BizAI Weekly
Fathom logo
Small BusinessMeeting Notes & Admin

Fathom review pricing, plans & verdict

AI meeting notetaker that records, transcribes and summarizes Zoom, Google Meet and Microsoft Teams calls, with a free plan for individuals and CRM sync on team plans.

Direct link to the vendor. We don't earn from this link. Methodology · Last verified 2026-10-26

SMB score (editorial draft)8/10
How we score
Free tierYesStart without a card where the vendor allows
Setup time~10 min (est.)No-code: Yes
ReplacesManual meeting notes, call recaps and CRM updates after calls
We haven't tested Fathom hands-on yet. We researched its official documentation and pricing, checked on 2026-10-26; the review isn't a report of personal use. Our editorial SMB score and setup time are estimates, not test results.
Pricing: quick answer

Fathom has a free individual plan with unlimited recordings and transcription. Premium costs $16/user/month billed annually or $20 monthly. Team is $15 annually or $19 monthly, with a 2-user minimum: at least $30/month equivalent on annual billing. Business is $25 annually or $34 monthly, also with a 2-user minimum. Entry prices rechecked 6 November 2026.

Quick verdict

Fathom Free is where we'd start for a freelancer or consultant mainly needing recordings and transcripts: both are unlimited for individuals. A small sales or client-service team can then evaluate CRM sync and coaching as separate reasons to pay. Don't confuse the cheapest seat label with the cheapest bill. Team and Business require at least 2 users, which limits their appeal for a solo buyer wanting team features. There is also a clear residency constraint: Fathom stores all data in the United States. If EU storage is mandatory, we would rule it out before comparing the meeting features.

What Fathom is and how it works

If client calls leave you with a page of hurried notes and an empty CRM record, Fathom is worth a look. It connects to your calendar and captures Zoom, Google Meet and Microsoft Teams calls. The output is a recording, a full transcript and an AI summary with highlights. You can use a visible meeting bot or try bot-free capture on Mac, which is still in beta.

Fathom says the summary is ready immediately after the call. Paid plans add AI action items, follow-up email drafts and Ask Fathom, where you can ask questions about a meeting. Shared folders, comments and highlight playlists help colleagues catch up. Trackers look for topics such as competitor mentions across later calls. We haven’t tested how reliably those features handle a messy client conversation.

The recorder is free for individuals; collaboration, CRM sync and coaching are reasons to pay. Our recommendation is to start with the missing job. A consultant who needs a searchable record has a different purchase to make from a sales manager who needs every call filed against the right account.

Fathom pricing for one person versus a team

The $15 Team label is easy to misread. You can’t buy one Team seat: the minimum is two. At the prices rechecked on 6 November 2026, that makes the smallest annual Team bill US$360 before tax: two people at US$15 a month for twelve months. Premium, the individual upgrade, is US$192 a year. Don’t budget for a one-person Team subscription that the plan doesn’t offer.

For five people, Team works out at US$75 a month on annual billing, or US$900 for the year. Paying month to month costs five times US$19, which is US$95. Business for five is US$125 a month equivalent annually or US$170 on monthly billing. These are list-price calculations, not a personalized quote and certainly not a claim about savings. Count who needs the shared workspace and controls, and confirm the seat assignment rules. The meeting-notes calculator lets you compare other team sizes without doing the arithmetic again.

What the free plan does and does not replace

Unlimited recordings and transcripts are a good reason to try Free. They aren’t a promise of unlimited access to every AI feature. Advanced summaries and Ask Fathom have limited use on that plan. There is another distinction to watch: CRM sync is not CRM field sync. Business lists the latter, which writes insights into individual fields. The current pricing comparison also caps CRM syncs at three users per domain on the lower plans. Check that row before several colleagues connect the same company’s CRM.

For a trial, follow one call all the way through. Get permission to capture it, inspect the transcript and compare an agreed action with what was actually said. Share the recap only with its intended recipients. Then check the destination: having a note inside Fathom doesn’t prove that the correct HubSpot contact was updated. Fluent summaries can still get a price, deadline or speaker wrong. Someone should approve the client follow-up before it goes out.

When Business earns its place on the shortlist

We would shortlist Business for CRM field sync, Deal View and coaching, not simply to get a transcript. Write down which fields should change and who owns them. What happens if there is no matching CRM record? Try that case before enabling automation for every meeting. If searchable personal notes are enough, Free or Premium is the more sensible starting point. There is no need to buy a sales-management plan for work you don’t do.

For a team using several meeting platforms, compare Fathom with Fireflies. If your employer mostly uses Microsoft, start with the Teams meeting-assistant guide; Google Workspace users can use the Google Meet guide. An already-licensed native feature might cover the job. Check its sharing and retention settings before assuming another subscription is necessary.

