Folk CRM alternative

Top 11 Folk CRM Alternative Tools

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You’ve been using Folk CRM for a while, but lately, it hasn’t been meeting your expectations.

Maybe your customer data is harder to organize, or perhaps you’re exploring a Folk CRM alternative to see if there’s a better fit for your needs. Either way, you’re in the right place! 😀

In this blog, we’ll explore some of the top Folk CRM alternatives to help you better organize your data, automate marketing efforts, and improve team collaboration. 👇

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60-Second Summary

  • ClickUp: All-in-one CRM and project management
  • HubSpot CRM: Marketing, sales, and service automation
  • Airtable: Flexible CRM with customizable workflows
  • Pipedrive: Simplified sales pipelines for small teams
  • Copper: Google Workspace-integrated CRM
  • Salesforce Sales Hub: AI-powered sales analytics and collaboration
  • Monday CRM: Visual sales tracking and workflows
  • Bigin by Zoho CRM: Lightweight, pipeline-based CRM
  • Microsoft Dynamics 365: Enterprise CRM with Microsoft tools
  • Nimble: Social media-integrated CRM
  • Freshsales Suite: AI-powered CRM for sales growth
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What Should You Look for in Folk CRM Alternatives?

You might need a Folk CRM alternative if you require more advanced features, such as robust pipeline management, detailed sales analytics, or a stronger CRM strategy for handling large contact lists—areas where Folk may fall short.

When exploring alternatives, it’s important to find a solution that addresses these gaps and better aligns with your needs. Here’s what to look for. 👀

  • Advanced analytics and reporting: Look for a tool that offers in-depth insights into sales performance, customer trends, and lead generation to make data-driven decisions
  • AI-powered insights: Choose a CRM that uses AI to provide valuable customer behavior insights, predict sales trends, and automate tasks like lead scoring and follow-ups
  • Automated tracking: Pick software that automatically tracks calls, meetings, and emails, reducing manual work and ensuring data accuracy
  • Customization options: Opt for a CRM with flexible workflows, custom fields, and adaptable pipelines to accommodate complex sales processes
  • Integrated communication channels: Select a CRM that integrates various communication channels (email, phone, chat, etc.) to centralize all interactions
  • Mobile app: Ensure the Folk CRM alternative provides a mobile app to manage contacts and deals on-the-go, keeping you connected and productive wherever you are
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The 11 Best Folk CRM Alternatives

Here are 11 of the best Folk CRM alternatives to help you optimize customer relationship management and enhance productivity. 📋

1. ClickUp (Best for all-in-one CRM and project management integration for teams)

Track leads, manage clients, and oversee project deliveries with custom workflows in ClickUp CRM
Track leads, manage clients, and oversee project deliveries with custom workflows in ClickUp CRM

ClickUp is a comprehensive platform that combines CRM and project management with sales, making it the ultimate all-in-one solution. Bringing everything you need into one place, ClickUp eliminates the need for multiple tools, helping your teams work more efficiently and effectively.

It’s an excellent alternative to Folk CRM, offering highly customizable features and collaborative tools to manage customer relationships, enhance team productivity, and visualize pipelines.

The ClickUp CRM Solution goes beyond traditional functionalities by integrating project management with customer relationship management. This way, it’s easier to manage leads, customer interactions, and sales processes.

While Folk CRM focuses on customer relationships, ClickUp adds features like automation and reports, giving teams a unified platform for CRM and beyond.

ClickUp Sales brings your entire sales funnel into one place, making it easy to track account activity, collaborate on deals, and automate sales processes. Tools like column calculations help track deal sizes or custom forms to qualify leads, ensuring you’re always a step ahead.

ClickUp also offers fully customizable CRM templates that save time and allow you to start simple or scale to more complex systems as needed.

ClickUp’s CRM Template is designed to help you keep track of customers and sales leads.

The ClickUp CRM Template helps businesses of all sizes manage customer relationships efficiently. It provides an organized system to track leads, manage sales pipelines, and centralize customer information.

