Fieldnotes AI

Fieldnotes AI is a call‑measurement system that records and analyzes every sales conversation. The software transcribes calls in real time, produces structured summaries, and pushes the data straight into the user's CRM. Its goal is to eliminate missing notes, keep every interaction consistent, and provide managers with instant visibility.

During a sales call, Fieldnotes AI initiates a coaching loop. It evaluates the conversation against the BANT framework and, when a gap is detected, such as a budget question left unanswered, it prompts the rep with the exact statement to ask. These prompts appear on the caller's screen or phone, allowing the rep to respond immediately without looking up a script. When the call ends, the system compiles a structured summary that lists the buyer's budget, authority, need, and timeline, and logs these details as a new entry in the CRM.

The platform also offers an outsourced conversation service. Clients can add a dedicated Inside Sales Agent, like Annette Ramos, who follows the same structured approach as the software. The agent handles outbound and follow‑up calls, applies the real‑time prompts, and logs all activity into the CRM, acting as an extension of the client's sales team.

Fieldnotes AI targets sales teams that struggle with inconsistent notes and unreliable CRM data. If a team frequently mis‑captures qualification details or must manually update the pipeline after every call, this tool can simplify that process. Because the system relies on real‑time transcription and BANT prompts, it works best when the team uses a standard phone or VoIP setup that feeds calls into the platform. Organizations that do not have a CRM or prefer to keep all call data separate may find it less useful, as the service's core value is automatic integration.

The website does not disclose pricing or subscription tiers, nor does it specify which CRM systems are supported. Customer support is available during business hours via in‑app chat, email, webinars, and onboarding calls, but only those channels are listed. No information is provided about data limits, storage capacity, or regional availability of the service.

Key features

• Real‑time coaching prompts guided by BANT variables
• Automatic transcription and structured call summaries
• Direct CRM update for each recorded conversation
• Manager dashboards offering instant performance visibility
• Concierge calling service through a dedicated Inside Sales Agent