--- title: "Field Notes Ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Field Notes Ai Software - reviews, pricing plans, popular comparisons to other AI Sales Development Representatives (SDRs) products and more." source_url: "https://www.capterra.com/p/174371/Field-Notes-ai/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Field Notes Ai Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Field Notes Ai ## What is Field Notes Ai? Gives real estate agents all the benefits of a CRM without any of the data entry or administration. ## What is Field Notes Ai used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[AI Sales Development Representatives (SDRs)](https://www.capterra.com/ai-sales-development-representatives-sdrs-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Field Notes Ai?[Manage this product listing](https://www.g2.com/products/fieldnotes-ai/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Field Notes Ai 4.9 (16) VS. [4.2 (40)](https://www.capterra.com/p/205125/iHomefinder/reviews/) Starting Price $20 Flat Rate, Per Month Starting Price $160 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (16) Ease Of Use 4.2 (402) Value For Money 4.8 (14) Value For Money 4.2 (380) Customer Service 4.9 (15) Customer Service 4.1 (391) ## Field Notes Ai alternatives [HouseJet](https://www.capterra.com/p/201552/Market-Maker/) [4.3 (402)](https://www.capterra.com/p/201552/Market-Maker/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/201552/Market-Maker/) [CINC](https://www.capterra.com/p/152829/CINC/) [4.1 (249)](https://www.capterra.com/p/152829/CINC/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152829/CINC/) Highest Rated [BoldTrail](https://www.capterra.com/p/176447/BoldTrail/) [4.4 (565)](https://www.capterra.com/p/176447/BoldTrail/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176447/BoldTrail/) [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) [4.0 (323)](https://www.capterra.com/p/152143/Top-Producer-CRM/reviews/) Starting price $129.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152143/Top-Producer-CRM/) [View all alternatives](https://www.capterra.com/p/174371/Field-Notes-ai/alternatives/) ## FAQs about Field Notes Ai Overview ### Which roles and teams benefit most from Field Notes Ai? Field Notes Ai is most used by real estate agents, Realtors, brokers, and residential or commercial specialists who need to capture property details and organize client-facing notes. Mortgage loan originators, team leads, and project managers use it to document follow-ups, coordinate transactions, and keep deal information accessible across daily workflows. Answer based on 16 reviews Overview ### What company size and specific industries is Field Notes Ai built for? Field Notes Ai is designed for residential real estate agents, making it best suited for small real estate teams and individual agents rather than broad, cross-industry use. It fits businesses in the residential property sector that need help with meeting records, daily task lists, and follow-up reminders. Features and Usability ### What are the key features of Field Notes Ai? Field Notes Ai offers CRM, contact and customer databases, and lead management tools such as lead capture, lead distribution, lead nurturing, and lead qualification. It also includes appointment scheduling, calendar management, task management, workflow management, document storage, email tracking, reporting and analytics, and third-party integrations. Integrations ### Which third-party tools and platforms does Field Notes Ai integrate with? Field Notes Ai integrates with Facebook Business Suite and Zapier. These connections cover social media management and broader app automation, giving Field Notes Ai support for common workflows across connected business tools. Getting Started and Support ### What training and onboarding options does Field Notes Ai offer? Field Notes Ai provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct guidance, live online sessions enable remote instruction, webinars provide scheduled group learning, and documentation offers written reference material for ongoing review. Getting Started and Support ### What customer support options does Field Notes Ai offer? Field Notes Ai provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support experiences are not described in reviewer feedback here, so no user sentiment about response times, helpfulness, or common frustrations can be stated. ## Features AI summary Based on 1,459 AI Sales Development Representatives (SDRs) reviews Capterra data shows that buyers of Real Estate CRM rank the following features as their top priorities: - **Contact Database** (**60%** of reviewers rated this feature as critical) - **Client Management** (**54%**) - **Customer Database** (**49%**) Field Notes Ai supports all three features that reviewers rate highest: **Contact Database**, **Client Management**, and **Customer Database**. Together, these capabilities help businesses keep prospect and client records organized, manage relationships across the sales cycle, and maintain accurate customer information, allowing teams to respond faster and handle deals more efficiently. Contact Database 