Fathom Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Zoom Meetings is a cloud-based video conferencing and collaboration platform designed for virtual meetings, remote teamwork, online presentations, and hybrid communication. The software provides HD video and audio, screen sharing, virtual backgrounds, noise suppression, and customizable meeting layouts. Participants can collaborate using chat, annotations, shared documents, digital whiteboards, and interactive meeting tools. Breakout rooms allow hosts to divide participants into smaller groups for discussions, training sessions, and collaborative activities. Zoom's built-in AI features automatically generate meeting summaries, identify next steps, answer questions about meeting content, and organize notes. Its My Notes functionality combines manual note-taking with AI-assisted transcription and summarization to help users capture important information. Accessibility features include automated captions, multilingual caption translation, and configurable meeting controls for different participant needs. Zoom Meetings integrates with Zoom Team Chat, Scheduler, Calendar, and third-party productivity applications to support scheduling, communication, and follow-up workflows. The platform includes meeting recordings, administrative dashboards, participant permissions, and security controls for organizations managing virtual collaboration across multiple teams and locations.

Slack is an AI-powered productivity and collaboration platform designed to help teams work together through conversations, channels, automations, and connected business tools. It gives organizations a central place to manage communication, projects, customer conversations, files, meetings, workflows, and updates. Channels create transparent spaces where employees, external partners, apps, and AI agents can collaborate around shared work. Slackbot adds personalized AI assistance by using the messages, files, channels, apps, and tools users already have permission to access. It can answer questions, summarize missed conversations, schedule meetings, generate content, analyze reports, create charts, and help teams act on information inside Slack. The platform also includes huddles for quick voice and video conversations, Slack Connect for working with clients and partners, and Workflow Builder for automating repetitive tasks. Slack integrates with many business systems, including Salesforce, Agentforce, GitHub, Claude, Google Drive, Vercel, Jira, Zoom, HubSpot, Workday, and other workplace tools. Its AI and automation features help teams reduce meeting overload, find information faster, and coordinate work across departments. With security, scalability, and enterprise controls, Slack helps businesses create a connected operating system for everyday work.

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. The Smart CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. The platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about HubSpot's premium software, or get started with its full suite of free tool.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

Google Meet is an AI-powered video conferencing and virtual collaboration platform built to help organizations connect teams, clients, and partners securely from any location. Gemini AI in Meet improves meeting productivity by automatically taking notes, generating summaries, translating conversations, and identifying action items so participants can focus more on discussions instead of administrative tasks. The platform allows users to join meetings directly from web browsers, smartphones, or tablets without needing complex software installations, making remote communication more accessible and convenient. Google Meet includes collaboration tools such as live captions, meeting agendas, participant RSVPs, screen sharing, presentation controls, emoji reactions, and live sharing features that create more interactive meeting experiences. Businesses can also integrate Meet seamlessly with Google Calendar, Gmail, Docs, Sheets, and Slides to streamline scheduling, collaboration, and follow-up workflows. Premium features such as AI-powered background noise reduction, audio synchronization, presentation recording, transcripts, and speaker spotlight help improve meeting quality and professionalism. Organizations can host larger meetings with up to 1,000 participants while maintaining stable performance and secure communication across global teams. Security features include default encryption, advanced privacy controls, anti-abuse protections, and secure waiting room management to help safeguard sensitive business conversations. By combining AI-assisted meeting management, flexible accessibility, and enterprise-grade security, Google Meet helps organizations improve collaboration, communication efficiency, and remote teamwork.

Notion is a comprehensive all-in-one workspace that empowers teams to write, plan, collaborate, and organize everything in one place. The platform offers a wide range of tools to create documents, manage tasks, and build detailed project roadmaps, allowing teams to work smarter, not harder. Notion's AI-powered features assist with summarizing lengthy documents, drafting content, and providing quick answers to questions related to ongoing projects. The platform's high degree of customization gives users the flexibility to set up workflows, build templates, and tailor the workspace to their needs, making it ideal for teams of any size. Whether it's managing a project timeline, tracking goals, or maintaining a shared knowledge base, Notion provides a flexible and powerful solution for improving collaboration, communication, and overall team productivity.

