Fellow for customer success teams
Centralized AI meeting notes and workflows for customer success teams
Give your CS team a secure knowledge base of every customer call, recap, and action item; all automatically captured and organized. Fellow streamlines pre- and post-meeting workflows so you can deliver seamless handoffs, faster follow-ups, and better customer outcomes.
Our AI is never trained on your data. Click here to learn more.
Fellow for customer success teams
Centralized AI meeting notes and workflows for customer success teams
Give your CS team a secure knowledge base of every customer call, recap, and action item; all automatically captured and organized. Fellow streamlines pre- and post-meeting workflows so you can deliver seamless handoffs, faster follow-ups, and better customer outcomes.
Our AI is never trained on your data. Click here to learn more.
Fellow for customer success teams
Centralized AI meeting notes and workflows for customer success teams
Give your CS team a secure knowledge base of every customer call, recap, and action item; all automatically captured and organized. Fellow streamlines pre- and post-meeting workflows so you can deliver seamless handoffs, faster follow-ups, and better customer outcomes.
Our AI is never trained on your data. Click here to learn more.
Trusted by the most productive teams
Trusted by the most productive teams
Trusted by the most productive teams
Pre-meeting prep
Show up prepared with automatic AI pre-meeting briefs
Back-to-back customer calls are easier when your team always shows up prepared. With Fellow’s AI-generated pre-meeting briefs, CS reps can quickly review past conversations and key action items before joining their next call.
Eliminate the need to dig through scattered notes or CRM records
Ensure every rep is up to speed on the latest customer updates
Increase customer trust by showing up informed and ready to engage
Use cases: Renewal calls, escalation calls, quarterly business reviews
Pre-meeting prep
Show up prepared with automatic AI pre-meeting briefs
Back-to-back customer calls are easier when your team always shows up prepared. With Fellow’s AI-generated pre-meeting briefs, CS reps can quickly review past conversations and key action items before joining their next call.
Eliminate the need to dig through scattered notes or CRM records
Ensure every rep is up to speed on the latest customer updates
Increase customer trust by showing up informed and ready to engage
Use cases: Renewal calls, escalation calls, quarterly business reviews
Pre-meeting prep
Show up prepared with automatic AI pre-meeting briefs
Back-to-back customer calls are easier when your team always shows up prepared. With Fellow’s AI-generated pre-meeting briefs, CS reps can quickly review past conversations and key action items before joining their next call.
Eliminate the need to dig through scattered notes or CRM records
Ensure every rep is up to speed on the latest customer updates
Increase customer trust by showing up informed and ready to engage
Use cases: Renewal calls, escalation calls, quarterly business reviews
Collaboration
Keep customer knowledge centralized for seamless handoffs
CS teams rely on accurate context when transitioning customers from Sales to onboarding and support. Fellow creates a centralized knowledge base of recordings, recaps, and AI notes that follows the customer journey across departments.
Capture every detail from discovery to implementation in one place
Reduce friction during handoffs by sharing a complete history of conversations
Align CS, Sales, and Product around customer expectations and needs
Use cases: Sales-to-CS transitions, onboarding meetings, support escalations
Collaboration
Keep customer knowledge centralized for seamless handoffs
CS teams rely on accurate context when transitioning customers from Sales to onboarding and support. Fellow creates a centralized knowledge base of recordings, recaps, and AI notes that follows the customer journey across departments.
Capture every detail from discovery to implementation in one place
Reduce friction during handoffs by sharing a complete history of conversations
Align CS, Sales, and Product around customer expectations and needs
Use cases: Sales-to-CS transitions, onboarding meetings, support escalations
Collaboration
Keep customer knowledge centralized for seamless handoffs
CS teams rely on accurate context when transitioning customers from Sales to onboarding and support. Fellow creates a centralized knowledge base of recordings, recaps, and AI notes that follows the customer journey across departments.
Capture every detail from discovery to implementation in one place
Reduce friction during handoffs by sharing a complete history of conversations
Align CS, Sales, and Product around customer expectations and needs
Use cases: Sales-to-CS transitions, onboarding meetings, support escalations
Post-meeting automation
Have CRMs updated automatically after every call
Manual post-call admin slows down CS teams. With Fellow, AI-generated recaps can automatically update fields in Salesforce, HubSpot, or Pipedrive, keeping CRM records current without extra work.
Autofill deal notes, renewal risks, and customer requests instantly
Free up CS reps to focus on building relationships, not data entry
Generate detailed follow-up emails with a single click so customers hear back faster
Use cases: Deal review calls, renewal risk discussions, customer onboarding check-ins
Post-meeting automation
Have CRMs updated automatically after every call
Manual post-call admin slows down CS teams. With Fellow, AI-generated recaps can automatically update fields in Salesforce, HubSpot, or Pipedrive, keeping CRM records current without extra work.
