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Side-by-side comparison · Productivity & Notes

Fathom vs Heidi vs Smartsheet

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

Smartsheet

3.7

From $9/member/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: Operations, PMO and project teams who think in spreadsheets and need Gantt charts, reports and approvals.

Overview

AttributeFathomHeidiSmartsheet
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.Spreadsheet-style project tracking with AI for formulas, summaries and dashboards.
Pricing modelFreemiumFreemiumPaid
Starting price$20/moFree$9/member/mo
Free plan Yes Yes No
Works with Claude Code Yes No Yes

Rating breakdown

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

AttributeFathomHeidiSmartsheet
Overall rating4.24.23.7
Ease of useHow quickly someone non-technical gets value from it.
4.5
4.5
3.5
FeaturesHow completely it covers its own job, and how well the pieces fit together.
4.5
4.5
4.5
Output qualityHow good the results are before you fix them.
3.5
4.0
4.0
Value for moneyWhat you get for the price, including the free plan.
4.5
4.0
3.0
Speed & reliabilityHow fast it is and how often it falls over.
4.0
4.0
3.5

Feature comparison

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

AttributeFathomHeidiSmartsheet
Access & platform
Free plan Yes Yes No
Mobile app– Yes Yes
Desktop app Yes 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– No
Learns your brand or style No Yes–
Works in many languages Yes Yes Yes
Capabilities score7/ 1710/ 178/ 17

Pricing

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

AttributeFathomHeidiSmartsheet
Plans

FreeOur pick

Free

Anyone who wants every call recorded without paying.

Free

Free

A single clinician trying it on real consults.

Pro

$9/member/mo billed yearly ($12 monthly)

Individuals and small teams of up to 10.

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.

BusinessOur pick

$19/member/mo billed yearly ($24 monthly)

Teams running several projects together.

Team

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

Small teams sharing calls with each other.

Practice

Custom

Clinics with several practitioners.

Enterprise

Custom

Larger organisations needing admin and security controls.

Business

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

Sales teams living in a CRM.

Enterprise

Custom

Health services and large groups.

Advanced Work Management

Custom

PMOs managing large portfolios.

Enterprise

Custom

Larger organisations needing SSO and rollout help.

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.Business is where Smartsheet's reporting and approvals pay off for a team. Pro suits one person or a very small team. Use the 30-day trial on a real project before you commit to a yearly plan.

Key features

AttributeFathomHeidiSmartsheet
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
  • Grid, Gantt, board and calendar
  • AI formulas and analysis
  • AI dashboards and summaries
  • Forms and automations
  • Reports across sheets
  • Connections to other AI tools

Pros and cons

AttributeFathomHeidiSmartsheet
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
  • Familiar spreadsheet layout for Excel users
  • Strong Gantt charts, dependencies and cross-project reporting
  • AI makes formulas and dashboards much easier
  • Mature automations, forms and approvals
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
  • No free plan, and customers report big cost jumps under newer pricing
  • Interface feels dated and has a learning curve for non-spreadsheet people
  • Large sheets can be slow
  • Paid features split across tiers and add-ons

Who each one is for

AttributeFathomHeidiSmartsheet
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
  • Replacing Excel project trackers
  • Gantt charts with dependencies
  • Portfolio and PMO reporting
  • Request intake and approvals
You'll find it used by
  • Sales teams
  • Customer success
  • Agencies
  • Coaches
  • GPs
  • Specialists
  • Psychologists
  • Physios and allied health
  • Medical practices
  • Project managers
  • Operations teams
  • PMOs
  • Construction firms
  • IT teams

Questions people ask

Which is better, Fathom, Heidi or Smartsheet?

They tie on our overall rating (Fathom 4.2/5, Heidi 4.2/5 and Smartsheet 3.7/5). 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. Smartsheet is best for Replacing Excel project trackers and gantt charts with dependencies.

Which is cheaper, Fathom, Heidi or Smartsheet?

Fathom: There's a free plan, and paid plans start at $20/mo. Heidi: It's free to use. Smartsheet: There's no free plan. Paid plans start at $9/member/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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