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Capture 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Lead Distribution 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers Lead Generation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Pipeline Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Template Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. Field Notes Ai 35 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (16) 4.8 Based on 16 reviews ## Pricing Value for money 4.8 (14) Free Trial Basic $20.00 Flat Rate,Per Month Value for money 4.8 (14) 4.8 Based on 14 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Facebook Business Suite](https://www.capterra.com/p/235972/Facebook-Business-Suite/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (15) 4.9 Based on 15 reviews ## User reviews Overall rating 4.9 Based on 16 reviews Filter by rating Counts reflect reviews available in this feed. 5(14) 4(2) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer realtor Used the software for: Less than 1 year ### "Database management made simple for realtors" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2019 CSR is phenomenal! He has walked me thru understanding that his job is to make my life easier & allow me to be more in my database than just having a glorified Christmas Card list. Rep really understood what I wanted by listening to me. He taught me how to fish & use the easy Sparky Fieldnotes. The more I use it, the easier it's becoming to use. He helped me personalize a couple action plans around birthdays & house anniversaries. I love Sparky! Thank you, CSR. Pros I love that I can talk to it & send an email or text message & voila my database gets updated. Cons My only con is the learning curve. It's more simple to use than I realized. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Assistant to Joseph Ho & Martin Ho Used the software for: 1-3 years ### "FieldNotes Fan" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 4, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Residential & Commercial Specialist Used the software for: Less than 1 year ### "Quick & Easy for simple Admin Functions" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 June 24, 2019 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? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Agent Used the software for: I used a free trial ### "Love Sparky and his squad!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 7, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer PROJECT MANAGER Used the software for: Less than 1 year ### "FIELD NOTES AI" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 30, 2025 OVERALL I WOULD GIVE FIELD NOTES AI AN A+ Pros I LIKE THAT THE AI HELPS ME TO NOT FORGET ABOUT A POTENTIAL LEAD AND REMINDS ME TO FOLLOW UP AND HELPS CONVERT THEM TO OPPORTUNITES Cons I DON'T HAVE MANY DISLIKES JUST. AI HELPS KEEP YOU UP TO DATE AND DOESN'T LET YOU LET A LEAD DROP THRU THE CRACKS AND BE FORGOTTEN Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Mortgage loan originator Used the software for: Less than 1 year ### "Action plans are amazing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Realtor Used the software for: Less than 1 year ### "Fieldnotes Connects Teams" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 24, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Partner Used the software for: 1-3 years ### "Great product that simplifies CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2019 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... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer CEO & Founder Used the software for: Less than 1 year ### "A great product that can replace your CRM or enhance what you already have - it is simple and power" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Team Lead Used the software for: Less than 1 year ### "A simple but effective CRM that maximizes productivity. Highly recommend you give them a try!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 29, 2020 The CRM has everything you need as a real estate professional and is very simple to use! Their AI (Sparky and Annette) are very effective at cutting down on the hassle and time spent following up with leads and updating your CRM. Pros There are many things about FieldNotes that stands apart from their competitors. One of them is "Sparky" the AI. You simply send him a text, audio message or picture of your notes and he updates your CRM for you, freeing up your time for the revenue generating activities. In addition to Sparky they provide action plans that create realistic dialogue between "you" and leads. The system is very easy to manage and get set-up. Their Customer Support is also the best I have experienced in the industry. They check in with you from time to time and are very receptive to input on how to make life easier for real estate professionals. If you haven't already I highly recommend getting on a demo call with them! Cons I honestly can't think of any downsides at the moment. This CRM is lightyears ahead of others I have used in the past. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/174371/Field-Notes-ai/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.