Wer nutzt diese Software?
Residential real estate agents
Durchschnittliche Bewertung11 Bewertungen
- Gesamt 4.8 / 5
- Benutzerfreundlichkeit 4.7 / 5
- Kundenservice 4.9 / 5
- Funktionen 4.7 / 5
- Preis-Leistungs-Verhältnis 4.7 / 5
- Startpreis 65,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- FieldNotes Ai
- Gegründet 2015
Gives real estate agents all the benefits of a CRM without any of the data entry or administration.
- E-Mail Marketing
- Verfolgung von Interaktionen
Die hilfreichsten Reviews für FieldNotes
Bewertet am 7.6.2019
Action plans are amazing
Kommentare: 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.
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.
Nachteile: 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.
Bewertet am 23.5.2019
Fieldnotes Connects Teams
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!
Vorteile: 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.
Nachteile: 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.
Bewertet am 2.7.2019
Kommentare: Customer support is AMAZING!
Vorteile: Ability to put clients, contractors and peers into spheres and groups for easy access for the entire team. Easy exporting clients for mailings. Uploading clients, updates and contracts couldn't be more simple or fast.
Nachteile: Searching by name and reports. I would like to keep track of commission amounts.
Bewertet am 12.8.2019
Database management made simple for realtors
Kommentare: CSR is phenomenal! He has walked me thru understanding that his job is to make my life easier & allow me to be more in my database than just having a glorified Christmas Card list. Rep really understood what I wanted by listening to me. He taught me how to fish & use the easy Sparky Fieldnotes. The more I use it, the easier it's becoming to use. He helped me personalize a couple action plans around birthdays & house anniversaries. I love Sparky! Thank you, CSR.
Vorteile: I love that I can talk to it & send an email or text message & voila my database gets updated.
Nachteile: My only con is the learning curve. It's more simple to use than I realized.
Antwort des Softwareanbieters
von FieldNotes Ai an 13.8.2019
Thank you for your kind words! We are glad that Sparky is helpful to you! We're always here to help you as well!
Bewertet am 7.3.2019
Great product that simplifies CRM
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.
Nachteile: 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...