# Compare Close vs Fathom 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Fathom and Close based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/132667-276054/Close-io-vs-Fathom

---

# Fathom vs Close Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

FathomClose2/4 selected

[Fathom](https://www.capterra.com/p/276054/Fathom/)[5.0 (807)](https://www.capterra.com/p/276054/Fathom/reviews/)

[Close](https://www.capterra.com/p/132667/Close-io/)[4.7 (164)](https://www.capterra.com/p/132667/Close-io/reviews/)

[## Fathom](https://www.capterra.com/p/276054/Fathom/)[5.0 (807)](https://www.capterra.com/p/276054/Fathom/reviews/)

Starting Price

$15.00/month

Value-for-Money

4.9

Functionality

4.9

Ease of Use

5

Customer Service

5

Reviews Sentiment

Based on [807 reviews](#user-reviews)

Positive

806

Neutral

0

Negative

1

[## Close](https://www.capterra.com/p/132667/Close-io/)[4.7 (164)](https://www.capterra.com/p/132667/Close-io/reviews/)

Starting Price

$35.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.6

Customer Service

4.5

Reviews Sentiment

Based on [164 reviews](#user-reviews)

Positive

158

Neutral

3

Negative

3

## Summary

* * *

Key features rated by users

Features selected based on 2,327 reviews from call recording software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

72%Fit

Missing features

Feature ratings

Recording

5.0

Call Transcription

4.9

Call Routing

NA

Call Center Management

NA

CRM

4.6

\--%Fit

Not enough reviews

Feature ratings

Recording

\--

Call Transcription

\--

Call Routing

\--

Call Center Management

\--

CRM

4.3

User satisfaction

User satisfaction

5.0

User reviews[807](https://www.capterra.com/p/276054/Fathom/reviews/)

Ease of use

5.0

Functionality

4.9

Value for money

4.9

Customer support

5.0

User satisfaction

4.7

User reviews[164](https://www.capterra.com/p/132667/Close-io/reviews/)

Ease of use

4.6

Functionality

4.3

Value for money

4.4

Customer support

4.5

Price starts from

Price starts from

$15Per User, Per Month

-   Free version
-   Free trial

Price starts from

$35Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Anyone who is on a lot of video calls: Sales and customer success professionals, founders, businesses with remote teams, consultants, etc.

Best for

Close is used by small to mid-sized sales teams — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.

## User reviews

Pros & cons

Caroline S.

Cellular Health Consultant

> "The accuracy of the transcription is top-tier, even with background noise, and the AI-generated summaries are a total game-changer for my productivity."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___7084453)

Caroline S.

Cellular Health Consultant

> "This makes it difficult to maintain a complete record within a CRM, as any links or notes shared in the chat are lost."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___7084453)

VR

Verified Reviewer

Assistant Director

> "Overall, I enjoy the sharp accuracy, post session outlined notes, font type, Fathom AI where you can ask question and the AI bot tailors the answer based on the content and it was able to..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6886040)

JS

Jayne S.

Director

> "As a VA with a number of client emails that I work in, its currently quite price prohibitive to purchase accounts across all of those clients. Where I can invite my own business email it..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6686363)

KM

Kelly M.

Managing Diretor

> "It captures key moments, auto-generates notes with shocking accuracy, and organizes everything so I can stay present in the conversation without worrying about missing a detail."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6795750)

MH

Mallory H.

Customer Success Rep

> "I was spending an excessive amount of time trying to dig back through recordings to pick out action items, find details I know we talked about but didn't get in my notes, and then type up..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6616314)

CC

Christelle C.

CEO and Owner

> "The ability to access recordings immediately and the clean, professional formatting of the notes also make it incredibly efficient and impressive to share with others."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6815277)

VR

Verified Reviewer

Account Executive

> "he options to add other meetings that are not on Teams or Zoom or if I am inthe middle of a meeting and I want to quickly start recording and it is not on one of the above apps it doesnt work"

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6305859)

NS

Nia S.

Project Manager and Team Lead

> "It seamlessly integrates with most apps and starts recording and transcribing meetings automatically—no extra clicks or setup."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6789764)

Emilie S.

Digital Fundraising and Design Supervisor

> "My only issue with Fathom is that sometimes it gets a little glitchy with Zoom calls. Or if I log onto a meeting that I dont want recorded it can take some time to remove it from the meeting."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6251318)

JM

Jaaziah M.

Student

> "The transcript feature helps me build a collection of typed notes that I can put into an ai database and ask questions when studying."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6586574)

EN

Eric N.

