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> | 6 <p>For a CRM that operates within your Gmail inbox, Streak offers a surprisingly robust set of features. In addition to managing contacts and pipelines, it provides email sequences, data enrichment, an AI co-pilot, and custom reporting.</p><p>However, it lacks some advanced features, such as tracking web visitors, capturing contacts via webform and ability to create custom objects.</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> | 7 <p>As a CRM that sits on top of your Gmail inbox, Streak is easy to set up and use.</p><p>Key workflows are also intuitive. In particular, you can easily add contacts to your pipeline from your email threads via a sidebar and easily enrol contacts into an email sequence.</p><p>Some of the more advanced features like automation however, has a bit of learning curve to them.</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> | 5 <p>We find Streak visually acceptable, though its layout is a bit cluttered at times. Our main gripe however, is that Streak loads slowly e.g. when you login, it takes at least 5-6 seconds before Streak loads.</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> | 7 <p>Streak allow you to customize most things, from fields, pipeline stages, reports, saved reports and workflows.</p><p>However, it lacks the ability to add custom objects, which allows you to track items besides contacts and companies, which may limit Streak's useful to build more complex workflows.</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> | 9 <p>Streak offers a self-serve free trial. It takes almost no time to get started with Streak, which is simply a Chrome Extension that sits on your inbox. Fully customising the platform with workflow automation and reports is still straightforward, and can be done within 1 business day.</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> | 7 <p>Streak offers live chat with human agents who are helpful and quick to respond. However, note that they are online only during US business hours.</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> | 3 <p>Streak only offers a few pre-built integrations: Google Voice, Calendly, Typeform, Google Sheets, and Slack.</p><p>However, it does have an API & Zapier integration.</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>Streak allows users to export key data data via self-serve. Export of most other data are also available via API or on request.</p> |