Getting Started
Quickstart: Folio - CRM
Folio keeps every customer, deal, task and note in one place, and it is included with every paid plan.
Add contacts and deals in Folio
Keep every customer, their deals and their history in one place.
- Open Folio → Contacts and press Add contact.
- Open a contact to add a deal, a task or a note; deals move through your pipeline stages.
- Zuzu can do the same in chat ("add Somchai from Bangkok Dental as a lead").