You can also streamline communication and automate repetitive tasks, freeing time for more strategic efforts. This template also assists in:

  • Tracking leads and opportunities across every stage
  • Storing all contact details, deals, and accounts
  • Organizing tasks by sales stages to focus on the most critical activities
  • Gaining actionable insights to optimize customer interactions

ClickUp best features

  • Customizable customer database: Build the ideal system to store and analyze contacts, deals, and customer details. Use links between tasks, documents, and workflows to keep everything connected
  • Collaborative tools: Work with your team on customer accounts using ClickUp Docs, Chat, and Assign Comments. Collaborate in real-time, leave feedback, or brainstorm strategies to close deals faster
  • Organized account management: Create scalable hierarchies using Folders and Lists to manage accounts. Set granular permissions to control who sees what, making account management secure and organized
  • Customized automation: Automate repetitive tasks such as handoffs, status updates, and follow-ups with ClickUp Automations
  • Intuitive dashboards: Track key metrics like customer lifetime value and deal sizes using ClickUp Dashboards. Over 50 customizable widgets help visualize your data in one place
  • Pre-built templates: Start managing customer relationships quickly with the ClickUp CRM Template, perfect for beginners looking for a simple and efficient solution. For advanced needs, the ClickUp Sales CRM Template offers a powerful no-code database to optimize your pipeline

ClickUp limitations

  • ClickUp’s extensive customization features can be a learning curve for new users
  • The mobile app may not offer the same functionality as the desktop app

ClickUp pricing

  • Free forever
  • Unlimited: $7/month per user
  • Business: $12/month per user
  • Enterprise: Contact for pricing
  • ClickUp Brain: Add to any paid plan for $7/month per user

ClickUp ratings and reviews

  • G2: 4.7/5 (9,000+ reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

🧠 Fun Fact: The concept of CRM began in the 1980s with database marketing, where companies would record customer data to personalize direct mail. This practice evolved with new technology, giving rise to early CRM software in the 1990s.

2. HubSpot CRM (Best for comprehensive marketing, sales, and customer service automation)

HubSpot is a CRM platform that combines marketing, sales, and customer service tools into one seamless solution. It helps you close deals faster, deliver better customer experiences, and make data-driven decisions.

With HubSpot, you can also automate emails, schedule meetings, and analyze team performance, keeping everything organized and actionable.

HubSpot CRM best features

  • Get a 360-degree view of every customer interaction in a centralized database to stay fully informed
  • Use a customizable, drag-and-drop deal pipeline to monitor deals as they move through each stage
  • Generate personalized email drafts in seconds with HubSpot’s AI email writer
  • Let prospects book meetings directly with your team using HubSpot’s calendar integration
  • Create CRM workflows in HubSpot to automatically add data to Google Sheets

HubSpot CRM limitations

  • workflows can be confusing and challenging to navigate
  • The software is focused on large enterprises, limiting its usage for smaller teams or individuals

HubSpot CRM pricing

  • Free forever: Free
  • Starter: $20/month per user

HubSpot CRM ratings and reviews

  • G2: 4.4/5 (10,000+ reviews)
  • Capterra: 4.5/5 (4000+ reviews)

3. Airtable (Best for flexible, collaborative CRM with customizable workflow options)

Airtable
via Airtable 

Airtable is a flexible, spreadsheet-based platform that doubles as a lightweight CRM solution. Whether you’re tracking leads, managing a sales pipeline, or organizing customer data, Airtable makes it easy to create custom workflows tailored to your needs.

It’s a collaborative CRM that extends its functionality by connecting with third-party apps like Slack, Zapier, and Google Workspace.

