Fieldnotes.ai Review

Based on looking at the website, Fieldnotes.ai positions itself as a comprehensive AI-powered platform for real estate professionals, aiming to streamline lead generation, follow-up, and client nurturing.

The core promise revolves around “Annette,” an AI assistant designed to handle repetitive communication tasks, ensuring leads are consistently engaged.

While the service offers a compelling vision of automated sales support, a thorough review of the website reveals several crucial elements typically expected from a trustworthy and transparent business that are either missing or unclear.

Overall Review Summary:

Purpose: AI-powered lead nurturing and sales automation for real estate.
Key AI Feature: “Annette” AI assistant for automated follow-ups via various channels.
Included Services: Digital marketing, lead generation, CRM integration, branding website.
Claimed Results: 96% response rate on AI follow-ups, 50+ follow-ups over 18 months.
Major Missing Information: Clear pricing structure, detailed terms of service beyond privacy policy, explicit refund policy, comprehensive case studies with verifiable results, specific information about the team/company behind Fieldnotes.ai.
Transparency Concerns: The absence of a readily available pricing page or a clear ‘About Us’ section detailing the company’s background and leadership is a significant red flag for a service of this nature. This lack of transparency can make it difficult for potential users to make an informed decision and raises questions about the company’s long-term commitment and accountability.
Ethical Consideration: The core offering of lead generation and automated follow-up can be ethically sound if conducted with transparency and respect for privacy. However, without clear terms of service and detailed insight into their data handling practices, concerns arise. The aggressive “50x follow-ups over 18 months” claim, while touted for efficiency, could border on spamming if not managed carefully and with explicit consent from leads.

The Fieldnotes.ai website highlights its AI assistant, Annette, as a solution to the common problem of missed follow-ups in real estate, claiming it can convert more leads into opportunities with a remarkable 96% response rate.

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They integrate digital marketing, lead generation, a CRM, and a branding website into one platform, promising a “one simple solution” for busy agents.

However, the absence of a direct pricing page, clear terms of service, and detailed information about the company’s leadership or founding team is a significant concern.

While the claims of efficiency and high response rates are attractive, the lack of transparency in critical areas like pricing and comprehensive company information makes it challenging to fully assess its legitimacy and ethical standing.

For any professional service, especially one involving lead management and digital marketing, explicit details on cost, contractual obligations, and the people behind the operation are paramount for building trust.

Best Alternatives for Ethical Lead Management and CRM:

Salesforce Sales Cloud
- Key Features: Comprehensive CRM, sales automation, lead management, forecasting, customizable dashboards, vast app ecosystem.
- Price: Starts from $25/user/month billed annually for the Essentials plan.
- Pros: Industry leader, highly customizable, scalable for all business sizes, extensive integration options, robust reporting.
- Cons: Can be complex for beginners, higher cost for advanced features, setup can be time-consuming.
HubSpot CRM
- Key Features: Free CRM with basic contact management, deal tracking, reporting, email scheduling. Paid plans offer marketing, sales, and service hubs.
- Price: Free for basic CRM. Paid plans Sales Hub Starter begin around $50/month.
- Pros: User-friendly interface, strong free tier, excellent educational resources, all-in-one platform for growth.
- Cons: Pricing can increase significantly with advanced features and more users, some advanced customizations are limited.
Zoho CRM
- Key Features: Lead and contact management, sales automation, workflow management, analytics, AI assistant Zia.
- Price: Free edition for up to 3 users. Paid plans start from $14/user/month billed annually.
- Pros: Affordable, feature-rich even in lower-tier plans, good for small to mid-sized businesses, extensive suite of integrated Zoho apps.
- Cons: Interface can feel dated to some, steeper learning curve for advanced features, customer support can be inconsistent.
Microsoft Dynamics 365 Sales
- Key Features: CRM, sales automation, lead scoring, AI insights, integration with Microsoft ecosystem Office 365, Power BI.
- Price: Starts from $65/user/month for the Sales Professional plan.
- Pros: Seamless integration with Microsoft products, powerful AI capabilities, strong reporting and analytics, enterprise-grade security.
- Cons:* Can be expensive, requires significant IT support for larger deployments, user interface can be less intuitive for non-Microsoft users.
Pipedrive
- Key Features: Visually intuitive sales pipeline management, lead management, email integration, reporting, mobile apps.
- Price: Starts from $14.90/user/month billed annually.
- Pros: Excellent for sales teams focused on pipeline visibility, easy to use, strong mobile app, good third-party integrations.
- Cons: Primarily focused on sales, less comprehensive for broader CRM needs, some marketing features are limited.
Freshsales Freshworks CRM
- Key Features: AI-powered lead scoring, sales sequences, visual sales pipeline, email integration, phone, chat, and WhatsApp communication.
- Price: Free for basic features. Paid plans start from $9/user/month billed annually.
- Pros: Affordable, user-friendly interface, strong communication features, good for small and growing businesses.
- Cons: Some advanced reporting features might be limited compared to enterprise-grade CRMs, integrations can be fewer.
Insightly
- Key Features: CRM for small businesses, project management, lead routing, relationship linking, business intelligence.
- Price: Starts from $29/user/month billed annually.
- Pros: Combines CRM with project management, good for teams needing both, strong relationship tracking, intuitive interface.
- Cons: Higher entry-level pricing for basic features, some advanced features require higher-tier plans, customer support can be slow.

