| 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> | 8 <p>Pipedrive offers most of the functionality that SMBs will need. Besides allowing you to manage contacts, leads and your sales pipeline, Pipedrive also allows you to send email sequences, automate workflows, and layer on marketing functionality via add-ons (e.g. create marketing emails, chat bots, web forms, track website visitors).</p><p>However, it lacks some advanced features such as a dialer that allows you to make calls from your browser, adding contacts from LinkedIn and data enrichment. These will require 3rd party integrations.</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> | 8 <p>Pipedrive is built for sales team - we found it very easy to locate key information, and most sales workflows such as prioritising and routing leads were also highly intuitive. An average SMB employee should only require 1-2 hours to master key functionalities of the product.</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> | 7 <p>We find Pipedrive's interface clean and modern, and acceptable to load <span style="color: rgb(9, 9, 11);">(~2 seconds per page).</span></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> | 5 <p>Built for sales teams, this also makes Pipedrive less customisable compared to competitors. Although you can customizable most fields and pipeline stages, most of its modules and terminology are rather sales-oriented e.g. you must have a "leads inbox", pipeline cards must be "deals".</p><p>It also lacks the ability to add custom objects, which allows you to track items besides people and companies e.g. subscription types or vendors and track custom web events e.g. add to cart.</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> | 6 <p>Pipedrive offers a free trial without need to speak to sales. Completing basic setup is simple, taking about 10 minutes to import your contacts and set up pipelines. That said, getting the platform fully up and running, and getting your team up to speed, can take up to a week. This is especially true if you’re exploring Pipedrive’s add-ons for marketing, prospecting, and project management.</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> | 9 <p>Pipedrive offers 24/7, in-app chat with live human agents. Our team has always found the Pipedrive support team to be friendly, quick to respond, and very helpful.</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> | 8 <p>Pipedrive has pre-built integrations with most relevant 3rd party products and an API that allows buyer to build own integrations where necessary.</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>Pipedrive allows users to export key data (contacts, accounts, deals) via self-serve. Export of most other data are also available via API or on request.</p> |
