Fathom

Before Fathom, we were struggling to take notes while on a call, then log those notes in a way that we could share with our customers, while still keeping things organized in Hubspot, which is our source of truth for client accounts. Follow-up emails that weren't just a form letter added more time spent digging back through those notes, and then you still have to log the meeting as completed! Fathom completely changed the game for me, and took me less than 10 minutes to get set up. It takes very detailed notes, including pulling out action items (which it makes into Hubspot tasks for me automatically!), and you can generate a personalized follow-up email in seconds. It also logs these notes into Hubspot, marks the meeting as completed, and sends a copy of the notes to the other people on the call automatically. Not to mention that it alerts me during the call if it thinks I've monologued! Less time spent on manually tracking all of this is more time I can spend helping our customers.

It's a little more cumbersome to cut a specific snippet of a video out for sharing than other programs I've used, but you can still share from a certain section, and everything else it does helps make up for this in my opinion.