Director, DEI Consulting and Training

> "I have not found a way to edit the meeting summary notes to update inaccuracies or correct spellings of people's names before sharing with meeting attendees."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6517712)

KR

Kwesi R.

Vice President

> "It provides really good summaries and action points. And I often find myself reading things I actually missed in the meetings. But my favourite use is in training my team and reviewing their..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6745488)

VR

Verified Reviewer

Associate Software Engineer

> "Nothing as such, but when I referred one of my colleagues on fathom, my points did not increment, maybe the process I followed was wrong."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___7068615)

DP

Dixon P.

Integration Consultant

> "Its user-friendly interface simplifies editing, highlighting, and sharing of calls and notes with colleagues, partners, and clients, making it accessible even to our less tech-savvy team..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6247549)

NM

Noah M.

Customer Onboarding

> "The only thing I dislike about Fathom is how the pop-up when you launch a meeting happens to be in the upper right where I need to click to let meeting guest into my zoom calls. Because of this..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6456445)

KC

Kyle C.

Senior Product Manager

> "There are a TON of AI based tools launching to market meant to summarize video and audio content so, I was looking for something in the product to stand out and really show me value worth the..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6602995)

PI

Parsa I.

CEO

> "sometimes the integration with google meet does not work. And I would like to have it be activated even if there are no guests in the meeting, and it's just me talking to the screen so it..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6491252)

IS

Ieva S.

Senior Product Designer

> "As a Product Designer, I no longer need to take notes during moderated usability testing sessions - Fathom summarises all of the key points and takeaways for me to great accuracy and even..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6731065)

KB

Katie B.

Account Manager

> "The main challenge is if you are using a client's conferencing system, they might reject the notetaker joining the call and therefore you don't get the benefits."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6303704)

BR

Brittany R.

Head of Marketing

> "I've used Fathom at two companies now and I actually brought my latest company into using it because it's so helpful. Although I like using it myself, one of my favourite features is the..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6362043)

AW

Ammon W.

Account Executive

> "It won't let me put the video recordings in folders/ edit or delete parts of the video that aren't relevant."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6302658)

David W.

IT Manager

> "Ultimately, Fathom helps me have a record of all my online conversations with a summary and set of actions and is excellent and awesome for being able to cover everything that must be done and..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6664264)

MM

Michael M.

Founder

> "Only at this point do they inform me that their policy prohibits them from making the account transfer without proof of ownership of the old account; however that ship had sailed and I was no..."

[See full review](https://www.capterra.com/p/276054/Fathom/#SoftwareAdvice___6630085)

CB

Carlos B.

Assistant Cordinator

> "It keeps a clean and organized summary on my calls and helps me get going on the projects, proposals and tasks to do based on the call, It is a no brainer for our team."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6634525)

MM

Michael M.

Founder

> "This has caused significant damage to my company, as I no longer have access to transcripts and files for several long-term client relationships."

[See full review](https://www.capterra.com/p/276054/Fathom/#SoftwareAdvice___6630085)

GK

Gregory K.

Account Executive

> "It is taking care of my note taking and making sure I don't miss any important pieces of information and give me the ability to 100% focus on the conversation with my customer."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6256641)

EN

Eric N.

Director, DEI Consulting and Training

> "The transcript contains many errors, both in the accuracy of the transcription and in the attributions to who was speaking at the time."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6517712)

DS

David S.

Founder CEO

> "The system simplifies the tracking of action items and follow-up tasks, making it a breeze to hold team members accountable and ensure nothing is overlooked post-meeting."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6506349)

Leslie R.

Fondatrice

> "The “your questions” section isn't very relevant, with sentences that don't always correspond to what was said, and question assignments that aren't always correct."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6736355)

CAM

Christian Andrew M.

Co-President

> "It is nice that it joins all meetings and is able to have the transcript, recording, key takeaways to do for the next meeting and topics within minutes of finishing a meeting."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6299098)

AS

Abdul S.

CX Technical Writer

> "Additionally, relying heavily on AI-generated notes may sometimes overlook the nuances of a conversation that only a human touch can capture."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6427441)

KC

Kyle C.

Senior Product Manager

> "Specifically, the way Fathom auto-joins meetings and initiates recordings is seamless and somewhat minimizes the stigma associated with asking the host to record the meeting."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6602995)

PB

Peter B.

Head of Sales

> "It's a bit weird having an extra "attendee" on every call (even if it's just a blank screen) but you get used to it quickly and it's inobtrusive"

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6718737)

AS

Alice S.