Find detailed reviews on Trustpilot, Reddit, and BBB.org, for software products you can also check Producthunt.

IMPORTANT: We have not personally tested this company’s services. This review is based solely on information provided by the company on their website. For independent, verified user experiences, please refer to trusted sources such as Trustpilot, Reddit, and BBB.org.

Table of Contents

Fieldnotes.ai Review & First Look

Based on checking the website, Fieldnotes.ai positions itself as a comprehensive, AI-powered platform designed specifically for real estate professionals.

The core value proposition revolves around automating crucial sales processes, particularly lead follow-up, which is often cited as a major bottleneck in closing deals.

The site introduces “Annette,” an AI assistant that promises to revolutionize how agents interact with their leads.

This AI claims to engage prospects through various channels—voice, text, email, and Facebook Messenger—and persistently nurture them, potentially for over 18 months and up to 50 times, with a reported 96% response rate.

Understanding Fieldnotes.ai’s Core Offering

The website highlights that Fieldnotes.ai is built to help real estate agents “reach your sales goals” by converting leads into opportunities. Writersstore.com Review

It’s presented as an all-in-one solution that integrates digital marketing, lead generation, a CRM system, and a branding website.

The promise is to simplify the complex array of tools agents typically use, consolidating them into a single, intuitive platform.

This integrated approach aims to save agents time and effort, allowing them to focus on high-value activities like closing deals rather than managing disparate systems or manual follow-ups.

Initial Impressions and Transparency Concerns

Upon a first look, the Fieldnotes.ai website presents a professional and modern design, with clear messaging about the problems it aims to solve for real estate agents.

The emphasis on AI and automation is timely, aligning with current technological trends in sales. Svanemoellenstandklinik.com Review

However, a significant area of concern for potential users is the lack of immediate transparency regarding critical business information.

The website does not feature a prominent pricing page, nor does it offer detailed ‘About Us’ information that might shed light on the company’s background, leadership team, or founding principles.

For a service that asks users to entrust their valuable leads and sales processes, this omission can be a red flag.

Without this foundational information, assessing the long-term viability, ethical practices, and overall trustworthiness of Fieldnotes.ai becomes a challenging endeavor.

Trust in a service, especially one handling sensitive client data and financial outcomes, is built on transparency and clear communication, which appear to be partially absent from the initial website experience. Airstream.com Review

Fieldnotes.ai Features Based on Website Claims

The Fieldnotes.ai website outlines a suite of features designed to support real estate agents throughout their sales cycle.

The platform aims to be a singular solution, integrating various tools that agents typically piece together from different providers.

