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
- AI Lead Nurturing
- Predictive Analytics
- Automated Follow-Ups
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
Comprehensive AI-driven CRM solution
Seamless integration with marketing tools
User-friendly interface
Scalable for teams of all sizes
Robust mobile application
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
