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Deep scoring analysis · 2026 · 115 criteria

Fathom AI notetaker logo

Fathom scoring analysis

US-based AI meeting assistant — best-in-class free tier, strong CRM, limited platforms.

78/ 100BWeighted average across 10 scored categories
Final Score78 / 100
Letter GradeB
Strongest CategoryKnowledge Management (100%)
Weakest CategoryIntegration (50%)
Best ForSales teams & freelancers wanting a great free tier
Not ForEuropean enterprises, recruiters, or phone-heavy teams

Scoring scale

5Best-in-class4Strong3Adequate2Weak1Very weak0Not found

Fathom is a US-based AI meeting assistant focused on recording, transcription, and summarization for Zoom, Google Meet, and Microsoft Teams. Known for its generous free tier and strong CRM integrations (especially HubSpot/Salesforce), it targets sales teams, managers, and general business users. Below is a full category-by-category scoring based on the 2025 Meeting Intelligence Measurement Framework (115 criteria).

1. PLATFORMS & RECORDING72% (C+)

Solid coverage for the big 3 video platforms (Zoom, Meet, Teams) but major gaps: no mobile app, no VoIP/phone recording, no in-person or hybrid capture, no Webex. Bot-free audio-only mode on Mac is a nice privacy feature. Concurrent recording and manual controls are strong.

#CriterionScoreJustification
1.1Microsoft Teams support5/5✅ Fully supported via bot join
1.2Google Meet support5/5✅ Fully supported via bot join
1.3Zoom / Webex support4/5✅ Zoom fully supported; Webex not confirmed
1.4Hybrid Meeting support1/5❌ No in-room microphone or hybrid capture
1.5Phone Call (VoIP) recording1/5❌ No phone/VoIP call recording
1.6In-Person Recording1/5❌ No face-to-face recording capability
1.7Record non-admin meetings5/5✅ Bot can join meetings user didn't organize
1.8Mobile App / Mobile recording1/5❌ No native mobile app; desktop only (Mac/Windows)
1.9Automatic Recording5/5✅ Auto-start recording via calendar integration
1.10Upload Files5/5✅ Users can upload pre-recorded audio/video
1.11Click to Record5/5✅ Manual one-click record button available
1.12Auto-join via calendar integration5/5✅ Bot auto-joins from Google Calendar / Outlook
1.13Automatic meeting detection1/5❌ Requires calendar event; no auto-detection
1.14Bot controls (mute/unmute)3/5⚠️ Basic bot controls; bot-free mode on Mac (Oct 2025)
1.15Noise suppression3/5⚠️ Not explicitly marketed as a feature
1.16Concurrent recordings5/5✅ Can record multiple meetings simultaneously
1.17Manual start/stop5/5✅ Users can manually start and stop recording
1.18Configurable audio/video modes3/5⚠️ Bot-free (audio-only) mode on Mac; limited options
1.19Privacy-first (audio-only) mode5/5✅ Bot-free audio-only mode introduced Oct 2025
1.20Calendar integration5/5✅ Google Calendar and Outlook supported
1.21Supported platforms3/5⚠️ 3 platforms (Zoom, Meet, Teams); no Webex, no phone

Category total: 76 / 105

2. TRANSCRIPTION81% (B+)

Strong transcription with speaker diarization, editable transcripts, custom vocabulary dictionary, and clip creation. 25+ languages is behind best-in-class (80+). No real-time transcription — post-meeting only. No confirmed filler word removal.

#CriterionScoreJustification
2.1Transcriptions included5/5✅ Included in all plans, including free
2.2Speaker recognition5/5✅ Distinguishes between speakers
2.3Speaker names5/5✅ Labels speakers by name
2.4Transcribe video/audio uploads5/5✅ Uploaded files can be transcribed
2.5Export transcripts5/5✅ Export available (PDF, DOCX, etc.)
2.6Hybrid meeting transcription1/5❌ No hybrid meeting support
2.7Languages supported3/5⚠️ 25+ languages (benchmark is 40+)
2.8Dialects supported3/5⚠️ Not explicitly confirmed
2.9Full-transcript search5/5✅ Global search across all transcripts
2.10Edit transcription5/5✅ Users can manually edit transcripts
2.11Share across organization5/5✅ Team sharing with folders and comments
2.12Filler word removal3/5⚠️ Not explicitly confirmed as a feature
2.13Clips from transcript5/5✅ Highlight and share specific segments
2.14Custom vocabulary5/5✅ Transcription Dictionary for custom terms
2.15Real-time transcription1/5❌ Transcription generated post-meeting

Category total: 61 / 75

3. REPORTS & NOTES78% (B+)

Fast AI summaries within 30 seconds with 14 customizable templates on Premium+. Strong export, email drafting via 'Ask Fathom', and AI Scorecards on Business. No live coaching. Auto meeting detection requires calendar integration. Task assignment is partial.