Airtable best features

  • Standardize critical workflows like lead management, follow-ups, and onboarding, ensuring a consistent experience for customers
  • Customize how you view your data with options like Kanban boards, calendars, and gallery views
  • Create personalized CRM databases to track information using pre-made templates
  • Enable real-time collaboration between teams and break down silos to ensure smooth customer handoffs

Airtable limitations

  • There’s no option to upload custom icons for bases, restricting personalization
  • The user interface can be complex, with insufficient documentation on linked fields

Airtable pricing

  • Free forever: Free
  • Team: $24/month per user
  • Business: $54/month per user
  • Enterprise Scale: Custom pricing

Airtable ratings and reviews

  • G2: 4.6/5 (2,000+ reviews)
  • Capterra: 4.7/5 (2,000+ reviews)

🔍 Did You Know? With an expected annual growth rate of 10.34% from 2024 to 2029, the CRM software market is anticipated to reach a value of $145.60 billion by 2029. This steady expansion highlights the growing global demand for these software solutions.

4. Pipedrive (Best for simplified sales pipeline management for small teams and startups)

Pipedrive is a CRM tool tailored for small and medium-sized businesses to manage sales pipelines, automate repetitive tasks, and close deals faster. 

As a CRM for startups, Pipedrive’s intuitive design and focus on simplicity make it accessible for teams with minimal technical expertise.

Pipedrive best features

  • Manage unqualified leads in a dedicated inbox until you’re ready to act
  • Get notified when deals sit idle too long, helping you avoid missed opportunities
  • Build a catalog of your products or services with detailed descriptions, costs, and notes
  • Engage web visitors directly with Pipedrive’s Chatbot, which interacts 24/7 to collect data and qualify leads

Pipedrive limitations

  • Lacks robust marketing features, focusing mainly on sales
  • Requires time to fully explore and utilize all features, especially for new users

Pipedrive pricing

  • Essential: $14/month per user
  • Advanced: $29/month per user
  • Professional: $59/month per user
  • Power: $69/month per user
  • Enterprise: $99/month per user

Pipedrive ratings and reviews

  • G2: 4.3/5 (2,000+ reviews)
  • Capterra: 4.5/5 (2,500+ reviews)

5. Copper (Best for seamless integration with Google apps for relationship building)

Copper: Folk CRM alternative offering more features for advanced integrations
via Copper 

Next on the list is Copper, a user-friendly cloud-based CRM solution designed for startups and small businesses that value simplicity and efficiency. It integrates with Google Workspace, making it convenient if you already use Gmail, Google Calendar, or Google Drive.

Copper prioritizes relationship-building over complex client management, offering an intuitive experience that helps you focus on what matters most—your customers.

Copper best features

  • Work directly from Gmail and Google Calendar to manage contacts, track conversations, and update your CRM
  • Use tools like ‘Relationship Stages’ and ‘Life Events’ to track personal and professional milestones
  • Personalize your emails with Mail Merge directly in Gmail and automatically log your email interactions for a clear communication history
  • Track deal progress and identify opportunities with intuitive, visual features

Copper limitations

  • Relies heavily on Google Workspace, making it less suitable for those outside the Google ecosystem
  • Limited feature set makes it unsuitable for rapidly growing businesses

Copper pricing

  • Starter: $12/month per user
  • Basic: $29/month per user
  • Professional: $69/month per user
  • Business: $134/month per user

Copper ratings and reviews

  • G2: 4.5/5 (‎1,120+ reviews)
  • Capterra: 4.4/5 (‎580+ reviews)

6. Salesforce Sales Hub (Best for advanced AI-powered sales analytics and team collaboration)

Salesforce Sales Hub is a globally recognized tech solution trusted by businesses of all sizes.

It allows you to explore curated content, including guides, articles, and modules, to sharpen your sales skills. From mastering prospecting to advanced deal management, Sales Hub offers resources matching your expertise.

