fathom capabilities
8 mapped capabilities, each graded and dated. This is the diagnosis — the migration guide is the cure.
Capabilities
AI scorecards & coaching metrics
provisionalverified 2 days agoAutomatically grades internal-hosted calls against admin-defined scorecards tied to Meeting Types, producing per-call scores, time-stamped coachable moments, and aggregated rep-level performance trends.
AI summaries with templates
provisionalverified 2 days agoGenerates structured post-call summaries using 17+ pre-built templates covering meeting types including general, sales (BANT, Sandler, SPICED, MEDDPICC), customer success, demo, one-on-one, interview, retrospective, and project update.
Ask Fathom (AI chat over meeting history)
provisionalverified 2 days agoConversational AI interface that lets users query their entire meeting library with natural-language questions (e.g. 'What did the customer say about pricing last quarter?') and receive cited, AI-generated answers.
CRM sync (HubSpot & Salesforce)
provisionalverified 2 days agoAutomatically syncs call summaries, transcripts, action items, and deal-field data into HubSpot and Salesforce after each meeting, eliminating manual CRM data entry.
Highlights, clips & playlists
provisionalverified 2 days agoUsers can mark and clip key moments from call recordings, bundle them into shareable playlists, and distribute them to teammates or external stakeholders via share links.
LLM integrations (ChatGPT & Claude via MCP)
provisionalverified 2 days agoConnects Fathom's meeting library to ChatGPT and Claude so users can query meeting insights, draft follow-up emails, and analyze call patterns from within those AI tools without switching apps.
Meeting recording & transcription
provisionalverified 2 days agoAutomatically records and transcribes meetings on Zoom, Google Meet, and Microsoft Teams, producing a full searchable transcript with speaker labels.