Discover folk - 사람 중심 비즈니스의 CRM
Contact management determines whether a CRM remains effective or becomes overwhelming noise. Pipedrive and Zoho CRM exemplify this.
Social selling thrives in the intersection of your CRM and your network. If your tool fails to keep pace with LinkedIn activities, comments, and warm introductions, you not only lose visibility but also risk losing deals to teams that maintain closer relationships.
folk and Clarify both position themselves as modern, relationship-focused CRMs. Clarify excels at transforming unstructured interactions into organized records, while folk offers teams a flexible workspace designed for social selling, allowing them to track contacts, signals, and pipelines all in one location.
This comparison will 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.
2026년에 소셜 셀링 CRM이 필수적인 이유는 무엇인가요?
Most B2B deals do not begin with a cold email or a demo request; they start with a LinkedIn comment, a repost, a direct message, or a quiet profile visit. If your CRM cannot capture these signals and connect them to real people and pipelines, your team is operating without direction while competitors are forming relationships right before your eyes.
A social selling CRM provides a centralized platform to transform those interactions into structured, actionable insights: who engaged, their origin, their interests, and their proximity to making a purchase. Rather than considering LinkedIn as merely “nice-to-have awareness,” it becomes a measurable, repeatable strategy within your revenue engine.
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
✔️ Track which prospects are familiar with you through content versus outbound efforts, allowing for tailored messaging
✔️ Map relationships across accounts, champions, and influencers—not just contacts in a list
✔️ Report on deals influenced by social activity instead of attributing all credit to last-click channels
What is Pipedrive?
Pipedrive is a sales-centric CRM designed around a visual pipeline, enabling representatives to monitor deals from initial contact to final closure. Its email synchronization seamlessly integrates with Gmail, Outlook, and other IMAP providers, ensuring that every message is automatically logged to the corresponding contact and deal. Featuring a built-in sales inbox and basic campaign tools, Pipedrive allows teams to manage outreach and pipeline updates in a single platform, eliminating the need to use multiple tools.
What is Zoho CRM?
Zoho CRM is a comprehensive platform celebrated for its extensive functionality and competitive pricing. It is ideal for businesses seeking a versatile set of tools for sales, marketing, and support, all within one ecosystem. However, the interface and configuration options can be overwhelming, particularly for smaller teams.
Feature comparison of Pipedrive and Zoho CRM
프로필 보강 및 리드 인사이트
Pipedrive seamlessly syncs with Gmail and Outlook (with IMAP fallback for other providers), capturing every inbound and outbound message linked to the appropriate contact or deal record. With the Smart Email BCC address option, you can log messages directly from your email client—simply add the dynamic BCC, and Pipedrive takes care of the rest. The native calendar integration for Google and Microsoft calendars ensures that all your meetings automatically appear on contact timelines, providing a comprehensive view of every customer interaction.
Zoho CRM enhances profile enrichment through third-party tools like Clearbit and Zoho DataPrep, allowing you to gather key information such as name, title, company, social handles, and more.
소셜 리스닝 및 실시간 알림
Pipedrive’s email synchronization with Gmail and Outlook is designed to operate every few minutes, striking a balance between speed and system efficiency. Inbound and outbound messages are captured and matched to contacts or deals within five minutes, minimizing the chances of missing or delayed logs. The IMAP fallback adheres to standard IMAP IDLE protocols for push notifications, providing near-instant updates for compatible providers.
Social alerts and listening are managed by Zoho Social, separate from the CRM core. Users need to connect the two systems to receive real-time updates from social platforms.
소셜 셀링: 어떤 채널을 선택할까?
With Advanced plans and above, Pipedrive’s Group Emailing allows you to select up to 100 contacts from any list, enabling you to send bulk messages complete 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. All replies are automatically linked to the appropriate deal or contact. However, it's worth noting that the Campaigns add-on comes at an extra cost, and its reporting capabilities are not as robust as those found in standalone email-marketing platforms.
On the other hand, Zoho facilitates outreach on LinkedIn, Facebook, and Instagram through Zoho Social, though this feature operates outside of the primary CRM interface.
템플릿 및 시퀀스를 활용한 컨텍스트 기반 메시징
With Pipedrive's Advanced plans and above, you can utilize Group Emailing to select up to 100 contacts from any list, allowing you to send bulk messages complete with merge tags and reply tracking. The Pipedrive Campaigns add-on offers a specialized module for crafting email journeys, segmenting audiences, and analyzing open and click rates. Moreover, all replies are automatically linked back to the appropriate deal or contact. However, it's important to note that the Campaigns add-on comes with an additional cost, and its reporting features are less comprehensive compared to dedicated email marketing platforms.
In contrast, the Zoho CRM extension lacks support for messaging templates or social sequences, necessitating that outreach be managed separately through Zoho Social.
활동 및 참여 추적
Pipedrive offers “Track email opening” and “Track link opening” toggles, allowing you to easily monitor all sent messages for opens and clicks, complete with counts and timestamps in the Mail tab. You can enable or disable tracking for each email and see precisely who clicked which link in the deal view. However, Pipedrive’s reporting capabilities are somewhat limited; it only provides basic open and click rates, lacking built-in funnel visualization or heat-map insights unless you export the data to a BI tool.
In contrast, Zoho natively logs email, call, and calendar activities, though social engagement is only recorded if you have integrated Zoho Social.
포크 CRM: 소셜 셀링을 위한 최고의 CRM!
folk CRM is an innovative social selling CRM that streamlines the sales process into a simple, repeatable workflow. It quickly captures contacts, keeps conversation context readily available, and minimizes manual tasks with automatic enrichment and smart fields, ensuring timely follow-ups.
Designed for LinkedIn-based outreach, folk enables teams to consolidate leads from various sources, organize them in customized pipelines, and monitor every interaction all in one place. Its contact enrichment feature automatically fills in missing details, deduplication maintains a clean database, and shared notes and tags facilitate warm introductions and track relationship history across the team.
For effective daily social selling, folk ensures consistent execution: segment leads, personalize outreach, set reminders, log interactions, and progress opportunities through the pipeline while preserving the essential human context that drives successful deals.
결론
In summary, Pipedrive excels with its seamless email integration and visual pipeline, making it ideal for sales-focused teams. Zoho CRM offers a versatile range of tools but can overwhelm smaller teams with its complexity. For teams prioritizing social selling, folk stands out as the best alternative, providing streamlined email integration, automated processes, and a collaborative workspace that fosters relationship-building. By centralizing contacts and signals, folk makes social selling not just effective but also predictable and repeatable.
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