The main pillars of their offering, as described, are Digital Marketing, an Intelligent AI Assistant, an Integrated CRM, and a Branding Website.

Digital Marketing and Lead Generation

Fieldnotes.ai asserts its capability in generating leads through “multi-channel digital marketing.” They mention leveraging platforms like Facebook/Instagram, Pay Per Click PPC ads on Google, LinkedIn, and YouTube.

The focus is on helping agents “get the leads that you want” by building their brand “the right way.” Ormultiview.com Review

Facebook Ads: Campaigns designed for both buyer and listing leads.
Google AdWords PPC: Strategies to drive traffic and leads through paid search advertising.
Brand Building: Emphasis on creating a strong digital presence rather than just raw lead volume.
Expert Guidance: The claim that their experts determine the “most optimal way” to acquire leads suggests a consultative approach.

Intelligent AI Assistant: Annette

This is arguably the most highlighted feature of Fieldnotes.ai.

“Annette” is positioned as the ultimate sales assistant, designed to tackle the critical issue of follow-up.

The website states that over 90% of deals are lost due to a lack of consistent follow-up, and Annette is built to bridge this gap.

Multi-channel Follow-up: Annette engages leads via voice, text, emails, or Facebook Messenger.
Persistent Nurturing: Claims to follow up a minimum of 50 times over 18 months.
High Response Rate: Advertised a 96% response rate for these AI-driven interactions.
Lead Qualification: The AI assistant is designed to qualify leads, identifying only those “who are interested in buying or selling their homes,” thereby delivering “qualified opportunities” to the agent.
AI Assistant Capabilities as listed on site:
- Create/Update contacts
- Categorize and group contacts
- Remind you of follow-ups
- Suggest when to reach out to contacts
- Manage transactions automatically
- Reach out to contacts regularly and consistently

Integrated CRM System

Central to the Fieldnotes.ai ecosystem is its CRM Customer Relationship Management system, which is fully integrated with the AI platform.

This aims to provide agents with a centralized hub for managing their contacts and interactions. Ninjadiscounts.com Review

Lead Management: All leads generated or entered into the platform are housed within the CRM.
Nurturing Tools: Enables agents to nurture new and existing contacts through text and emails directly from the CRM.
Tracking and Engagement: Agents can track and engage contacts with home searches or market reports.
System Integrations: The CRM reportedly integrates with “hundreds of other systems” including Facebook, Zillow, and the agent’s website.
Smart Data Entry powered by AI: Claims to perform “mundane and boring tasks” like organizing contacts automatically, reducing guilt for agents who struggle with CRM organization.

Branding Website

Fieldnotes.ai emphasizes the importance of a professional online presence for agents and includes a branding website as part of its solution.

Digital Brand Building: Aims to help agents “build your digital brand” with a “beautiful and engaging” website.
IDX Integration: Features IDX Internet Data Exchange integration to display the latest listings, claiming faster updates than Zillow.
CRM and AI Integration: The website is directly integrated into the CRM and AI platform, allowing for immediate response to incoming leads.
Customization: Implies the ability to create a “custom site that includes IDX data.”

Fieldnotes.ai Pros & Cons

When evaluating a platform like Fieldnotes.ai, it’s essential to look at both the potential advantages and the areas where it falls short, especially based on the information provided on their website.

Potential Advantages Pros

The website highlights several appealing aspects for real estate professionals:

Automated Lead Nurturing: The “Annette” AI assistant’s claim of 50+ follow-ups over 18 months and a 96% response rate is a significant potential benefit. This could drastically reduce manual effort and ensure no lead “falls through the cracks,” a common pain point for busy agents.
All-in-One Solution: The integration of digital marketing, lead generation, CRM, and a branding website into a single platform is a strong selling point. This could eliminate the need for agents to juggle multiple subscriptions and learn various interfaces, saving time and potentially money in the long run.
AI-Powered Efficiency: The promise of AI handling mundane tasks like contact organization and transaction management, along with intelligent lead qualification, suggests a significant boost in operational efficiency for agents.
Focus on Qualified Opportunities: By having the AI pre-qualify leads, agents can theoretically spend more time on serious prospects, leading to higher conversion rates and more efficient use of their time.
Dedicated Real Estate Focus: Being specifically designed for real estate implies that the features and workflows are tailored to the unique needs of agents, which can be more effective than generic sales tools.

