Spark your business

Customer Engagement powered by Ai

FieldNotes is the only platform that uses Ai to help you follow-up with your leads and convert them over to opportunities. Whether you work with your spheres or need to generate new leads,
this Ai technology works the way you work.

Ai Assistant

Natural Language Processing Ai assistant helps you to organize your contacts, remind you of follow-ups and more.

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Smart Data Entry

Update your voice, text, pictures or emails to update your CRM. Look ma! No hands to the keyboard anymore.

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Digital Branding

Qualify and nurture your leads. Let the Ai do the follow-ups and qualify your leads. When the lead is ready, your Ai lets you know.

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Lead Gen

Qualify and nurture your leads. Let the Ai do the follow-ups and qualify your leads. When the lead is ready, your Ai lets you know.

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Digital Marketing

Generate leads through multi internet mediums including Facebook, Instagram, LinkedIn and PPC.

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Lead Nuturing

Natural Language Processing Ai assistant helps you to organize your contacts, remind you of follow-ups and more.

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The people that we work with

Sparky is your Ai Assistant

Using the Smart Data Entry system, Sparky can perform all sorts of the mundane and boring tasks that you simply don’t have the time to do.

No need to feel guilty about organizing your contacts anymore!

What can your Ai Assistant do?

Create/Update your contacts
Categorize and group your contacts
Remind you of your follow-ups
Suggest when to reach out to your contacts
Manage your transactions automatically
Reach out to your contacts regularly and consistently

Digital Branding

Make Your Statement. Make It Yours

Think of your website as your digital business card. Create an image that is uniquely yours. Let us help you create a custom site that includes IDX data for all the listings. Better yet, it is integrated directly into FieldNotes to respond to incoming leads immediately.

Make your statement today.

The Future Is Now

Future Of Lead Generation

Our customizable Lead Generation system nurtures and qualifies the leads before handing them over to you – making lead generation a one click experience.

No more leads falling through the cracks.

Succeed Today

Digital Marketing

Generate Leads that provide results. Learn how you can generate leads through different social channels. See how we do it differently to drive results.

Ad Campaigns

Generate Ad Campaigns through Facebook that includes Buyer Leads and Listing Leads

Google Adwords

Discover How You Can Drive More Traffic & Leads With PPC (Pay Per Click) Advertising

Highlight Your Business. Generate Leads.

Lead Follow-up & Nurturing

Attempts made by an agent

95% of all agents try only two times to reach out to a lead.

Follow-ups made by FieldNotes Lead Gen

It takes an average 5-7 times for a lead to respond. FieldNotes Lead Gen tries at least 16 times.!

100

Number of leads falling through the cracks

Follow-ups are key to ensure that leads convert to opportunities. This is where the Ai excels. No more wasted opportunities!

Don't want to lose any more leads?

What our customers say

Stephanie D.

Love Fieldnotes

Pros: Love the fact that I have a database to keep all my contacts. On top of that I can send out automated messages to stay top of mind with my clients. Cons: Nothing. I'm really enjoying the software.

Posted on Capterra

Verified Reviewer

A great product that can replace your CRM or enhance what you already have - it is simple and power

Pros: Makes your more efficient. It is simple. It reminds you and gets smarter as you use it more. Makes CRM actually valuable through a focus on relationship and task execution. Cons: More features wanted and fields for collecting date. Don't lose the simplicity, but this can run more of our relationship management needs.

Posted on Capterra

Scott S.

My I-Robot Assistant..."Sparky

Overall: Overall this has helped me greatly because my assistant can't follow me around 24/7...Sparky can!!!!!! Pros: I really like being able to send a quick voice to text and have things done via "Sparky". This acts as a sort of personal assistant. And I like the the "campaigns" also include SMS stages. Being able to email a doc to Sparky and automatically have a to-do list and all tasks scheduled and reminders of each step...awesome. The tech support and all representatives have always been right on time and on target! Cons: Could have more "Stock" campaigns in the library. ie "Monthly News latter", "Monthly Recipe", etc Reasons for Switching to FieldNotes: Field Notes offered more for less ...

Posted on Capterra

Derek K.

Great product that simplifies CRM

Pros: The key wins from using this product are: 1. Helped save time: This makes notes and action easier. I'm never at my desk and Sparky makes it quick. 2. Helped make me more efficient: By making CRM more simple and focused on what matters (contact, notes, and actions), then Sparky and keep reminding me and I focus on whats most important. Customers. 3. This helps me see more people and ultimately drive the bottom line. I'm in a relationship business and at technology that makes life easier for me is one I will use. Cons: I want it to do more and make other areas of my business more efficient. The customer team is responsive and I believe my feedback is heard and being incorporated into future releases, but still want more...

Posted on Capterra

Anthony J.

