Hey CMO Partner Spotlight: Folk

What They Do

Folk is a CRM built to organize and manage relationships across sales, partnerships, and business development from one shared workspace.

About the Company

Folk is a CRM built for people who manage relationships rather than run a high-volume sales floor: agencies, consultants, recruiters, and investors who need to track contacts, conversations, and deals without the weight of a traditional enterprise CRM. 

Why We Recommend Folk

We recommend Folk because most Fractional leaders are not running a sales team, they are managing a personal network of clients, prospects, and referral partners, and a tool built for that is a better fit than a CRM designed for a twenty-person sales floor. Folk lets you pull contacts straight from LinkedIn or your inbox, keep notes on where every relationship stands, and set reminders to follow up before a warm connection goes cold. It looks and works more like a shared workspace than a database, which matters if you want to actually use it.

What They Offer

• Contact & Relationship Management – Centralize every client, prospect, and partner contact in one workspace, with notes and history attached to each one.
• Pipeline Tracking – Customizable pipelines to track where each relationship or opportunity stands, from first conversation to signed engagement.
• Outreach & Enrichment – Import contacts directly from LinkedIn or your inbox, with automatic enrichment that fills in missing details.
• Integrations – Direct connections to Gmail, Outlook, LinkedIn, Slack, Notion, and Calendly, plus broader access through Zapier.

What Makes Them Different

• Built for relationship-driven work, not high-volume sales – The interface reads more like a flexible workspace than a rigid sales database, which fits how Fractional work actually happens.
• Fast to set up – Contacts import directly from LinkedIn or a CSV, so there is no lengthy onboarding before it becomes useful.
• Team-optional – It works just as well for a single Fractional leader tracking their own network as it does for a small team sharing one.

How It Helps the Hey CMO Community

Every Fractional leader is running a small business built on relationships: past clients who might come back, referral partners who send new work, and prospects who are not ready yet but will be. Folk gives you one place to track all of it instead of scattered notes, old email threads, and a memory you are relying on too heavily. For Fractional leaders juggling several client relationships and a pipeline of their own, having reminders on who to follow up with, and when, is often the difference between a lead going cold and a referral turning into a signed engagement.

Hey CMO Customer Feedback

This is a great, intuitive CRM. My favourite feature is that the entry level plan syncs all my emails per contact. I use Claude to create workflows and skills, and the connector to Flow means leads and contacts are updated automatically. VERY responsive team, and excellent knowledge base. This was a great find!

-Eve Dmochowska

Exclusive Hey CMO Partner Offer

If your client relationships and referral pipeline are living in your inbox and your memory, Folk is worth a look.

Start with Folk