Bot-free and bot-based recording for total flexibility

Fathom offers both a traditional meeting bot and a new bot-free capture option for Mac. This provides flexibility for teams that have security or compliance concerns about adding bots to external meetings.

Business outcome: Ensures meeting capture is possible in any environment, increasing adoption across the organization.

Instant AI summaries and action items delivered automatically

After every call, Fathom generates chronological and enhanced summaries along with action items. This eliminates manual follow-up and ensures no task is lost after the meeting ends.

Business outcome: Reduces administrative overhead and accelerates the speed from meeting insight to execution.

Automatic CRM field updates and deal view summaries

Fathom integrates with Salesforce and HubSpot to automatically update records after meetings. The Deal View feature summarizes insights directly within the CRM context.

Business outcome: Keeps the CRM accurate and up-to-date without manual data entry, improving data quality for forecasting.

AI Scorecards and coaching metrics for performance improvement

Managers can use AI Scorecards to track speaking patterns and behaviors in meetings. This provides objective, data-driven coaching moments for every call.

Business outcome: Elevates team performance through consistent, scalable, and unbiased feedback.

Global search and 'Ask Fathom' across all conversations

The platform offers global search across all calls and an 'Ask Fathom' feature that acts like a ChatGPT interface for your meeting history. This makes it easy to surface key insights and clarity from past conversations.

Business outcome: Turns the meeting library into a strategic asset, enabling rapid retrieval of critical information.

Seamless workflow integration with ChatGPT, Claude, and more

Fathom connects with a wide range of tools including Slack, Notion, Asana, and now ChatGPT and Claude. This allows meeting data to flow directly into the tools your team already uses.

Business outcome: Integrates meeting insights into existing workflows, reducing friction and maximizing the value of the captured data.

• Generous Free PlanThe free tier is not a trial; it offers unlimited recordings and summaries, making it a viable long-term solution for individuals.
• CRM-First ApproachThe deep Salesforce and HubSpot integrations go beyond simple note syncing, updating records and providing deal-level insights.
• Coaching EnablementAI Scorecards provide a scalable way for managers to coach their teams with objective data rather than subjective memory.
• Bot-Free CaptureThe new bot-free capture option (in beta for Mac) addresses a major pain point for users who cannot or prefer not to add bots to meetings.

• Advanced Revenue IntelligenceFor companies needing complex deal forecasting and win/loss analysis across the entire revenue org, a specialist like Gong may be more appropriate.
• Bot-Free Beta LimitationsThe bot-free capture is currently in beta and only available for Mac, limiting its immediate utility for Windows users.
• Action Item DependenceThe quality of follow-through still depends on the user; Fathom generates action items but does not guarantee they are completed.
• Professional RealityWhile Fathom is excellent at capturing and summarizing, it is not a full conversation intelligence platform. Teams needing deep, cross-company analytics on sales methodology and competitive positioning should evaluate dedicated solutions.

Sales Team Enablement

Sales teams can use Fathom to stay present during discovery calls, automatically update Salesforce, and use AI Scorecards to refine their pitch and handle objections more effectively.

Customer Success Risk Management

CSMs can leverage Fathom to automatically surface risks and opportunities in client conversations, enabling proactive intervention to improve retention and reduce churn.

Marketing Insight Harvesting

Marketing teams can use Fathom to spot trending feedback and changes in user sentiment from sales and support calls, providing valuable real-world data for campaign and content strategy.

Executive Communication Alignment

Leaders can use Fathom to stay informed on key customer and internal meetings they cannot attend, ensuring alignment and consistent decision-making across the organization.

Sign up for a free Fathom account using your work email.

Connect your primary calendar (Google or Microsoft) and choose your meeting platform (Zoom, Google Meet, or Microsoft Teams).

Install the Fathom desktop app or browser extension and configure your capture preference (bot or bot-free).

Join your next meeting and let Fathom record it. After the call, review the summary and connect your CRM or other tools to automate follow-ups.