Call Us (425) 577-7833

Login

Every Lead Answered. Every Conversation Documented.

Fieldnotes AI is a lead management CRM designed for small to mid-size businesses — combining AI, concierge calling, and complete records so no lead is ever missed.

 
Book A Free Demo

Leads Expect Immediate Answers

Today’s customers expect instant responses. Fieldnotes.ai ensures every inquiry—call, chat, or form—is answered immediately, professionally, and consistently, 24/7.

Traditional CRM

Requires manual data entry and follow-ups, making it harder to keep records complete and respond to leads quickly.

Fieldnotes AI

Combines traditional CRM structure with AI automation to organize leads, document conversations, and maintain full visibility—without adding manual work.

Built for Industries

Fieldnotes adapts to your workflow, language, and lead volume—no matter your industry.

Legal Solution

  • Intake calls answered consistently
  • Capture case details accurately
  • Document conversations for compliance
  • Reduce admin and manual note-taking

Get Started

Real Estate Solution

  • Answer buyer and seller inquiries instantly
  • Qualify leads before agent follow-up
  • Capture property needs and timelines
  • Never miss an after-hours call

Get Started

Health Care Solution

  • Respond to patient inquiries immediately
  • Capture intake details accurately
  • Reduce front-desk call volume
  • Maintain complete call documentation

Get Started

Lead Management Built for Quality Conversations

Fieldnotes AI brings together a CRM, SalesWispr AI, and concierge sales agents to manage, engage, and document every lead — automatically.
We have a solution that meets your needs.

Fieldnotes CRM​

An AI-powered CRM designed to simplify lead organization and tracking with complete visibility into every interaction.

SalesWispr

Real-time AI coaching that helps you understand conversations instantly with live insights and automated summaries.

Concierge Calling

A fully managed sales service where trained agents handle inbound and outbound lead calls with consistent, documented follow-ups.

Our Complete Features

Fieldnotes connects your CRM, marketing, and communication tools into one intelligent system — so you can manage leads, automate follow-ups, and grow your business without juggling multiple platforms.

Smart Lead Management

Centralize every contact, lead, and client in one clean dashboard.

AI Concierge Calling

AI-powered assistant, handles calls, schedules, and follow-ups — 24/7.

Automated Workflows

Create intelligent workflows that trigger calls, texts, and emails based on lead behavior or pipeline stage.

Multi-Channel Communication

Stay connected with leads through email, text, and voice — all synced within your CRM.

Email & Text Campaigns

Design and launch personalized campaigns directly from your Fieldnotes dashboard.

Performance Analytics

Track lead flow, campaign results, call success rates, and ROI — all from one dashboard.

0 %

Faster Response Time

0 %

Increase in Lead Engagement

$ 0 M +

Revenue Influenced

0 +

Happy Clients

Our Satisfied Clients

Trusted by teams who rely on fast responses and clear documentation.

Before Fieldnotes, everything lived in different places — calls, notes, follow-ups, and our CRM never really lined up. Now it’s all in one timeline, and everyone can see exactly what happened with a lead.

Marin Kessler Marketing Manager

We needed a way to respond faster without overwhelming our staff. Fieldnotes helped us do that while keeping accurate records of every interaction.

Maribel Torres Practice Manager

It feels less like software we have to manage and more like something that quietly keeps things moving in the background.

Sloane Whitaker Real Estate Agent

The intake information is clear and organized, which makes follow-ups smoother for both patients and staff.

Dr. Rowan Ellis Clinic Director

Fieldnotes changed how our team handles leads from start to finish. We get better information up front, cleaner handoffs to agents, and fewer things falling through the cracks.

Dax Moreno Real Estate Broker

By the time a lead gets to me, I already know their situation, timeline, and what they’re looking for. That makes every follow-up call more productive.

Keira Lang Law Firm Administrator

Fieldnotes gave us structure without adding more admin work. That balance is hard to find in legal tech.

Caleb Wren Law Firm Partner

Ready to Automate Your Lead Management?

Join hundreds of small and medium businesses who use Fieldnotes to work smarter, convert faster, and grow their business with ease.

Book A Free Demo

Get in Touch Now

If you’d like to make an inquiry, please feel free to complete the form below and we will respond as soon as possible.

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.

For information about privacy policy, please visit:  https://fieldnotes.ai/privacy/