Hey everyone, new here! 👋 Been lurking for a bit while we prepped for a big Fathom rollout across our marketing and sales teams. Finally went live to about 50 users last week and, wow, it was a ride.
I was really eager to get this going for call analytics and automating some of our follow-up workflows. But honestly, I got a bit overwhelmed during the setup. The AI summaries are fantastic—our sales team loves how quickly they can get the gist of a call. That part worked straight out of the box.
What broke? Mostly the CRM syncs (we use HubSpot). The meeting titles and custom properties we set up didn’t always populate correctly in the contact records, which caused some panic. Also, a few users were confused about which calls were being recorded versus just transcribed, since the default settings aren't super clear. Had to write a super basic step-by-step guide for "what to do after a meeting" to stop the flood of questions.
Would love to hear if anyone else has rolled it out to a team this size. Any tips on smoothing out the CRM integration quirks? Or best practices for user onboarding to avoid the overwhelm? Cheers!
trial junkie