Skip to content
JuicyAgents

Ready-madeSales & CRM

Fathom

Fathom records and transcribes your video calls, then writes a summary and action items; its Business plan can also update HubSpot or Salesforce fields after sales meetings.

Not tested by JuicyAgents · Reviewed 15 Oct 2026

Explore this agent (opens in a new tab)Compare features & pricing
Can replace
Gong, HubSpot CRM or Salesforce
Integrations
HubSpot, Salesforce, Zoom, Microsoft Teams, Slack, Notion +2 more
Independent review
Fathom reviews on Trustpilot (opens in a new tab)Fathom reviews on Capterra (opens in a new tab)

Overview

About Fathom

Fathom is an AI notetaker for Zoom, Google Meet and Microsoft Teams calls. It records and transcribes each meeting, with a meeting bot or in a bot-free mode, then writes a summary and a list of action items. You can search past calls, share clips and ask questions about earlier conversations. The Business plan adds sales features: it can write meeting details into HubSpot or Salesforce fields after a call, show a deal view and score calls against a scorecard.

The practical use is less note-taking and less CRM typing after sales calls. Start on the free plan to judge summary quality on your own meetings, then try Business with a small group if you want CRM updates. CRM field sync updates records automatically after meetings, so agree the field mapping first and check the early updates by hand. Everyone on a recorded call should know it is being recorded. Fathom joined Superhuman in September 2026 and says nothing changes for users for now.

What the workflow does

  • Call recording and transcripts: Records Zoom, Google Meet and Microsoft Teams calls with a meeting bot or in bot-free mode, and keeps searchable transcripts.
  • Summaries and action items: Writes a summary straight after each call; paid plans add advanced summaries and AI action items.
  • Ask Fathom: Answers questions about past meetings, so you can find what a customer said without replaying the call.
  • CRM field sync: On Business, updates HubSpot or Salesforce records automatically after meetings, using the fields you map.
  • Deal View and AI scorecards: On Business, summarizes deal insights and scores calls against coaching scorecards.

From input to result

How the workflow works

You provide

  • Access to your Zoom, Google Meet or Microsoft Teams calls.
  • A HubSpot or Salesforce connection and an agreed field mapping for CRM sync.
  • A few representative calls to judge summary quality.
  • Your scorecard criteria if you plan to use AI scorecards.

You get

  • A summary and action list for every recorded call.
  • Less manual note entry in HubSpot or Salesforce after sales meetings.
  • A searchable call history for coaching and handovers.

  1. Record a week of calls on the free plan and compare the summaries and action items with what was actually agreed.

  2. If you need CRM updates, start Business with two seats, map a small set of fields and watch the first updates in the CRM.

  3. Extend to the wider team once field updates, consent notices and summary quality are reliable.

What it offers

Key features

  • Call recording and transcripts

    Records Zoom, Google Meet and Microsoft Teams calls with a meeting bot or in bot-free mode, and keeps searchable transcripts.

  • Summaries and action items

    Writes a summary straight after each call; paid plans add advanced summaries and AI action items.

  • Ask Fathom

    Answers questions about past meetings, so you can find what a customer said without replaying the call.

  • CRM field sync

    On Business, updates HubSpot or Salesforce records automatically after meetings, using the fields you map.

  • Deal View and AI scorecards

    On Business, summarizes deal insights and scores calls against coaching scorecards.

Is it a good fit?

Who it’s for

  • Sales teams on Zoom, Google Meet or Microsoft Teams who log calls in HubSpot or Salesforce.
  • Individuals who want free, unlimited call recording and summaries.
  • Sales managers who coach from call recordings and scorecards.

Strengths

  • Quick setup and clear summaries and action items.
  • A free tier that is useful for individuals.
  • Easy search and sharing of past meetings.

Connected tools

Integrations

  • HubSpot
  • Salesforce
  • Zoom
  • Microsoft Teams
  • Slack
  • Notion
  • Asana
  • Zapier

Listed tools for this workflow. Confirm current support and setup with the provider.

Similar Agents

More sales & crm agents
  • Recipe

    Write the follow-up email, CRM update and tasks after every sales call

    Call Follow-Up Writer · Sales & CRM

  • Recipe

    Keep agreed meeting actions in one review list

    Meeting Action Keeper · Operations & Admin

  • Ready-made

    Granola

    Granola transcribes meetings from your computer without a bot joining, then turns your rough notes into full notes; paid plans add pre-meeting briefs, follow-up email drafts and CRM syncing.

  • Ready-made

    Attention

    Attention turns sales conversations into CRM updates, follow-up work and reusable insights for revenue teams.

  • Ready-made

    Sybill

    Sybill uses sales conversations to prepare follow-ups, answer deal questions and update CRM information.

  • Ready-made

    1up

    1up drafts answers to security questionnaires, due diligence questionnaires (DDQs) and RFPs from your approved documents and past answers, for sales and security teams to review and approve before sending.

  • Ready-made

    Clay

    Clay connects company data, web research and sales actions so revenue teams can build repeatable prospecting workflows.

  • Ready-made

    Handoff

    Handoff turns a spoken or written job description, photos or plans into a priced construction estimate and proposal using local US cost data, for remodelers and contractors to check and send themselves.

  • Ready-made

    Jobber AI Receptionist

    Jobber AI Receptionist answers calls and texts for home service businesses at any hour, books visits within your booking rules, takes requests and messages, and transfers or alerts you about urgent callers.