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Migrate my CRM

We’re here for you – get custom support to migrate your CRM over to folk

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folk
Search
Notifications
Campaigns
Calls
Tasks
Dashboards
folk assistants
Records
People
Companies
Favorites
Clients
Sales report
Leads
Outreach campaign
Renewals
Clients
Share
People
Companies
Deals
Qualified
3
$134,000
Savannah Nguyen
savannah@acme.com
Contacted
$120,500
Overdue
Send branding contact
Esther Howard
esther@acme.com
Warm
$10,000
Overdue
Send press kit
Eleanor Pena
eleanor@acme.com
Contacted
$3,500
Proposal sent
2
$118,000
Devon Lane
devon@acme.com
Call 3
$85,500
Today
Call Devon at 2 AM
Jenny Wilson
jenny@acme.com
Push to campaign
$32,500
Pitch scheduled
2
$36,500
Arlene McCoy
arlene@acme.com
Call 3
$25,500
Today
Follow-up about contract...
Darlene Robertson
darlene@acme.com
Push to campaign
$5,000
Closed
1
$48,000
Cody Fisher
cody@acme.com
Signed
$48,000
It’s been 7 days since you last connected about the contra...
Follow-up
Diana Cooper
Ramp
Relation summary

The proposal has been set by James last week, Diana was off for few days she’ll look at it. James need to make sure the critical points are...

Details
Interactions
12
Notes
31
Tasks
3
Last interaction
11h ago
Last touch point
Jill
Next meeting
Brand presentation
In 5 min
Owner
Jill
Status
Qualified
Opportunities
Branding 2027
Phone
(406) 555-0120
Enriched 3 days ago
Email
diana@ramp.app
diana@gmail.com
Enriched 2 weeks ago
See more
Interactions
📞
Call with Tom
Tom: Hi Diana, this is James, How are you doing? Diana: Oh nice to have you Tom...
5m ago
RE: Branding 2027
Nice, sending some meeting spots!
Yesterday
RE: Branding 2027
Hello Tom, with the team we are deligthed to move forward...
Last week
Launch follow-up
Hello, Diana let’s plan a new way...
7d ago
5 messages
5m ago
Contact imported
5m ago
Notes
Proposal feedback
Diana wants the critical points up front before she shares it...
2d ago
Kick-off call notes
Budget approved for Q1, decision with the CMO by end of month...
Last week
To do
Send revised proposal
Jill
Today
Book follow-up with Diana
Jill
Today
Done
Call before lunch
Jill
4d ago

We've brought teams over from

Trusted by 5,000+ companies worldwide
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How migration works

[ 1 ]

Define your data model

Design the ideal data model and feed it with context from 30+ integrations

People
Deals
Integrations
API
MCP
Interactions
Objects
Companies
[ 2 ]

We upload and import your CSV file

People, companies and deals will be imported for you

New CSV fike
Do this
Completed

- Analyze content
- Clean people, companies and deals
- Extract people, companies and deals

12 contacts added
Noah Turner
CEO
Task created
Emma Li
VP
Follow-up drafted
Liam Park
Head
Follow-up drafted
+9 more
folk connected to email, calendar, social and other tools
[ 3 ]

Connect your tools to folk

Keep your contacts updated with infos from email, calendar, LinkedIn, WhatsApp, calls, and more

New CSV fike
Do this
Completed

- Analyze content
- Clean people, companies and deals
- Extract people, companies and deals

12 contacts added
Noah Turner
CEO
Task created
Emma Li
VP
Follow-up drafted
Liam Park
Head
Follow-up drafted
+9 more
Various app icons arranged in circles around a central smiling face icon
[ 4 ]

Let folk enrich your data

folk finds emails, phone numbers, and research companies automatically

Walt Disney Company contact information including website, email, phone number, and LinkedIn profile