Wealthbox
Wealthbox opens its AI Assistant to partners and adds Vault to hold the client file.
A side-by-side editorial comparison of Folk and Proposify — release velocity, themes, recent moves, and the top alternatives to consider.
folk turns its CRM into a data source agents can write to in bulk and enrich on their own.
folk is a CRM for small sales teams that has been opening its data to AI agents. October added bulk create and update through folk MCP, contact enrichment through the API and MCP, call recording in beta and a French interface. A phone number finder arrived on Oct 1. The summer brought the MCP server, insights over interaction history and a mobile capture app.
Proposify 3 launches after 2.5 years of development—the platform's first complete architectural reset.
Proposify shipped its v3 platform in May 2025, a ground-up rebuild that reframes the product as a proposal experience layer rather than a document editor. The Q1 2026 update indicates steady post-launch iteration, with the team shipping new integrations and incremental improvements now that the architectural work is done.
folk is a CRM for small sales teams that has been opening its data to AI agents. October added bulk create and update through folk MCP, contact enrichment through the API and MCP, call recording in beta and a French interface. A phone number finder arrived on Oct 1. The summer brought the MCP server, insights over interaction history and a mobile capture app.
folk is building the pieces for agents to run prospecting inside the CRM: find contacts, enrich them, update them in bulk and log calls. Localization suggests a push into European markets.
More agent-facing write actions and enrichment sources are likely next; the entries do not show how enrichment will be priced.
Proposify shipped its v3 platform in May 2025, a ground-up rebuild that reframes the product as a proposal experience layer rather than a document editor. The Q1 2026 update indicates steady post-launch iteration, with the team shipping new integrations and incremental improvements now that the architectural work is done.
The 2.5-year development cycle means v3 is a fundamental platform rewrite. With the foundation in place, Proposify is expanding through vertical-specific integrations (Aspire for field services), broadening the seat model (Collaborator seats for non-sales stakeholders), and building the automation layer that underpins future AI capabilities. The 2024 public API positions Proposify to be embedded in custom sales stacks.
The next phase is AI-assisted proposal drafting—the 2024 automation engine is a natural foundation for AI-generated content components. Competitors PandaDoc and GetAccept shipped AI features during the 2.5-year v3 development window; Proposify needs to close that gap in 2026.
Other CRM products tracked by Sparkpulse, ranked by recent ship velocity. Each card links to a full editorial trajectory and lets you pivot into a head-to-head comparison with either Folk or Proposify.
Wealthbox opens its AI Assistant to partners and adds Vault to hold the client file.
Landbase pivots its content mill to Claude Code how-to guides.
Coevera is turning Voyager AI from a chat panel into agents that edit CRM structure for you.
Twenty 2.55 starts private records, and had to fence chats so they stay private mid-upgrade.
GroupOffice keeps up a weekly 26.0 build cadence with notes that say nothing about content.
Twenty 2.55 closes a window where every member could read every AI chat during upgrades.
See all Folk alternatives → · See all Proposify alternatives →
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
They serve adjacent needs but don't currently overlap on shipped themes. Folk is currently shipping more aggressively (velocity 5.0 vs 0.0), with 0 editorial sparks in the last 30 days against 0. See the at-a-glance table above for a side-by-side breakdown of velocity, recent sparks, and editorial themes.
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Folk is currently shipping more aggressively (velocity 5.0 vs 0.0), with 0 editorial sparks in the last 30 days against 0. For your specific use case, the alternatives sections above list other CRM products to evaluate alongside.
Top Folk alternatives in CRM are ranked by recent ship velocity. Browse the "Folk alternatives" section above for the current picks, or visit /alternatives/folk for the full list with editorial commentary on each.
Top Proposify alternatives in CRM are ranked by recent ship velocity. Browse the "Proposify alternatives" section above for the current picks, or visit /alternatives/proposify for the full list with editorial commentary on each.