Features
Coaching, plus a revenue workspace.
Search conversations, review calls, save clips, and see HubSpot deals next to the meetings that created them. Stage talk-tracks, Sandler rubrics, and rep coaching stay in the same app.
Searchable conversations
Filter by rep, stage, source, date, review status, and keyword. Save a search and page through the results.
Coaching clips and topics
Save a time range into a named collection. Track phrases or a concept such as a pricing objection, and alert Slack, Discord, or the app when a saved filter matches.
Deals from HubSpot
Import companies, contacts, deals, and stages. Risk flags are rules: no recent conversation, a passed close date, or no open next step.
Fathom meeting import
Import meetings, summaries, and action items. Signed webhooks bring in new ones. Playback uses a short-lived recording link.
Call review
Comment on a timestamp, track action items, mark a call reviewed, and correct a score with a reason. The original evaluation stays.
Team revenue goals
Plan by quarter, month, or week. Call targets use each rep's close rate: closed won divided by every dial.
Stage talk-tracks
Score discovery differently from a close. Sandler and your own rubrics, plus the missed opportunities on that call.
Your model keys
Score with your own model keys, or the built-in rubric when you have none. Optional team sign-in when you want Admin and Member access.
Run it yourself
Local or in a container. Recordings stay on the machine or in your own storage, with retention, exports, and an audit log.
There is no meeting bot in this release. HubSpot can import your CRM and, when an admin maps them, update a call note or selected deal and contact properties after review. Risk flags are rules, not a win forecast. Speaker stats are transcript word share, not measured talk-time.