A web platform that holds every partner's profile, links them to client pitches in Folk, enforces how partners are picked and checked, and collects feedback after every job.
Folk keeps handling clients and pitches. The new platform handles partners, projects, documents and ratings. The dashboard joins both so leadership sees pitch to delivery in one screen.
Phase 1 builds every module in 4 weeks, with a demo at the end of each week. The iteration phase is a weekly feedback loop on real usage until go-live.
UC1Market leadAdd a referred partner after a meeting in under 2 minutes
UC2Market leadSee which skills have no partner in my market and plan discovery
UC3Pitch teamShortlist partners by market, language, skill and price
UC4Pitch teamRecord pitch participants, cost and owner against a Folk deal
UC5OperationsTurn a won pitch into a project with several partners, scope, cost and PO
UC6Strategy / creative leadApprove the brief and cross-market approach before anyone is hired
UC7Commercial leadHire by the right rule: direct, 2–3 quotes, or paid test
UC8Native reviewerApprove market output before it can go to the client
UC9Market leadKeep each client's language kit updated and attached to briefs
UC10Leads by roleRate a partner on their own area after the job
UC11LeadershipOpen any opportunity and see pitch to delivery in one view
UC12FinanceSee GST, PO and approved commercials only
UC13OperationsClear exceptions: missing PO, overdue feedback, sync errors
UC14AdminManage tags, users, roles, imports and integrations
UC15Authorised usersExport records and document links at any time
Left navigation: Dashboard, Pitches, Briefs, Projects, Partners, Market Discovery, Feedback, Admin. Market and service filters stay on every list.
Fallback if Folk API is not on your plan: scheduled CSV import from Folk, or a CRM with full API (quoted separately). Code lives in your GitHub, so you are never locked in.
Each milestone is demoed on a test link. You run these checks; it is complete when all pass and you sign off.
| Payment | When | Amount |
|---|---|---|
| Advance | On signing | ₹3,00,000 |
| Phase 1 complete | M4 sign-off, week 4 | ₹1,80,000 |
| Go-live | M5 sign-off | ₹1,20,000 |
| Total | ₹6,00,000 |
GST extra as applicable. Tool subscriptions (hosting, Supabase, Resend, AI usage, Folk plan) are paid by the client directly. Work beyond scope is quoted before starting.
Short answer: keep Folk for sales, and you don't need to buy ClickUp for this work. The platform already covers projects, tasks, owners and due dates. If your team already uses ClickUp, we connect it; anything extra can be built in after go-live.
Folk + ClickUp + our platform, synced
Folk for sales; tasks and projects inside the platform
Add a sales pipeline module and retire Folk
| Need | Folk | ClickUp | Our platform |
|---|---|---|---|
| Clients, deals, pitch stages | Yes | No | Synced from Folk |
| Partner directory, tags, ratings | No | No | Yes |
| Projects with partners, scope, cost, PO | No | Partly (tasks only) | Yes |
| Tasks, owners, due dates, reminders | Basic | Yes | Yes (exceptions & tasks) |
| Hiring rules, quality gate, language kits | No | No | Yes |
| Contracts, GST, PO with role access | No | Attachments only | Yes |
Our suggestion: start with Folk + the platform. Decide on a ClickUp link only if the team already lives in it, and review building sales in-house after 2–3 months of use.