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ClickDimensions vs. Fathom

Elaborado a partir del registro investigado y revisado de cada herramienta. Las cifras se contrastan con las páginas públicas de precios en el momento de la investigación — confirma siempre el precio actual con el proveedor antes de comprar.

La versión corta

Fathom parte de $15 por usuario, frente a ClickDimensions con $21.

Comparación completa

ClickDimensionsdesde $21 per month
Fathomdesde $15 per user/month, billed annually (Team plan, 2+ users)
Audyense Score33AS*Bajo76AS*Sólido
PosicionamientoClick is a marketing automation tool designed specifically for Microsoft Dynamics 365 CRM users.Free AI notetaker for Zoom, Teams, and Google Meet
Plan gratuito
ImplementaciónNube / SaaSNube / SaaS
Mejor encajePYME, Mediana empresa, EmpresaStartup, PYME, Mediana empresa
Planes de precio
  • FreeFree
  • Basic$12
  • StarterFree
  • Professional$12
  • Team$15
Automate customer journeysDocumented in the sourced profile.
Design brand-accurate emailsDocumented in the sourced profile.
Send email and SMSDocumented in the sourced profile.
Improve sales engagementDocumented in the sourced profile.
Report on ROI dashboardsDocumented in the sourced profile.
Real-time contact updatesDocumented in the sourced profile.
Data enrichmentDocumented in the sourced profile.
Campaign automationDocumented in the sourced profile.
Workflow automationDocumented in the sourced profile.
Sales engagementDocumented in the sourced profile.
Integraciones verificadas6+
Valoración agregada · No reviews yet5.0 · 6.9k reviews
Integraciones
HubSpotMicrosoft DynamicsLinkedInFacebookInstagramAPI
ZoomMicrosoft TeamsGoogle MeetSlack
Seguridad y cumplimiento
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
Contras
  • 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
Visitar ClickDimensions ↗Visitar Fathom ↗

Lectura editorial de la comparación

La tabla resume los datos estructurados; esta sección explica cómo interpretar las diferencias para una decisión de compra real.

Encaje y límites de cada herramienta

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.

Encaja especialmente con: 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

Puede no encajar si: 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.

Encaja especialmente con: Individuals and teams wanting a strong free-forever meeting notetaker

Puede no encajar si: Teams needing deep sales conversation analytics beyond notetaking

Precios y estructura de planes

ClickDimensions: Precio inicial publicado $21 per month

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

Fathom: Precio inicial publicado $15 per user/month, billed annually (Team plan, 2+ users)

  • Team$15 per user/month

Capacidades que conviene validar

  • 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.

Preguntas antes de cambiar

  • ¿El plan de ClickDimensions incluye las funciones y límites que necesitamos?
  • ¿El plan de Fathom incluye las funciones y límites que necesitamos?
  • 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?

Cómo evaluar esta lista corta

Una comparación útil convierte las diferencias de Ventas y CRM en una prueba concreta. Usa estos pasos para evitar elegir por una tabla de funciones o por el precio más bajo.

  1. Empieza con un flujo de trabajo representativo de Ventas y CRM, no con una lista de funciones. Define quién lo usará, qué datos entran y qué resultado debe producir.
  2. Prueba el recorrido completo con HubSpot, Microsoft Dynamics, LinkedIn: permisos, dirección de sincronización, errores y límites de volumen suelen importar más que el nombre de una integración.
  3. Compara el coste del escenario real, incluidos usuarios, uso, almacenamiento, soporte y cualquier requisito de contrato. El precio inicial por sí solo no mide el coste de adopción.
  4. Antes de cambiar, registra qué evidencia falta, pide una demostración del flujo crítico y confirma seguridad, residencia de datos, exportación y soporte con cada proveedor.

Algunas señales de esta ficha todavía son incompletas. Trátalo como una invitación a validar el flujo directamente, no como una afirmación de que una función no existe.

Base de investigación

Última comprobación: 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.

Fuentes consultadas: ClickDimensions product site, ColdIQ profile, Vendor website; Fathom product site, G2, Capterra