fieldNotes
Summary
Your reps finish every call with half-filled CRM fields, coaching that arrives too late to matter, and qualification steps that got skipped because the conversation moved fast — fieldNotes exists to close that gap in real time, not in the post-mortem.
fieldNotes runs AI-assisted guidance during live calls, prompts reps on qualification criteria (budget, authority, need, timeline), generates structured summaries, and pushes updates to the CRM automatically. For small sales teams where a single missed follow-up costs a deal, the automatic logging removes the manual entry burden that typically means CRM data is three days stale by Monday. The concierge layer — a human inside sales agent named Annette Ramos — handles outreach and qualification calls for teams that want managed execution, not just tooling. No API is available, and the platform is not self-hosted, so teams that need to connect custom tooling or run on their own infrastructure hit a wall immediately.
Bottom line: Pick fieldNotes if you run a small sales team that loses deals to inconsistent qualification and CRM gaps — but if you need to embed this into a custom tech stack or query the data programmatically, the absence of an API means you are building workarounds from day one.
Pricing Plans
Subscription- Price
- $30 per month (Starter); $399 per month (Lead Management); $99 per lead (Enterprise)
Starter CRM
Do it yourself; core CRM features
- CRM system
- Mobile app
- Unlimited contacts
- Email campaigns
- 5-day free trial
Lead Management
We do it for you; most popular
- Everything in Starter
- SMS and voice calling included
- AI Lead Management (Annette)
- Concierge support
- Branding website and MLS feed
Lead Generation
$99 per lead; contact us
- Everything in Lead Management
- AI Market Targeting
- Digital marketing and Facebook leads
- Full AI lead gen
View full pricing on fieldnotes.ai →
Pricing may have changed since last verified. Check the official site for current plans.
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Pros
Sign in to edit- Real-time qualification prompts during live calls, so BANT criteria get covered before the call ends rather than reconstructed from memory in a post-call note that never gets written.
- Automatic CRM logging after every call, which means the pipeline data managers rely on for forecasting reflects what actually happened — not what reps remembered to enter two days later.
- Structured call summaries generated without rep effort, so new reps ramp faster because every call becomes a documented example rather than institutional knowledge that walks out the door.
- Concierge calling service through a dedicated inside sales agent, so teams without the headcount to run outreach volume can offload that function without hiring a full-time SDR.
- Manager visibility across all call interactions, so coaching conversations are grounded in what was actually said rather than the rep's account of what was said.
Cons
Sign in to edit- No API is available per the vendor page, which means any team that needs to pipe call data into a custom dashboard, a data warehouse, or a non-standard CRM cannot do it without manual exports — teams with existing data infrastructure abandon this for tools that expose an API within the first integration sprint.
- The platform is not self-hosted and is closed-source, so organizations with data residency requirements or security policies that mandate on-premises deployment cannot use fieldNotes at all — this is a hard stop, not a configuration problem.
- The concierge service and higher-tier features are paid-only, meaning teams evaluating the tool on a trial account are not seeing the full capability that justifies the cost — what looks sufficient in trial breaks when follow-up volume scales beyond what the entry tier covers.
About
- Platforms
- iOS, Android, Web
- API Available
- No
- Self-Hosted
- No
- Last Updated
- 2026-08-16T21:25:24.951Z
Best For
Who it's for
- Real estate agents and small to mid-size sales teams
- Businesses needing automated lead follow-up
- Users seeking CRM with AI assistance and concierge support
What it does well
- Lead nurturing and follow-up automation
- Customer relationship management with mobile access
- Email and SMS campaign management
- Real estate lead generation and MLS integration
Integrations
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Sign Up to ContributeFrequently Asked Questions
- Is fieldNotes free?
- fieldNotes is a paid tool ($30 per month (Starter); $399 per month (Lead Management); $99 per lead (Enterprise)). A 5-day free trial is available.
- Is fieldNotes open source?
- No — fieldNotes is a closed-source tool. Source code is not publicly available.
- What platforms does fieldNotes support?
- fieldNotes is available on: iOS, Android, Web.
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The post-call data lag
Your reps finish every call with half-filled CRM fields, coaching that arrives too late to matter, and qualification steps that got skipped because the conversation moved fast. fieldNotes runs AI-assisted guidance during live calls, prompts reps on qualification criteria (budget, authority, need, timeline), generates structured summaries, and pushes updates to the CRM automatically. The vendor states automatic logging removes the manual entry burden that typically means CRM data is three days stale by Monday. A concierge layer with a human inside sales agent named Annette Ramos handles outreach and qualification calls for teams that want managed execution. No API is available, and the platform is not self-hosted.
Pricing and access
Plans start at $30 per month (Starter), with a 5-day trial. Higher tiers include $399 per month (Lead Management) and $99 per lead (Enterprise). It runs on iOS, Android, and Web with CRM integrations.
Pros and trade-offs
Real-time qualification prompts during live calls cover BANT criteria before the call ends. Automatic CRM logging keeps pipeline data current. Structured call summaries require no rep effort. The main drawbacks are the lack of an API, which blocks custom dashboards or data warehouses, and the closed-source hosted model, which rules out teams with data residency rules.
Who it is for / who should skip it
Real estate agents and small to mid-size sales teams that need automated lead follow-up and AI-assisted CRM updates get the most value. Teams that require an API or on-premises deployment should skip it entirely.