Copper logofolk logo

Copper vs folk

An independent, review-free comparison compiled by the SaaSTracker editorial team. Both products are profiled in full, and neither can pay for placement here.

The short answer

Editorial assessment

Copper compared with folk

folk and Copper both serve relationship-first teams, but folk is LinkedIn-native and prospecting-oriented (Chrome capture from social, enrichment, sequences) while Copper is Gmail-native and account-oriented (email capture, projects, client history). Teams building new networks, like agencies hunting logos or VCs sourcing, lean folk; teams servicing an existing book of clients inside Google Workspace lean Copper.

Choose Copper if

Service businesses of 3 to 50 people running on Google Workspace (agencies, consultancies, advisors, production and construction firms) that want relationship tracking, light pipeline management, and post-sale project handoff living directly inside Gmail with minimal setup or training.

Choose folk if

Small relationship-driven teams (1 to 20 people): agencies chasing new logos, founders doing sales themselves, VC and BD teams managing deal flow and partnerships, recruiters mapping candidates, anyone whose pipeline starts on LinkedIn and closes over email and coffee.

Side by side

13 attributes
AttributeCopperfolk
CategoryCRMCRM
Starting price$23/user/mo (Basic, billed annually; $29 monthly) (14 days trial)$24/member/mo (Standard, billed annually; $30 monthly) (14 days trial)
Pricing modelPer-seat subscription across three tiers, billed monthly or annually (annual saves up to about 26%), with contact-count caps and feature gates defining the upgrade path; 14-day free trial, no free plan.Per-member subscription across three tiers (Standard, Premium, Enterprise) with 20% off annual billing; enrichment credits, messages, magic fields, account syncs, and AI-assistant runs are metered per plan with custom allocations on Enterprise.
Free planNoNo
Free trial14 days, no credit card required14 days with all premium features, no credit card required
Best forService businesses of 3 to 50 people running on Google Workspace (agencies, consultancies, advisors, production and construction firms) that want relationship tracking, light pipeline management, and post-sale project handoff living directly inside Gmail with minimal setup or training.Small relationship-driven teams (1 to 20 people): agencies chasing new logos, founders doing sales themselves, VC and BD teams managing deal flow and partnerships, recruiters mapping candidates, anyone whose pipeline starts on LinkedIn and closes over email and coffee.
Setup timeDays: install the extension, connect Google, import a CSV, and pick a pipeline template. Copper's marketing leans on a customer going live in 3 days versus a 3-month HubSpot rollout, and that order of magnitude is credible for small teams.Hours: install folkX, connect a mailbox, import contacts (CSV or LinkedIn capture), pick a template. A team is realistically productive on day one, with Premium features like sequences and dashboards configured over the first week.
Learning curveLow, and that is the product's point: anyone who can use Gmail can use the sidebar. Admin-level work (workflow automation, report building) is modest and documented.Low by design; the contact-book-plus-kanban model needs no CRM background. The only real ramp is learning to budget the meters (enrichment, messages, AI runs) across a team.
PlatformsWeb app, Chrome extension (Gmail sidebar), iOS app, Android app, REST APIWeb app, folkX Chrome extension, iOS app, REST API (Premium)
ComplianceGDPR alignment via EU Standard Contractual Clauses in its terms, No SOC 2 or ISO 27001 certification published on the public security page as of this reviewSOC 2 Type I (per vendor site), GDPR, Google security assessment passed (for restricted-scope Gmail access)
Founded20132020
HeadquartersSan Francisco, California, USParis, France
OwnershipVenture-backedVenture-backed (incubated at eFounders, now Hexa)

Strengths and limitations

Copper

Strengths

  • The deepest Gmail integration in the CRM market: for Google Workspace teams the sidebar workflow eliminates the adoption problem that kills most CRM rollouts.
  • Automatic contact and activity capture means the CRM stays current even when the team ignores it, which for service firms is the realistic scenario.
  • Project management and task automation extend the system past the close, matching how agencies and consultancies actually operate.
  • Fast time-to-value: days to running, with templates by industry and essentially no implementation project.

