Fathom – AI Meeting Assistant, Call Summaries, and Automated CRM Note Generation

Fathom was created to solve one of the biggest time drains in business communication: taking notes during meetings. Professionals spend countless hours writing summaries, extracting action items, and updating CRM systems after calls. This work is tedious, error-prone, and takes time away from productive conversation.

Fathom automates the entire process by recording meetings, generating comprehensive summaries, identifying key moments, and syncing notes directly to tools like Salesforce, HubSpot, or Notion. Teams reclaim time, improve accuracy, and ensure that no important details slip through the cracks.

Key Features

• AI Meeting Summaries: Automatically generates notes, decisions, and action items.
• Zoom, Google Meet, and Teams Integration: Works across major meeting platforms.
• Highlighting & Transcription: Bookmark key moments in real time.
• CRM Sync: Automatically pushes notes and call summaries into CRM fields.
• Team Collaboration: Share call insights, clips, and summaries with colleagues.

Pros

• Saves hours of manual note-taking.
• Highly accurate call summaries.
• Great integrations with CRM and productivity tools.
• Improves meeting recall and team alignment.

Cons

• Requires permission to record meetings.
• Not ideal for highly confidential conversations.
• Occasional transcription limitations in noisy environments.
• Team features cost extra.

Pricing

Fathom offers:

• Free Plan
  Full-featured personal use including summaries and transcripts.

• Team/Pro Plan
  Collaboration, admin controls, CRM syncing, and analytics.

• Enterprise Plan
  Custom integrations, security features, and advanced compliance.

Who Is Using This Tool?

• Sales teams capturing notes and syncing CRM records.
• Customer success managers summarizing support or onboarding calls.
• Product teams documenting user interviews.
• Executives & managers keeping track of meetings.
• Researchers analyzing qualitative discussions.

Technical Details

AI Transcription Engine

Includes:

• speaker diarization
• noise filtering
• real-time transcription
• language modeling

Summarization Framework

Produces:

• call overviews
• bullet-point action items
• decision logs
• topic highlights

Integrations

Connects with:

• Salesforce
• HubSpot
• Notion
• Slack
• Zapier

The User Experience

Ease of Use

• One-click meeting capture.
• Automatic summaries delivered post-call.
• Simple UI for highlights and clip sharing.

Accessibility

• Desktop app and browser integrations.
• Team dashboard for shared meeting insights.

Workflow

1. Join a meeting with Fathom enabled.
2. Highlight important moments.
3. Receive your summary automatically.
4. Sync notes to CRM or share with teammates.

Summary

Fathom eliminates the burden of meeting note-taking by providing automated transcription, summarization, and CRM updating. It’s an invaluable tool for sales teams, customer-facing professionals, and any role that relies on accurate call documentation.

Related Tools

• Fireflies.ai – AI meeting transcription and summaries.
• Otter.ai – Live transcription and collaboration.
• Gong – Revenue intelligence for sales teams.
• Chorus.ai – Conversation analytics and coaching.
• Avoma – Meeting assistant with intelligence features.