Pegasus Agentic OS
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Sales and marketing · Conversation intelligence

Fathom

AI meeting notes and summaries that sync to your CRM.

Vendor
Fathom
Pricing model
Free plan for individuals; paid team plans.
Runs on
Vendor cloud (SaaS) with calendar and CRM integrations
Agentic OS layer
Agents
Industries
Any industry
Last reviewed
November 2026

Our verdict

The easiest meeting notetaker to roll out, with a generous free tier and solid CRM sync.

What it is

An AI notetaker that records meetings, writes summaries and action items, and syncs notes to the CRM.

Best for

Teams that want reliable call notes without a full revenue intelligence platform.

Not the right fit

Teams needing deep pipeline analytics or coaching programmes.

Key capabilities

AI notes

Summaries seconds after calls.

Highlights

Clip and share key moments.

CRM sync

Notes pushed to the right record.

Team plans

Shared libraries and search.

Strengths

  • Fast, accurate summaries
  • Free plan for individuals
  • CRM sync on team plans

Watch-outs

  • Lighter analytics than Gong
  • Team features sit on paid plans

Pricing

Free plan for individuals; paid team plans.

Pricing summarised in October 2026 and not re-checked since. Vendors change plans often, so confirm current pricing with Fathom before you budget.

Security and governance

Call recordings capture customers' voices and sensitive details. Check recording consent rules in each country, set retention periods, restrict who can listen to which calls, and confirm whether recordings are used to train the vendor's models.

How we would roll it out

  1. Settle consent and retentionAnnounce recording and set how long calls are kept.
  2. Map summaries to CRM fieldsNext steps, risks and competitors land where reps work.
  3. Coach on a few behavioursPick two or three to track, not twenty.

Compare with

Other tools in Sales and marketing, closest match first.

Gong

Conversation intelligence

Our pick

Revenue intelligence from calls, emails and deals.

Best for Sales teams that want call insights, coaching and deal visibility at scale.

Platform fee plus per seatRead review

Attention

Conversation intelligence

Call recording with AI agents that update CRM and act on deals.

Best for Sales teams that want call data to drive CRM updates and follow-up work automatically.

Per-seat subscription plans, with pricing shared on request.Read review

Avoma

Conversation intelligence

Meeting assistant, conversation and revenue intelligence in one.

Best for SMB and mid-market teams that want Gong-style insights at a lower price, bought module by module.

Per-seat monthly or annual tiers by module, with free view-only seats.Read review

Claap

Conversation intelligence

Conversation intelligence that turns calls into CRM data. Now part of lemlist.

Best for European and mid-market sales teams that want call insights flowing into HubSpot, Salesforce or Attio.

Free basic plan plus per-seat paid tiers, with separate recorder and reviewer licenses and custom enterprise plans.Read review

Chili Piper

Routing and scheduling

Our pick

Instant meeting booking and lead routing from forms.

Best for Teams converting inbound demo requests into booked meetings fast.

Per user per monthRead review

Clay

Data and enrichment

Our pick

Waterfall enrichment and research across many data providers.

Best for Teams building signal-led, highly targeted outbound and enrichment workflows.

Credit-based plansRead review

Choosing between Fathom and the alternatives?

Book a call. We look at your systems, data and governance together and tell you which platform fits, and what to build on it first.