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features
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support

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Description

Fieldnotes is unique in that it uses Ai to help you follow up with leads and turn them into opportunities. This Ai technology is perfect for you, whether you are working with your spheres of influence or looking to generate new leads.

Description

Forefront CRM serves as an all-encompassing tool tailored to enhance lead management for real estate investors. With its user-friendly visual pipeline and drag-and-drop capabilities, it empowers users to personalize workflows while easily monitoring the progress of every lead. The platform automates follow-up initiatives via SMS, email, and task assignments, guaranteeing that communication with leads remains steady and effective. All pertinent lead information, such as notes, communication records, and property specifics, is consolidated for quick and convenient retrieval. Additionally, Forefront CRM seamlessly integrates with services like smrtPhone and CallRail, enabling users to monitor calls, messages, and voicemails, thus providing a thorough communication record for each lead. The software also includes real-time Key Performance Indicators (KPIs) and reporting features that yield valuable insights into the effectiveness of marketing campaigns and team productivity. Furthermore, it offers task management capabilities with automated assignments and alerts, an iOS application for users on the go, and customizable fields to capture vital lead information, ensuring that every detail is accounted for in the lead management process. This comprehensive suite of features makes Forefront CRM an invaluable asset for real estate investors looking to optimize their operations.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CallRail No 
CallTools No 
Facebook Yes 
Google Yes 
IDX Yes 
Zapier Yes 
Zillow Yes 
realtor.com Yes 

Integrations

CallRail Yes 
CallTools Yes 
Facebook No 
Google No 
IDX No 
Zapier No 
Zillow No 
realtor.com No 

Pricing Details

$65 per month
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fieldnotes AI

Founded

2015

Country

United States

Website

fieldnotes.ai

Vendor Details

Company Name

Forefront CRM

Country

United States

Website

forefrontcrm.com

Product Features

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Real Estate Marketing

Advertising Management Yes 
CMA No 
CRM Yes 
Contact Management Yes 
Email Marketing Yes 
Lead Generation Yes 
Listing Management / IDX Yes 
Presentation No 
Reporting / Analytics Yes 
SEO Yes 
SMS Marketing Yes 
Social Media Marketing Yes 
Virtual Tour No 
Website Builder Yes 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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