| Functionality | 5 <p>Folk focuses on delivering functionality that startups & small teams will need. Besides the CRM basics like managing contacts and pipelines, Folk also offers email sequencing, data enrichment, and an excellent Chrome Extension that allows you to add contacts from anywhere.</p><p>However, its lack of any meaningful analytics and automation functionality prevents it from being a CRM that can be used by larger teams.</p> | 4 <p>Odoo claims to offer rich functionality through its numerous modules, but they often aren’t well integrated. For instance, email sequencing is available, but CRM contacts don’t sync properly. Many features feel incomplete, like the shared database for companies and contacts.</p> |
| Ease of Use | 8 <p>Folk is quick and simple to use, like a spreadsheet. It takes no time to get started with Folk. With a few clicks, you can import all the contacts you've had interactions with by syncing your Gmail + Google Calendar. Folk also automatically suggests groups you can create based on your contacts.</p><p>However, there are some UX quirks that will take some time to get used to e.g. the list of all your people & companies are tucked behind the "search" menu.</p> | 2 <p>This is one of the most confusing CRMs we’ve tried. Syncing Google Calendar requires setting up a Google console API. Filters are hidden behind an unmarked chevron in the search bar. Adding multiple sales pipelines demands creating a sales team first. Many actions require figuring out which module to use, and even adding a custom field needs a separate module. It’s a frustrating experience.</p> |
| Look and feel | 8 <p>Folk has a clean and modern interface that's visually appealing. It also has fast load times (1 second per page).</p> | 2 <p>The layout is uninspiring, with no color-coding, making it overwhelming. Pages often lag when loading.</p> |
| Customisability | 8 <p>Folk is a highly flexible CRM designed to be used with different use case, from tracking sales, recruitment, partnerships and more. To that end, you're able to fully customise your pipelines, and even create pipelines based on custom data objects e.g. a pipeline to track "products".</p><p>However, we did find some limitations with data types that can be stored e.g. you're unable to add data as percentages, checkboxes, ratings.</p> | 6 <p>Odoo is open-source, allowing full customization if you have technical skills. However, as a ready-made solution, customization is limited. Creating custom fields, reports, and automations requires the “Odoo Studio” module.</p> |
| Ease of Setup | 10 <p>Folk offers a simple, self-serve free tier. Thanks to Folk's familiar spreadsheet-like layout, we found the initial setup to be extremely simple (taking <5 mins). You can connect your email with a few clicks, and all your contacts sync automatically. Due to Folk's limited feature set, fully customising the platform is also a breeze <span style="color: rgb(0, 0, 0);">e.g. downloading Folk's extension, setting up sequences)</span>, and should be done within 1-2 hours.</p> | 3 <p>Although Odoo offers a self-serve free trial, we found the initial setup extremely challenging (taking >15 minutes). Basic integrations like Google Calendar require complex API configuration in Google Console. Contact import proved more complicated than typical platforms - field mapping involves searching through thousands of options in dropdowns, a consequence of Odoo's hundreds of app/s modules. For the same reason, full customisation of the platform will likely be a lengthy process, typically requiring assistance from Odoo specialist support team.</p> |
| Customer Support | 9 <p>Folk offers in-app live chat with live, human agents who are helpful and very quick to respond (within a few minutes).</p> | 2 <p>We found Odoo’s support lacking. The help center is overwhelming, with articles on all modules but lacking detail. Support is only available through a request form, which is inefficient.</p> |
| Integratability | 2 <p>Folk offers limited pre-built integrations, covering only a few popular tools like Gmail, Outlook, Slack, Mailchimp, and Calendly. Instead, it encourages users to build their own integrations through platforms like Zapier and Make. Additionally, it lacks an API for custom integrations, which limits flexibility for more tailored solutions.</p> | 4 <p>While Odoo offers some pre-built integrations with software like LinkedIn and Google/Outlook Calendar, many are incomplete. Connecting Google Calendar requires enabling APIs in Google Console, which is cumbersome. Odoo lacks key integrations with tools like Slack and JIRA, though it offers an API for custom integrations.</p> |
| Ease of Migration | 6 <p>Folk offers exports of key data available self-serve. However, it doesn't seem possible to export data via an API.</p> | 8 <p>Users can export some key info (contacts, pipeline) and reports via CSV. Other info can also be exported via its API.</p> |
