categorize sector

Based on company name and company URL, categorize this startup's sector as "SaaS", "Fintech", "Health & Biotech", "E-commerce & Marketplace", "AI & ML", "Climate & Energy", "Hardware", "Consumer", or "Other". Turn on Web search.

Investing

Find co-investors

Find other investors who have invested in company name. Return a list of investor names and their fund. Turn on Web search.

Investing

Categorize investment thesis fit

Based on company name, notes, and company URL, categorize this opportunity's fit with our investment thesis as "Strong fit", "Moderate fit" or "Weak fit". Add a one-line reason. Turn on Web search.

Investing

Extract key metrics from notes

Based on notes, extract key business metrics shared by company name (ARR, MRR, growth rate, burn rate, headcount, etc.). List each metric on a new line.

Investing

Categorize startup stage

Based on company name and notes, categorize this startup's stage as "Pre-seed", "Seed", "Series A", "Series B", "Series C+", or "Growth". Turn on Web search.

Investing

Find latest funding round

Find the latest funding round for company name. Return the round type, amount raised, and date. Turn on Web search.

Sales

Categorize close probability

Based on notes, deal value, and last interaction, estimate the probability of closing this deal as "Very likely", "Likely", "Uncertain" or "Unlikely". Add a one-line reason.

Sales

Extract competitor mentions

Based on notes, extract any competitor names or alternative solutions mentioned in conversations with company name. Return as a comma-separated list, or "None mentioned".

Sales

Generate next steps

Based on notes and last interaction, suggest the next best action to move this deal with first name at company name forward. Keep it to one actionable sentence.

Sales

Categorize objection type

Based on notes, categorize the main sales objection as "Pricing", "Timing", "Competitor", "Feature gap", "No budget", "No authority", or "No need"

Sales

Identify decision maker

Based on notes, identify who the decision maker is for this deal with company name. Return their name and role if mentioned.

Sales

Extract budget from notes

Based on notes, extract any budget or pricing information mentioned for this deal with company name. Return the amount and currency, or "Not mentioned" if unavailable.

Sales

Categorize deal stage

Based on notes and last interaction, categorize this deal's current stage as "Discovery", "Qualification", "Proposal", "Negotiation" or "Closing"

Sales

Find win deal reason

Based on notes, identify the main reason we won this deal with company name. Summarize in one sentence.

Sales

Fill MEDDIC fields

Based on notes, fill in the MEDDIC framework: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion. Return each field on a new line. Leave blank if not found.

Sales

Find lost deal reason

Based on notes, find the main reason this deal with company name was lost. Summarize in one sentence.

Account Management

Detect upsell opportunity

Based on notes and current plan, identify if there is an upsell opportunity for company name. Return "Yes" or "No" with a one-line reason.

Account Management

Extract renewal date

Based on notes, extract the contract renewal date or subscription end date for company name. Return the date in YYYY-MM-DD format, or "Not found" if unavailable.

Prospection

Find office locations

Find the office locations of company name. Return the city and country for each location. Turn on Web search.

Account Management

Categorize NPS sentiment

Based on notes, categorize this customer's overall sentiment as "Promoter", "Neutral" or "Detractor"

Account Management

Categorize account tier

Based on deal value, categorize this account as "Starter" (under $1K), "Growth" ($1K-$10K), "Enterprise" ($10K-$50K), or "Strategic" (over $50K)

Account Management

Extract action items from notes

Based on notes, extract any action items or next steps. List them as short, actionable bullets.

Prospection

Find latest blog article

Find the last blog article published by company name on company URL. Return the title and a one-line summary. Turn on Web search.

Account Management

Categorize account health

Based on notes and last interaction, categorize this account's health as "Green" (active and happy), "Yellow" (at risk or disengaged), or "Red" (churning or unhappy)

Account Management

Extract topics from interactions

Based on notes, extract the main topics discussed with this contact. Return as a short comma-separated list.

Account Management

Summarize last interactions

Summarize the key points from notes about first name at company name. Keep it to 2-3 bullet points max.

Prospection

Clean first and last name

Clean first name and last name by removing any extra spaces, special characters, titles (Mr., Mrs., Dr.), or suffixes. Capitalize properly.

Prospection

Clean company name

Clean company name by removing any legal suffixes like "LLC", "Inc.", "Ltd.", "SARL", "GmbH", "SAS", etc. Return only the clean brand name.

Prospection

Find company tech stack

Find the main technologies used by company name based on company URL. List the top 5 tools or platforms. Turn on Web search.

Prospection

Categorize department from job title

Based on job title, categorize this contact's department as one of: "Sales", "Marketing", "Engineering", "Product", "HR", "Finance", "Operations", "Leadership", "Legal", "Other"

Prospection

Find latest company news

Find the last news article about company name. Return the headline and a one-line summary. Turn on Web search.

Investing

Find company LinkedIn URL

Find the LinkedIn company page URL for company name. Return only the URL. Turn on Web search.

Prospection

Clean job title

Clean job title into a standardized format. Remove emojis, special characters, and abbreviations. For example: "Sr. PM - Product" becomes "Senior Product Manager"

Prospection

Generate personalized icebreaker

Based on first name's job title at company name, generate a one-line personalized icebreaker I can use in my first outreach. Turn on Web search.

Prospection

Extract industry vertical

Based on company name and company URL, extract the industry vertical. Use standard categories like "SaaS", "Fintech", "E-commerce", "Healthcare", "Education", "Manufacturing", "Professional Services", "Media", etc.

Prospection

Categorize B2B or B2C

Based on company name and company URL, categorize this company as either "B2B" or "B2C"

Prospection

Score lead priority

Based on job title and company name, assign a lead priority score: "High", "Medium" or "Low". Prioritize decision-makers (C-level, VP, Director) at companies with 50+ employees.

Prospection

Find company main product

Find what company name main product or service is, based on company URL. Summarize in one sentence. Turn on Web search.

Prospection

Categorize company size

Based on company name, categorize this company as "SMB", "Mid-Market" or "Enterprise". Turn on Web search for best results.

Prospection

Categorize personal or pro email

Based on email, categorize this lead as "Personal email" or "Professional email"

営業活動全般。
。1つのプラットフォーム。

問題が発生しました。もう一度お試しください。

SOC 2（AICPA）：独立した監査を受けたセキュリティ、可用性、および機密性に関する統制。

GDPRに準拠しています。お客様のデータは、EUのデータ保護規則に従って処理および保護されています。

お問い合わせはこちらfolk

ChatGPTに質問する

クロードに聞いてみよう

ジェミニに聞いてみよう

「Perplexity」に質問する

Grokに質問する

製品

CRMの移行 folkX拡張機能をダウンロードデスクトップアプリをダウンロード folk vs HubSpot folk vsPipedrive folk vs Airtable その他のCRM比較

ユースケース

営業向けCRM 代理店向けCRM スタートアップ向けCRM ベンチャーキャピタル向けCRM パートナーシップ向けCRM Gmail向けCRM LinkedIn向けCRM

リソース

ヘルプセンターチュートリアルブログ変更履歴無料ツール注目のリストその他のリソース

会社

採用情報アフィリエイト登録お問い合わせ

LinkedIn YouTube X

プライバシーポリシー利用規約

クッキーの設定