Fieldnotes: Real Estate CRM and Lead Management
Fieldnotes helps real estate agents and brokers automate lead follow-up and organize client data. It is designed for users who need a combined tool for lead generation, website hosting, and CRM.
At a glance
- Category
- Browse Marketing tools
- Best for
- Real estate agents, Real estate brokers, Real estate agencies
- Pricing
- CRM plans start at $25 per month (or $20 billed annually) with a 5-day free trial. Lead Generation starts at $99 per month, and Lead Management starts at $329 per month.
- Key use cases
- Automated Lead Nurturing, Real Estate Website Management, Lead Generation Campaigns, Client Organization
- Integrations
- Facebook, Zillow, Realtor.com, Zapier
- Official website
- Visit Fieldnotes official website
Fieldnotes is a marketing and lead management platform for the real estate industry. It combines a CRM with digital marketing services, an IDX-integrated website builder, and an AI assistant named Annette to handle initial lead engagement.
The platform is designed for real estate agents and brokers who work in the field and need a system that supports lead nurturing. The AI assistant can interact with leads via voice, text, email, and Facebook Messenger to identify qualified opportunities.
Buyers should confirm whether they need the full marketing suite or just the CRM, as different tiers provide different levels of lead generation and management support. It is also important to verify which communication features, such as SMS and voice calling, are included in specific plans or available as premium add-ons.
Key Features
AI Assistant (Annette)
Supports lead follow-up and qualification via voice, text, email, and Facebook Messenger.
Real Estate CRM
Includes contact management with unlimited contacts, action plans, and automated email/text sequences.
IDX Website Builder
Supports the creation of websites with integrated MLS/IDX feeds that sync with the CRM.
Digital Marketing Services
Supports lead generation through channels such as Facebook, Google Ads, LinkedIn, and YouTube.
AI Market Targeting
Provides social listening and marketing segmentation to help identify target audiences.
Mobile App
Provides browser-based and app access for agents to manage contacts while in the field.
Use Cases
Automated Lead Nurturing
Using the AI assistant to follow up with leads through multiple channels.
Real Estate Website Management
Maintaining a branding website with an MLS/IDX feed to display current listings.
Lead Generation Campaigns
Setting up Facebook buyer and listing lead campaigns to populate the CRM with prospects.
Client Organization
Using AI-supported data entry to categorize, group, and update contact information.
Best For
- Real estate agents
- Real estate brokers
- Real estate agencies
Integrations
- Zillow
- Realtor.com
- Zapier
Pricing
CRM plans start at $25 per month (or $20 billed annually) with a 5-day free trial. Lead Generation starts at $99 per month, and Lead Management starts at $329 per month.
FAQ
What does the AI assistant in Fieldnotes do?
- The AI assistant, named Annette, follows up and qualifies leads using voice, text, email, and Facebook Messenger.
Which plan is right for my real estate business?
- The CRM plan is for relationship management, while Lead Generation and Lead Management plans are for those who need active prospect acquisition and AI nurturing.
Does Fieldnotes integrate with other platforms?
- Yes, it connects to Zillow, Facebook, and Realtor.com, and supports other platforms via Zapier.
Source category: Marketing
Source subcategory: CRM
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Categories
Software Type
How AI is used
Fieldnotes is a real estate CRM and marketing platform that uses an AI assistant to nurture and qualify leads via text, email, and voice. It is designed to help real estate agents and brokers automate follow-up workflows. Some communication features are premium add-ons.
Pros & Cons
Pros
- Combines CRM, lead generation, and website building in one platform
- AI assistant supports multi-channel follow-up
- Offers a 5-day free trial for the CRM plan
- Includes a mobile app for field access
- Provides onboarding and setup services
Cons
- SMS and voice calling are listed as premium add-ons for some plans
- Lead management and generation features require higher monthly fees than the basic CRM plan
