In this series, we talk with the founders and CEOs behind the top AI notetaking tools to learn how they’re built, what they do best, and how they fit into real sales and CS workflows.

In this video, we dive into Fathom with founder and CEO Richard White.

Fathom ranked #1 for note quality in our test of 22 AI notetakers 🏆

Watch to see how Fathom delivers high-quality meeting summaries in seconds, powers deal-level insights, and integrates deeply with HubSpot to automate CRM updates.

Meet Fathom

Fathom was founded to solve a common problem: we all want to focus on the conversations we're having, but we still need high-quality notes to share with our teams and keep our CRM up to date.

What started as a user research tool quickly became one of the most popular AI notetakers for sales and CS teams. With a generous free tier, fast summaries, and strong HubSpot integration, Fathom helps teams capture, organize, and act on customer conversations without jumping between tools.

It’s also the fastest-growing app in the HubSpot ecosystem, with more than 15,000 companies using Fathom as their AI notetaker 🥳

Feature highlights

Structured, high-quality summaries
Fathom delivers clean, skimmable notes within 30 seconds of your call ending. Notes are fully clickable, so you can jump directly to any moment in the recording.

Customizable templates
Choose from predefined templates (like SPICED or general purpose), or customize your own with sections and structure that match your team’s workflow. Fathom will use your preferences going forward.

Deal-level insights and summaries
Fathom doesn’t just summarize individual calls, it can summarize all the calls across the entire deal. It pulls themes, pain points, and decision criteria across all meetings to generate a single view of the opportunity.

Ask Fathom: AI assistant for your meetings
Ask questions like “Did we offer a discount?” or “What objections came up?” and Fathom will find the answer across all recorded meetings. Links take you straight to the moment in the call.

Slack-style clip sharing
Instead of sharing full recordings, grab short highlight clips and share them in Slack or email. Perfect for surfacing key moments without sending a 30-minute video.

Robust HubSpot integration
Meeting summaries, tasks, and CRM fields sync directly to HubSpot. You can map key note sections to custom properties, view synced meetings in the HubSpot middle panel, and get a full timeline of conversations without leaving the CRM.

Why Fathom stands out

Fathom is focused on accuracy, speed, and usability. It gets you high-quality notes quickly, and it gives you full control to customize the experience across meetings, teams, and workflows.

It also has one of the most passionate user communities we’ve seen—Fathom has a cult-like following for a reason. Users consistently rave about the product, and the team’s attention to detail shows up in every interaction.

What makes it different:
→ Meeting notes are returned in 30 seconds, with reliable structure and clarity
→ Notes are clickable and linked to transcripts for fast context
→ HubSpot integration includes CRM cards, custom property mapping, and deal summaries
→ “Ask Fathom” lets you search across entire deals using natural language
→ Built-in security controls for redaction, access, and retention, plus SOC 2 and HIPAA compliance

One thing we loved:
Fathom’s notes are incredibly concise - truly the best we’ve seen across any tool we tested. In our opinion, it's one of the biggest reasons they’ve seen so much success. It’s clear the team has invested heavily in note quality, and it shows.

Try Fathom for yourself

Fathom offers a robust free plan, so you can get started right away. Record meetings, get fast AI summaries, and sync everything to HubSpot without limits on time or trials. Visit fathom.video to sign up!