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What is Rollio?

Complete the essential fields that drive business strategies forward, as this methodology can liberate over 100 hours for each representative, allowing for increased interaction with clients through meetings, phone calls, and a variety of engagements. It is vital for both administrators and developers to focus on sustainable solutions rather than quick fixes to improve the overall user experience. By disseminating your most efficient processes to all producers, you can significantly enhance productivity. Customer engagement is one of the company's most valuable assets and deserves meticulous attention and oversight. Rollio not only meets SOC2 Type 2 standards but is also built on the Heroku platform, which is part of Salesforce.com, and has reliably passed the Salesforce Security Review, ensuring security for its users. Highlighting these features can further bolster the trust and confidence that clients have in your organization. Moreover, fostering a culture of continuous improvement and adaptation will ensure long-lasting success and client satisfaction.

What is Fathom?

Fathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.

Media

Media

Integrations Supported

Integrations Supported

Asana
Close
Coachful
Dock
FollowClose
Gmail
Google Docs
Google Meet
HubSpot CRM
Microsoft Teams
Model Context Protocol (MCP)
Notion
Salesforce
Slack
Tadata
Todoist
Zapier
Zoom

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Rollio

Date Founded

2014

Company Location

United States

Company Website

www.gorollio.com

Company Facts

Organization Name

Fathom.ai

Date Founded

2020

Company Location

United States

Company Website

www.fathom.ai/

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management

Categories and Features

AI Meeting Assistants

Not specified

AI Productivity

Not specified

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

AI Tools

Not specified

Call Recording

Not specified

Productivity

Not specified

Sales Coaching

Not specified

Transcription

Not specified

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