Sales follow-up NOV 6, 2026 4 MIN READ

Fathom

Vital signs

Last activity
October 2026Release notes: October 2026, iOS app on the App Store, bot-free Google Meet video on MacSource2
Pricing
PublishedRead November 5, 2026 on the pricing page
Status
Live
Last verified
November 5, 2026
Job
Sales follow-up
Fits
1 to 10 people; 11 to 50 people; 51 to 250 people; 250 or more people
Company
Fathom Video Inc.fathom.ai
Pricing
Free plan; Premium $16, Team $15, Business $25 per user a month billed annually ($20, $19, $34 monthly); Enterprise $35 annual only; USD, November 2026Sources1,23
Integrations
HubSpot, Salesforce, Close, Zoom, Google Meet, Microsoft Teams, Slack, Zapier, Make, Asana, ChatGPT, Claude
Controls
  • Approvals. Follow-up emails are drafts the rep copies and pastes into their own email client Source3
  • Approvals. Salesforce sync can be set to manual, with a Sync to CRM button on each call page; automatic is the default Sources5,8
  • Undo or drafts. Removing a deal from a call removes that call activity from the CRM and refreshes the mapped deal fields Source7
  • Permissions. Account Admin, Team Admin and Standard roles, with view access set by team; SSO and SCIM on Enterprise only Sources9,10,1
Data handling and security
Fathom says all data is stored in the US and it's SOC 2 Type II, HIPAA and GDPR compliant. Its May 2026 DPA says data is encrypted in transit and at rest. Its privacy policy authorizes no third party to train AI on meeting content; Fathom may train its own on de-identified data unless you opt out.Read November 5, 2026: privacy policy, security page. Sources12,14,13

What it does

Fathom records and transcribes your Zoom, Google Meet and Microsoft Teams calls, and its help centre says it writes the AI summary into HubSpot, Salesforce or Close and drafts a follow-up email from the call's action items.

In Salesforce, the summary is logged as a Task on the Contact whose primary email matches an external attendee, by default as soon as the meeting ends and the summary is ready. With Create Tasks turned on, each action item becomes a Task on every open Opportunity linked to that Contact, or on each external Contact on the call when there's no open Opportunity.

In HubSpot, the notes sit under the meeting event and action items can go across as tasks. The HubSpot article says an edit to the summary in Fathom re-syncs at once.

On the Business and Enterprise plans, Deal View summarizes every call on a deal in one place. You can map sections of that deal summary, such as next steps or pain points, to text fields on the HubSpot or Salesforce deal.

Ask Fathom, the chat on each call, can also draft the follow-up email, and the release notes say that since May 2026 it writes from you, using your name and company.

With auto-share turned on, Fathom sends the summary, with or without the recording, to everyone on the calendar invite right after the meeting ends.

Who it fits

Fathom fits reps and sales teams who meet prospects on Zoom, Google Meet or Microsoft Teams and keep their deals in HubSpot, Salesforce or Close.

Fathom's pricing page leaves AI follow-up emails off the Free plan and caps CRM sync at three users per email domain on Free, Premium and Team. In November 2026 it listed Team at $15 per user a month billed annually, with a two-user minimum, so three reps cost $45 a month.

Past three reps, the pricing table shows CRM sync without that cap on Business, listed at $25 per user a month billed annually ($34 monthly), also with a two-user minimum. Business adds the deal-field mapping and Deal View. Enterprise, at $35 per user a month on annual billing only, adds SSO, SCIM provisioning and retention rules.

Fathom's case studies include Bluleadz, a HubSpot implementation agency whose six-person sales team, Fathom says, saves 7.5 hours a week per rep on notes and CRM updates.

I'd shortlist it if your reps already work in HubSpot or Salesforce and the slow part after a call is typing it up. Compare the other sales follow-up agents on what each one does with the email.

My sales operations post prices a custom build of this workflow at $10,000 to $20,000. Five reps on Fathom's Business plan cost $1,500 a year at the November 2026 annual price.

Limitations

Fathom's follow-up email is a draft you copy and paste into your own email client, per its help centre, so a rep still opens the inbox to send it.

Its Salesforce sync doesn't support Leads. If no Contact matches an external attendee's primary email, Fathom writes nothing. Closed opportunities get no new activity, and internal-only meetings, calls without a calendar event and events on secondary calendars don't sync.

Fathom's HubSpot article likewise needs the contact on the scheduled meeting, matched by primary email.

The Salesforce article says a mapped deal field's existing value is overwritten, then refreshed with the latest deal summary after each new meeting.

Fathom's compatibility FAQ says it doesn't currently support phone calls, Zoom phone calls among them, or webinars.

None of the help-centre articles read for this profile documents a log of what Fathom wrote to the CRM. For a failed Salesforce sync, the article sends you to Salesforce's own logs, then to Fathom support.

Fathom's own pages disagree on the Free plan. The pricing table gives it CRM sync for up to three users per domain, while the CRM integrations page says core CRM sync starts on paid individual plans.

Fathom announced on September 14, 2026 that it's now part of Superhuman. The announcement said nothing changed for users that day, and the terms and privacy policy name Fathom Video Inc.

Trustpilot's one- and two-star filter showed 12 reviews in November 2026, and the three newest, from April and August 2026, fault support or cancelling. I'd run the free trial on real calls and pin a success metric, such as the share of summaries that land on the right record, before paying for a year.

