Who Uses This Software?

Residential real estate agents


Average Ratings

5 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • PlanQube
  • fieldnotes.ai
  • Founded 2015
  • United States

About Field Notes

Gives real estate agents all the benefits of a CRM without any of the data entry or administration.


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Field Notes Features

  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

Field Notes Reviews Recently Reviewed!


Action plans are amazing

Jun 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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.

Fieldnotes Connects Teams

May 23, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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!

Great product that simplifies CRM

Mar 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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...

My I-Robot Assistant..."Sparky"

Jun 08, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: Overall this has helped me greatly because my assistant can't follow me around 24/7...Sparky can!!!!!!

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

Apr 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Vendor Response

by PlanQube on May 01, 2018

Thank you for your support of Field Notes. We're glad that you find it invaluable for you and your team.