Organize accounts
Keeps contacts, companies, notes, interactions, and next steps together for a cleaner customer record.
For more specifics, use the dedicated product workspace.
Open Folio specifics
Customer and lead management
Designed for customer-facing teams
Folio - CRM
Customer context, follow-up, and pipeline work without CRM clutter.
Folio helps teams manage leads, accounts, activity, and follow-up workflows with enough intelligence to keep relationships moving.
Lead managementPipeline trackingFollow-up automation
Pipeline desk
Live operating preview
Needs action12 accounts
StageProposal follow-up
Next moveEmail, call, task
1Stale leads identified
2Follow-ups drafted
3Stages checked
4Account notes summarized
Example workflow
Start with the job to be done, then move into the specialist workspace.
Example request
Find stale leads, draft follow-ups, update stages, and summarize the accounts that need attention.
Move the pipeline
Identifies stalled opportunities, missing actions, and accounts that need follow-up before they go quiet.
Automate follow-up
Drafts messages and reminders from actual account context instead of generic CRM templates.
Workspace handoff
Use the product page for orientation. Use the subdomain for the working surface.
Use Folio for lead and customer relationship workflows.
Use Zendo when the work is primarily bulk email campaign execution.
Product FAQ
Common questions about Folio.
What is Folio - CRM?
Folio helps teams manage leads, accounts, activity, and follow-up workflows with enough intelligence to keep relationships moving.
Who is Folio built for?
Folio is designed for customer-facing teams and is useful when teams need lead management, pipeline tracking, follow-up automation.
Where do I use Folio?
Use this product page to understand the workflow fit, then open the dedicated Folio workspace for setup, execution, and review.