#CriterionScoreJustification
3.1Meeting Notes5/5✅ AI summaries generated within 30 seconds
3.2Export / Download5/5✅ Notes can be exported/downloaded
3.3Email pre-generated5/5✅ 'Ask Fathom' can draft follow-up emails
3.4Customize Notes5/5✅ 14 customizable summary templates (Premium+)
3.5Templates per Job5/5✅ Role-specific templates available
3.6Scorecard / Coaching5/5✅ AI Scorecards with configurable criteria (Business plan)
3.7Auto Meeting Detection1/5❌ Requires calendar integration
3.8Live Coaching1/5❌ No real-time coaching prompts
3.9Assign tasks3/5⚠️ Action items extracted but assignment is limited

Category total: 35 / 45

4. KNOWLEDGE MANAGEMENT100% (A+)

Full marks. 'Ask Fathom' provides a ChatGPT-like interface for querying across all meetings. Team-wide search and shared folders create genuine organization-level knowledge. No external document ingestion, but meeting knowledge is well-structured.

#CriterionScoreJustification
4.1Ask questions across all past meetings5/5✅ 'Ask Fathom' — ChatGPT-like interface across all meetings
4.2Organization-level knowledge5/5✅ Team-wide search and shared folders

Category total: 10 / 10

5. ADMIN & CONTROL68% (B−)

Good configurable recording settings with auto-recording rules, single-bot policy, and consent emails. Custom vocabulary dictionary at org level is a plus. But no sentiment analysis, no hybrid speaker detection, and smart participation rules are basic.

#CriterionScoreJustification
5.1Custom vocabulary (admin)5/5✅ Org-wide Transcription Dictionary
5.2Sentiment analysis toggles1/5❌ No sentiment analysis feature to toggle
5.3Hybrid speaker detection1/5❌ No hybrid meeting support
5.4Configurable recording settings5/5✅ Auto-recording rules, single-bot policy, consent emails
5.5Smart participation rules5/5✅ Admins can control which meetings to auto-join

Category total: 17 / 25

6. SUPPORT & ONBOARDING80% (B−)

Solid documentation and video tutorials. Chat support available across plans with priority on Business. Dedicated account manager only on Business. No personalized training program is explicitly offered.

#CriterionScoreJustification
6.1Online Video Tutorials5/5✅ Video tutorials and help center available
6.2Dedicated Account Manager3/5⚠️ Available on Business plan (priority support)
6.3Training & Personalization3/5⚠️ Not explicitly offered as personalized training
6.4Chat & Support5/5✅ Chat support available; priority on Business plan

Category total: 16 / 20

7. ORGANIZATION91% (A)

Excellent organizational features. AI Search across all meetings, custom folders, smart filters, team workspaces, and full meeting library. Participant filtering works well. Company-level filtering is partial (relies on CRM integration for Deal pages).

#CriterionScoreJustification
7.1Search within meetings5/5✅ AI Search across all recorded meetings
7.2Automatic folder distribution3/5⚠️ Meeting types with default templates; limited auto-sort
7.3Organization-level knowledge5/5✅ Shared knowledge base via team features
7.4Team workspaces5/5✅ Team folders and collaborative spaces
7.5Meetings library5/5✅ Searchable library of all past meetings
7.6Smart filters5/5✅ Filter by date, type, and other criteria
7.7Folders5/5✅ Custom folders for organizing meetings
7.8Filter by participants5/5✅ Can filter meetings by attendees
7.9Filter by company3/5⚠️ Company/Deal pages in CRM; limited native filtering

Category total: 41 / 45

8. INTEGRATION60% (D+)

Deep CRM integration (HubSpot #1 app 2025, Salesforce) is a genuine strength. Good productivity tool support (Notion, Asana, Slack) and recent additions of public API and Zapier. But major gaps: no OneNote, no OneDrive, no ATS, no VoIP/telephony, and limited Google Workspace depth.

