What counts as a meeting provider?

Each connected integration—Fathom, Fireflies, Zoom, Microsoft Teams, Google Meet, Otter, Loom, MeetGeek, Webex, or Whereby—uses one provider slot for that user. You can reconnect or swap providers from Settings without losing historical meetings already synced.

Do I need Salesforce on every plan?

No. Personal Starter focuses on capture, organization, and tasks without CRM. Personal Pro and Team include Salesforce call logging, record linking, and AI-suggested field updates. See the Salesforce page for workflow detail.

How does Team billing work?

Team is priced per active seat with a four-seat minimum. Billing quantity follows active team members in your workspace, so you pay for people who actually use the product—not empty licenses.

Can I combine Fathom and Zoom on one account?

Yes, within your plan's provider limit. Many agencies run Fathom for client calls and Zoom for internal syncs; both feed the same inbox, filters, and client tags.

What happens after the free trial?

Your chosen plan bills monthly at the rate shown above. Downgrade or cancel from Settings; synced meetings remain readable according to your account status.

Pricing

Simple, transparent plans

Choose the plan that fits how you work today. Upgrade anytime from Settings in the app—your meeting history and integrations come with you.

Personal Starter is built for solo consultants and operators who need two meeting providers in one inbox. Personal Pro adds Salesforce and more provider slots for reps and owners who close loop in CRM. Team plans give shared workspaces, SSO-friendly access, and seat billing for agencies that can't afford siloed meeting notes.

Every plan includes a seven-day free trial. We ask for a card up front so trial conversion is honest—you are not charged until the trial ends, and you can cancel before day eight with no invoice.

Meeting provider limits are per user: connect Fathom on one seat and Zoom on another within the same Team workspace, each syncing into the shared inbox your delivery leads review.

Professional reviewing client meeting notes at a desk

Pricing

Simple, transparent plans

Choose the plan that fits how you work. Every plan includes a 7-day free trial—upgrade anytime from Settings in the app.

	Personal Starter$25/month	Personal Pro$45/month	Team$50/seat/month
Price	$25/month	$45/month	$50/seat/month (4-seat minimum)
Best for	Solo consultants and operators	Revenue reps with Salesforce	Agencies and RevOps teams
Est. time saved	[TBD] hrs/month saved on follow-up admin	[TBD] hrs/month saved on CRM updates	[TBD] hrs/month saved across the team
Meeting providers	2 per user	5 per user	5 per user
Salesforce
Seats	1 user	1 user	Min. 4 billed seats
Free trial	7-day trial (card required)	7-day trial (card required)	7-day trial (card required)

Time-saved estimates are placeholders until pilot ROI data is verified. Use the ROI calculator on the pricing page for a team estimate.

*All plans include a 7-day free trial. A card is required; you are not charged until the trial ends.
*Team plans require a company email domain (not Gmail, Outlook, etc.).
*Team billing quantity follows active team members, with a 4-seat minimum.

ROI estimate

Conservative model: 15 minutes saved per client meeting on CRM updates and follow-up admin. Adjust inputs for your team.

Client-facing employeesClient meetings per person / weekFully loaded hourly cost ($)

Hours saved / month: ~104
Admin cost reduction / month: ~$7,794
Estimated annual impact: ~$93,528

Estimate only—not a guarantee. Validate with a pilot and customer-specific metrics.

Frequently asked questions

Common questions about plans, trials, and what's included. Need help choosing? Email support.

What counts as a meeting provider?: Each connected integration—Fathom, Fireflies, Zoom, Microsoft Teams, Google Meet, Otter, Loom, MeetGeek, Webex, or Whereby—uses one provider slot for that user. You can reconnect or swap providers from Settings without losing historical meetings already synced.
Do I need Salesforce on every plan?: No. Personal Starter focuses on capture, organization, and tasks without CRM. Personal Pro and Team include Salesforce call logging, record linking, and AI-suggested field updates. See the Salesforce page for workflow detail.
How does Team billing work?: Team is priced per active seat with a four-seat minimum. Billing quantity follows active team members in your workspace, so you pay for people who actually use the product—not empty licenses.
Can I combine Fathom and Zoom on one account?: Yes, within your plan's provider limit. Many agencies run Fathom for client calls and Zoom for internal syncs; both feed the same inbox, filters, and client tags.
What happens after the free trial?: Your chosen plan bills monthly at the rate shown above. Downgrade or cancel from Settings; synced meetings remain readable according to your account status.