Connect Fathom to PitchSense
Bring the notes and transcripts your team already captures in Fathom into PitchSense.
Overview
How PitchSense works with Fathom
Bring the notes and transcripts your team already captures in Fathom into PitchSense.
Your team already uses Fathom on calls. Connect it and PitchSense uses those conversations alongside your CRM, email and company knowledge, so nothing needs to be captured twice.
Key problems solved
What changes when you connect Fathom.
Notes in a separate tool
Call notes join the rest of the deal context
Double recording
Keep the notetaker your team already uses
Missed commitments
Next steps from your notes are tracked against the deal
Coaching blind spots
Managers coach from conversations already captured
Features
Integration features
What PitchSense does with Fathom.
What PitchSense does with Fathom
Reads notes and transcripts from your connected account
Links each conversation to the right deal
Adds it to your team’s shared memory
Deal context
Combines call notes with CRM records and email threads
Highlights questions and concerns that are still open
Why it matters: One view of the deal instead of notes spread across tools
Follow-through
Drafts follow-up emails from the conversation
Tracks commitments made on the call
Why it matters: Your notetaker becomes part of the sales workflow
Setup
Setup guide
How your team connects Fathom to PitchSense.
1
Start the connection
An admin starts the Fathom connection from PitchSense.
2
Approve access in Fathom
Connect your Fathom account to PitchSense and choose which notes and transcripts it can use. Each conversation is linked to the deal it belongs to.
3
Choose what needs review
Decide which drafts, such as CRM updates and follow-up emails, a rep reviews before anything is saved or sent.
4
Test with a sample request
Ask PitchSense a question that uses your Fathom data and check the sources behind the answer.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Fathom.
More integrations
Related integrations
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