Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Fathom: AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Fathom when sales teams using summary templates matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
AI meeting assistant with a generous free tier — unlimited recording and transcription plus instant AI summaries.
Balto is a contact-center AI platform centered on real-time guidance during live customer and sales calls. Rather than focusing on post-call review, Balto listens to conversations as they happen and surfaces dynamic prompts, objection-handling cues, compliance checklists, and knowledge-base answers to the agent in the moment. Its Agent Assist pulls relevant information so reps can respond to customer questions instantly, while real-time QA automatically scores interactions across all calls and flags compliance risk early, maintaining an audit trail for supervisors. Coaching automation tailors recommendations to each agent's performance, and real-time note generation produces call summaries without manual write-ups. Balto also offers voice AI agents to handle high-volume, repeatable calls and supports omnichannel context across voice and digital channels. It integrates with CRMs and telephony systems such as Salesforce and RingCentral. The platform is used across industries including healthcare, insurance, banking, collections, and home improvement, and is aimed at contact centers and sales teams that want in-the-moment guidance, compliance assurance, and automated quality management at scale. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Fathom (fathom.ai) records, transcribes, and summarizes meetings across Zoom, Google Meet, and Microsoft Teams. Its free plan is unusually generous: unlimited recording and transcription with instant AI summaries. Paid plans add 15+ summary templates (BANT, Sandler, etc.), AI action items, CRM sync (HubSpot, Salesforce), and a bot-free capture option (beta on Mac).
Best suited for
Balto is a free tier with paid upgrades (freemium); Fathom is from $16/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Fathom |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Unlimited free recording |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | AI summary templates |
| Team usage | Automated quality assurance scoring across 100% of calls | Bot-free option (Mac beta) |
| Integrations | Real-time compliance monitoring with audit trails | CRM sync |
| Languages & capture | Automated call summaries and coaching recommendations | Unlimited free recording |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | AI summary templates |
Balto
Choose Balto if you need guiding agents live through objections and compliance requirements — strengths include guides agents during the call rather than only analyzing afterward.
Fathom
Choose Fathom if you need solo users and small teams wanting the most generous free recording — strengths include unlimited recording and transcription on the free plan.
Balto
Fathom
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Fathom is strong for solo users and small teams wanting the most generous free recording. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Fathom is from $16/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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