Discover folk - 사람 중심 비즈니스의 CRM
Effective contact management is crucial for a CRM to remain functional rather than becoming a source of confusion. Pipedrive and Clay
Social selling thrives in the intersection of your CRM and network. If your tool cannot keep pace with LinkedIn activity, comments, and warm introductions, you risk losing visibility — and ultimately deals — to teams that maintain stronger connections.
folk and Clarify position themselves as modern, relationship-centric CRMs. Clarify emphasizes transforming unstructured interactions into organized records, while folk offers teams a versatile workspace tailored for social selling, allowing them to track contacts, signals, and pipelines seamlessly.
In this comparison, we'll explore how each CRM enables authentic social selling workflows, helping you determine which one aligns best with your team's approach to building and nurturing relationships.
2026년에 소셜 셀링 CRM이 필수적인 이유는 무엇인가요?
Most B2B transactions begin not with a cold email or a demo request, but rather through a LinkedIn comment, a repost, a direct message, or a silent profile visit. If your CRM cannot capture these signals and associate them with real individuals and pipelines, your team operates in the dark while your competitors forge relationships openly.
A social selling CRM provides a centralized platform to convert these interactions into structured, actionable insights: who engaged, their origins, what interests them, and their proximity to making a purchase. Rather than viewing LinkedIn as merely “nice-to-have awareness,” it evolves into a quantifiable, repeatable process within your revenue stream.
소셜 셀링 CRM을 통해 팀은 다음과 같은 작업을 수행할 수 있습니다:
✔️ Identify buying signals from likes, comments, and profile views, transforming them into follow-ups
✔️ Differentiate which prospects know you from content versus outbound efforts, allowing for tailored messaging
✔️ Map relationships encompassing accounts, champions, and influencers—not just contacts on a list
✔️ Report on deals influenced by social engagement rather than attributing all credit to last-click channels
What is Pipedrive?
Pipedrive is a sales-driven CRM designed around a visual pipeline, enabling representatives to track deals seamlessly from initial contact to closure. Its email synchronization feature integrates with Gmail, Outlook, and other IMAP providers, ensuring that every message is automatically logged to the corresponding contact and deal. With a built-in sales inbox and essential tracking and campaign features, teams can manage their outreach and pipeline updates in one centralized location, eliminating the need for multiple tools.
What is Clay?
Clay serves as a data-centric prospecting and enrichment tool that many teams utilize alongside their CRM systems. It aggregates information from various sources to create highly targeted lead lists and workflows. While Clay excels in prospecting, a separate CRM is often necessary to effectively manage ongoing relationships and sales pipelines.
Feature comparison of Pipedrive and Clay
프로필 보강 및 리드 인사이트
Pipedrive seamlessly integrates with Gmail and Outlook (with IMAP support for other providers), automatically capturing all inbound and outbound messages linked to the appropriate contact or deal record. With the Smart Email BCC option, you can log messages without leaving your email client—simply add the dynamic BCC, and Pipedrive takes care of the rest. Additionally, native calendar integration for Google and Microsoft calendars ensures that all your meetings are automatically displayed on contact timelines, providing a comprehensive view of every customer interaction.
In contrast, Clay relies on manual data entry or enrichment through integrations, lacking the ability to automatically enhance profiles with social data such as titles, bios, or photos.
소셜 리스닝 및 실시간 알림
Pipedrive’s email synchronization with Gmail and Outlook operates every few minutes, striking a balance between promptness and system efficiency. Both outbound and inbound messages are captured and linked to contacts or deals in under five minutes, ensuring you seldom face missing or delayed logs. The IMAP fallback adheres to standard IMAP IDLE protocols for push notifications, providing near-instant updates for compatible providers.
In contrast, Clay does not offer social listening, alerts, or any form of real-time interaction tracking. Its primary strength lies in workflow automation and task management.
소셜 셀링: 어떤 채널을 선택할까?
With Advanced plans and higher, Pipedrive’s Group Emailing feature allows you to select up to 100 contacts from any list and send bulk messages that include merge tags and reply tracking. Additionally, Pipedrive Campaigns (an add-on) offers a specialized module for crafting email journeys, segmenting audiences, and analyzing both open and click rates. Importantly, all replies are automatically linked back to the appropriate deal or contact. However, it's worth noting that the Campaigns add-on comes with an additional cost, and its reporting capabilities are more limited than those of dedicated email marketing platforms.
On the other hand, Clay is not tailored for social selling; it prioritizes relationship management through CRM-style outreach rather than social messaging or content publishing.
템플릿 및 시퀀스를 활용한 컨텍스트 기반 메시징
For users on Advanced plans and higher, Pipedrive’s Group Emailing feature allows you to select up to 100 contacts from any list and send bulk messages that include merge tags and reply tracking. Additionally, the Pipedrive Campaigns add-on offers a specialized module for creating email journeys, segmenting your audiences, and analyzing open and click rates. Importantly, all replies are automatically linked back to the relevant deal or contact. However, keep in mind that the Campaigns add-on comes with additional costs, and its reporting capabilities are more limited compared to dedicated email marketing platforms.
It's worth noting that in-browser messaging is not supported in Clay, meaning you can't send templated outreach via LinkedIn or other social media platforms.
활동 및 참여 추적
Pipedrive’s features, “Track email opening” and “Track link opening,” ensure that every email sent captures both 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 on which link directly in the deal view. However, Pipedrive's reporting is limited to basic open and click rates; it doesn't provide built-in funnel visualizations or heat-map insights without exporting data to a BI tool.
While Clay tracks CRM events and internal activities, it falls short in providing visibility into external engagements, such as social media interactions or clicks.
folk CRM: The Ultimate CRM for Social Selling!
folk CRM is a cutting-edge social selling CRM that transforms social selling into a streamlined, repeatable process. It swiftly captures contacts, maintains conversation context, and minimizes manual tasks with enrichment and smart fields, ensuring timely follow-ups.
Designed for LinkedIn-driven outreach, folk enables teams to consolidate leads from various sources, arrange them in customized pipelines, and monitor every interaction in one location. Automatic contact enrichment fills gaps, deduplication ensures a clean database, and shared notes and tags facilitate warm introductions and easy access to relationship history across the team.
For effective daily social selling, folk enables consistent execution: segment leads, personalize outreach, set reminders, log interactions, and advance opportunities through the pipeline while preserving the human context that is crucial for closing deals.
결론
In conclusion, Pipedrive excels with its visual pipeline and seamless email integration, while Clay offers data-centric prospecting tools but lacks comprehensive CRM functionalities. For teams focused on effective social selling, folk stands out as the superior choice, providing robust email integration, automated tracking, and relationship-centric features that streamline workflows. It captures signals, nurtures connections, and enables timely follow-ups, ensuring that your social selling efforts are both efficient and productive. Choose folk for a more cohesive and effective sales process.
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