CRM
From first call to paid invoice.
FolksConnect connects your pipeline, your customers, your quotations and your invoices, so every deal moves from a first conversation to money in the bank without a single spreadsheet.
- 14 day free trial
- Cloud or on-premise
- Invoicing built in
Features
Everything your sales team runs on, finally connected
Leads and pipeline
Drag deals across custom stages with live stage totals, lead scoring and automatic assignment.
Contacts and accounts
A 360° view of every company: people, open deals, pipeline value and the full activity timeline.
Quotations
Polished quotes with tax, discount and shipping that customers accept online before they expire.
Invoices
Multi-currency invoices with your own numbering, payments, a customer link and PDF download.
Sales dashboard
Open pipeline, weighted forecast, win rate and top performers, with widgets you pin and reorder.
Roles and permissions
Custom roles with granular permissions and owner-only visibility, so people see what they should.
How it works
One connected flow, from lead to cash
- STEP 01
Capture the lead
Leads land in your pipeline, scored and assigned to the right rep automatically.
- STEP 02
Work the deal
Calls, notes and contacts sit on the account, so anyone on the team can pick it up.
- STEP 03
Send a quotation
Your customer opens a private link and accepts or declines it online.
- STEP 04
Get paid
One click turns the accepted quote into an invoice you track until it is paid.
Coming next
A CRM that keeps growing with you
These modules are on the way, and every plan picks them up as they launch.
- Workflow builder
- Marketing automation
- Helpdesk
- Report builder
Move every deal from first call to paid invoice
Every plan starts with a free trial and a guided demo. Plans start at $12 per user a month.
Sell & market and more
More from the Folks family
WhatsFolks
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Turn every WhatsApp chat into a customer.
WhatsFolks brings broadcasts, a shared inbox, chatbots, auto-replies and a lead pipeline together on your own WhatsApp Business number, so your team can market, answer and sell from one place.
View WhatsFolks→
FolksMail
Team webmail
Your team's email, with alerts that never miss.
FolksMail is webmail for your organization on the mail server you already use. The moment important mail lands, your people hear about it on WhatsApp and in the browser.
View FolksMail→
Veniost
Events & ticketing
Events, seats and stalls, booked in a tap.
Concerts, conferences, marathons and expos. Pick your exact seat or stall on a live map and get a QR ticket on email and WhatsApp instantly.
View Veniost→