Editor

> "I use it to record all my meetings with clients, and it's so simple to get a great recording and send the link to clients with one click after the meeting finishes."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6311984)

BC

Blaine C.

VP of Sales

> "Sometimes it gets a word incorrect, but not as bad as other transcription software that I have used."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6778378)

BO

Brittney O.

Project Manager

> "What I like most about Fathom is the accuracy of notes it provides along with timestamps for each notation."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6797652)

JR

Joel R.

Production Coordinator

> "It was a little bit confusing to navigate the settings which automatically send the recordings/notes to all participants."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6469127)

JE

Joy E.

Marketing Assistant

> "I love that I don't need to spend time taking notes during meetingss, I can easily extrapolate action items straight out of the meeting notes, and I can always come back to a meeting if I need..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6745953)

JW

Joshua W.

Project Manager

> "There is very little to dislike about using fathom, often my biggest complaint is that more of my team does not use it in their calls!"

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6814815)

VR

Verified Reviewer

Director

> "Incredible AI notetaker that allows me to be 100% present and engaged in calls as I completely trust the quality of the Fathom output."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6593037)

RK

Rachel K.

Coach and Mentor

> "Sometimes it's unavailable and then my clients and I miss the much needed notes."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6763651)

Sean M.

Sr. Technical Recruiter

> "Fathom, using AI, distills the relevant details down to a summary that gives me the opportunity to interact with my clients 1 to 1, without taking notes."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6510337)

CK

Cory K.

Analytics Manager

> "Only that you have to discuss with others on the call that notes are being recorded and someone may not like that in a meeting if they know they are being recorded."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6516708)

AS

Alice S.

Editor

> "The webpage it creates for each meeting includes not only the recording, but so much information to make it easy to navigate through the recording to specific takeaways."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6311984)

MR

Michelle R.

Owner Business Consultant

> "Some people don't even know their Note Taker attends when they don't based on their settings for the software)."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6578442)

JP

Josie P.

CEO

> "I love that Fathom captures not only the recording and transcript of the call - and very accurately at that - but it also captures all the highlights, topics touched on, and action items in the..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6262511)

Oliver W.

CTO

> "The only issue I have seen is that sometimes Fathom creates action items for things that were already resolved on the call."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6466098)

SP

Sebastian P.

Head of Digital Transformation

> "Additionally, it provides insightful analysis after each meeting, helping me catch important points or details I might have missed in real-time."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6772599)

AC

Alissa C.

Digital Marketing Specialist

> "I have experienced some bugs with it loading on Zoom, and there is limited integration with Teams, but nothing too concerning."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6308579)

MH

Mallory H.

Customer Success Rep

> "Fathom does all of that for me, and gives me easy ways to find information in calls, all while helping me track my customer data in Hubspot."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6616314)

SH

Scott H.

President

> "The trickiest part for me is that I present a lot of PowerPoint slides in presentation mode and the control panel does not work well in this environment. If I am presenting a slide show and I..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6093112)

MS

Manvinder S.

VP, Products

> "The app automatically transcribes and summarizes meetings, allowing me to focus on the discussion without worrying about taking notes."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6448366)

SH

Scott H.

President

> "What happened in practice is that if I didn't type the notes immediately after the call, I'd forget half of what we talked about and if I had paper notes, I frequently (i.e. always) blew off..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6093112)

LG

Lisa G.

Founder and CEO

> "I've seen other notetakers in Zoom meetings before and was even a coaching client of someone who used the Zoom AI meeting summery...when it came I wasn't impressed so thought they were all the..."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6803989)

VR

Verified Reviewer

Sales Manager

> "Sometimes in the summary a few details get mixed up (i.e., maybe something I mentioned is listed as a pain point from the customer when they didn't say it)."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6581015)

LG

Lisa G.

Founder and CEO

> "I was sent a link by a friend, clicked it, easily integrated it with Zoom and used Fathom within 30 minutes of me even hearing about."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6803989)

HM

Hannah M.

Senior Fundraising Strategist

> "The only awkward part of Fathom is that it joins Zoom meetings and all of my meetings are now recorded."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6467615)

DS

Debbi S.

CEO

> "I like that Fathom takes very accurate and detailed notes of my calls and summarizes them in an easy to read and organized way."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6779362)

JE

Jacqueline E.

Business Consultant

> "I am frustrated that webinars or specific training on Zoom do not support Fathom."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6862148)

DS

Daniela S.

Marketing and Communications Specialist

> "With Fathom, I know I can count on it to capture every important detail for me, so I don't have to worry about forgetting to jot something down or failing to take action on a task."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6795540)

DP

Daniel P.

