CRM
Folk
The relationship CRM: contacts, companies and pipelines in one shared workspace.
Official site: folk.app
What it does
- Read and search contacts, companies and groups
- Create and update records, and move deals across pipeline stages
- Add notes tied to a contact or company
Built around groups rather than one fixed pipeline shape — contacts and companies belong to groups, and each group carries its own custom fields. Useful for a workflow that needs to read or write both structured records and the unstructured notes tied to them, not just one or the other.
Why through Tulina
Most systems now publish their own way for a model to reach them, and that is a good thing — it is what Tulina connects to. The connection was never the hard part. Deciding who may use it, what it is allowed to return, and what the model knows before it asks: that is.
The keys stay in one place
Connect Folk once. The credential is encrypted in a vault, never held in clear, and never pasted into a chat or a workflow file. A person uses their own key where they have one, their team's where they do not, the organisation's after that — so nobody is blocked and nobody is handed more access than they need. Revoke it once and everything running on it stops.
What leaves is filtered before it leaves
Roles decide who can reach Folk at all. Beyond that, a policy on the connector itself decides what comes back: fields dropped, identifiers masked or hashed, people pseudonymised. The data is minimised at the source rather than after it has already reached a model.
Every call is on the record
Runs are logged for the organisation — what was called, by whom, when. That is what makes an automated action reviewable after the fact, and what a security review asks for first.
The run starts knowing your company
A direct connection gives a model access. It does not tell it how your company names things, which accounts matter, or what was decided last quarter. Tulina carries that across every tool, so the same request against Folk returns something usable instead of something generic.
Processes that run on Folk
Find contacts for signal accounts
Companies that already showed interest but have nobody linked get the right people found by role, deduped, and added to outreach automatically.
Keep your knowledge base current
Every morning, the previous day's activity gets read across your team's tools and synthesized into what changed, automatically and unattended.
Pull insights from call recordings
A name, company, or email resolves to the right call, checked against your CRM first and then your recordings tool, with the pointer written back for next time.
Re-engage quiet accounts
Quiet paying accounts get one relevant note each, grounded in what they said last, with the outreach date stamped back so nobody's emailed twice.
Turn website visitors into outreach
Every company that reads your site gets one decision, and the few worth answering arrive as a named person with a note already written from the page they read.