Salesforce Sales Hub best features

  • Leverage tools like Einstein AI to prioritize leads, forecast sales, and analyze performance
  • Facilitate team collaboration with shared dashboards, task management, and integrated communication
  • Use Salesforce Sales Engagement tools to personalize outreach, track interactions, and follow up on leads at the right time
  • Connect with other sales professionals through the Salesblazer Community

Salesforce Sales Hub limitations

  • The system requires meticulous data input and management; without careful use, the output may lack accuracy or reliability
  • Customer service experiences can be subpar, with reports of unhelpful and frustrating interactions

Salesforce Sales Hub pricing

  • Starter suite: $25/month per user
  • Pro suite: $100/month per user (billed annually)
  • Enterprise: $165/month per user (billed annually)
  • Unlimited: $330/month per user (billed annually)
  • Einstein: $500/month per user (billed annually)

Salesforce Sales Hub ratings and reviews

  • G2: 4.4/5 (23,000+ reviews)
  • Capterra: 4.4/5 (18,400+ votes)

🔍 Did You Know? CRM adoption rates vary across industries, with 71% of manufacturers and 75% of business services firms incorporating CRM into their operations. Additionally, CRM spending is on the rise, as 57% of surveyed organizations plan to increase their investment in the next 12 months, reflecting the growing importance of these tools in business strategies.

7. Monday CRM (Best for visual sales tracking and customizable workflows for small to medium teams)

Monday CRM : Folk CRM alternative
via Monday

Monday is another Folk CRM alternative that provides a flexible, visually engaging platform to combine sales and project management tools. It helps sales teams close more deals and collaborate better.

This CRM software example offers a blend of visual sales tracking, customizable workflows, and integration-friendly tools, making it suitable for a small startup or growing sales team.

Monday CRM best features

  • Use Kanban-style boards to track deals, update lead statuses, and collaborate visually with your sales team
  • Build custom workflows or use prebuilt customer journey templates to simplify the sales process
  • Automate lead nurturing and use AI-assisted email composition to write faster and send personalized emails in bulk
  • Track forecasted vs. actual sales, broken down by month, sales rep, or deal stage

Monday CRM limitations

  • The user interface can lag, and the desktop version for Mac is less reliable than the online version
  • Limited tools for prioritizing tasks and consolidating incomplete actions for a single contact

Monday CRM pricing

  • Basic CRM: $15/month per user
  • Standard CRM: $20/month per user
  • Pro CRM: $33/month per user
  • Enterprise: Custom pricing

Monday CRM ratings and reviews

  • G2: 4.6/5 (800+ reviews)
  • Capterra: 4.7/5 (‎300+ reviews)

8. Bigin by Zoho CRM (Best for lightweight, pipeline-based CRM for small business teams)

Bigin by Zoho is a lightweight yet feature-packed CRM designed for small businesses and teams looking to move beyond spreadsheets or replace complex legacy systems.

It offers an easy-to-use, pipeline-based layout that organizes every step of your customer journey, from capturing leads to managing after-sales tasks—all in one platform. With Bigin, you can get started in under 30 minutes and customize workflows to fit your sales goals.

Bigin best features

  • Stay connected with customers through email, phone calls, WhatsApp, social media, and web forms without switching platforms
  • Create workflows to handle repetitive tasks like sending follow-up emails or updating deal stages
  • Log calls, track deals, or update customer information on the go from anywhere with Bigin’s mobile-friendly app
  • Organize sales, customer onboarding, order delivery, and more with Bigin’s Team Pipelines

Bigin limitations

  • Occasional breakdowns can disrupt workflow, though they eventually get resolved
  • Lacks automated lead allocation, which can be frustrating for users

Bigin pricing

  • Free
  • Express: $9/month per user
  • Premier: $15/month per user
  • Bigin 360: $21/month per user

Bigin ratings and reviews

  • G2: 4.6/5 (400+ reviews)
  • Capterra: 4.7/5 (500+ reviews)

9. Microsoft Dynamics 365 (Best for enterprise-grade CRM with seamless integration into Microsoft tools)

Microsoft Dynamics 365 is a cloud-based CRM platform that goes beyond the basics. It integrates seamlessly with other Microsoft tools, making it a good choice for businesses of all sizes.

It allows you to work effortlessly across Office 365, Teams, and Power Platform. From tracking leads in Excel to collaborating on Teams, everything connects for a unified experience.