Evidence of real use

  • Independent usersRating November 2026

    HubSpot App Marketplace: 4.7 from 451 ratings and 21K installs, listed as a HubSpot Certified App, read November 5, 2026

    Source16

  • Independent usersRating November 2026

    Trustpilot: TrustScore 4.8 from 292 reviews, 94% five-star and 4% one or two stars, read November 5, 2026

    Source17

  • Independent usersReview November 2026

    Trustpilot 1- and 2-star filter: 12 reviews shown, March 2024 to August 2026; the three newest fault support or cancelling, two raise consent or privacy

    Source18

  • Independent usersRating November 2026

    Product Hunt: 5.0 from 316 reviews and 4.1K followers, read November 5, 2026

    Source19

  • Independent usersRating November 2026

    Apple App Store: the Fathom AI Notetaker iOS app rated 4.6 from 11 ratings, version 1.0.3, read November 5, 2026

    Source20

  • Vendor documentationCase study June 2026

    Fathom says its Bluleadz case study (June 2026) shows 7.5 hours a week saved per rep on notes and CRM updates, in a six-person sales team

    Source21

  • Vendor documentationRating September 2026

    Fathom says it's rated five stars by nearly 7,000 G2 reviewers and was HubSpot's 2025 Most Used App of the Year (September 2026)

    Source22

How it scores: 28 of 35

CriterionScoreWhy
Job fit and output quality4 of 5Help centre: summaries go to HubSpot, Salesforce or Close after calls, action items can become tasks, a follow-up email is drafted to copy; no Salesforce Leads
Setup time4 of 5Free sign-up and trials; CRMs connect by OAuth or API key; HubSpot field mapping needs one admin of both tools; Salesforce maps only H3 or H4 headings
Price at small-business scale4 of 5Three reps on Team cost $45 a month billed annually in November 2026, follow-up emails and CRM sync included; five on Business, past the sync cap, $125 a month
Controls3 of 5Follow-up emails are drafts to copy, Salesforce sync can be manual, removing a deal removes its CRM activity, three access levels; no CRM write log documented
Integrations4 of 5Native HubSpot, Salesforce and Close sync; Zoom, Meet and Teams; Slack, Asana, Zapier, Make, ChatGPT, Claude, an API, webhooks and MCP; phone calls unsupported
Security evidence4 of 5SOC 2 Type II, HIPAA with a standard BAA and GDPR stated; DPA of May 2026 with SCCs, encryption and 72-hour incident notice; data stored in the US, no ISO 27001
Independent user evidence5 of 5HubSpot Marketplace 4.7 from 451 ratings and 21K installs, Trustpilot 4.8 from 292, Product Hunt 5.0 from 316, read November 2026; G2 and Capterra unreadable

Job pages rank agents by this total; the How we pick page lists the criteria.

Sources

  1. 1.
    Fathom, Pricing

    Vendor Read November 5, 2026

  2. 2.
    Fathom Help Center, Release Notes

    October 2026 Vendor Read November 5, 2026

  3. 3.
    Fathom Help Center, Advanced AI Features in Team Edition

    Vendor Read November 5, 2026

  4. 4.
    Fathom Help Center, HubSpot Integration

    Vendor Read November 5, 2026

  5. 5.
    Fathom Help Center, Salesforce Integration

    Vendor Read November 5, 2026

  6. 6.
    Fathom Help Center, Close CRM Integration

    Vendor Read November 5, 2026

  7. 7.
    Fathom Help Center, How to manually associate or remove a deal from a call

    Vendor Read November 5, 2026

  8. 8.
    Fathom Help Center, Navigating the Organization Settings Page

    Vendor Read November 5, 2026

  9. 9.
    Fathom Help Center, Team Admin Role

    Vendor Read November 5, 2026

  10. 10.
    Fathom Help Center, Managing Team Members and Users

    Vendor Read November 5, 2026

  11. 11.
    Fathom Help Center, Free vs. Premium for Individuals: What's the Difference?

    Vendor Read November 5, 2026

  12. 12.
    Fathom Help Center, Is Fathom secure?

    Vendor Read November 5, 2026

  13. 13.
    Fathom, Privacy Policy

    August 2026 Vendor Read November 5, 2026

  14. 14.
    Fathom, Data Processing Agreement

    May 2026 Vendor Read November 5, 2026

  15. 15.
    Fathom Help Center, Retention Policies in Fathom

    Vendor Read November 5, 2026

  16. 16.
    HubSpot App Marketplace, Fathom AI Notetaker

    Independent Read November 5, 2026

  17. 17.
    Trustpilot, Fathom Reviews

    Independent Read November 5, 2026

  18. 18.
    Trustpilot, Fathom Reviews, 1 and 2 stars

    Independent Read November 5, 2026

  19. 19.
    Product Hunt, Fathom

    Independent Read November 5, 2026

  20. 20.
    Apple App Store, Fathom AI Notetaker

    Independent Read November 5, 2026

  21. 21.
    Fathom, Bluleadz Boosts Sales Productivity and Forecast Accuracy with Fathom

    June 2026 Vendor Read November 5, 2026

  22. 22.
    Fathom, Fathom is now part of Superhuman

    September 2026 Vendor Read November 5, 2026

  23. 23.
    Fathom, Terms of Service

    March 2026 Vendor Read November 5, 2026

  24. 24.
    Fathom, CRM integrations

    Vendor Read November 5, 2026

  25. 25.
    Fathom Help Center, What devices is Fathom compatible with?

    Vendor Read November 5, 2026

  26. 26.
    Fathom Help Center, How Does Fathom Auto-Share Recordings and Summaries with Attendees?

    Vendor Read November 5, 2026

  27. 27.
    Fathom Developers, What's new?

    Vendor Read November 5, 2026

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