AI Agent Index
ByHeather MacAvelia·Independently reviewed·Published May 6, 2026·Updated Jul 26, 2026
Independently verified against live vendor data on Jul 26, 2026.

AI meeting notetaker that records, transcribes, and summarizes calls with action items and CRM sync. Bot-free capture available. Number one on G2 with over 6,900 reviews. Free plan; Team from $15 per user per month.

How we scored it

Autonomy

4/5

Integrations

5/5

Pricing clarity

4/5

Evidence

5/5

Setup

5/5

The facts

Fathom is an AI meeting assistant built by Fathom Video Inc., founded in 2020 by Richard White in San Francisco and a Y Combinator W21 company that Zoom backed through the Zoom Apps Fund. It holds the number one position among AI notetakers on G2, with over 6,900 reviews averaging 5.0 stars, and was named HubSpot 2025 Most Used App of the Year. Fathom records, transcribes, and summarizes meetings across Zoom, Google Meet, Microsoft Teams, and Webex, delivering AI notes and action items within about 30 seconds of a call ending. After a roughly five-minute calendar connection, capture runs automatically with a meeting bot or bot-free, and structured summaries arrive with no per-meeting action required. Integrations on the official pricing page include Zoom, Google Meet, Microsoft Teams, and Webex for capture; Salesforce and HubSpot for CRM sync; Slack, Asana, Zapier, and Make for workflow; and native Claude and ChatGPT connectivity. Fathom also exposes a first-party MCP server at api.fathom.ai/mcp, launched April 2026 and available on all plans including the free tier, plus a public API. CRM sync of summaries is available on all tiers (capped at three users per domain on Free, Premium, and Team), while CRM field sync that writes insights into specific Salesforce and HubSpot fields is Business-tier and above. Named gaps include no native Monday.com, Linear, ClickUp, or Notion connector. Pricing is in USD. Free is $0 with unlimited recordings, transcriptions, and AI summaries and no storage time limit. Premium (individuals) is $16 per user per month billed annually ($20 monthly) and adds advanced summaries across 15-plus templates, AI action items, AI follow-up emails, and a conversational assistant. Team (two-user minimum) is $15 per user per month billed annually ($19 monthly) and adds shared-call search, shared playlists, collaboration, custom vocabulary, and SSO. Business (two-user minimum) is $25 per user per month billed annually ($34 monthly) and adds CRM field sync, Deal View, coaching metrics, AI scorecards, and custom retention. Enterprise is contact-sales and adds a signed HIPAA BAA, dedicated customer success, and enterprise controls. Annual billing saves about 22 percent. Fathom is not the best fit for enterprise revenue teams needing full pipeline forecasting and rep coaching built in: Gong adds deal inspection, forecast analytics, and revenue intelligence beyond what Fathom offers even at Business tier. Teams needing in-person capture without a video call should evaluate Granola, which runs natively on desktop for face-to-face meetings. Sales teams that want CRM field sync at a lower entry price than $25 per user per month can look at tl;dv, which offers comparable meeting intelligence at a lower paid tier. Current state Q3 2026: Fathom shipped version 3.0 in April 2026, hitting number one on Product Hunt on launch day. The 3.0 release added native Claude and ChatGPT integrations, the first-party MCP server, and a new desktop app, and the primary domain migrated from fathom.video to fathom.ai. Bot-free capture is now generally available. Per the privacy policy, de-identified meeting data may be used by default to train Fathom's in-house AI models, with opt-out in account settings, and third parties such as OpenAI and Anthropic are not authorized to train on customer data. Fathom is certified under SOC 2 Type II and holds GDPR, CCPA, and HIPAA (signed BAA on Enterprise). The $17 million Series A closed September 2024, led by Telescope Partners and Maven Ventures. Not affiliated.

Pricing

freemium · $15/mo annual

View pricing ↗

Segment

b2b

Setup

easy

Verified

Jul 26, 2026

Transparency

Mostly Public

Contract

Monthly or Annual

Data training

Opt-out

Autonomy

Autonomous

Capabilities

conversation-intelligencerevenue-intelligenceautonomousmultilingual

Pros & Limitations

Editorial assessment

Pros

  • Number one AI notetaker on G2 with over 6,900 reviews at 5.0 stars, plus HubSpot Most Used App 2025: the strongest third-party validation track record in the meeting intelligence category.
  • Bot-free capture is generally available alongside the traditional meeting bot, with a generous free tier offering unlimited recordings, transcriptions, and AI summaries and no storage time limit.
  • Business-tier CRM field sync automatically maps and writes meeting insights into specific fields in Salesforce and HubSpot records, eliminating post-call manual CRM data entry for revenue teams.

Limitations

  • CRM sync is capped at 3 users per domain across Free, Premium, and Team tiers, and advanced AI summaries and action items are limited to reduced usage on the free plan, driving upgrade pressure for teams relying on these features daily
  • CRM field sync, Deal View, coaching metrics, and AI scorecards are all Business-tier only at $25 per user per month annually, pricing out smaller sales teams that need revenue intelligence without a full enterprise commitment
  • De-identified meeting data may be used by default to train in-house AI models with opt-out available in account settings: teams in sensitive industries should verify opt-out is configured before deployment

Technical Details

Deployment
cloud-platform
Model architectureProprietary AI for meeting summaries and action items; integrates Claude and ChatGPT via live API connections for advanced meeting intelligence queries; SOC 2-certified infrastructure
Avg setup time5 minutes
Autonomous rateHigh: Fathom automatically joins calendar meetings via bot, transcribes, and generates AI summaries, action items, and follow-up emails within 30 seconds of meeting end with no user action required after initial setup; CRM sync on Business tier automatically pushes summaries and field-level data to Salesforce and HubSpot without manual entry; Ask Fathom on Business enables autonomous query across entire meeting history
Integrations
ZoomGoogle MeetMicrosoft TeamsWebexSalesforceHubSpotSlackAsanaZapierMakeClaudeChatGPTMCP
Security
SOC 2 Type IIGDPRHIPAACCPA

Similar agents

Rating

4.6/ 5

Editorial score

How we score this →

Recognition

Rated 4.6 ★MCP Server VerifiedListed 2026
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Industries

SaaSB2BEnterpriseStartupsSMB

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