Fieldnotes.ai

Fieldnotes AI (Annette) – AI-powered lead follow-up and CRM for real estate is an all-in-one platform designed to help real estate professionals generate leads, nurture them, and convert them into qualified opportunities. The system combines digital marketing, an integrated CRM, an AI assistant for outreach, and a website with IDX integration to streamline the entire client lifecycle from lead capture to close. The AI assistant, Annette, can reach out to leads via voice, text, email, or Facebook Messenger and is capable of following up 50x over 18 months to improve response rates and conversion, supposedly achieving a high level of engagement and qualification before conveying opportunities to you. The platform emphasizes a single, cohesive solution managed by real estate professionals to save time and improve results through automation and multi-channel marketing.

How it works

1. Generate leads through multi-channel digital marketing (Facebook/Instagram ads, PPC, LinkedIn, YouTube) to attract potential buyers and sellers.
2. Annette, the AI assistant, engages and nurtures leads via voice, text, emails, or Facebook Messenger, following up extensively until leads are qualified.
3. Integrate leads into Fieldnotes’ CRM where you can manage contacts, automate tasks, and trigger targeted communications.
4. Build and maintain an IDX-enabled website that also feeds data into the CRM and AI platform for rapid response to inquiries.
5. Use the single platform to manage marketing, lead generation, website, and CRM without juggling multiple tools.

Use cases

• Real estate agents seeking consistent lead generation and rigorous follow-up
• Teams needing a unified platform to manage marketing, CRM, and lead nurturing
• Agents looking to automate repetitive follow-up tasks to free up time for closing deals

Features and capabilities

• Multi-channel digital marketing to generate leads (Facebook/Instagram, Google PPC, LinkedIn, YouTube)
• AI assistant (Annette) to follow up with leads via voice, text, emails, and Facebook Messenger, with high-frequency nurturing (minimum 50x over 18 months)
• Integrated CRM to nurture new and existing contacts, track engagements, and coordinate communications
• IDX-enabled website integrated with CRM and AI platform for fast responses to inquiries
• One-platform solution to consolidate digital marketing, lead generation, website, and CRM
• Real estate-specific branding and marketing support, including website design and lead-responsive features

Safety and privacy considerations

• The content emphasizes business-to-business use for real estate professionals and relies on consent-based communications with leads; ensure compliance with applicable marketing and data privacy regulations in your jurisdiction.

Core Features

• All-in-one platform combining marketing, CRM, website, and AI-driven lead follow-up
• AI assistant Annette for proactive lead engagement and nurturing
• Multi-channel digital marketing capabilities for lead generation
• Integrated CRM with smart data entry and follow-up reminders
• IDX-enabled, branding-focused website with seamless CRM integration
• Single, cohesive system designed for busy real estate professionals
• Automation of repetitive tasks to improve efficiency and conversion rates