Recording, privacy and the rest of your stack

Bot-free capture still means telling the people on the call. Ask your administrator which client meetings may be recorded, who can read the recaps and how long the recordings should stay. Our security research found US data storage. It also found an important distinction: restrictions on external AI providers training on the data are separate from Fathom’s own use of de-identified data. If the meetings contain regulated or sensitive material, check the current contract. A certification badge doesn’t answer those questions for you.

According to its integration page, Fathom makes meeting context available to ChatGPT and Claude on every plan. That doesn’t include a subscription to either assistant. Notion AI vs ChatGPT Business can help you decide where the resulting knowledge belongs; Zapier pricing covers the separate bill for app-to-app automation. Before building a recap pipeline, see whether the workspace you already pay for can handle it. Two paid tools passing the same summary back and forth aren’t automatically better than one.

Key features and what they do for your business

Unlimited recording and transcription

Even the Free plan lists unlimited recordings, transcription, call storage and downloads. You can record every client call without watching a minute counter.

Bot-free or bot capture

Choose a visible meeting bot or bot-free capture (beta, Mac). Bot-free is handy when clients find a bot joining the call distracting.

Instant AI summaries

Summaries are ready right after the call. Paid plans add advanced summaries with 15+ templates, such as BANT and Sandler frameworks for sales calls.

Ask Fathom

A chat interface for asking questions about a single call, plus an account-wide version (beta) that searches across all your meetings. Useful for "what did the client say about budget?"

AI action items and follow-up emails

Paid plans generate AI action items, and Fathom also lists AI follow-up emails, so the recap reaches attendees faster.

CRM sync and field sync

Push meeting notes into HubSpot or Salesforce. Business adds CRM field sync, writing insights into specific CRM fields automatically.

Trackers and coaching metrics

Trackers flag moments such as competitor mentions or objections and route them to Slack or email. Business adds coaching metrics and AI scorecards.

Claude, ChatGPT, API and MCP

Meeting context can be pulled into Claude or ChatGPT, and a public API and MCP let you build your own workflows.

Fathom pricing by plan

PlanPriceWhat's includedLimits & minimums
FreeBilled annually$0Billed monthly$0Unlimited recordings and transcription, bot-free (beta) or bot capture, instant AI summaries, clips, search, Claude & ChatGPT integrationsFor individuals; advanced summaries, Ask Fathom and automation integrations are limited
PremiumBilled annually$16/user/moBilled monthly$20/user/moEverything in Free plus advanced summaries, AI action items, conversational meeting assistant, custom meeting botFor individuals
TeamBilled annually$15/user/moBilled monthly$19/user/moEverything in Premium plus global search across calls, team playlists, comments, folders, keyword alerts2-user minimum; limited lookback for team calls
BusinessBilled annually$25/user/moBilled monthly$34/user/moEverything in Team plus CRM field sync, Deal View, coaching metrics, AI scorecards, custom summaries2-user minimum
EnterpriseBilled annually$35/user/moBilled monthlyAnnual onlyEverything in Business plus SSO, Okta SCIM, organization-wide security controls, custom data retention, custom BAA eligibility, dedicated success managerCustom contract
  • Annual billing saves 25% or more, according to Fathom's pricing page.
  • Paid plans offer a free trial and a 90-day guarantee; the trial length isn't stated on the pricing page.
  • Entry plan prices rechecked 2026-11-06. Enterprise shows $35/user/month marked "Annual only" (confirmed 2026-11-10); contract terms still come from sales. Earlier startup, nonprofit and switching offers have not been reconfirmed; do not assume they are still available.
  • Compare total cost with other notetakers in our meeting notes cost calculator.

Prices in USD per the vendor's pricing page, before tax, checked 2026-10-26. Check the current checkout price before committing. Estimate a full stack with our AI stack cost calculator.

Use cases by business type

These examples show how a business could use the documented features. They aren't customer stories, tests we've run or measured results.

Consultant

A solo consultant could run every discovery call on the Free plan and send clients the AI recap and next steps the same afternoon.

Agency

A 5-person agency could use the Team plan to share recordings in folders, so anyone picking up a client account can catch up from highlights.

Accountant

An accounting practice could record client review meetings and use Ask Fathom to find what was agreed about deadlines months later.

E-shop

An online shop owner could record supplier and agency calls and keep a searchable archive of decisions.

Local services sales team

A 3-person sales team at a local installer could use Business to push call notes into HubSpot fields and flag competitor mentions with trackers.

How to get started in 5 steps

  1. Sign upCreate an account at fathom.ai. With a consumer email (such as gmail.com), you need a Zoom, Meet or Teams meeting in the next 7 days to finish sign-up.
  2. Connect your calendarAuthorize your Google or Microsoft calendar so Fathom sees upcoming meetings and can join automatically.
  3. Install the desktop appDownload the Mac or Windows app. Fathom recommends it even if you also use the Zoom app or Chrome extension, because it works when you're not the host.
  4. Check settingsConnect Zoom, Google Meet or Teams under Video Conferencing, then turn on auto-record and auto-share of recaps if you want them.
  5. Run a test meetingJoin your next call and review the summary, action items and highlights afterwards. Connect your CRM or Slack when it looks right.