Areas for Improvement and Concerns Cons

However, the website’s presentation also raises several concerns:

Lack of Pricing Transparency: This is perhaps the most significant drawback. The absence of a clear pricing page makes it impossible for potential users to understand the cost without initiating a direct inquiry. This opaque approach can be a barrier to entry and raises questions about hidden fees or variable pricing.
Limited Company Information: The website lacks an “About Us” section or details about the team, founders, or company history. Trust is crucial in business, and knowing who is behind the platform, their experience, and their vision helps build that trust.
Absence of Detailed Terms of Service: While a privacy policy is linked, comprehensive terms of service, which would outline contractual obligations, service level agreements, data ownership, and cancellation policies, are not readily apparent. This is vital for any SaaS platform.
Reliance on Unverified Claims: The 96% response rate and 50x follow-ups are impressive claims, but without independent audits, case studies, or verifiable testimonials, they remain unsubstantiated. While testimonials are present, their specific impact metrics are less clear.
Potential for Spamming: While the 50x follow-ups are touted as a positive, without strict guidelines on lead consent and communication frequency, there’s a risk that such aggressive follow-up could be perceived as spam, potentially harming an agent’s reputation.
No Free Trial Information: The website doesn’t clearly mention a free trial period, which is common for SaaS platforms to allow users to test the functionality before committing financially.
Customer Support Clarity: While there’s a “Support & Learning” link, the level of support e.g., 24/7, email only, phone support and typical response times are not detailed.

Fieldnotes.ai Alternatives

For real estate professionals seeking robust lead management, CRM, and marketing solutions, several established platforms offer comprehensive features with greater transparency and proven track records. Beniciaironworks.com Review

These alternatives prioritize clear pricing, detailed terms, and extensive community support, which are crucial for long-term business partnerships.

Leading CRM and Sales Automation Platforms

*   Overview: The industry standard for CRM, offering unparalleled customization and scalability. While not exclusively for real estate, its flexibility allows for deep integration with real estate-specific tools and processes. It provides advanced lead scoring, sales forecasting, and a vast app exchange.
*   Why it's a strong alternative: Provides a robust, enterprise-grade foundation for managing leads, customers, and sales pipelines. Its extensive ecosystem means you can build almost any integration or custom workflow needed for real estate.

HubSpot CRM
- Overview: Known for its user-friendliness and comprehensive “growth stack” that includes marketing, sales, and service hubs. HubSpot offers a strong free CRM tier, making it accessible for individual agents or small teams, with scalable paid plans for advanced automation and analytics.
- Why it’s a strong alternative: Excellent for those new to CRM or looking for an intuitive all-in-one platform that seamlessly integrates lead generation, nurturing, and customer service. Its educational resources are top-notch.
- Overview: A powerful and cost-effective CRM solution that competes directly with larger players by offering a rich feature set at a more accessible price point. It includes lead management, sales automation, AI assistance Zia, and extensive integrations with other Zoho applications.
- Why it’s a strong alternative: Offers a great balance of features and affordability, making it suitable for growing real estate businesses. Its AI assistant, Zia, provides similar capabilities to “Annette” in terms of suggesting actions and automating tasks.

