Ninja agents
The #1 CRM that supports the Ninja Selling training system - built on giving agents time to focus on relationship, not their database
A purpose built CRM that is powered by an Ai assistant
It's more than a CRM. We call it a Customer Engagement Platform. What makes it different is that it is powered by Ai Assistant. It takes the drudgery of database admin work and gives you back time to focus on your relationships.
Focus on your relationships, not administrative tasks
As a Ninja, you need to focus on relationships, not managing your database. We have an Ai assistant, Sparky that automatically manages your contacts and organizes your notes.
Track your business activities
Keep all your business opportunities and transactions all together. Keep an eye on your goal and focus on your opportunities. We have the digital Business Tracker that can keep your documents safe on the cloud.
Stay focus on your leads
Manage and stay on top of your leads. With the number of contacts in your database, we have a simple and easy way for you to manage your leads.
Reminders to connect with your clients
Remind yourself to contact your 50 outreach each week. Your Ai assistant will remind you of which contacts to reach week so that no contacts will fall through the cracks.
Learn with fellow Ninjas
Learning a new system may not come naturally to you. This is why we host a weekly session that is only for Ninja agents. It makes learning more fun and more effective with fellow Ninjas.
The perfect plan for Ninjas
If you are ready to get started, give it a 15 day trial run. We will help you with a personal onboarding session. In addition, join us for our weekly Ninja training calls.
Customer Engagement Platform

CRM
CRM

Business Tracker
Business Tracker

Flow
Flow

Mobile App - iOS/Android
Mobile App - iOS/Android

Transaction Management by AI
Transaction Management by AI

Action Plan Templates
Action Plan Templates

Email/Text Campaigns*
Email/Text Campaigns

Ninja Focused Training Sessions
Ninja Focused Training Sessions

Phone/Calendar Integration
Phone/Calendar Integration
Frequently asked questions
That’s great. Sign-up for the 15 day trial and setup a meeting with one of our Customer Success Managers. We will make sure that you’re treated right! It is important to us that you have the right experience in learning about Fieldnotes.
If you have any questions, please reach out to us at sales@fieldnotes.ai or schedule some time to talk to us with this link.
We are a different type of company. We believe that our solution is to help you to spend more time on personal relationships and less on administrative tasks. That’s why we have an Ai assistant that will simplify your work like adding/updating contacts or managing transactions using our Ai.
We live by these principles from the moment you sign-up. We do personal onboardings and we have the live Ninja training sessions so that you can hear how other Ninja agents use the platform.
No, we are not affiliated with Ninja Selling. We believe in the same selling principles and have partnered with a lot of Ninja agents that align and support the Ninja Selling philosphy.