Integrations, security and privacy

Fathom lists integrations with Zoom, Google Meet, Microsoft Teams, Slack, HubSpot, Salesforce, Asana, Notion, Zapier and Make, plus Claude and ChatGPT on every plan and a public API and MCP.

ZoomGoogle MeetMicrosoft TeamsSlackHubSpotSalesforceAsanaNotionZapierMakeChatGPTClaudePublic API & MCP
CertificationsSOC 2 Type II; SOC 2 Type 2 report and penetration test report available via the Trust Center. Fathom says it has no ISO 27001.
HIPAAPricing rechecked 2026-11-06: Team and Business list a standard BAA; Enterprise lists eligibility for a custom BAA. Confirm contract scope before processing health data.
GDPRFathom says it is GDPR compliant and will sign a DPA with EU/UK customers (contact [email protected]).
Data location / EU residencyAll Fathom data is stored in the United States, according to its help center. No EU residency option is stated.
AI trainingAI subprocessors (Anthropic, OpenAI, Google) are contractually barred from training on user data. Fathom says it uses de-identified customer data to improve its own models.
Admin controlsSSO, Okta SCIM, organization-wide security controls and custom data retention are Enterprise features.

These are the vendor's statements, not our security audit. When we write “not stated”, we couldn't find the answer on its public pages. Ask before relying on it.

Pros

  • Generous free plan: unlimited recordings, transcription and AI summaries for individuals.
  • Bot-free option (beta, Mac) alongside a classic meeting bot.
  • Strong sales features on Business: CRM field sync, Deal View, trackers and scorecards.
  • Open ecosystem: Claude and ChatGPT integrations, public API and MCP.
  • 90-day guarantee shown on the pricing page; confirm eligibility and terms.

Cons

  • 2-user minimum on Team and Business.
  • Key AI features are limited on Free: Ask Fathom and advanced summaries are limited use.
  • US-only data storage; no EU residency stated.
  • De-identified data is used to improve Fathom's own models; check this fits your policy.
  • SSO and SCIM are Enterprise features; custom BAA eligibility is also Enterprise, while a standard BAA is listed on Team and Business.

Fathom vs alternatives

ToolPrice fromFree planKey difference
FathomFree; Team $15/user/mo (annual, 2-user min)YesThis review
Fireflies.aiCompare →Free; Pro $10/user/mo (annual)Yes (limited credits and storage)Cheaper per-seat Pro with no seat minimum; Fathom's free plan is more generous on recordings.
Otter.aiCompare →Free; Pro $8.33/user/mo (annual)Yes (300 min/month)Cheapest Pro, but with monthly minute caps and a 90-minute per-meeting limit on Pro.
GranolaCompare →Free; Business $14/user/mo (monthly only)YesAn AI notepad that works without a meeting bot; lighter on CRM and coaching features.

Granola's price is from granola.ai/pricing, rechecked 2026-10-27. See our Granola review. More options: Fathom alternatives.

Fathom FAQ

What is the minimum annual cost of Fathom Team?

Two users at $15 per user per month, multiplied by 12 months, is $360 per year before tax at the entry list price checked 6 November 2026. A one-person Premium subscription is $192 per year instead.

Is Fathom really free?

Yes, for individuals. The Free plan lists unlimited recordings, transcription, instant AI summaries, clips and search. Advanced summaries and Ask Fathom are limited.

How much does Fathom cost for a team?

Team is $15 per user a month billed annually ($19 monthly) and Business is $25 annually ($34 monthly). Both need at least 2 users. Enterprise is $35 per user a month, annual only (checked 10 November 2026).

Does Fathom work without a bot joining the call?

Yes. Fathom offers bot-free capture as a beta feature for Mac, alongside the regular meeting bot.

Where does Fathom store data, and is it GDPR compliant?

All data is stored in the United States. Fathom says it is GDPR compliant and will sign a DPA with EU/UK customers.

Does Fathom train AI on my meetings?

Its AI subprocessors aren't allowed to train on user data, but Fathom says it uses de-identified customer data to improve its own models.

Fathom or Fireflies.ai?

Fathom has the stronger free plan; Fireflies has cheaper paid seats with no 2-user minimum. See Fathom vs Fireflies.ai.

Related on BizAI Weekly

Compare Fathom

Sources

Partner program: Fathom runs an application-based Growth Partner Program for agencies, consultants and operators (PartnerStack link, 90-day cookie, revenue share on Team and Business plans; rates set per partner tier and not published). Verified on fathom.ai on 2026-10-26. We are not a member, so this is a direct vendor link.

Last verified 2026-10-26. Spotted something out of date? See our corrections policy.

FathomFree tier availableVisit →