Your team's calls, emails and deals, turned into what to do next.
Fieldnote reads everything your team has said and sent. It drafts your replies, preps your meetings, checks your pipeline against what buyers actually said, and writes a playbook ranked by what closed.
No prompts. The work is done before you open it.
Your team already knows how to win. It's scattered across five tools.
The best answer to every objection was said on a call last month. The reason a deal stalled is sitting in an inbox. The CRM says what reps typed in, which is rarely what happened.
One workspace for the whole sales day.
Every area is written by Fieldnote from your team's real calls, emails and deals, and kept current as new ones come in.
Everything that happened, and what Fieldnote did.
One feed across your call recorder, email, CRM and Slack.
What needs you, with the reason and one click to do it.
Pulled from open loops in calls and email. Fieldnote checks things off when it sees them happen.
Every buyer email, with what it means and a reply drafted from what won.
Superhuman-style shortcuts. Newsletters filtered out.
A brief before every call. A recording, transcript and moments after.
Fieldnote suggests the follow-up and the CRM update when the call ends.
Answers with receipts.
See the sources it searched and how it reasoned.
Salesforce stage next to what buyers actually said.
Commit you can defend on the forecast call.
What to say to every objection, ranked by results.
Who signs, who champions, who went quiet.
What the field is hearing, sent to the teams who need it.
Reply with what won.
Each buyer email comes with what it means for the deal, and a reply drafted from the answers that closed similar deals.
- Knows the CFO meeting is the step your won deals had
- Suggests the right attachment, like the payback summary
- Logs the reply to Salesforce when you send
Thursday at 2 works for Marcus. Can you send the payback summary ahead of time?
Thursday at 2 is booked. I have attached a one-page payback summary based on your $40K a month in late fees, so Marcus can review it ahead of time.
Sam
Answers you can check.
The answers your deals need are written before you ask. When you do ask about a deal, a competitor or an objection, every answer shows the sources it searched, the steps it took, and the calls it came from.
- Ranks answers by what actually moved deals
- Flags what lost, like a big discount to sign now
- Opens the playbook page behind every answer
Avoid a big discount to sign now. That lost 5 of 6 times.
A pipeline that matches what buyers said.
Fieldnote checks every deal against the four things your won deals almost always had, and shows where Salesforce is more hopeful than the evidence.
- Drag deals between stages, Salesforce updates
- Commit backed by evidence, by rep, week over week
- A record page for every deal, written from its calls and emails
Proposal$511K
Negotiation$612K
Commit$670K
Chat AI answers questions.
Fieldnote does the job.
ChatGPT, Claude and Slack agents are powerful, but they wait for you to ask, start from zero each time, and hand the work back to you. Fieldnote has the work done before you open it.
Built to be trusted with sales data.
Read-only by default
Nothing is written to your CRM or sent to a buyer until you turn it on.
You approve every send
Drafts stay drafts. Every change shows its source, and anything can be undone.
Your data stays yours
Never used to train AI models. Delete everything whenever you want.
Coaching stays private
Each rep's habits page is theirs. Managers see team patterns, never a scorecard.
Build Fieldnote with us.
We're looking for five sales teams to shape the product. You get a working workspace on your own data and a direct line to the people building it.
- A 2-week pilot on your own calls, emails and deals
- We do the setup with you
- A weekly review with the founder
- Design partner pricing if you keep it
A good fit: B2B teams with 10 to 100 sellers, a CRM, a call recorder and email.
Before you book.
Is Fieldnote available today?
We're onboarding our first design partners now. The live demo runs on example data from a made-up company, so you can click through everything.
What does it connect to?
Salesforce or HubSpot, Gong or another call recorder, Gmail or Outlook, Slack, and Notion or Google Docs.
Do my reps have to write prompts?
No. Fieldnote reads new calls and emails as they come in and has the drafts, call prep, to-dos and deal checks ready when reps open it. The Agent is there for the odd question, not as the way in.
Does it send emails or change Salesforce on its own?
No. Fieldnote drafts replies and suggests CRM updates. Nothing goes out or changes until a person approves it.
How long does setup take?
About 15 minutes to connect your tools. Fieldnote builds the first version of your workspace within a day.
Who sees what?
Reps see their own deals, inbox and habits. Managers see their team's pipeline and approve playbook changes.
See Fieldnote on a 20-minute call.
We'll walk through the demo, and you tell us what your team would actually use.