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The call went great. Then nothing happens. The recap sits in Fanthom, the CRM stays empty, and the deal quietly cools off.
A CRM for Fathom fixes that gap. It turns meeting output into execution: contacts stay clean, every recap lands on the right timeline, action items become tasks with owners, follow-ups get logged automatically, and pipeline stages move based on what was agreed—so revenue does not depend on memory.
What is Fathom?
Fathom is an AI meeting notetaker designed to capture call context automatically and make it usable right away. It records meetings, generates transcripts, and produces structured summaries so sales and customer-facing teams do not lose critical details between “great call” and “next step.”
Main features include:
- Automatic meeting recording to capture conversations consistently, even when calls happen back-to-back
- Searchable transcripts to find decisions, objections, requirements, pricing talk, and timelines in seconds
- AI-written call summaries to create a clean recap that can be shared internally without rewriting notes
- Action items extraction to surface next steps clearly, reduce ambiguity, and speed up follow-through
- Highlights and clips to share key moments for deal reviews, enablement, coaching, and stakeholder alignment
- Integrations (including CRM sync) to push meeting outputs into the tools teams already use, so context does not stay siloed
Fanthom is a strong fit for sales, partnerships, customer success, and recruiting teams that run frequent calls and need consistent documentation across multiple owners. It is especially useful when deals involve handoffs, multi-threaded stakeholders, or a high volume of meetings where manual note-taking would slow execution and introduce errors.
Is Fathom a CRM?
❌ Fathom is not a CRM. It captures what happens during meetings—recordings, transcripts, summaries, highlights, and action items—so teams do not lose call context and can follow up faster.
Why Fathom Users Need a CRM?
Fathom solves capture. A CRM solves execution. Meeting summaries are only valuable when they update the right record, trigger the next action, and keep the pipeline accurate across every owner and channel.
A CRM for Fathom users is needed to:
✔️ Centralize contacts and companies so every call summary attaches to the right relationship history
✔️ Turn action items into assigned tasks with due dates, ownership, and accountability
✔️ Keep the pipeline current by moving stages based on real commitments, not stale notes
✔️ Log follow-ups across email, calendar, and messaging so context stays complete and searchable
✔️ Prevent duplicates and data drift with enrichment, deduplication, and clean field governance
✔️ Support handoffs between SDRs, AEs, founders, and CS without losing context or momentum
✔️ Enable reporting and forecasting based on structured data, not scattered meeting recaps
Without a CRM, Fathom output stays useful but isolated. With the right CRM, every meeting becomes a repeatable workflow that drives next steps, reduces admin, and keeps revenue predictable.
7 Best CRMs for Fathom in 2026
1. folk CRM
Rating
⭐⭐⭐⭐⭐(G2)
Overview
folk is built for fast follow-up after conversations. For Fathom users, it works as the execution layer: meeting takeaways can land on the right contact record, get tied to a deal stage, and translate into tasks and next steps without turning CRM updates into a second job. Contact enrichment and dedup keep the database clean as volume grows, while email, calendar, and WhatsApp sync keep every relationship timeline complete.
Pros
- Strong fit for turning meeting context into pipeline movement and accountable follow-ups
- Contact enrichment + dedup reduce data rot as records scale
- Multi-channel timelines help teams keep context across calls, email, and messaging
- Lightweight enough for founder-led sales and small teams, structured enough for pipelines and collaboration
Cons
- Deep enterprise governance is not the focus
- Advanced collaboration and admin controls sit on higher tiers
- Best value shows up when workflows and timelines are actively used, not treated as storage
Pricing
Standard: $20/member/month (billed yearly)
Premium: $40/member/month (billed yearly)
Custom: from $80/member/month (billed yearly)
2. Pipedrive
Rating
⭐⭐⭐⭐(G2)
Overview
Pipedrive is a sales-first CRM built around a visual pipeline. For Fathom users, it works well as the “deal control center” where meeting takeaways translate into stage movement, follow-up activities, and clear next steps. It stays lightweight for reps, but structured enough for managers to keep forecasting and pipeline hygiene under control.
Pros
- Very strong pipeline UX for moving deals forward right after calls
- Simple activity management makes next steps harder to drop
- Solid automation for reminders, follow-ups, and repetitive admin
- Easy to onboard teams that need speed over complexity
Cons
- Less “relationship intelligence” depth than more modern, data-native CRMs
- Add-ons can be required for certain lead-gen and advanced workflows
- Not built to be a full marketing automation suite
Pricing
Starts at $14/seat/month (billed annually)
3. Attio
Rating
⭐⭐⭐⭐(G2)
Overview
Attio is a modern, data-native CRM built for teams that want flexible structures without enterprise heaviness. For Fathom users, it shines when meeting outputs need to be captured, enriched, and organized into custom views that match how the business actually sells (founder-led, partnerships, multi-threaded stakeholders, complex account maps). It feels closer to a living database than a rigid CRM.