Fieldnotes Connects Teams

Overall: Fieldnotes Ai is a game changer for our business! As a team of 3 realtors sharing the same clients, the program is intuitive enough in its ability to learn how our individual team works and keep all of us on task. Recently I performed a mass update of our contact list of over 1,000 individuals in our database from merging records, deleting duplicates and correcting prospect's names and addresses. It was a huge project! Without fieldnotes ability to quickly navigate from field to field and menu to menu, what would have been a mundane; arduous project became somewhat engaging and fluid. The link to our Outlook mail & calendars ensures I'm not missing any appointments and with the advent of action plans, it takes the thinking out of the little tasks that we need to remember for our business! Pros: It helps divide work tasks efficiently and transitions smoothly to your outlook calendar. The ability to work your contacts in a user friendly interface allows you to setup systems so the easily forgotten tasks aren't forgotten. Cons: Exporting lists by filters would be a helpful improvement to reduce data sorting in excel. Tabbing from field to field needs to be more intuitive and fluid from one cell to the next cell that makes sense. It will help save time.

Posted on Capterra

David A.

Action plans are amazing

Overall: Field notes has helped me to keep track of the people I meet and also to stay in contact with them through emails and reminders to call them and check on them. It has also helped me to remember to do tasks that I might forget in my hectic schedule. Pros: What I love about field notes is that I can tell the AI Sparky to initiate an action plan and for the next six months or however long I choose I'm in constant contact with my clients. Action plans are super easy to set up and you can use them to email, set reminder to call text your contacts. The A.I. works wonderfully as a personal assistant to remind me of the things I need to do and it's very good with checking with me on things I need to add to my calendar or contacts. Also customer support is wonderful they do check in with me to see if I have any ideas they can incorporate and if I have any questions on how to better navigate there user-friendly site. I have used other CRMs in the past but this is by far my favorite and well worth the money. If you do not have a way to keep track of your contacts to build your clientele then you need to order this. Cons: I really don't have any con's for field notes it's an amazing system. The only thing that I have an issue with is that I don't use a Google email or a Microsoft email as my main email so I had to use a google account to send my action plan emails through.

Posted on Capterra

Shelley H.

Love Sparky and his squad!

Overall: Wounderful!! Great customer service.. easy to figure out! Pros: The easy and function allows me to get more done in my day! I have a weight lifted off of my shoulders! I find myself adding to my crm daily and completing my to do list. Can not live without!!!! Cons: I would like it to integrate with skyslop.

Posted on Capterra

Jennifer W.

Quick & Easy for simple Admin Functions

Overall: Overall please for the value & looking forward to using it for more marketing & client outreach purposes Pros: I love the capability to text & email my VA. I like being reminded every more of my Cons: Having to login to complete tasks? Do you have an app in the works vs a website?

Posted on Capterra

Barbara S.

FieldNotes Fan

Overall: Customer support is AMAZING! Pros: Ability to put clients, contractors and peers into spheres and groups for easy access for the entire team. Easy exporting clients for mailings. Uploading clients, updates and contracts couldn't be more simple or fast. Cons: Searching by name and reports. I would like to keep track of commission amounts. Reasons for Switching to FieldNotes: I didn't feel they have kept up with current technology.

Posted on Capterra

Spark your business

Customer Engagement powered by Ai

Nurture

Lead Gen

Eliminate data entry

Ai Assistant

Ai Assistant

Smart Data Entry

Smart Data Entry

Digital Branding

Digital Branding

Lead Gen

Lead Gen

Digital Marketing

Digital Marketing

Lead Nuturing

Lead Nuturing

The people that we work with

Meet Sparky

Sparky is your Ai Assistant

Using the Smart Data Entry system, Sparky can perform all sorts of the mundane and boring tasks that you simply don’t have the time to do.

No need to feel guilty about organizing your contacts anymore!

What can your Ai Assistant do?

Smart Data Entry

Smart Data Entry

Digital Branding

Make Your Statement. Make It Yours

Make your statement today.

The Future Is Now

Future Of Lead Generation

Digital Marketing

Ad Campaigns

Google Adwords

Highlight Your Business. Generate Leads.

Lead Follow-up & Nurturing

Attempts made by an agent

Follow-ups made by FieldNotes Lead Gen

Number of leads falling through the cracks

Don't want to lose any more leads?

What our customers say

Stephanie D.

Love Fieldnotes

Verified Reviewer

A great product that can replace your CRM or enhance what you already have - it is simple and power

Scott S.

My I-Robot Assistant..."Sparky

Derek K.

Great product that simplifies CRM

Anthony J.

Fieldnotes Connects Teams

David A.

Action plans are amazing

Shelley H.

Love Sparky and his squad!

Jennifer W.

Quick & Easy for simple Admin Functions

Barbara S.

FieldNotes Fan

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