Real Estate Specific Platforms

While the above are broader CRM tools, there are also platforms built specifically for real estate, often including IDX integration and real estate-specific workflows:

KvCORE
- Overview: A widely used real estate platform offering lead generation, a powerful CRM, IDX websites, marketing tools, and transaction management. It’s designed to be an end-to-end solution for real estate agents and brokerages.
- Why it’s a strong alternative: Provides a comprehensive suite of tools tailored for real estate, often with AI insights for lead engagement and task automation. Its pricing is usually structured for brokerages but individual agent plans can be found.
Follow Up Boss
- Overview: Highly regarded for its exceptional lead follow-up capabilities and robust CRM. It integrates with over 250 lead sources and offers smart lists, action plans, and team collaboration features.
- Why it’s a strong alternative: Specializes in ensuring no lead is missed, similar to Fieldnotes.ai’s core promise, but with a proven track record and clear transparency. Its focus on intelligent follow-up systems makes it a strong contender.

These alternatives generally offer a higher degree of transparency regarding pricing, company background, and detailed terms of service, which are crucial for building trust and ensuring a reliable long-term partnership in managing critical business operations.

How to Cancel Fieldnotes.ai Subscription Based on Website Information

Based on the Fieldnotes.ai website, there is no explicit page or detailed instructions on how to cancel a subscription. Indiploma.com Review

This lack of transparency is a significant concern for potential users, as clear cancellation policies are a fundamental expectation for any subscription-based service.

The only relevant information gathered from the homepage text related to agreement and opting out is found within the “Get in Touch Now” section, specifically within the consent for communication.

Limited Information on Cancellation

The website text primarily focuses on encouraging sign-ups and demos, with limited details on the practical aspects of managing an active subscription, including cancellation.

The only mention that could indirectly relate to ending a service agreement is:

“By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.”
“By submitting, you agree to opt-in for one of our team members to reach out to you about our services. You may choose to opt out at any time. We do not share or sell your information to any business.”

This information pertains specifically to communication consent and marketing opt-out, not the cancellation of a paid service subscription. For a full service like Fieldnotes.ai, which includes digital marketing, AI assistance, CRM, and website hosting, a dedicated cancellation policy would typically cover: 123prestige.com Review

Notice Period: How much advance notice is required e.g., 30 days.
Cancellation Method: Whether it’s through an account dashboard, email, or phone call.
Refund Policy: If any refunds are issued for unused portions of a subscription e.g., annual plans.
Data Retention: What happens to user data and lead information upon cancellation.
Access After Cancellation: How long users might retain access to data or specific features after the service is terminated.

Recommended Action for Cancellation

Given the absence of explicit cancellation instructions on the Fieldnotes.ai website, the most logical and likely method for initiating a cancellation would be to contact their support team directly. The website provides a “Call Us” number: 425 577-7833, and a “Get in Touch Now” inquiry form. Users would need to clearly state their intent to cancel and request information regarding the process, any associated fees, and data handling. This manual process, however, contrasts sharply with the self-service cancellation options often found in more transparent SaaS platforms, which allow users to manage their subscriptions directly through their account dashboards. The lack of clarity around this crucial aspect can be frustrating and inconvenient for users.

How to Cancel Fieldnotes.ai Free Trial If Applicable

The Fieldnotes.ai website does not explicitly mention or offer a free trial for its services. The calls to action on the homepage include “Start now,” “See a demo,” “Succeed today,” and “Get started,” all of which typically lead to booking a demo or initiating a sign-up process that would likely involve a sales consultation rather than immediate access to a free trial.

Absence of Free Trial Information

In the world of SaaS Software as a Service, offering a free trial is a common practice to allow potential users to test the platform’s features and determine its suitability before committing to a paid subscription.

The fact that Fieldnotes.ai does not clearly advertise a free trial suggests one of two scenarios:

No Public Free Trial: They might not offer a free trial period at all, opting instead for direct sales interactions and demos.
Trial by Request/Special Arrangement: A free trial might be available, but only upon direct request and after a consultation with their sales team. This is a less common but still existing model for higher-value or complex software.