Pros
- Highly flexible data model for customizing records, views, and workflows
- Strong fit for relationship-driven sales and multi-stakeholder accounts
- Built for collaboration and visibility across a team
- Good foundation when the CRM needs to evolve as the org evolves
Cons
- Can feel less “plug-and-play” than classic sales CRMs
- Some advanced capabilities sit on higher tiers
- Best results require intentional setup (views, fields, governance)
Pricing
Free: $0 (up to 3 seats)
Plus: $36/user/month
Pro: $86/user/month
4. Close
Rating
⭐⭐⭐⭐⭐(G2)
Overview
Close is built for teams that live in execution mode: call, email, task, move the deal, repeat. For Fathom users, it works well when meeting takeaways must translate into immediate follow-ups and consistent activity tracking without jumping across tools. The CRM stays focused on pipeline velocity and rep productivity, which makes it a strong “post-call execution” layer.
Pros
- Strong fit for fast follow-up workflows after every meeting
- Clean activity tracking keeps next steps visible and owned
- Pipeline stays easy to maintain when calls stack up
Cons
- Less flexible for complex account structures and multi-department processes
- Built to run sales execution, not to act as a broad enterprise system
Pricing
Solo: $19/seat/month
Essentials: $49/seat/month
Growth: $109/seat/month
Scale: $149/seat/month (
Custom: Custom pricing (for large teams / complex needs)
5. Zoho CRM
Rating
⭐⭐⭐⭐(G2)
Overview
Zoho CRM is a feature-rich, value-driven CRM for teams that want more structure and customization without enterprise pricing. For Fathom users, it fits when meeting insights need to feed a more process-heavy setup: custom fields, workflows, approvals, and reporting that enforce consistent execution across a growing team.
Pros
- Strong breadth of CRM capabilities for the price
- Good customization for fields, modules, automations, and reporting
- Fits teams that want repeatable processes, not just a lightweight pipeline
Cons
- Heavier to configure and maintain than modern lightweight CRMs
- UI and setup can require more onboarding and admin discipline
Pricing
Free: $0 (up to 3 users)
Standard: $20/user/month
Professional: $35/user/month
Enterprise: $50/user/month
Ultimate: $65/user/month
6. Freshsales
Rating
⭐⭐⭐⭐(G2)
Overview
Freshsales is a sales CRM built for teams that want a structured pipeline without heavy admin. For Fathom users, it fits when meeting takeaways need to translate into clean deal records, consistent follow-ups, and predictable pipeline hygiene. Built-in communication features and automation help keep next steps moving right after calls, while reporting keeps visibility tight as volume grows.
Pros
- Strong option for teams that need pipeline structure + automation without enterprise complexity
- Good fit for turning post-call next steps into consistent tasking and stage movement
- Scales from small teams to mid-size orgs with clearer governance on higher tiers
Cons
- Advanced governance and customization are concentrated in higher plans
- Some teams will still need process discipline to keep data clean at scale
Pricing
Free: $0
Growth: $9/user/month
Pro: $39/user/month
Enterprise: $59/user/month
7. Copper
Rating
⭐⭐⭐⭐(G2)
Overview
Copper is a Google Workspace-centric CRM designed for relationship management with minimal setup friction. For Fathom users, it works well when call context needs to land in a simple CRM environment that stays close to Gmail and Google Calendar workflows. It is most relevant for teams that prioritize speed, relationship context, and lightweight pipeline management over complex, enterprise-grade process design.
Pros
- Strong fit for Google Workspace teams that want a CRM that feels close to Gmail/Calendar workflows
- Good for relationship-driven sales where context and activity tracking matter more than complex objects
- Clear plan ladder for growing from basic relationship tracking to full pipeline + reporting
Cons
- Less suitable for teams needing deep customization, complex governance, or non-Google stacks
- Contact limits and some advanced capabilities are gated by tier
Pricing
Starter: $12/seat/month
Basic: $29/seat/month
Professional: $69/seat/month
Business: $134/seat/month
7 Best CRMs for Fathom Users: Final Recap
Conclusion
Fathom captures the full meeting: what was agreed, what was promised, and what must happen next. The fastest teams do not let that context sit in a recap—they turn it into execution immediately.
folk CRM is the best CRM for Fathom users because it acts as the execution layer after every call. Meeting takeaways land on the right contact and company record, timelines stay complete across email, calendar, and WhatsApp, and follow-ups turn into owned tasks and pipeline movement instead of forgotten notes. Enrichment and dedup keep the database clean as volume grows, so Fathom insights stay attached to accurate records—not duplicates and outdated fields.
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