I liked Fathom so much, I became a customer before I was able to get this review written.

It just works… literally. 

You sign in, download a desktop app, sign into zoom, and you’re done. This process takes about 3 mins, if that much. The speed on time to value is literally insane. (oh, and google meet is an option too) 

It is VERY fast 

• Fathom is faster than several other notetakers that I tested. The summaries arrive in your inbox within about a minute of the call ending. This makes it very easy to send follow ups quickly, while everything is still top of mind and your attendees are still “in the zone” — My personal approach has been to copy and paste the summary of the action items into the appropriate slack channel and just go back and @mention the right people. 
• Once you are viewing the recording in Fathom, you can pick between 15 different note summary formats. They hit all of the popular sales frameworks. Switching between frameworks takes roughly 30 seconds. 
• You can even send real-time insights to Slack, but I haven’t tried this part yet. For those managers or ops pros who are maybe overly curious, very intriguing. 
• PS - not only is it fast, it’s accurate. I don’t consider “accurate” to be a good reason to pick a vendor… that’s the minimum barrier to entry. 

Hubspot / CRM Integration 

• This is both a strength and a place for Fathom to keep investing. The Hubspot connection is quite easy by default and auto-associates to contacts and deals. 
• Deals can be updated with key takeaways from your calls. In this way, ops teams can get valuable data into the CRM without the reps having to type it. It’s also less biased if it’s coming straight from the transcript, in my opinion. The only place we need the reps’ opinion is on the forecast. Everything else?... my goal is to automatically populate the info! 
• Their default Hubspot “card” displays the most recent call within Hubspot and it’s a great way to have easy access to exactly what you need. 
• Action items are automatically detected on the call and logged as tasks in Hubspot, which my team loves.
• The other CRM integrations include Salesforce and Close. Of course these days, I’m always looking for the Hubspot ones. One thing to note is that their Salesforce integration doesn’t connect to the lead object. 
• Zapier integration is also available if you’re into that sort of thing.

Fathom offers a lot of flexibility

• There are a lot of settings to mess with but not so many that it feels overwhelming. 
• The summary template can be customized to your team and business, and this is especially useful if you’re looking for specific info about certain competitors in the deal, etc. 
• In the Team Pro edition there are more security settings including single sign on plus customization for teams. For example, my exec team calls are only shared with the exec team, while other teams’ calls are organized separately in folders and still accessible to the rest of the organization for knowledge sharing.