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

Gmail is a cloud-based email and communication platform built to simplify business and personal communication through AI-powered productivity and advanced security features. The platform uses Gemini AI to help users draft emails, generate responses, summarize conversations, and improve writing quality while saving time throughout the workday. Smart Compose and Smart Reply further enhance efficiency by suggesting complete phrases and quick responses that streamline email communication for busy professionals. Gmail also helps users stay organized with automated reminders, intelligent search capabilities, and contextual information such as travel reservations, purchases, and appointment details displayed directly within the inbox. Integrated access to Google Meet, Google Calendar, Google Chat, and Tasks allows teams to manage meetings, messaging, schedules, and collaboration without switching between multiple applications. Businesses can create professional email addresses tied to their domain names while using tools like mail merge and customizable templates for customer outreach and marketing campaigns. Security remains a core advantage of Gmail, with AI-powered threat detection that blocks the vast majority of spam, phishing attempts, and malware before they reach users. The platform also includes encryption, compliance controls, and Google’s secure cloud infrastructure to help organizations protect sensitive information and reduce cybersecurity risks. Available on computers and mobile devices, Gmail provides flexible and reliable communication tools for businesses, remote teams, and everyday users worldwide.

Todoist is the best to-do list and task manager in the world. It helps you organize your life and work. Todoist is the best way to gain clarity and calmness, regardless of where you are or what device. It's a simple but powerful to-do app that has been rated best-in-class in many categories by Apple, Google and Forbes. Todoist has been used by more than 25 million people to organize their work and lives, completing more that two billion tasks.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Google Docs is a cloud-based document creation and collaboration platform built to help businesses and individuals create professional content more efficiently with AI-powered assistance. Gemini AI features allow users to generate drafts, rewrite content, summarize information, and adapt writing styles to match company branding and preferred communication tones. The platform enables real-time collaboration by allowing multiple users to edit documents simultaneously, leave comments, assign tasks, and review version histories from any device with internet access. Google Docs also simplifies document organization with smart canvas tools, pageless formatting, document tabs, and customizable templates that help users build polished documents faster. Teams can improve communication by launching Google Meet calls directly within documents and collaborating with both internal and external stakeholders in one centralized workspace. Workflow automation tools such as meeting notes integration, reusable content blocks, and electronic signature support help businesses streamline repetitive tasks and accelerate approval processes. Google Docs supports a variety of file formats, including Microsoft Word documents and PDFs, allowing organizations to work with familiar file types while gaining access to collaborative editing and intelligent features. Advanced security measures including encryption, privacy controls, anti-abuse protections, and client-side encryption help keep sensitive information protected. With seamless integration across Google Workspace applications and support for offline editing, Google Docs provides a flexible and secure environment for modern document collaboration and productivity.

Coachful is a CRM for coaching businesses, connecting the first enquiry with the work that follows. Forms, lead magnets, quizzes, booking pages and checkout funnels bring prospects into one place. Its customizable pipeline records source, stage, value and next steps, merges duplicate contacts, and launches email sequences or stage-based follow-ups. A client profile combines intake answers, goals, habits, check-ins, program progress, session history, notes, files, signed agreements, invoices, payments and session credits. Engagement insights and Michelle’s AI briefings help coaches prepare for calls and recognize when someone needs support. Coaches can schedule sessions, open video calls, send messages, assign programs or resources, update goals, send agreements and create invoices from the profile. Tags, segments and bulk actions organize the roster; client assignments and role-based permissions support teams. Changes carry through to the client’s branded portal and Coachful mobile app.

The Model Context Protocol (MCP) is a flexible, open-source framework that streamlines the interaction between AI models and external data sources. It enables developers to create complex workflows by connecting LLMs with databases, files, and web services, offering a standardized approach for AI applications. MCP’s client-server architecture ensures seamless integration, while its growing list of integrations makes it easy to connect with different LLM providers. The protocol is ideal for those looking to build scalable AI agents with strong data security practices.

Dock is an AI-powered revenue enablement platform built for modern B2B go-to-market teams. Deal rooms, onboarding hubs, and client portals give sellers and customer success teams one shared space to work with buyers at every stage. An AI-powered content library makes it easy to find and share the right materials, while built-in learning tools and playbooks keep reps equipped in the flow of work. The result is a faster path from first meeting to closed deal to successful customer.

