folk is a lightweight CRM built around relationships rather than heavy pipeline machinery. Consultants, agencies and small revenue teams use it to keep contacts, companies and deals organised, enrich records, and run outreach without the administrative weight of an enterprise CRM.
folk works because it stays close to how relationship-led selling actually happens. The limitation shows up at the proposal. The relationship is tracked carefully, then the document that closes it gets written from a blank page every single time.
Everything you know about the client sits in folk while the document starts empty.
There is no bid team. The person delivering the work is the person drafting at 9pm.
Names, roles and company details are copied by hand into every document.
Duplicating an old file and editing it is how most small teams work, and it carries mistakes forward.
A strong methodology section written once is rewritten from memory the next time.
When writing is manual, the number of proposals you can send is limited by hours, not demand.
Cobl reads the people, companies and deal records in folk and builds the document around them.
Generate a first version in minutes, then spend your time on the parts that need judgement.
Previous proposals and case studies become a library the next draft is built from.
Every document follows one structure and brand standard.
Short commercial proposals and longer structured responses use the same workflow.
Export as PDF, Word or PowerPoint.
Yes. Cobl connects to folk so you can generate proposals and RFP responses using your contact and deal data.
Contact, company and deal records, including custom fields you have added.
Yes. Independent consultants and small teams gain the most, because proposal writing competes directly with billable time.
Yes. Cobl draws on your existing proposals, so output follows your structure and tone rather than a generic template.
Yes. Cobl produces a draft you review and edit before sending.