I will do folk app setup custom folk crm pipeline and automation
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Most sales pipelines are too complicated. Lets build your high-velocity Folk CRM system.
Folk app is the cleanest, most powerful modern CRM tool for founders, creators, and agencies but only if your workflows, contact groups, and email tracking loops are structured properly. Manual data entry is a waste of time when you could have a smart system mapping your network automatically.
I specialize in building organized, high-converting Folk CRM spaces tailored entirely to your sales, recruitment, or fundraising pipeline.
What I will configure and deploy for you:
- Custom Workspace Structure: Organized lists, enriched contact views, and clean group filtering.
- High-Converting Pipelines: Custom pipeline stages, custom fields, and visual Kanban deal-boards.
- Email Sequences & Templates: Setting up automated follow-ups and synchronized messaging directly inside Folk.
- Smart Integration Flows: Connecting Folk to LinkedIn, Zapier, Webflow, or your website forms for auto-syncing
Every team's outreach process is distinct, stop wrestling with messy data. Let's build a clean sales engine and connect in the chat first to outline your custom workspace schema!
Software:
Other
Industry:
Construction
•
Real estate
•
Wellness
My Portfolio
FAQ
What do you need to start building my Folk CRM?
I will need an invitation to your Folk workspace as a team collaborator. You will also need to provide any existing contact CSV files, a list of your target pipeline stages, and details about any integrations you require.
Can you connect Folk to LinkedIn for lead sourcing?
Yes! Folk has a brilliant Chrome extension. I will configure your custom fields and group lists so that whenever you or your team clip a profile from LinkedIn, all the enriched data flows seamlessly into the right list.
How do your automated email sequences work in Folk?
If you are on Folk’s premium plans, we can set up built-in multi-step email campaigns. I will set up the merge tags (like first name, company name) and sequence rules so your cold outreach feels deeply personalized.