Steps to “Cancel” a Non-Explicit Trial

If, hypothetically, a user were to gain access to a trial period through a non-public process, the steps to “cancel” would likely follow similar lines to a full subscription cancellation due to the lack of on-site information: Sharestatz.com Review

Direct Contact: The primary method would be to contact Fieldnotes.ai directly via their phone number 425 577-7833 or the inquiry form on their website.
Clear Communication: Clearly state that you are on a trial if applicable and wish to discontinue access before any charges are incurred.
Check for Automatic Conversion: In cases where trials exist and are not explicitly mentioned, it is crucial to inquire whether the trial automatically converts to a paid subscription. If it does, getting written confirmation of cancellation before the trial period ends is paramount to avoid unexpected charges.

Without explicit information on a free trial, users should proceed with caution and clarify any potential commitments or charges during initial consultations.

It’s always best practice to seek detailed terms regarding any trial period before providing payment information.

Fieldnotes.ai Pricing

One of the most significant and notable omissions on the Fieldnotes.ai website is the absence of any transparent pricing information. Unlike many modern SaaS Software as a Service platforms, Fieldnotes.ai does not feature a dedicated “Pricing” page, nor are there any indications of subscription tiers, features included in different plans, or cost per user or per month.

Lack of Transparency: A Major Concern

The current website design funnels all interest towards booking a “demo” or filling out an inquiry form to “Get in Touch Now.” While booking a demo is a common sales strategy for complex software, the complete lack of pricing detail beforehand is a considerable barrier for potential customers. This approach often leads to:

Time-Consuming Process: Users must invest time in a sales call or demo simply to ascertain if the service is within their budget.
Perception of High Cost: Many users assume that if pricing isn’t transparently displayed, the service is likely expensive or has highly customized, enterprise-level pricing.
No Competitive Comparison: Without pricing, it’s impossible for a prospective agent to compare Fieldnotes.ai’s value proposition against competitors like Salesforce, HubSpot, or even real estate-specific CRMs like KvCORE or Follow Up Boss, all of whom typically provide clear pricing structures on their websites.

What to Expect Based on Industry Norms

Given that Fieldnotes.ai offers a comprehensive solution including digital marketing, AI, CRM, and website features, it’s highly probable that their pricing model is based on:

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Tiered Plans: Different levels e.g., Basic, Professional, Enterprise with varying feature sets and perhaps limits on leads, contacts, or AI interactions.
Per-User Licensing: A common model where the price scales with the number of agents or users on the platform.
Lead-Based Pricing: Potentially, the cost could be tied to the number of leads generated or managed through the platform.
Custom Quotes: For brokerages or larger teams, they might offer custom pricing tailored to specific needs.

How to Obtain Pricing Information

To get pricing information for Fieldnotes.ai, a potential user would need to:

Book a Demo: Utilize the “See a demo” or “Book a demo” links on the website.
Submit an Inquiry: Use the “Get in Touch Now” form and explicitly request pricing details.
Call Directly: Contact them via the provided phone number: 425 577-7833.

The absence of upfront pricing details is a significant oversight and can negatively impact user experience and the initial perception of the service’s transparency.

Fieldnotes.ai vs. Competitors

When evaluating Fieldnotes.ai against its competitors, the comparison isn’t straightforward due to the lack of transparent pricing and detailed feature breakdowns on its website.

However, we can analyze its proposed value proposition and feature set against established players in the CRM, sales automation, and real estate technology space. Nuclearban.org Review

Fieldnotes.ai’s Unique Selling Proposition USP

Fieldnotes.ai primarily differentiates itself through its AI-powered lead nurturing assistant, “Annette,” promising aggressive, persistent follow-up 50x over 18 months with high response rates 96%. Its claim of being a “one simple solution” integrating digital marketing, lead generation, a CRM, and a branding website is also a key differentiator. The focus on a fully integrated, AI-driven, hands-off approach to follow-up aims to free up agents to focus on closing.

