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ClickDimensions vs. Fathom

Built from each tool’s researched, reviewed record. Figures are checked against public pricing pages at research time — always confirm current pricing with the vendor before buying.

The short version

Fathom starts at $15 per seat, versus ClickDimensions at $21.

Full comparison

ClickDimensionsfrom $21 per month
Fathomfrom $15 per user/month, billed annually (Team plan, 2+ users)
Audyense Score33AS*Low76AS*Strong
PositioningClick is a marketing automation tool designed specifically for Microsoft Dynamics 365 CRM users.Free AI notetaker for Zoom, Teams, and Google Meet
Free tierYesYes
DeploymentCloud / SaaSCloud / SaaS
Best fitSMB, Mid-market, EnterpriseStartup, SMB, Mid-market
Pricing plans
  • FreeFree
  • Basic$12
  • StarterFree
  • Professional$12
  • Team$15
Automate customer journeysYesDocumented in the sourced profile.—
Design brand-accurate emailsYesDocumented in the sourced profile.—
Send email and SMSYesDocumented in the sourced profile.—
Improve sales engagementYesDocumented in the sourced profile.—
Report on ROI dashboardsYesDocumented in the sourced profile.—
Real-time contact updatesYesDocumented in the sourced profile.—
Data enrichmentYesDocumented in the sourced profile.—
Campaign automationYesDocumented in the sourced profile.—
Workflow automationYesDocumented in the sourced profile.—
Sales engagementYesDocumented in the sourced profile.—
Integrations verified6+—
Aggregate rating— · No reviews yet5.0 · 6.9k reviews
Integrations
HubSpotMicrosoft DynamicsLinkedInFacebookInstagramAPI
ZoomMicrosoft TeamsGoogle MeetSlack
Security & compliance—
SOC 2 Type IIGDPRHIPAA
Pros
  • Documented capability: Automate customer journeys
  • Documented capability: Design brand-accurate emails
  • Profile names a concrete ICP: Click is perfect for businesses of all sizes using Microsoft Dynamics 365 who want easy, native marketing automation and customer communication tools.
  • Public profile names HubSpot, Microsoft Dynamics, LinkedIn as connected workflow surfaces
  • Free plan is fully featured for unlimited recordings/transcripts
  • Very high user satisfaction and ease-of-use scores on G2
  • Deep CRM and calendar integrations, plus MCP/API access
Cons
  • Some pricing or higher-tier terms are not publicly itemized
  • Fit is strongest for the stated SMBs, Mid-market, Enterprise audience rather than every team
  • Named integrations should be validated against the team's exact plan and workflow
  • Reported outcomes and vendor claims should be validated with the buyer's own data
  • Managing multiple notetaker bots in one meeting can be clunky per reviews
Visit ClickDimensions ↗Visit Fathom ↗

Editorial read of this comparison

The table summarizes structured facts; this section explains what the differences mean for a real buying decision.

Where each tool fits, and where it may not

ClickDimensions

Click is a marketing automation tool designed specifically for Microsoft Dynamics 365 CRM users. It helps businesses automate customer communication and marketing campaigns with ease. What sets Click apart is its native integration with Microsoft CRM, ensuring secure, real-time data updates without third-party APIs. Over 3,000 organizations trust Click, which sent 2.6 billion emails in 2023. Click shines in email marketing, SMS messaging, campaign automation, and sales engagement improvements. Users can quickly start building campaigns using their existing CRM data, seeing results right away. It’s ideal for businesses aiming to streamline marketing workflows and track ROI efficiently. Click fits seamlessly into a company’s go-to-market stack as a powerful marketing automation layer directly inside Microsoft Dynamics 365. It is not designed to replace full-scale CRM systems or third-party data enrichment tools. Instead, it enhances email, SMS, and campaign workflows where native CRM data security and precision matter most.

A particularly good fit for: perfect for businesses of all sizes using Microsoft Dynamics 365 who want easy, native marketing automation and customer communication tools. Trusted by over 3, SMBs, Mid-market, Enterprise teams with a defined revenue workflow customer segmentation & scoring

May be a poor fit if: Teams needing replace full-scale CRM systems or third-party data enrichment tools Teams that need unlimited usage without plan or credit limits

Fathom

Fathom is an AI meeting notetaker that records, transcribes, and summarizes calls across Zoom, Google Meet, and Microsoft Teams, with searchable call history, AI-generated action items, and coaching scorecards on higher tiers.

A particularly good fit for: Individuals and teams wanting a strong free-forever meeting notetaker

May be a poor fit if: Teams needing deep sales conversation analytics beyond notetaking

Pricing and plan structure

ClickDimensions: Published starting price $21 per month

  • FreeFree
  • Basic$12 per month
  • StarterFree
  • Professional$12 per month

Fathom: Published starting price $15 per user/month, billed annually (Team plan, 2+ users)

  • Team$15 per user/month

Capabilities worth validating

  • ClickDimensions: Automate customer journeys, Design brand-accurate emails, Send email and SMS, Improve sales engagement, Report on ROI dashboards Integrations include HubSpot, Microsoft Dynamics, LinkedIn, Facebook.
  • Fathom: the record has no feature-level evidence yet; verify the workflow directly. Integrations include Zoom, Microsoft Teams, Google Meet, Slack.

Questions to answer before switching

  • Does ClickDimensions's selected plan include the features and limits we need?
  • Does Fathom's selected plan include the features and limits we need?
  • Does the exact integration path for HubSpot, Microsoft Dynamics, LinkedIn support the sync direction, permissions, and volume we need?
  • Is a hosted-only deployment acceptable for the team and customers who will use this system?

How to evaluate this shortlist

A useful comparison turns the differences between Sales & CRM tools into a concrete test. Use these steps to avoid choosing from a feature table or the lowest headline price alone.

  1. Start with a representative Sales & CRM workflow, not a feature checklist. Define who will use it, what data goes in, and what outcome the team needs.
  2. Test the complete path through HubSpot, Microsoft Dynamics, LinkedIn: permissions, sync direction, failure handling, and volume limits often matter more than the integration name.
  3. Compare the cost of the real scenario, including users, usage, storage, support, and contract requirements. The entry price alone does not measure adoption cost.
  4. Before switching, list the evidence gaps, request a demo of the critical workflow, and confirm security, data residency, export, and support with each vendor.

Some signals in these records are still incomplete. Treat that as a prompt to validate the workflow directly, not as a claim that a feature does not exist.

Research basis

Last checked: 2026-08-25. Pricing, integrations, feature support, and review signals can change, so treat this as a research snapshot and verify the final decision with the vendor.

Sources consulted: ClickDimensions product site, ColdIQ profile, Vendor website; Fathom product site, G2, Capterra