Associate Pastor

> "Fathom is designed to be used with video meetings and is not optimized for in-person meetings"

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6673444)

BP

Brad P.

CMO

> "The summaries, action items, and ability to search or chat with past meetings are incredibly valuable."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6816941)

RR

Ryan R.

Owner

> "Sometimes you can't NOT add Fathom to your meetings."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___7060101)

JE

Jacqueline E.

Business Consultant

> "Fathom is an incredibly reliable and easy-to-use meeting assistant that accurately captures summaries, transcripts, and action items."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6862148)

HP

Holly P.

Partner

> "I also used to have a hard time deciphering what the next steps were from my scribbles taken during the meeting."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6747873)

Valentin H.

CEO

> "The AI-generated summaries are accurate, clear, and help streamline follow-up actions, saving me hours of manual review."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6542240)

RF

Rachel F.

Events Manager

> "Sometimes its necessary and sometimes it's just annoying because I have so many meetings a day and don't want to email bomb unnecessary people with the Fathom review."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6315372)

AJ

Andrea J.

Online Fitness Coach

> "Fathom has improved my clients experience, improved my businesses services and deliverables, and has increased my revenue."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6790100)

CAM

Christian Andrew M.

Co-President

> "I don't like the website interface and would like to initiate the meetings within the website rather than the overlay."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6299098)

Valentin H.

CEO

> "What I love most about Fathom.video is its ability to effortlessly capture and summarize key moments from meetings in real-time."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6542240)

Jason S.

President

> "The only downside was I was hoping to not have to pay anything, but once I sampled the premium version, there was no turning back. Once you fly first class, you can't go back to economy."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6666590)

BY

BREE Y.

clerk

> "Fathom is wonderful for capturing meetings that require documented minutes."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___7086752)

David W.

IT Manager

> "Sometimes I don't quite pick up some of the conversation, particularly if the line is a bit bad or if the accents are hard, or, let's be honest, if my mind wanders."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6664264)

CB

Carlos B.

Assistant Cordinator

> "Fathom is the best companion for video calls with clients, It has helped me keep a record of the most important factors discussed in my calls."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6634525)

DV

Diego V.

Business Builder

> "Not available in Spanish and also, the message to record the meeting is sent 1 minute before."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6470675)

VR

Verified Reviewer

Technical Leader

> "I sound like a paid commercial but this saves me so much time and allows for an immediate sharing of the transcript, summary, recording, etc."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6303274)

MM

Michael M.

Founder

> "I made the change request several weeks prior to when the account transfer was needed and I got zero response."

[See full review](https://www.capterra.com/p/276054/Fathom/#SoftwareAdvice___6630085)

SP

Sebastian P.

Head of Digital Transformation

> "Fathom solves the problem of note-taking during meetings, allowing me to fully focus on the conversation without distraction."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6772599)

CS

Chirag S.

Engineering Manager

> "Unable to list down all my upcoming meetings at one go, in the menu bar."

[See full review](https://www.capterra.com/p/276054/Fathom/#Capterra___6236128)

[View Reviews](https://www.capterra.com/p/276054/Fathom/reviews/)

MAT

Mehmet Ali T.

Business Development Manager

> "It gives a clear, real-time overview of all sales activities, making it easy to prioritize follow-ups and track progress at a glance."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___6851755)

VR

Verified Reviewer

Sales Team Lead

> "Many of the reports they do have around things like Opportunity pipelines aren't customizable enough to be useful (for example, you can only..."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___7118937)

VR

Verified Reviewer

Sales Team Lead

> "Its UI is user-friendly and easy to learn compared to many other CRMs, with colored icons and buttons generally in obvious places."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___7118937)

VR

Verified Reviewer

Sales Team Lead

> "The reporting functionality leaves a lot to be desired."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___7118937)

JL

Jonathan L.

Insurance Agent

> "Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was..."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___6136841)

Charles J W.

Account Manager

> "I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4963141)

JS

Justin S.

Insurance Broker

> "Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___5002239)

JL

Jayne L.

CSM

> "You can too easily create multiple entries because of how the integrations are set up, so it's not always clear what the "right" profile is."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4907212)

JL

Jonathan L.

Insurance Agent

> "All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales..."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___6136841)

JL

Jonathan L.

Insurance Agent

> "This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___6136841)

Charles J W.

Account Manager

> "I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4963141)

JL

Jayne L.

CSM

> "Similarly, there's very little tracking of progression, it's quite rudimentary in that sense."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4907212)

SM

Scott M.