Comparison with General CRMs e.g., HubSpot, Salesforce, Zoho CRM

Feature/Aspect	Fieldnotes.ai Claimed	HubSpot CRM	Salesforce Sales Cloud	Zoho CRM
Core Focus	AI-driven real estate lead nurture & all-in-one platform	Inbound marketing, sales, service, comprehensive CRM	Enterprise-grade CRM, sales, service, analytics	Affordable, feature-rich CRM, suite of business apps
AI Automation	“Annette” 50x follow-up, 96% response, qualification	Sequences, workflow automation, AI content tools paid, lead scoring	Einstein AI lead scoring, sales insights, forecasting	Zia AI lead & deal predictions, task automation, sentiment analysis
Lead Generation	Digital marketing FB, Google, LinkedIn, YouTube	Marketing Hub content, SEO, ads, forms, landing pages	Salesforce Marketing Cloud integration, lead capture, web-to-lead	Marketing automation, web forms, social media integration
CRM	Integrated, smart data entry, contact management, tracking	Comprehensive, intuitive, contact & deal management, reporting	Highly customizable, robust, complex reporting, ecosystem	Feature-rich, customizable, sales forecasting, mobile access
Website	Branding website with IDX integration, CRM/AI integration	CMS Hub for website building, integrated with CRM & marketing	Integrates with various CMS platforms via APIs	Zoho Sites for website building, integration with CRM
Pricing	Not disclosed major con	Free CRM, paid hubs transparently priced	Tiered plans transparently priced, generally higher	Free tier for 3 users, paid plans transparently priced, affordable
Transparency	Low no pricing, limited company info	High	High	High
Target Audience	Real estate agents/brokerages	SMBs to Enterprise broad appeal	Mid-market to Enterprise	SMBs

Comparison with Real Estate Specific Platforms e.g., KvCORE, Follow Up Boss

Feature/Aspect	Fieldnotes.ai Claimed	KvCORE	Follow Up Boss
Core Focus	AI-driven real estate lead nurture & all-in-one platform	End-to-end platform for agents/brokerages	Lead follow-up & CRM for real estate, team collaboration
AI Automation	“Annette” aggressive follow-up, qualification	AI-powered lead engagement, predictive analytics, behavioral alerts	Smart lists, action plans, auto-responders, lead routing
Lead Generation	Digital marketing FB, Google, LinkedIn, YouTube	Integrated lead generation, squeeze pages, landing pages	Integrates with over 250 lead sources, lead import
CRM	Integrated, smart data entry, contact management	Robust CRM, property alerts, transaction management	Excellent lead management, pipeline, team-focused
Website	Branding website with IDX integration	IDX-powered agent/brokerage websites	Integrates with existing agent websites, no native builder
Key Differentiator	50x AI follow-ups, 96% response rate	Comprehensive end-to-end solution for brokerages & teams	Superior lead follow-up systems and integrations
Pricing	Not disclosed	Typically brokerage-level pricing, some agent plans exist	Transparently tiered pricing per user/month, generally higher end

Overall Competitive Stance:

Fieldnotes.ai’s strength lies in its promised aggressive AI-driven follow-up, which if effective, could indeed be a must for agents struggling with consistent lead nurturing.

Its “one simple solution” approach is also appealing. Nicholsonheatingandac.com Review

However, the lack of transparency in pricing and company information significantly weakens its position against competitors.

Established CRMs offer more robust, customizable, and transparent solutions, often with AI capabilities that, while perhaps not as aggressively touted for volume of follow-ups, are highly sophisticated for lead scoring and insights.

Real estate-specific platforms provide industry-tailored features, often with proven track records.

Without detailed pricing and clear terms, Fieldnotes.ai faces an uphill battle in convincing agents to switch from more established and transparent alternatives.

FAQ

What is Fieldnotes.ai?

Fieldnotes.ai is an AI-powered platform designed for real estate professionals, aiming to help them reach sales goals by automating lead follow-up, nurturing, and qualification through its AI assistant, “Annette,” along with offering digital marketing, an integrated CRM, and a branding website. Holybellycafe.com Review

What is Annette in Fieldnotes.ai?

Annette is the AI assistant within the Fieldnotes.ai platform that is claimed to handle lead follow-up and nurturing through various channels like voice, text, emails, and Facebook Messenger, with a reported 96% response rate and up to 50 follow-ups over 18 months.