#CriterionScoreJustification
8.1OneNote1/5❌ No OneNote integration
8.2OneDrive1/5❌ No OneDrive integration
8.3CRM5/5✅ Native HubSpot & Salesforce sync (HubSpot Most Used App 2025)
8.4G Suite / Google Workspace3/5⚠️ Copy to Google Docs; no deep Drive integration
8.5ATS1/5❌ No direct ATS integration (possible via Zapier/API)
8.6Productivity tools5/5✅ Notion, Asana, Slack integrations
8.7VoIP1/5❌ No VoIP/telephony integrations
8.8API5/5✅ Public API available (since Oct 2025)
8.9Zapier5/5✅ Zapier connector on all plans (since Sep 2025)

Category total: 27 / 45

9. CONVERSATION INTELLIGENCE / ANALYTICS82% (B+)

Strong CI features for a general notetaker: AI Scorecards, keyword/topic alerts, Deal View for multi-meeting insights, and action item detection. Speech analytics and question detection are partial. No dedicated sentiment analysis feature.

#CriterionScoreJustification
9.1Single Meeting AI Insights5/5✅ AI summaries, action items, highlights per meeting
9.2Multi-Meeting AI Insights5/5✅ 'Ask Fathom' queries across all meetings; Deal View
9.3Scorecard & Coaching Insights5/5✅ AI Scorecards with configurable criteria
9.4Keyword Tracking5/5✅ Keyword and topic alerts across team meetings
9.5Sentiment Analysis1/5❌ No explicit sentiment analysis feature
9.6Key Topic Detection5/5✅ AI identifies main topics discussed
9.7Speech Analytics3/5⚠️ Coaching metrics available; limited talk-time analytics
9.8Action Item Detection5/5✅ Automatic action item extraction
9.9Question Detection3/5⚠️ Not explicitly confirmed as a standalone feature

Category total: 37 / 45

10. SECURITY & COMPLIANCE63% (B−)

SOC 2 Type II, HIPAA compliance, SAML SSO/SCIM, and GDPR with DPA are all strong. AI sub-processor contracts bar training on user data. But: US-only data storage = full Patriot Act exposure, no EU hosting option, no private storage, no 0-day vendor retention, and de-identified data is used for own model training (with opt-out).

#CriterionScoreJustification
10.1Data retention policy3/5⚠️ Custom retention on Business plan; data deleted on account deletion + 7 days backup
10.2SOC 2 Compliant5/5✅ SOC 2 Type II certified
10.3SAML-based SSO5/5✅ SSO and SCIM supported (Team plan+)
10.4GDPR Compliant5/5✅ Fully GDPR compliant with DPA available
10.5Uses your data to train AI?3/5⚠️ Uses de-identified data for own models; opt-out available; no 3rd-party training
10.6Anonymized data sent to LLMs5/5✅ AI sub-processors contractually barred from training on user data
10.7Patriot Act exposure1/5❌ US-based company; data stored in US
10.8Text-Only Recording3/5⚠️ Bot-free mode captures audio only; no text-only option
10.9Private storage options1/5❌ No BYOK or private cloud options
10.10BAA with LLM providers5/5✅ HIPAA compliant
10.110-day vendor data retention1/5❌ Data retained during active subscription
10.12Data stored in EU only1/5❌ All data stored in the United States

Category total: 38 / 60

11. PRICING & PLANS

Fathom's free-forever plan with unlimited recordings and transcriptions is genuinely best-in-class. Premium unlocks unlimited AI summaries at $15–20/user/mo. Business at $28/user/mo adds CRM field sync, Deal View, and AI Scorecards. Enterprise via Team Edition Pro adds SSO/SCIM.

Plan FeatureDetailsScore
Free tier availability✅ Generous free-forever plan5/5
Free tier features✅ Unlimited recordings & transcriptions; 5 advanced AI summaries/month4/5
Pro / Premium price$15–20/user/mo (annual billing)4/5
Pro / Premium features✅ Unlimited AI summaries, action items, expanded integrations4/5
Business price$28/user/mo (minimum 2 users)3/5
Business features✅ CRM field sync, Deal View, AI Scorecards, custom retention, priority support5/5
Enterprise priceCustom via Team Edition Pro (~$39/user/mo)4/5
Enterprise features✅ All features + SSO/SCIM + advanced admin controls5/5

