Fellow B2B GTM Software Tool In Depth Review and Comparison for Sales and Marketing Teams

If you work in B2B sales or marketing, you know the right software can save your team hours of confusion and pointless meetings. But most so-called "GTM tools" overpromise, underdeliver, and end up as just one more tab you never open. If you're wondering whether Fellow is worth your team's time—and how it stacks up against the competition—you're in the right place.

This review cuts through the fluff. We'll look at what Fellow actually does, where it fits in a B2B go-to-market (GTM) workflow, and whether it's genuinely useful for sales and marketing teams. We'll also compare it to a few alternatives, so you don't waste your budget or your team's patience.


What Is Fellow, Really?

Fellow pitches itself as a meeting productivity tool. That's a fancy way of saying it's a shared workspace for agendas, notes, and action items—aimed at making meetings less pointless.

The core features: - Collaborative agendas: Build agendas with your team, in advance (not five minutes after the meeting starts). - Shared notes: Everyone can see and add to notes in real time. - Action items: Assign tasks right from your meeting notes, so things actually get done. - Integrations: Hooks into Google Calendar, Slack, Salesforce, Hubspot, and a few others.

But marketing copy aside, it's really about making meetings less miserable and preventing action items from slipping through the cracks. If your team has ever left a call thinking, "Wait, what are we actually doing next?"—Fellow is built for you.


Who Actually Needs This? (And Who Doesn’t)

Let’s be real: Not every sales or marketing team needs a meeting tool. If you’re a team of three who communicates mostly in Slack, you’ll find Fellow overkill. But if you’re:

  • Running regular account reviews or forecasting calls with multiple stakeholders
  • Holding recurring team or project meetings where follow-through matters
  • Onboarding new reps or marketers who need structure to ramp up
  • Coordinating with cross-functional teams (product, CS, etc.) and need a paper trail

…then Fellow starts to make sense.

Who should skip it? - Teams who already use Notion or Confluence for everything - Orgs with a “quick calls, no notes” culture (Fellow won’t change minds) - Anyone just looking for a personal note-taking app


What Fellow Gets Right

Here’s what stands out after using Fellow in the trenches:

1. The Agenda Actually Gets Used

Most meeting tools claim to “drive accountability,” but agendas are usually an afterthought. With Fellow, the agenda is front and center—everyone can add topics ahead of time. This works because it’s dead simple, not because of some AI magic.

Pro tip: Ask everyone to add their talking points before the meeting. It’s a small culture shift, but it pays off quickly.

2. Action Items Don’t Disappear

You can assign action items during the meeting, and they stick around on your dashboard, not buried in a doc somewhere. You’ll get reminders, and so will the person you “voluntold” for the task.

3. Integrations Aren’t Half-Baked

Fellow actually syncs with Google Calendar, so meetings and agendas show up where you already work. The Slack integration is more than just notifications—you can create action items or share notes straight from Slack. Salesforce and Hubspot integrations help if you want meeting notes tied to deals or contacts.

4. Templates for Repeatability

Reusable templates for common meetings (pipeline reviews, QBRs, onboarding, etc.) mean you don’t have to reinvent the wheel each time. You can lock down sections or leave space for freeform notes—handy for sales managers who like structure.


Where Fellow Falls Short

No tool is perfect, and Fellow is no exception. Here’s what’s worth watching out for:

  • Price creep: The free plan is pretty limited. If you want integrations or more than a handful of users, you’ll hit the paywall fast.
  • Learning curve: While the basics are easy, getting your whole team to actually use agendas and action items takes some change management.
  • No in-meeting video: This isn’t Zoom or Teams. You’ll still need your regular video tool—Fellow just runs alongside it.
  • Limited deep CRM sync: While Fellow can push notes to Salesforce or Hubspot, don’t expect miracles. It’s not a full-fledged CRM companion, so you’ll want to double-check what syncs and what doesn’t.
  • Mobile experience: The mobile app exists, but it’s not the main event. Don’t expect to run meetings from your phone without friction.

How Fellow Compares to Alternatives

Let’s stack Fellow up against the most common alternatives for B2B GTM teams:

Fellow vs. Google Docs

  • Fellow: Designed for meetings; built-in action items, templates, and reminders. Integrates with calendars and CRM.
  • Google Docs: Freeform and flexible, but no native meeting features. Notes end up scattered.
  • Bottom line: If your team is disciplined with Docs, you might not need Fellow. But most teams aren’t, and action items get lost.

Fellow vs. Notion

  • Fellow: Quick to set up, focused on meetings, less customizable.
  • Notion: Hugely flexible, but you’ll need to build your own meeting templates, reminders, and workflows.
  • Bottom line: Notion is great if you already use it for everything and have someone willing to build structures. Fellow is ready out of the box.

Fellow vs. Otter.ai/AI Note Takers

  • Fellow: Human-driven notes, agendas, and action tracking.
  • Otter.ai/Fireflies: Focused on transcription and AI-generated notes.
  • Bottom line: These tools solve different problems. If you mostly want transcripts, stick with Otter. If you want structured meetings and real accountability, Fellow wins.

Fellow vs. Dedicated Sales Enablement Tools (e.g. Gong, Chorus)

  • Fellow: Meeting productivity, not call coaching or analytics.
  • Gong/Chorus: Call recording, analytics, and coaching. No real agenda or action item features.
  • Bottom line: Fellow is about running the meeting, not analyzing it after.

What Matters (And What To Ignore)

Worth your attention: - Agenda and action item workflows—can your team see, add, and track tasks easily? - Whether it actually gets used (test with a pilot group before a full rollout) - Integrations with the tools you already use (Slack, Google Calendar, CRM)

Ignore the hype about: - “AI-powered insights”—Fellow’s value is in structure, not automation - Fancy dashboards—stick to the basics at first - Trying to force-fit Fellow into non-meeting use cases (project management, CRM, etc.)


How To Get The Most Out of Fellow (If You Try It)

  1. Start with one recurring meeting. Don’t roll it out team-wide. Pick your weekly pipeline review or team sync.
  2. Use templates. Don’t build from scratch; grab or tweak one of Fellow’s templates.
  3. Assign real action items in every meeting. If it’s not in Fellow, it doesn’t exist.
  4. Review action items at the start of the next meeting. This is the accountability loop that makes Fellow actually work.
  5. Integrate with your calendar. So agendas and notes show up where your team already lives.
  6. Get feedback after a month. If people are ignoring it, dig in and ask why. Sometimes the problem isn’t the tool—it’s the culture.

The Verdict: Should Sales and Marketing Teams Use Fellow?

If you want to run better meetings—and actually follow up on what you said you’d do—Fellow is genuinely useful. It’s not magic, and it won’t fix a broken culture, but it does make accountability and structure a lot easier. The integrations are practical, not just a checkbox. Just be ready to nudge your team a bit; no tool fixes human nature overnight.

Don’t overthink it. Start small, see if people actually use it, and iterate. If it sticks, great. If not, don’t force it—there are plenty of other ways to (try to) keep meetings on track.