Does Fieldnotes.ai generate leads?

Yes, according to their website, Fieldnotes.ai offers digital marketing services to generate leads for real estate agents through various channels such as Facebook/Instagram, Google PPC ads, LinkedIn, and YouTube.

What features does Fieldnotes.ai offer?

Fieldnotes.ai claims to offer digital marketing for lead generation, an AI assistant Annette for follow-up and qualification, an integrated CRM system for contact management, and a branding website with IDX integration.

Is Fieldnotes.ai a CRM?

Yes, Fieldnotes.ai states that it includes a “powerful and complete CRM system” as part of its AI platform, designed to manage new and existing contacts, track engagements, and integrate with other systems.

Does Fieldnotes.ai provide a website for agents?

Yes, Fieldnotes.ai indicates that it offers a “Branding Website” with IDX integration that is designed to be beautiful and engaging, and is integrated with their CRM and AI platform. Craigmcconnon.com Review

How does Fieldnotes.ai claim to improve lead conversion?

Fieldnotes.ai claims to improve lead conversion by ensuring consistent and persistent follow-up through its AI assistant, Annette, which nurtures leads over a long period up to 50 times over 18 months and qualifies them before passing them to the agent.

What is the claimed response rate for Fieldnotes.ai’s AI?

Fieldnotes.ai claims that its AI assistant, Annette, achieves a 96% response rate on its follow-up communications with leads.

How many times does Fieldnotes.ai’s AI follow up with leads?

Fieldnotes.ai states that its AI assistant will follow up and nurture leads a minimum of 50 times over an 18-month period.

Can Fieldnotes.ai manage transactions automatically?

Yes, the website lists “Manage your transactions automatically” as one of the capabilities of the Fieldnotes.ai AI Assistant.

Is pricing information available on the Fieldnotes.ai website?

No, the Fieldnotes.ai website does not display any explicit pricing information. Lux-limo.com Review

Potential users are directed to book a demo or contact them directly to inquire about costs.

How do I contact Fieldnotes.ai support?

The Fieldnotes.ai website provides a phone number: 425 577-7833, and a “Get in Touch Now” inquiry form.

They also have a “Support & Learning” link, but details on support channels are not specified.

Does Fieldnotes.ai offer a free trial?

Based on the website’s publicly available information, Fieldnotes.ai does not explicitly mention or offer a free trial.

All calls to action lead to booking a demo or direct inquiry.

How do I cancel a Fieldnotes.ai subscription?

The Fieldnotes.ai website does not provide explicit instructions or a dedicated page for subscription cancellation.

Users would likely need to contact their support team directly via phone or inquiry form to initiate a cancellation.

What kind of digital marketing does Fieldnotes.ai provide?

Fieldnotes.ai claims to offer multi-channel digital marketing services, including campaigns on Facebook/Instagram, Google AdWords PPC, LinkedIn, and YouTube, to generate leads for real estate agents.

Does Fieldnotes.ai integrate with Zillow?

Yes, the website states that its integrated CRM system can track and engage contacts with home searches or market reports that are integrated into a number of systems, including Zillow.

Is Fieldnotes.ai suitable for new real estate agents?

While the website implies it’s for any agent looking to improve sales, the lack of transparent pricing and detailed onboarding information makes it hard to confirm suitability for new agents without a clear budget or extensive support requirements.

Are there testimonials available for Fieldnotes.ai?

Yes, the Fieldnotes.ai website features a section titled “What our clients have to say…” with several video testimonials from real estate professionals.

What is the main benefit of using Fieldnotes.ai, according to their website?

The main benefit highlighted by Fieldnotes.ai is its ability to provide a “one simple solution” that consolidates digital marketing, lead generation, an AI assistant for follow-up, a CRM, and a branding website, saving agents time and delivering results.

Does Fieldnotes.ai offer a mobile app?

Yes, the Fieldnotes.ai website includes links to download their app from the Apple App Store and Google Play, indicating that they offer a mobile application.