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Side-by-side record

Fathom vs. monday CRM

A side-by-side view of the product records we have today. Use it to narrow the question, then confirm current pricing, limits, and security details with each vendor.

The short version

monday CRM starts at $12 per seat, versus Fathom at $15. Fathom carries the higher aggregate rating (5.0/5 vs 4.6/5).

Full comparison

Fathomfrom $15 per user/month, billed annually (Team plan, 2+ users)
monday CRMfrom $12 per user / month
Audyense Score76AS*Strong83ASStrong
PositioningFree AI notetaker for Zoom, Teams, and Google MeetAI revenue execution, live in minutes
Free tierYesNo
DeploymentCloud / SaaSCloud / SaaS
Best fitStartup, SMB, Mid-marketSMB, Mid-market, Enterprise
Pricing plans
  • Team$15
  • Basic$12
  • Standard$17
  • Pro$28
  • UltimateCustom pricing
AI features—YesAI agents for lead sourcing, calling, meeting prep and pipeline monitoring, plus an AI notetaker.
Custom objects—PartialBoards/item types are fully customizable but not a relational custom-object model like Salesforce’s.
Email & calendar sync—YesGmail, Outlook and Google Calendar sync with automatic activity logging.
Lead scoring—YesAI Lead Sourcing Agent finds, enriches and scores leads against an ICP.
Mobile app—YesNative iOS and Android apps with AI mobile notetaker, included from the Basic tier.
Native calling—PartialSmart Call enables outbound calling but is US-numbers-only with no inbound support in V1.
Public API—YesPublic GraphQL API plus MCP support and 200+ stated integrations.
Reporting & dashboards—YesCustomizable dashboards; reviewers note fine-tuning specific reports takes time.
Sales forecasting—PartialAI-backed forecasting is marketed but reviewers say it lacks enterprise-grade depth.
Workflow automation—YesNo-code automation builder, with run limits scaling by tier.
Integrations verified—200+
Aggregate rating5.0 · 6.9k reviews4.6 · 1.1k reviews
Integrations
ZoomMicrosoft TeamsGoogle MeetSlack
SlackMicrosoft TeamsGmailOutlookGoogle CalendarGoogle Workspace+9 more
Security & compliance
SOC 2 Type IIGDPRHIPAA
SOC 2 Type IISOC 1 Type IIISO 27001ISO 27017+4 more
Pros
  • 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
  • Highly visual, flexible interface that’s easy to customize without a developer
  • No-code automations and dashboards streamline day-to-day pipeline management
  • Scales easily by adding users and pipelines without disrupting existing workflows
  • Auto-logs emails, calls and meetings against contacts and deals, keeping CRM data current
Cons
  • Managing multiple notetaker bots in one meeting can be clunky per reviews
  • Reporting and dashboards can take real time to fine-tune for very specific metrics
  • Learning curve when building more complex workflows or customizing contact rules from scratch
  • Every paid plan requires a minimum of 3 seats, raising cost for solo users and small teams
  • Native Smart Call calling is US-numbers-only with no inbound support in its first version
Visit Fathom ↗Visit monday CRM ↗

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

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

monday CRM

monday CRM (monday Sales CRM) is a highly visual, no-code CRM built on monday.com's Work OS, letting sales teams customize pipelines, dashboards, and automations without IT help. It centralizes emails, calls, and meetings on each deal and layers in AI agents for lead sourcing, calling, meeting prep, and forecasting.

A particularly good fit for: Startups and growing SMBs that want to launch a working sales pipeline fast without IT setup Teams already using monday.com Work Management that want unified pipeline and project tracking Sales orgs that value visual, self-serve customization of boards, automations and dashboards over rigid enterprise data models

May be a poor fit if: Large enterprise sales orgs needing deep multi-level forecasting and highly complex reporting Teams that need full inbound and international calling out of the box

Pricing and plan structure

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

  • Team$15 per user/month

monday CRM: Published starting price $12 per user / month

  • Basic$12 per seat / month, billed annually (min. 3 seats)
  • Standard$17 per seat / month, billed annually (min. 3 seats)
  • Pro$28 per seat / month, billed annually (min. 3 seats)
  • UltimateCustom pricing

Capabilities worth validating

  • Fathom: the record has no feature-level evidence yet; verify the workflow directly. Integrations include Zoom, Microsoft Teams, Google Meet, Slack.
  • monday CRM: AI features, Custom objects, Email & calendar sync, Lead scoring, Mobile app Integrations include Slack, Microsoft Teams, Gmail, Outlook.

Questions to answer before switching

  • Does Fathom's selected plan include the features and limits we need?
  • Does monday CRM's selected plan include the features and limits we need?
  • Does the exact integration path for Zoom, Microsoft Teams, Google Meet 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 Zoom, Microsoft Teams, Google Meet: 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: 2026-08-05. 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: Fathom product site, G2, Capterra; monday CRM product site, G2, Capterra