About folk Assistants
folk Assistants is an AI layer inside the folk CRM that automates routine sales and relationship tasks. The assistants research and enrich company records, draft outreach and follow-ups, and summarize ongoing deals so teams spend less time on manual upkeep and more time on conversations.
Review
folk Assistants adds several automated agents to a CRM workflow: research, workflow triggers, recaps, and follow-ups. Built with integrations to OpenAI and Perplexity, the feature set is aimed at reducing repetitive tasks and keeping contact records current without heavy setup.
Key Features
- Research Assistant - enriches new company records and creates short research notes using Perplexity-sourced data.
- Workflow Assistant - runs actions on triggers (for example sending customized outreach based on CRM fields).
- Recap Assistant - generates concise summaries of people, companies, or deals to get teams up to speed quickly.
- Follow-up Assistant - scans email and WhatsApp to surface and draft follow-up messages in the user's tone.
- Deep CRM integration - assistants act directly on records and across the relationship lifecycle, operating continuously in the background.
Pricing and Value
The launch notes indicate free options are available and that the feature is intended for existing folk customers, which suggests a freemium model with paid tiers for more advanced usage. The main value proposition is time saved from manual data entry and follow-up, and better consistency of outreach and deal tracking. With a high user rating and adoption by several thousand businesses, the assistants are likely to deliver clear ROI for teams that rely heavily on outreach and relationship management.
Pros
- Automates repetitive CRM tasks (research, outreach drafts, recaps, follow-ups) so teams can focus on conversations.
- Tight integration with folk means assistants act directly on records rather than as a disconnected add-on.
- Uses reputable AI and research providers for enrichment and summaries, improving the quality of generated notes.
- Positive early feedback and wide adoption provide confidence in practical usefulness.
Cons
- Some users of the broader product have reported missing native fields (like automatic created/modified timestamps) and limited column types, which can affect workflows when combined with automated enrichment.
- The desktop/macOS app has been reported slower than the browser experience by a subset of users, which may impact heavy-data workflows.
- Enrichment can be broad by default; finer-grained controls (for example choosing which fields to overwrite) are still requested by users.
folk Assistants is a good fit for founders, small sales teams, and agencies that want to reduce CRM busywork and improve follow-up consistency. Try the free option or pilot a small pipeline to confirm how the assistants behave with your data and to fine-tune enrichment and automation settings before wider rollout.
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