Fathom
Conversations
Fathom records meetings and produces a transcript on its free tier, the option many fast-growing teams reach for first. Revenue Labs reads that transcript and turns it into deal state, and what was agreed and who attended both carry straight into the account record.
Website
Meeting Follow-up·26 meetings followed up today
Following up Harrowgate Systems… ›
TriggerMeeting ended · Harrowgate Systems - Discovery call · $295K, CISO evaluating
Deploy agentDeploying Meeting Follow-up agent on the account
Use skillLoading skills · Meeting Follow-up · Qualification Assessment · CRM Update
Reference memoryReading memory · Sales Process · Discovery & Qualification
ReasoningSentiment came back high and Priya Nair asked unprompted about the implementation timeline, both positive markers, but Paper Process is still the deal’s highest-risk pillar
ActionUpdate CRM state, draft recap email → notify AE in Slack
✓Followed up in 6 seconds ›
Surfaces inWorkspaceviaSlackTeams
Revenue LabsAPP11:22 AM
LIVE
MEETING FOLLOW-UP: Harrowgate Systems | $295K Discovery
WHAT CHANGED
Next Step updated · [Schedule technical deep dive with security team]
Economic Buyer confirmed [Priya Nair, CISO] · Sentiment logged [Positive]
WHAT TO PRIORITISE
Book the technical deep dive before momentum cools - Priya asked unprompted about the implementation timeline; get security looped in while interest is high.
WHAT TO ADDRESS
Paper Process is still the highest-risk pillar
Procurement and security sign-off steps aren’t mapped yet. Sentiment and timeline moved this call, this pillar didn’t.
COACHING RECOMMENDATION
Confirm the security review timeline with Priya on the next call, before it becomes an open risk on its own.
Review & Send RecapSee What ChangedAsk Agent
The tool alone > AI bolted on > AI-native
What changes when Fathom feeds a system that learns
Three jobs Fathom already does, and what each becomes when its evidence joins live company, contact and deal state.
01 | The tool on its own
02 | With AI bolted on
03 | AI-native
Recorded calls and transcripts
Recorded conversations for review.
Fathom records meetings and produces a transcript for review. A rep checks speaker context, confirms what was agreed, and decides what belongs in the deal record.
AI summarises the call.
Fathom generates a summary and action items from the conversation. The output helps with follow-up, while every other capability still lacks the same cross-tool evidence.
A call record changes deal state.
Fathom activity joins the account history for its company, contact, and deal.
Highlights and action items
Important moments can be revisited.
Highlights let a rep mark moments and return to the source conversation. The rep still decides which moment matters and checks the generated action item before using it.
Custom summaries follow a template.
Fathom lets teams customise summary instructions and automatically extract action items. Eventual deal results never change the template's treatment of those themes.
A moment joins the deal evidence.
Pricing questions, objections, or next steps sit beside the account and pipeline history, where every capability can use the same evidence.
Meeting search and CRM sync
Past calls available to the team.
Fathom search, shared calls, and CRM integrations help a team recover earlier conversations. People still decide whether the call changes account priority or deal strategy.
Ask Fathom answers from meetings.
Ask Fathom can search across meetings and surface an answer. Its response remains meeting intelligence, even when notes sync elsewhere; closed outcomes never teach it what to change.
Outcomes teach the next conversation.
A deal result is compared with the call evidence, so the system learns what should influence the next conversation.
Runs on it
Capabilities that act on connected evidence
Sales
Sales Coaching
Active
›
Two reps stall the same way on the pricing objection
Same pattern, three live deals this month, missed every time
↑
The real moments, pulled into the 1:1
Every deal where the objection landed and nobody answered it
−
A drill built from those moments
Practise the comeback before the next call, not after
+
Same objection, the deals after: handled
Coaching put into practice and checked, not just delivered
Know what to coach, and whether the coaching stuck
Prospecting
Meeting Follow-up
Active
›
The deal state updates after the meeting
The AE receives priorities, next steps, issues to address and coaching recommendations.
↑
Relevant fields are proposed from evidence
Sales process and qualification logic identify what moved for the rep to approve.
−
Follow-up comes from commitments
The draft uses the meeting's actual commitments and next steps for review and sending.
+
Risks reach the right judgement
Routing and escalation logic surfaces risks that require a manager's judgement.
Traceable follow-up cuts post-call reconstruction and manual chasing while deals move forward.
Sales
Discovery Analysis
Active
›
The call is checked against the standard.
It shows what the company's discovery and qualification criteria covered.
↑
The deal evidence stays connected.
Each conversation shows whether earlier gaps are closed or still open.
−
The manager gets coaching evidence.
Transcript evidence sits behind each qualification gap.
+
The analysis recommends follow-up questions.
Open gaps map to questions drawn from what this deal is missing.
Humans correct interpretations and pursue sensitive questions.
BUILT FOR SECURITY, CONTROL AND SCALE
Connect data securely, capture every agent's activity, and enforce permissions with ease.
Learn about our security →CERTIFIED + COMPLIANT WITH:
ISO 27001:2022
GDPR
CCPA
Data Protection Act 2018
The GTM teams that learn fastest will win.
Connect your stack to a system that learns.