- Customer relationship management program
- Onboarding Training with support and learning videos, group webinars
- Mobile App access on iPhone and Android
- Unlimited Contacts
- CRM Integration
- Action Plans with automated or custom email/text sequences
- Email Campaign
- SMS Campaign (Premium Add-on)
- Voice Calling (Premium Add-on)
- AI Lead Management assistant Annette
- Concierge Support via text, email, webinar, zoom calls, in-app chat
- White Glove Setup Service
- Branding Website managed by professionals
- MLS/IDX Feed integration
- Monthly Business Reviews
- AI Market Targeting
- Digital Marketing strategists support
- Building Social Posts
- Facebook Buyer Leads integration
FieldNotes AI is a comprehensive CRM designed for real estate agents, offering AI-driven tools to enhance sales efficiency.
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FieldNotes AI is a comprehensive CRM designed for real estate agents, offering AI-driven tools to enhance sales efficiency.
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What is fieldnotes.ai?
FieldNotes AI provides a robust CRM tailored for real estate professionals. Utilizing AI technology, it streamlines lead management, follows up effectively, and organizes client interactions. The platform includes a digital sales assistant to aid in daily operations, ensuring agents can focus on closing deals rather than administrative tasks. FieldNotes AI facilitates better data entry, customer nurture campaigns, and integrates with various other tools to create a seamless workflow.
Who will use fieldnotes.ai?
- Real Estate Agents
- Real Estate Brokers
- Real Estate Teams
How to use the fieldnotes.ai?
- Step1: Sign up on the FieldNotes AI platform.
- Step2: Integrate your existing CRM data.
- Step3: Set up your digital sales assistant.
- Step4: Begin managing and nurturing your leads.
- Step5: Utilize AI tools for sales optimization.
- Step6: Monitor and analyze performance metrics.
Platform
- Web
- Android
- iOS
fieldnotes.ai's Core Features & Benefits
The Core Features
- AI-driven lead management
- Digital sales assistant
- Seamless CRM integration
- Automated follow-ups
- Detailed analytics
The Benefits
- Increased sales efficiency
- Improved lead nurturing
- Time-saving automation
- Better customer insights
- Enhanced data accuracy
fieldnotes.ai's Main Use Cases & Applications
- Lead follow-up automation
- Sales performance tracking
- Customer engagement campaigns
- Data entry optimization
fieldnotes.ai's Pros & Cons
The Pros
Automates lead follow-up and nurturing with AI assistant Annette, increasing engagement and conversion rates.
Integrates digital marketing, CRM, lead generation, and website branding into one platform.
AI assistant provides consistent follow-ups via multiple communication channels including voice, text, email, and Facebook Messenger.
High response rate reported (96%) due to persistent nurturing up to 50 times over 18 months.
Includes multi-channel digital marketing campaigns to generate targeted real estate leads.
The Cons
No public open-source availability.
Limited information on potential customization or integration with third-party tools beyond CRM and marketing channels.
Lacks direct information about pricing tiers or free trial details on the landing page, requiring further inquiry.
fieldnotes.ai's Pricing
| Has free plan | No |
|---|---|
| Free trial details | 5-Day Free Trial |
| Pricing model | Paid |
| Is credit card required | No |
| Paid from | 20 USD |
| Has lifetime plan | No |
| Billing frequency | Monthly |
Details of Pricing Plan
CRM
20 USDLead Generation
99 USD- All CRM features
- Lead Generation capabilities
Lead Management
329 USD- All CRM features
- Enhanced Lead Management
FAQs of fieldnotes.ai
fieldnotes.ai Company Information
- Website:
- Company Name: Fieldnotes AI, Inc.
- Support Email:
- Facebook:
- X(Twitter):
- YouTube:
- Instagram:
- Tiktok:
- LinkedIn:
Analytic of fieldnotes.ai
Visit Over Time
Monthly Visits
735
Avg Visit Duration
00:02:20
Page Per Visit
5.49
Bounce Rate
31.26%
Jun 2026 - Aug 2026 All Traffic
Geography
Top 1 Regions
United States
1%
Jun 2026 - Aug 2026 Worldwide Desktop Only
Traffic Sources
Direct
39.08%
SearchOrganic
31.43%
Referrals
10.84%
SocialOrganic
5.83%
Mail
3.67%
Affiliate
2.78%
DisplayAds
2.52%
GenAi
1.86%
SearchPaid
1.33%
SocialPaid
0.65%
Jun 2026 - Aug 2026 Desktop Only
Top Keywords
| Keyword | Traffic | Cost Per Click |
|---|---|---|
| fiel notes ai | 100 | $ -- |
| field notes nyc | 400 | $ -- |
| what is lemon refer to when it talks about houses or cars | 290 | $ -- |
| adprfieldnotes | 260 | $ -- |
| ai transaction coordinator | 10 | $ -- |
fieldnotes.ai Reviews
5/5
fieldnotes.ai's Main Competitors and alternatives?
HubSpot CRM
Zoho CRM
Salesforce
Pipedrive
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