Fathom is an AI meeting assistant that helps users capture, summarize, search, and act on meetings with less manual work. The platform creates accurate transcripts, instant summaries, action items, and follow-up notes so users can focus on live conversations instead of taking notes. Fathom supports both traditional meeting capture and bot-free capture through its desktop app. Teams can use Fathom as a shared source of truth across customer calls, internal meetings, strategy sessions, and project conversations. Ask Fathom lets users search across meetings and ask questions about conversations, decisions, commitments, risks, and next steps. The platform also supports topic monitoring so important moments and signals are easier to find. Fathom syncs meeting notes, insights, and action items into tools such as Slack, Salesforce, HubSpot, Notion, Asana, Gmail, Zoom, Google Meet, Microsoft Teams, ChatGPT, Claude, Zapier, and API or MCP workflows. It supports security and compliance needs with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI notetaking, bot-free capture, transcripts, summaries, integrations, search, and workflow automation, Fathom helps teams move from meetings to execution faster.
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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Spotlight.ai
Spotlight.ai serves as a cutting-edge, autonomous platform for executing deals, effectively converting sales pipelines into self-managing revenue systems by capturing, evaluating, and moving forward with each opportunity without the necessity for human oversight. This innovative tool listens to and extracts organized information from various communication channels including calls on platforms like Zoom and Teams, emails, and entries from CRM systems; it also verifies the status of deals and assesses associated risks while performing a comprehensive MEDDICC qualification to pinpoint key stakeholders such as champions and economic buyers. The AI-driven agents within the platform create data-supported business cases, presentation decks, and actionable next steps, seamlessly integrating precise, metrics-based updates into Salesforce while conducting effortless deal reviews that feature predictive analytics and key performance indicators. By consistently mapping the interconnections between pipeline actions, deal information, and team contributions, Spotlight.ai ensures optimal data integrity, automates the progression of opportunities through various stages, and identifies significant gaps that sales representatives need to address, ultimately enhancing overall efficiency and effectiveness in the sales process. This level of automation not only streamlines workflows but also empowers teams to focus on strategic decision-making and relationship-building, driving greater success in closing deals.
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Enablism
Enablism is an innovative SaaS platform designed for lead conversion and pre-sales enhancement, replacing outdated static spreadsheets and presentations with dynamic calculators, assessments, and solution explorers that clearly demonstrate value, resonate with buyers, and speed up deal closures. It features fully customizable growth and revenue calculators, engaging maturity assessments, and solution explorers that can be easily embedded using a single line of code, integrating perfectly with popular CRMs like HubSpot. By utilizing these advanced tools, businesses can convert a greater number of visitors into qualified leads, reduce their sales cycles by up to 40%, and experience conversion rates that are up to three times higher, all while gaining valuable insights into prospect needs and engagement behaviors. The platform's adaptability allows it to align with any brand or product, automatically qualifying and educating prospects in real time, providing actionable insights to help teams prioritize the most promising leads. Additionally, it offers expert consulting services for the development of tailored calculators and the implementation of assessments, ensuring that each client's unique needs are met effectively. This holistic approach empowers businesses to enhance their sales strategies and ultimately drive growth.
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