Advanced AI Features in Team Edition

Team Edition users have access to 14 templates designed to give you the perfect notes for every type of meeting, whether it's a sales call or a stand-up.

• Chronological (default) - a short summary of the meeting by chapter.

• Q&A - recap questions with answers.

• Demo - showcase journeys and impact.

• Customer Success - experiences, challenges, goals, and Q&A.

• One-on-One - updates, priorities, support signals, and discussion.

• Project Update - break down each task’s status, discussion, and next steps.

• Project Kick-Off - focus on vision, targets, and resources.

• Candidate Interview - delve into a candidate’s experience, goals, and responses.

• Retrospective - capture processes to start, stop, and continue.AI Action Items

These templates can be customized to your preferences. Learn more here!

• General - capture any call's insights and key takeaways.

• Sales - unpack a prospect’s needs, challenges, and buying journey.

• Sales - SPICED - notes based on the sales methodology by Winning by Design.

• Sales - MEDDPICC - notes based on the popular sales methodology.

• Sales - BANT - notes based on the popular sales methodology.

Team Edition users can also translate Summaries from English to Spanish, Portuguese, German, French, Italian, or Dutch.

Just head to an individual call and find the language drop-down next to the Summary type drop-down:

Click your preferred language and the Summary will automatically regenerate.

Deal Summaries can be generated using five different customizable templates:

• Sales

• Sales - SPICED

• Sales - MEDDPICC

• Sales - BANT

• Sandler

Click the gear icon to customize the template to your needs. Changes can be made once or applied to all future Summaries.

Fathom also detects all the action items in your meetings (including who they’re assigned to!) so you never miss an important follow-up!

Using the action items from your meeting, Fathom generates a follow-up email that you can copy and paste into the email client of your choice.