Microsoft Dynamics 365 best features

  • Use built-in AI tools like Copilot to predict customer needs, identify opportunities, and close deals faster
  • Design, execute, and track personalized campaigns using advanced segmentation to reach the right audience
  • Manage customer inquiries and support cases with ease and give your team the tools to respond quickly
  • Adapt Dynamics 365 to build custom workflows and apps without extensive coding expertise

Microsoft Dynamics 365 limitations

  • The platform’s extensive features make it complex to implement and use, requiring significant training and support
  • Large datasets may cause performance slowdowns, and reliance on internet connectivity can be a challenge in areas with unreliable access

Microsoft Dynamics 365 pricing

  • Essentials: $70/month per user
  • Premium: $100/month per user

Microsoft Dynamics 365 ratings and reviews

  • G2: 4/5 (700+ reviews)
  • Capterra: 4.6/5 (13,000+ reviews)

10. Nimble (Best for social media-integrated CRM for solopreneurs and small teams)

Nimble : Folk CRM alternative
via Nimble 

Nimble is CRM software for building and nurturing customer relationships. It integrates contacts, calendars, emails, and social media interactions into one place.

What’s more, Nimble keeps a record of all customer interactions, whether through email, phone, or social media. This gives you a complete history of your conversations, helping you build meaningful relationships.

Nimble best features

  • Use Nimble to find potential customers on platforms like LinkedIn and Twitter
  • Collect, update, and manage contact data directly from anywhere on the web and use AI to fill in missing details like emails
  • Handle multiple sales pipelines while staying on top of tasks, calls, and follow-ups using customizable dashboards
  • Set up personalized email sequences to engage leads and follow up automatically

Nimble limitations

  • Requires frequent page reloads when using shortcuts, which disrupts workflow
  • The interface may be confusing for less experienced users

Nimble pricing

  •  $29.90/month per user

Nimble ratings and reviews

  • G2: 4.5/5 (1,000+ reviews)
  • Capterra: 4.4/5 (1,800+ reviews) 

11. Freshsales Suite (Best for AI-powered CRM to boost sales and improve team productivity)

Freshsales Suite is an AI-powered CRM designed to simplify sales, improve team productivity, and boost revenue. This tool helps you manage your sales pipeline, streamline operations, and deliver great customer experiences—all in one place.  

You can also track deal stages and use Freddy AI insights to forecast and recommend deals.

Freshsales Suite best features

  • Prioritize prospects by region or other rules, ensuring your team focuses on the right opportunities
  • Visualize every interaction a customer has had with your business to understand their journey with the activity timeline
  • Communicate with customers via email, SMS, WhatsApp, live chat, and even phone calls directly from the CRM
  • Automate follow-ups and reminders with day-based or behavior-triggered campaigns
  • Highlight the most promising leads, forecast deal success, and even automate tasks like email writing with Freddy AI

Freshsales Suite limitations

  • Auto-billing is enabled by default, and resolving billing disputes can be difficult
  • Locating customer time zones or shipping addresses can be inconvenient for global businesses

Freshsales Suite pricing

  • Growth: $11/month per user
  • Pro: $47/month per user
  • Enterprise: $71/month per user

Freshsales Suite ratings and reviews

  • G2: 4.5/5 (1,000+ reviews)
  • Capterra: 4.5/5 (600+ reviews)
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ClickUp Checks All Your CRM Boxes

Choosing the right CRM can transform how your team collaborates and drives results. If you’re looking for a tool that’s not just a CRM but an all-in-one solution, ClickUp stands out as a top contender.

From tracking sales pipelines to managing customer relationships and streamlining task management, ClickUp covers it all. What sets it apart is its flexibility. Whether you need a detailed sales dashboard, project management tools, or real-time collaboration, it’s easy to customize the platform.

With everything in one place, your team gains clarity and can stay aligned on priorities, making ClickUp a complete productivity powerhouse.

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