Limitations

  • Google-only by design: on Microsoft 365 or mixed environments, Copper's core advantage evaporates and better options exist at every price.
  • No native calling, SMS, or dialer, and no sales-engagement depth (mailbox rotation, multichannel cadences), so high-velocity outbound teams need other tools.
  • Automation and customization ceilings arrive early: no custom objects, workflow automation is field-and-task level, and the AI story is thin next to Attio's agents or Close's Chloe.
  • Contact caps on the lower tiers function as a stealth price increase for any team doing list building or newsletter-scale email.

folk

Strengths

  • The LinkedIn-to-CRM capture loop via folkX is the smoothest in the category; for network-driven sellers it removes the single biggest source of CRM rot.
  • Waterfall enrichment built into the entry tier means captured contacts arrive actionable (with emails), not as name-only stubs.
  • WhatsApp sync alongside email and calendar reflects how relationship deals actually happen in 2026, and few competitors touch it.
  • The four AI assistants target real drudgery (follow-up timing, recaps, research, triggered sends) with quotas generous enough to matter on Premium.

Limitations

  • Hard functional ceiling: no telephony, shallow automation beyond the Workflow Assistant, basic reporting, and custom objects only arriving at Premium make folk a first CRM, not a destination platform.
  • Nearly everything is metered (enrichment, messages, magic fields, AI runs, account syncs), so the sticker price understates cost for power users and comparing against flat-price rivals takes real math.
  • Sequences, dashboards, API, deals, and full interaction history all sit behind Premium, leaving Standard thinner than its marketing suggests for a working sales team.
  • The workflow depends on Chrome plus the folkX extension; environments that restrict extensions, or LinkedIn's periodic hostility to scrapers, are structural risks to the core loop.

Pricing compared

Copper

Per-seat subscription across three tiers, billed monthly or annually (annual saves up to about 26%), with contact-count caps and feature gates defining the upgrade path; 14-day free trial, no free plan.

  • Basic$23
  • Professional$59
  • Business$99

For a Google Workspace service business, Professional at $59 per seat is fair value: automatic capture, pipelines, projects, workflow automation, and bulk email cover the whole client lifecycle for less than half a HubSpot Sales Professional seat. The economics sour in two directions: list-heavy teams hit contact caps and get pushed to the $99 Business tier for capacity rather than capability, and feature-per-dollar hawks will note that Attio sells deeper automation, custom objects, and AI at a lower entry price. You are paying a premium for the Gmail-native experience; whether that premium is worth it depends entirely on how much your team lives in the inbox.

folk

Per-member subscription across three tiers (Standard, Premium, Enterprise) with 20% off annual billing; enrichment credits, messages, magic fields, account syncs, and AI-assistant runs are metered per plan with custom allocations on Enterprise.

  • Standard$24
  • Premium$48
  • EnterpriseFrom $80

At $24 to $48 per member, folk prices above bare-bones contact managers and below full revenue platforms, which is exactly where it belongs. For a five-person agency, Premium at roughly $240 a month replaces a capture extension, an enrichment tool, a light sequencer, and the CRM itself, and the bundled AI assistants are more useful in practice than most CRM AI at this price. The caveats are the meters (enrichment-hungry or high-send teams will feel the caps and should price Enterprise) and the ceiling: none of the spend builds toward advanced automation or reporting, so fast-growing teams may pay twice, once for folk now and once for the migration to a heavier platform later.

Editorial verdict on each

Copper

Copper is the best CRM for one precisely drawn buyer: a Google Workspace service business whose past CRMs died of neglect. The Gmail sidebar and automatic capture solve adoption better than any competitor, and the project-management layer matches how agencies and advisory firms actually run client work. Outside that profile the case weakens fast: no telephony, early automation ceilings, contact caps that tax growth, and a security posture described rather than certified. Buy Copper for the inbox-native experience and the client lifecycle; look to Attio for power and flexibility, or Close for the phone.

Read the full Copper profile

folk

folk is the best CRM on the market for the first mile of relationship selling: nothing else moves a person from LinkedIn profile to enriched, followed-up-with contact as smoothly, and the AI assistants do maintenance work most CRM AI only demos. It is equally clear about what it is not: no phone system, shallow automation, metered everything, and a ceiling that ambitious teams will hit. Agencies, founders, VCs, and partnership teams under 20 people should shortlist it without hesitation; teams planning to be 50-person revenue orgs should weigh whether to start on Attio and skip the migration folk's own simplicity makes eventually necessary.

Read the full folk profile

Copper profile last reviewed 2026-08-22; folk last reviewed 2026-08-22. Pricing is compiled from public sources and can change without notice. See our methodology.