12. QUALITATIVE ASSESSMENT

Advantages

  • Best-in-class free tier — unlimited recordings & transcriptions
  • Exceptional CRM integration — HubSpot #1 app 2025
  • Fast AI summaries — under 30 seconds post-meeting
  • AI Scorecards for sales coaching with configurable criteria
  • Public API + Zapier — recently added (Sep/Oct 2025)
  • Bot-free recording mode — privacy-focused audio-only capture on Mac
  • Strong SOC 2 + HIPAA compliance
  • Custom vocabulary dictionary at org level

Disadvantages

  • No mobile app — desktop only (Mac/Windows)
  • No VoIP/phone call recording
  • No in-person or hybrid meeting support
  • US-only data storage — full Patriot Act exposure
  • No ATS integration
  • Limited to 3 platforms — Zoom, Meet, Teams only
  • No real-time transcription — post-meeting only
  • No live coaching
  • No sentiment analysis

USE-CASE FIT MATRIX

How well Fathom fits different roles and team types.

Use CaseFitNotes
Recruiter fitWeakNo ATS integration, no in-person recording
Sales fitStrongAI Scorecards, CRM sync, Deal View, keyword alerts
Manager fitStrongTeam folders, coaching metrics, multi-meeting insights
Enterprise / CISO fitModerateSOC 2 + HIPAA but US-only data, no EU hosting
Freelance fitStrongBest free tier on the market

Three-Way Comparison

CategoryFathomNootaAvoma
Platforms & Recording69% (C+)93% (A+)73% (B)
Transcription77% (B+)87% (A)80% (A−)
Reports & Notes78% (B+)91% (A+)75% (B+)
Knowledge Management100% (A+)100% (A+)70% (B)
Admin & Control60% (C)60% (C)56% (C)
Support & Onboarding75% (B−)88% (A−)88% (A−)
Organization89% (A−)94% (A)65% (B−)
Integration50% (D)51% (D)90% (A)
Conversation Intelligence78% (B+)83% (A)88% (A+)
Security & Compliance54% (D)70% (B−)55% (C)
OVERALL72.0 (B)86.33 (A)71.48 (B+)

Key Strengths

  • Best-in-class free tier — Unlimited recordings and transcriptions on the free plan; 5 advanced AI summaries/month
  • Exceptional CRM integration — HubSpot Most Used App 2025; deep bidirectional Salesforce sync
  • Fast AI summaries — Meeting summaries generated in under 30 seconds post-meeting
  • AI Scorecards — Configurable coaching criteria for sales teams on Business plan
  • Recent API + Zapier — Public API (Oct 2025) and Zapier connector (Sep 2025) significantly expanded integration reach
  • Bot-free recording mode — Audio-only capture without a visible bot on Mac (Oct 2025)
  • Strong compliance — SOC 2 Type II, HIPAA, GDPR with DPA

Areas for Improvement

  • No mobile app — Desktop only (Mac/Windows); no iOS or Android support
  • No VoIP/phone call recording — Cannot capture dialer or phone calls
  • No in-person or hybrid support — Video calls only; no room microphone or field capture
  • US-only data storage — Full Patriot Act exposure; no EU hosting option
  • No ATS integration — Not suitable for recruiting workflows
  • Limited to 3 platforms — Zoom, Meet, Teams only; no Webex
  • No real-time transcription — All transcription is post-meeting
  • 25+ languages only — Behind competitors with 50–120+ language support

Bottom Line

Fathom scores ~78/100 (Grade B) — an excellent choice for sales teams and budget-conscious users thanks to its unbeatable free tier and deep CRM integrations. Its AI summaries are fast, its HubSpot sync is market-leading, and its recent API/Zapier additions close previous gaps.

Its main structural gaps are the absence of mobile, VoIP, hybrid/in-person recording, and EU data residency — making it a weaker fit for recruiters, European enterprises, and teams needing phone call capture. If you run video meetings in Zoom/Meet/Teams and live in HubSpot or Salesforce, Fathom is hard to beat. If you need phone recording, in-person capture, or EU data sovereignty, look elsewhere.

For sales teams: Strong pick — CRM sync, Deal View, AI Scorecards, keyword alerts.

For managers: Good fit — team folders, coaching metrics, multi-meeting insights via "Ask Fathom".

For freelancers: Excellent — best free tier on the market, no credit card required.

For European enterprises: Skip — US-only data, Patriot Act exposure, no EU hosting.

For recruiters: Skip — no ATS integration, no in-person recording for interviews.

Want to see Fathom scored vs every alternative? Check the full scorecard, or run the quiz to weight every dimension against your real constraints.