Propovo is an online platform designed for agencies, consultants, freelancers, and sales teams to streamline their proposal and sales processes. It empowers users to convert notes from clients, meeting transcripts, and relevant business information into customizable proposals, contracts, statements of work, and quotes. With a user-friendly visual editor, it allows for the use of reusable templates, branding elements, and service pricing options, while branded client rooms facilitate document sharing, electronic signature collection, and tracking of engagement activities. The interconnected nature of contacts, deals, proposals, and client rooms within a sales pipeline enables teams to efficiently oversee opportunities from the first point of contact to the final delivery of documents. Additionally, Propovo Copilot aids in crafting client communications for user review, enhancing overall productivity. The service seamlessly integrates with CRM systems, calendars, email, and various workflow tools, also supporting webhook-based automation for optimized processes. Accessible via web browsers, it fosters collaboration with clients and effective management of sales-related documents, ensuring a comprehensive solution for sales teams.

alfred_ is an AI-driven assistant designed for professionals who engage with clients, offering a cloud-based platform that integrates work emails and calendars to streamline communication by identifying messages that require responses, tracking follow-ups, drafting replies, and transforming conversations into actionable tasks. The web application consolidates emails, calendar appointments, to-do lists, notes, and routines into a cohesive personal workspace, enhancing productivity. Users can effortlessly schedule meetings, generate meeting briefs, and retrieve essential information from client discussions. Access is convenient through various platforms, including a web app, an iPhone application, text messaging, Slack, and compatible connectors for Claude and ChatGPT. It supports a diverse array of integrations such as Gmail, Microsoft Outlook, Google Calendar, Slack, Microsoft Teams, HubSpot, Salesforce, and numerous other productivity and project management tools. This innovative product is tailored for individuals managing client interactions, catering to consultants, business founders, and freelancers, with options available for both personal and team-oriented plans to suit different needs. With its robust features, alfred_ empowers users to optimize their workflow and enhance their client relationship management effectively.

Tadata is an AI assistant integrated within Slack, designed to enhance productivity for sales and go-to-market teams by delivering completed tasks right where they communicate. It operates continuously across interconnected tools, providing timely updates such as a morning briefing that includes details on upcoming calls, changes in accounts, and pertinent news articles. Tadata adapts to the preferences of each team member, identifies tasks that can be automated, and seeks user consent before initiating any automation. After meetings, it can draft follow-up emails, update CRM entries, and outline next steps, ensuring that no changes are made without user approval. Sales teams benefit from its capabilities for preparing for meetings, researching prospects and accounts, crafting personalized outreach, monitoring buying signals, preparing for conferences, facilitating warm introductions, and maintaining accurate CRM records. Additionally, users can interact with Tadata by asking questions in simple language, retrieving information from various sources including CRM data, activity signals, product updates, documents, as well as from Slack, email, and calendars. This versatility makes Tadata an invaluable tool in streamlining workflows and improving team efficiency.

FollowClose is designed to assist founders, consultants, agencies, and sales teams in transforming sales call transcripts into tailored multi-step follow-up sequences, ensuring that these follow-ups are consistently managed without the need to rely on memory. Users can easily paste or upload a call transcript, or import data from compatible tools, allowing FollowClose to craft a comprehensive 5-email sequence that reflects the actual conversation. Additionally, it provides the ability to review and modify each message, schedule follow-ups, monitor deadlines, and oversee the entire sequence from one central location. With the innovative Autopilot feature, FollowClose can automate follow-ups, recognize replies, pause any pending emails, and allows users to adjust or continue the sequence based on the prospect’s feedback, enhancing the context for future interactions. Unlike standard AI email generators, FollowClose manages the complete post-call follow-up process, from the initial conversation to the delivery of messages, responses, and subsequent actions. Furthermore, it seamlessly integrates with Gmail and Outlook workflows, offering reminders, export options, and MCP access for compatible AI assistants, making it an invaluable tool for sales professionals looking to optimize their outreach.

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.

readywhen is a cloud-based AI assistant designed specifically for small businesses led by owners, facilitating the management of both customer and internal commitments seamlessly. By integrating with popular platforms like Gmail, Google Calendar, Google Meet, Slack, and Notion, it effectively identifies promises, decisions, follow-ups, and deadlines embedded within messages, meeting notes, and various documents. This service creates a comprehensive context surrounding customers, suppliers, ongoing tasks, and previous interactions, while also presenting users with priorities, reminders, and recommended next steps to enhance productivity. Additionally, it can generate drafts for replies, follow-up messages, quotes, and invoice reminders for user review, ensuring that actions await user consent before being executed. A dedicated workspace application offers a centralized location for users to monitor tasks that are due, in progress, or pending approval. Aimed at small business operators, readywhen enhances coordination across familiar email, calendar, chat, meeting, and document tools without necessitating any replacements of those existing platforms, making it a valuable ally for business owners striving for efficiency. Ultimately, readywhen empowers entrepreneurs by streamlining their processes and improving engagement with clients and colleagues alike.