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Our Business Plan

Learn more about the features in our Business plan

Written by Julia
Updated over a month ago

Curious about what the Business plan has to offer? The Business plan gives you access to all Team plan features, plus powerful tools for AI-assisted meetings, CRM integrations, and advanced team collaboration. For our most up to date pricing and feature list - check out our pricing page!

Here's what's included in our Business plan:

AI Meeting Note Taker

Fellow syncs with your calendar and creates a linked meeting note for every event. You can invite the meeting Note Taker to record, transcribe, and summarize your meeting - keeping your notes, action items, recording, transcription, and summary all in one place. Access everything through your calendar event or directly in Fellow at any time. With the Business plan, AI meeting recording credits are unlimited!

Workspace Wide Templates

Create and apply default templates to your one-on-ones, meetings, and personal notes. If you have a template you'd like to encourage others to use, you can apply it workspace-wide, meaning any team member can use it, or you can set it as a default.

Note Locking

Lock notes to prevent future edits. Once a note is locked, you can still check off action items and update assignees, but no content changes can be made.

Admins can also enable auto-lock to automatically lock notes at a set time after a meeting ends (e.g. 15 minutes).

Salesforce and HubSpot Integrations

Connect Fellow with your CRM to keep your customer data up to date. Send notes from customer calls directly to a contact in Salesforce or HubSpot. Fellow also displays relevant CRM information in a side panel right beside your meeting notes.

Channels

Organize your meetings and notes into Channels to make it easier for your team to find and collaborate on shared content. Channels can be set up by team, project, or topic.

Unlimited AI Pre-Meeting Briefs

Before each meeting, Fellow can automatically generate a preparation brief that pulls in context from previous meetings, open action items, and key topics to discuss so you can walk in prepared every time.

Have questions about the Business plan?

Message the support team via the in-app chat or email [email protected] and we'd be happy to help!

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