Comparing Fellow to Other Leading GTM Platforms for Streamlining B2B Sales and Meetings

If your sales or customer success team is drowning in meetings, scattered notes, and clunky tools, you’ve probably wondered if there’s a better way. GTM (go-to-market) platforms promise to fix the chaos and help you close more deals, but the reality is: not all of them deliver. This guide is for B2B teams who want honest answers about meeting management and sales collaboration—without the fluff.

Let’s get into the nuts and bolts of how Fellow stacks up against other leading GTM platforms, and how to avoid buying software that just creates more work.

What Is a GTM Platform, Really?

Before we get into the weeds, let’s clear up what “GTM platform” even means. In plain terms: these are tools meant to help sales, marketing, and CS teams work together to bring products to market and win (and keep) customers. For most B2B teams, this boils down to:

  • Running effective meetings (internally and with customers)
  • Keeping notes and action items organized
  • Tracking deals and pipeline progress
  • Making sure nothing falls through the cracks

Some tools try to do all of this. Some focus on just one piece. The trick is knowing what you actually need—and not getting distracted by shiny features you’ll never use.

The Main Players: Fellow and the Competition

Here’s a quick rundown of the main platforms people compare:

  • Fellow: Meeting management, agendas, notes, and action items—all about making meetings less painful and more productive.
  • Gong: Conversation intelligence—records and analyzes calls for coaching and pipeline insights.
  • Clari: Revenue operations—forecasting, pipeline management, and analytics.
  • Salesloft / Outreach: Sales engagement—automates email, calls, sequences, and tracking.
  • Salesforce (and other CRMs): The catch-all database for deals, contacts, and activities. Not exactly beloved for meetings.
  • Notion / Google Docs / OneNote: General-purpose docs—flexible, but not built for sales or meetings.

You’ll notice: none of these tools do everything well. And that’s important.

Where Fellow Shines (And Where It Doesn’t)

Let’s cut through the noise. Here’s what Fellow actually does well:

What Works

  • Meeting Agendas and Notes
    You can build repeatable templates for sales meetings, QBRs, onboarding calls, you name it. Everyone sees what’s on deck and can add topics ahead of time.

  • Action Items That Don’t Get Lost
    Assign next steps during the call, and they show up in your dashboard or even pipe into your task tools (like Asana or Jira).

  • Calendar Integration
    Fellow pulls in your calendar, so it’s easy to attach notes to any meeting without fumbling around.

  • Collaboration
    Real-time note taking means everyone’s on the same page—literally. You’re not emailing four versions of the same doc around.

  • Decent Permissions
    You can keep sensitive deals private, but still collaborate with your team when needed.

Where It Falls Short

  • Not a CRM
    You can’t manage your pipeline, forecast, or run detailed sales reports. That’s not what it’s for.

  • No Conversation Intelligence
    If you want recorded/transcribed calls and AI-powered coaching, you’ll need a Gong or similar.

  • Limited Automation
    Fellow doesn’t send your follow-up emails or automate touchpoints. It’s about meetings, not sales sequences.

Pro Tip: If you’re replacing your meeting notes in Google Docs or Notion, Fellow will feel like an upgrade. If you’re hoping to automate outreach or analyze calls, look elsewhere.

Comparing Features: Fellow vs. Other GTM Platforms

Let’s break it down side by side. Here’s what you get (and don’t) with each:

| Feature | Fellow | Gong | Clari | Salesloft/Outreach | Salesforce | Notion/Docs | |------------------------------|----------|--------|--------|--------------------|------------|-------------| | Meeting Agendas/Notes | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ | | Action Items/Task Tracking | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ (manual) | | CRM/Deal Management | ❌ | ❌ | ✅ | ❌ | ✅ | ❌ | | Conversation Intelligence | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | | Sales Email/Call Sequences | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ | | Analytics/Forecasting | ❌ | ✅ | ✅ | ✅ | ✅ | ❌ | | Calendar Integration | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | | Real-time Collaboration | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ |

So Who Should Use What?

  • Fellow: If your meetings are a mess, you lose track of follow-ups, or you want everyone to actually prep for calls—this is your tool.
  • Gong: If you want to coach reps, analyze what’s said on calls, or see which deals are at risk.
  • Clari/Salesforce: If you’re a VP of Sales who needs to see pipeline health and forecast numbers.
  • Sales Engagement Tools: If outbound is your lifeblood and you need to automate the grind.
  • Notion/Docs: If you’re a startup with zero budget, or you like building your own workflows from scratch.

Real-World Workflows: How Teams Actually Use These Tools

Here’s the thing: most teams use two or three of these tools together. The trick is not to overlap (and pay for) the same feature twice.

Example Setup: Modern B2B Sales Org

  • Meetings & Notes: Fellow
  • CRM & Pipeline: Salesforce or HubSpot
  • Call Recording/Analysis: Gong
  • Email/Sequence Automation: Outreach or Salesloft

Why?
- Fellow keeps meetings tight and action-oriented. - Salesforce is your system of record (like it or not). - Gong helps you coach and understand what’s happening on calls. - Outreach automates the repetitive stuff.

Could you use Notion or Google Docs for meetings? Sure, but you’ll lose out on calendar sync, automated action items, and tight integration with your meetings. Could you use Outreach for notes? Not really—it’s clunky and not what it’s built for.

Pro Tip: Don’t try to make one tool do everything. You’ll end up with a Frankenstein’s monster that nobody likes.

What to Ignore (Unless You Like Wasting Time)

  • “AI-powered insights”
    Unless you have a big team and lots of data, most of these are just dashboards you’ll glance at once a quarter.

  • Fancy pipeline visualizations
    If your process is broken, no chart will fix it. Focus on the basics: clear notes, action items, and follow-ups.

  • Over-customization
    The more you tinker, the less likely your team is to use it. Stick to out-of-the-box features as much as you can.

Honest Gotchas: Where Teams Get Tripped Up

  • Adoption is everything.
    The best tool is useless if your team ignores it. If it takes more than 5 minutes to explain, you’re in trouble.

  • Too many tools, too little value.
    Every new platform adds overhead. Before buying, ask: “What will we stop using?”

  • Meeting tools ≠ Sales tools.
    Don’t expect a meeting platform to run your whole sales process. Use the right tool for the job.

Wrapping Up: Keep It Simple, Iterate Often

You don’t need a “platform” for everything. Focus on what’s slowing your team down right now—meetings, notes, follow-ups—and solve that first. Fellow is a solid bet if meetings are your pain point, but it won’t fix your pipeline or coach your reps. Mix and match your stack, keep it lean, and don’t be afraid to revisit your choices as your team grows.

The bottom line: start simple, get your team actually using the tools, and only add complexity when you’ve truly outgrown what you have. Don’t let the software tail wag the sales dog.