Folk

What is folk?

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 limit shows at the proposal. The relationship is tracked carefully, then the document that closes it gets written from a blank page, usually by the person who will also deliver the work.

Turn the relationship you already track into the document that closes it

Cobl reads the people, companies and deal records in folk, including the custom fields you have added, and carries them as context inside a deal workspace. The sales proposal, the deck, the technical memo and the questionnaire response for one client sit together and share that context.

In a consultancy the writing competes directly with billable time. Cobl removes the blank page: the draft arrives built on the record and on your own past work, and the time goes into the judgement rather than the assembly.

What folk and Cobl look like on a live deal

A prospect asks for a proposal after a scoping call. The consultant opens the deal workspace in Cobl, which reads the company, the people involved and the deal record in folk. A first draft comes back shaped by that context, with methodology and case evidence pulled from the Shared Drive where previous work has been filed.

The Personal Drive matters here more than anywhere. Cobl picks up how this consultant writes and what they include, so the proposal reads like them rather than like a generic template. Exports come out as editable Word and PowerPoint, and nothing is sent without review.

Key features of the Cobl folk integration

People, company and deal context

Cobl reads the contacts, companies and deal records in folk, including the custom fields you have added, and builds the document around them instead of asking you to retype what is already recorded.

Every document for the client in one workspace

Proposal, deck, technical memo, questionnaire response and business case sit on the same deal and share the same context, so nothing gets re-explained from one document to the next.

Your own past work as the source

Previous proposals, methodology and case studies go into the Shared Drive and feed every new draft. Material kept in Google Drive works the same way, as does call context from Fireflies.

Documents that read like you

The Personal Drive picks up how you write and what you include, and keeps it updated in the background. Output follows your structure and tone rather than a template someone else designed.

Frequently asked questions

Does Cobl integrate with folk?

Yes. Cobl connects to folk so you can build proposals, decks and responses from your contact and deal records rather than from a blank document.

What folk data does Cobl use?

Contact, company and deal records, including the custom fields you have added. That context is carried across every document in the workspace for the deal.

Is Cobl worth it for a solo consultant?

Yes. Independent consultants and small teams gain the most, because writing a proposal competes directly with billable hours and there is nobody else to absorb it.

Can Cobl match how I already write?

Yes. The Personal Drive learns your structure and what you tend to include, and the Shared Drive holds your past work, so drafts follow your voice rather than a generic template.

Do I keep control of the document?

Yes. Cobl produces a draft you review and edit before anything is sent. Precise changes go through the inline editor. More on data handling sits on the security page.