Business Development

> "We also use JustCall and the integration is super clean, making it easy to work from a single CRM with a phone plug-in"

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4968556)

LJ

Lamar J.

Executive Assistant

> "Notification system is genuinely trash. If I have the software on my laptop, there should be some way their API talks with MacOS notifications..."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___3593369)

MAT

Mehmet Ali T.

Business Development Manager

> "Very useful and easy to use."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___6851755)

VR

Verified Reviewer

Customer Success

> "It does the jib for very basic pipeline management, but definitely not goos for reporting due to the lack of customization."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___3812036)

MAT

Mehmet Ali T.

Business Development Manager

> "The dashboard is very useful and practical."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___6851755)

VR

Verified Reviewer

Customer Success

> "Your tasks do not have a specific section or dashboard and you can easily lose track of the daily pending tasks."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___3812036)

JS

Justin S.

Insurance Broker

> "Navigating through the platform is effortless, enabling sales teams to focus on what truly matters"

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___5002239)

SK

Shadab K.

Business Development Executive

> "Close is very expensive so it was very hard to pay for small startups."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___3818917)

JL

Jayne L.

CSM

> "Very clean UX/UI and easy to use and navigate, everything is sort of "on one page" so you don't really need to scour around or click on..."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4907212)

NB

Nadav B.

CEO

> "We spend those months we worked with Close.com HUGE amount of development and employee resources to fit our system to Close's while planning to..."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___2920525)

JS

Justin S.

Insurance Broker

> "Close CRM's user interface is a testament to user-centric design."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___5002239)

TC

Tony C.

CEO

> "We had another CRM system that was a lot more expensive and not very easy to use."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___3493834)

SM

Scott M.

Business Development

> "Overall, I really enjoy using close -- it's a great fit for a new, smaller org like OF. "

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4968556)

Pruthvi K.

Sales Lead

> "Not so user-friendly."

[See full review](https://www.capterra.com/p/132667/Close-io/#Capterra___4452054)

[View Reviews](https://www.capterra.com/p/132667/Close-io/reviews/)

## User interface

4.97 (807)

[Close](https://www.capterra.com/p/132667/Close-io/)

4.66 (164)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Fathom

12/45

-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Archiving & Retention
-   Auto-Dialer
-   Automatic Call Distribution
-   Call Center Management
-   Call Disposition
-   Caller ID
-   Call List Management
-   Call Monitoring
-   Call Reporting
-   Call Routing
-   Call Tagging
-   Call Tracking
-   Call Transcription
-   Call Transfer
-   Campaign Management
-   Chat/Messaging
-   Computer Telephony Integration
-   Conferencing
-   Contact Management
-   CRM
-   Customizable Reports
-   Event Triggered Actions
-   File Transfer
-   Generative AI
-   Interaction Tracking
-   IVR
-   Live Chat
-   Multi-Channel Communication
-   On-Demand Recording
-   Performance Metrics
-   Predictive Dialer
-   Queue Management
-   Real-Time Analytics
-   Real-Time Data
-   Real-Time Monitoring
-   Recording
-   Reporting & Statistics
-   Scheduled Recording
-   Third-Party Integrations
-   Voice Mail

[See all features](https://www.capterra.com/p/276054/Fathom/#features)

Close

Top features

34/45

-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Archiving & Retention
-   Auto-Dialer
-   Automatic Call Distribution
-   Call Center Management
-   Call Disposition
-   Caller ID
-   Call List Management
-   Call Monitoring
-   Call Reporting
-   Call Routing
-   Call Tagging
-   Call Tracking
-   Call Transcription
-   Call Transfer
-   Campaign Management
-   Chat/Messaging
-   Computer Telephony Integration
-   Conferencing
-   Contact Management
-   CRM
-   Customizable Reports
-   Event Triggered Actions
-   File Transfer
-   Generative AI
-   Interaction Tracking
-   IVR
-   Live Chat
-   Multi-Channel Communication
-   On-Demand Recording
-   Performance Metrics
-   Predictive Dialer
-   Queue Management
-   Real-Time Analytics
-   Real-Time Data
-   Real-Time Monitoring
-   Recording
-   Reporting & Statistics
-   Scheduled Recording
-   Third-Party Integrations
-   Voice Mail

[See all features](https://www.capterra.com/p/132667/Close-io/#features)

### Recognition

No recognitions have been awarded to Fathom

No recognitions have been awarded to Close

### Deployment & support

Fathom

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Close

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Fathom

-   By FATHOM
-   Located in United States
-   Founded in

Close

-   By Elastic
-   Located in United States
-   Founded in 2013

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