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Side-by-side comparison · Productivity & Notes

Fathom vs Heidi vs Jotform AI Agents

Everything that matters when choosing between them, in one place: our rating, what each can do, what they cost, and the trade-offs.

Fathom

4.2

From $20/mo

Heidi

4.2

Free to start

Jotform AI Agents

4.0

From $34/mo

Comparing 3 tools, the maximum.

At a glance

Best value

Pick it if: Sales and customer-facing teams who want every call recorded and summarised without paying per seat to start.

Pick it if: GPs, specialists, psychologists and allied health practitioners who spend their evenings writing up notes.

Pick it if: Small businesses, clinics, schools and nonprofits that collect information from customers and answer the same questions every day.

Overview

AttributeFathomHeidiJotform AI Agents
In one lineRecords your video calls and sends you a summary, action items and transcript.AI medical scribe that listens to a consult and writes the notes and letters.Builds AI agents that answer customers and fill in forms by chat, phone, SMS or WhatsApp.
Pricing modelFreemiumFreemiumFreemium
Starting price$20/moFree$34/mo
Free plan Yes Yes Yes
Works with Claude Code Yes No Yes

Rating breakdown

Our scores out of 5. The higher bar in each row is highlighted.

AttributeFathomHeidiJotform AI Agents
Overall rating4.24.24.0
Ease of useHow quickly someone non-technical gets value from it.
4.5
4.5
4.5
FeaturesHow completely it covers its own job, and how well the pieces fit together.
4.5
4.5
4.0
Output qualityHow good the results are before you fix them.
3.5
4.0
3.5
Value for moneyWhat you get for the price, including the free plan.
4.5
4.0
4.0
Speed & reliabilityHow fast it is and how often it falls over.
4.0
4.0
4.0

Feature comparison

A tick means it does this today. A dash means we haven't checked.

AttributeFathomHeidiJotform AI Agents
Access & platform
Free plan Yes Yes Yes
Mobile app– Yes Yes
Desktop app Yes Yes–
Browser extension– Yes–
API access Yes– Yes
Teams & business
Team workspace Yes Yes Yes
Enterprise plan or SSO Yes Yes Yes
Connects to other apps Yes Yes Yes
Open source or self-hosted No No No
AI abilities
Works with your files No Yes Yes
Understands images No––
Makes images No No No
Makes video No No No
Writes code No No–
Runs agents or automations No– Yes
Learns your brand or style No Yes–
Works in many languages Yes Yes Yes
Capabilities score7/ 1710/ 179/ 17

Pricing

Plans as listed on each vendor's site when we last checked. Confirm before you buy.

AttributeFathomHeidiJotform AI Agents
Plans

FreeOur pick

Free

Anyone who wants every call recorded without paying.

Free

Free

A single clinician trying it on real consults.

Starter

Free

Testing an agent on a small site.

Premium

$20/mo, or $16/mo billed yearly

One person who wants the fuller summaries every time.

ClinicianOur pick

See website (14-day free trial)

A clinician who uses it every day.

BronzeOur pick

$34/mo billed yearly ($39 monthly)

A small business going live.

Team

$19/user/mo, or $15/user/mo billed yearly

Small teams sharing calls with each other.

Practice

Custom

Clinics with several practitioners.

Silver

$39/mo billed yearly ($49 monthly)

Busier businesses.

Business

$34/user/mo, or $25/user/mo billed yearly

Sales teams living in a CRM.

Enterprise

Custom

Health services and large groups.

Gold

$99/mo billed yearly ($129 monthly)

High-volume teams.

Enterprise

Custom

Larger organisations needing SSO and rollout help.

Enterprise

Custom

Large organisations.

Which plan to pickMost people should simply use Free; it covers more than the paid tiers of its rivals. Only move to Team or Business when several people need to search each other's calls or you want notes landing in HubSpot or Salesforce without lifting a finger.Start on Free for a couple of weeks of real consults. If it saves you time every day, trial the Clinician plan; if you need notes to flow into your practice software or want one bill for the clinic, ask about Practice.Test on the free plan, then move to Bronze to remove branding and lift the limits. Silver costs little more yearly and gives 2.5 times the conversations, so pick it if you're near the Bronze cap.

Key features

AttributeFathomHeidiJotform AI Agents
Standout features
  • Unlimited free recording
  • Summaries and action items
  • Clips and playlists
  • Ask Fathom
  • CRM sync
  • Claude connection
  • Ambient scribe
  • Templates
  • Letters and documents
  • Ask Heidi
  • Dictation
  • Practice controls
  • Train on your content
  • Many channels
  • Takes actions
  • Human handoff
  • Templates

Pros and cons

AttributeFathomHeidiJotform AI Agents
Pros
  • Unlimited free recordings and transcripts, no catch
  • Video means you can replay and clip moments, not just read about them
  • Summaries arrive almost instantly after the call
  • CRM sync is the real thing for sales teams
  • Official Claude connection
  • Real free plan that a clinician can use day to day
  • Notes follow your own templates, not a generic format
  • Letters and summaries come from the same session
  • Works on phone, desktop and in the browser
  • Built for Australian, UK and US clinical settings
  • Very quick to set up without technical help
  • One agent across chat, phone, SMS and messaging apps
  • Ties directly into forms, bookings and submissions
  • Usable free plan and fair prices for small businesses
Cons
  • A recording bot joins most calls and some clients find it off-putting
  • Built for video calls; in-person meetings are not its strength
  • The fuller AI summaries are capped unless you pay
  • Pricing tiers are confusing, with Premium costing more than Team
  • Every note needs checking: users report missed details and occasional invented content
  • Paid prices are no longer published, and third-party reports suggest they have risen
  • EHR sync and organisation-wide privacy agreements only come on Practice and Enterprise
  • Recent reviews mention slower support and template bugs as the company has grown
  • Answers can be thin or wrong on complex questions
  • Limits are shared with forms and jump in big steps between plans
  • Support can be slow at busy times
  • Less depth than dedicated support platforms like Intercom

Who each one is for

AttributeFathomHeidiJotform AI Agents
Best for
  • Recording sales and client calls
  • Sharing call clips with the team
  • Pushing notes into a CRM
  • Free unlimited transcripts
  • Writing up consult notes
  • Drafting referral and specialist letters
  • Solo clinicians and small practices
  • Allied health and GP templates
  • Website chat that answers FAQs and captures leads
  • Client intake and registration
  • Booking appointments by chat or phone
  • Turning a long form into a conversation
You'll find it used by
  • Sales teams
  • Customer success
  • Agencies
  • Coaches
  • GPs
  • Specialists
  • Psychologists
  • Physios and allied health
  • Medical practices
  • Small businesses
  • Clinics
  • Schools
  • Nonprofits
  • Agencies

Questions people ask

Which is better, Fathom, Heidi or Jotform AI Agents?

They tie on our overall rating (Fathom 4.2/5, Heidi 4.2/5 and Jotform AI Agents 4.0/5). Fathom is best for recording sales and client calls and sharing call clips with the team. Heidi is best for writing up consult notes and drafting referral and specialist letters. Jotform AI Agents is best for website chat that answers FAQs and captures leads and client intake and registration.

Which is cheaper, Fathom, Heidi or Jotform AI Agents?

Fathom: There's a free plan, and paid plans start at $20/mo. Heidi: It's free to use. Jotform AI Agents: There's a free plan, and paid plans start at $34/mo.

How we compare

Ratings are our own, from using each tool, across ease of use, features, output quality, value for money, speed & reliability.

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