Fieldnotes.ai is an AI-powered CRM platform tailored for real estate professionals. It combines lead generation, automated follow-ups, and client management into a single, cohesive system. The AI assistant, Annette, engages with leads through various channels, nurturing them until they’re ready to convert. The platform’s CRM capabilities allow for efficient organization of contacts, tracking of interactions, and scheduling of tasks. Additionally, Fieldnotes.ai integrates with digital marketing tools and offers IDX-enabled websites, providing agents with a comprehensive suite to manage their online presence. Designed for scalability, it caters to individual agents and large teams alike, aiming to enhance efficiency and client satisfaction.
| Fieldnotes.ai Review Summary | |
| Performance Score | A+ |
| Content/Output Quality | Highly Relevant |
| Interface | Intuitive & User-Friendly |
| AI Technology |
|
| Purpose of Tool | Streamline real estate CRM and marketing operations |
| Compatibility | Web-Based; iOS & Android Apps |
| Pricing | Free trial available; Paid plans starting at $20/month |
Who is Best for Using Fieldnotes.ai?
- Real Estate Agents: Automate lead follow-ups and manage client relationships efficiently to close deals faster.
- Brokerage Firms: Coordinate team activities, track performance metrics, and maintain a unified client database.
- Marketing Teams: Integrate digital campaigns with CRM data to target and convert potential clients effectively.
- Independent Realtors: Leverage AI tools to compete with larger firms by enhancing client engagement and operational efficiency.
Fieldnotes.ai Key Features
| AI-powered lead nurturing assistant | Integrated CRM system | Automated email and SMS campaigns |
| IDX-enabled website integration | Digital marketing tools | Task and appointment scheduling |
| Performance analytics dashboard | Mobile app for iOS and Android | Third-party integrations (e.g., Zillow, Realtor.com) |
Is Fieldnotes.ai Free?
Fieldnotes.ai offers a 15-day free trial for users to explore its features. Post-trial, the platform provides several paid plans:
Fieldnotes.ai Pricing Plans
- Basic Plan – $20/month: CRM access, lead tools, email/SMS capabilities, mobile access.
- CRM Plan – $79.99/month (Annual Subscription): All Basic features, unlimited records, AI assistant, training, integrations, action plans, 800 texts/month.
- Lead Generation Plan – from $749.99/month: All CRM features, PPC lead gen, qualification, full setup, metrics reporting.
- Digital Marketing Plan – Custom Pricing: Full marketing suite, MLS/IDX integration, social media and dedicated account management.
Fieldnotes.ai Pros & Cons
Pros
- Comprehensive AI-driven CRM solution
- Seamless integration with marketing tools
- User-friendly interface
- Scalable for teams of all sizes
- Robust mobile application
Cons
- Premium features require higher-tier plans
- Limited to real estate industry
- Initial setup may require training
- Dependent on internet connectivity
- No free version beyond trial period
FAQs
Does Fieldnotes.ai offer a free trial?
Yes, Fieldnotes.ai provides a 15-day free trial to explore its features.
Can I integrate Fieldnotes.ai with other platforms?
Yes, it integrates with platforms like Zillow, Realtor.com, and various digital marketing tools.
Is Fieldnotes.ai suitable for individual agents?
Absolutely, it’s designed to cater to both individual agents and large brokerage firms.