Autofill deal notes, renewal risks, and customer requests instantly
Free up CS reps to focus on building relationships, not data entry
Generate detailed follow-up emails with a single click so customers hear back faster
Use cases: Deal review calls, renewal risk discussions, customer onboarding check-ins
Post-meeting automation
Have CRMs updated automatically after every call
Manual post-call admin slows down CS teams. With Fellow, AI-generated recaps can automatically update fields in Salesforce, HubSpot, or Pipedrive, keeping CRM records current without extra work.
Autofill deal notes, renewal risks, and customer requests instantly
Free up CS reps to focus on building relationships, not data entry
Generate detailed follow-up emails with a single click so customers hear back faster
Use cases: Deal review calls, renewal risk discussions, customer onboarding check-ins
Centralization
Gain instant visibility into customer insights and issues
Fellow makes it easy to identify recurring customer challenges and opportunities by centralizing call recordings and summaries. Teams can share clips, highlight key themes, and make insights available across the organization.
Give leadership visibility into customer health trends
Share customer feedback directly with Product and Engineering
Build a searchable library of real customer insights for better decision-making
Use cases: Customer advisory boards, feedback review sessions, executive business reviews
Centralization
Gain instant visibility into customer insights and issues
Fellow makes it easy to identify recurring customer challenges and opportunities by centralizing call recordings and summaries. Teams can share clips, highlight key themes, and make insights available across the organization.
Give leadership visibility into customer health trends
Share customer feedback directly with Product and Engineering
Build a searchable library of real customer insights for better decision-making
Use cases: Customer advisory boards, feedback review sessions, executive business reviews
Centralization
Gain instant visibility into customer insights and issues
Fellow makes it easy to identify recurring customer challenges and opportunities by centralizing call recordings and summaries. Teams can share clips, highlight key themes, and make insights available across the organization.
Give leadership visibility into customer health trends
Share customer feedback directly with Product and Engineering
Build a searchable library of real customer insights for better decision-making
Use cases: Customer advisory boards, feedback review sessions, executive business reviews
Full connectivity
Sync customer insights across your tech stack
Fellow fits right into the tools your Customer Success team already uses, so customer knowledge flows seamlessly through your workflows. With 50+ native integrations, your team never has to copy-paste notes again.
Sync AI meeting recaps directly into CRMs like Salesforce, HubSpot, and Pipedrive
Push customer feedback into Zendesk, Intercom, and Gainsight for faster resolution
Share meeting highlights and clips instantly in Slack, Microsoft Teams, or email
Connect to project management tools like Asana, Jira, Monday, and Trello to track follow-ups and escalations
Automate workflows through Zapier, connecting Fellow to 8,000+ apps for limitless customization
Full connectivity
Sync customer insights across your tech stack
Fellow fits right into the tools your Customer Success team already uses, so customer knowledge flows seamlessly through your workflows. With 50+ native integrations, your team never has to copy-paste notes again.
Sync AI meeting recaps directly into CRMs like Salesforce, HubSpot, and Pipedrive
Push customer feedback into Zendesk, Intercom, and Gainsight for faster resolution
Share meeting highlights and clips instantly in Slack, Microsoft Teams, or email
Connect to project management tools like Asana, Jira, Monday, and Trello to track follow-ups and escalations
Automate workflows through Zapier, connecting Fellow to 8,000+ apps for limitless customization
Full connectivity
Sync customer insights across your tech stack
Fellow fits right into the tools your Customer Success team already uses, so customer knowledge flows seamlessly through your workflows. With 50+ native integrations, your team never has to copy-paste notes again.
Sync AI meeting recaps directly into CRMs like Salesforce, HubSpot, and Pipedrive
Push customer feedback into Zendesk, Intercom, and Gainsight for faster resolution
Share meeting highlights and clips instantly in Slack, Microsoft Teams, or email
Connect to project management tools like Asana, Jira, Monday, and Trello to track follow-ups and escalations
Automate workflows through Zapier, connecting Fellow to 8,000+ apps for limitless customization
Get started easily
Meeting Agenda Temaples For All Your CS Meetings
Client Kickoff Call Meeting
One of the most important steps in client onboarding is the kickoff meeting. Use this Client Kickoff Call Meeting Template to get everyone on the same page.
By Hubspot
Customer Pulse Meeting
Customer Success should meet with high-priority accounts to collect feedback and insights about the product to avoid churn and increase satisfaction.
By Fellow
Customer Feedback Meeting
Gather customer feedback and steer the product in the right direction with this customer feedback meeting template for Sales and Customer Success teams.
By Fellow
Get started easily
Meeting Agenda Temaples For All Your CS Meetings
Client Kickoff Call Meeting
One of the most important steps in client onboarding is the kickoff meeting. Use this Client Kickoff Call Meeting Template to get everyone on the same page.
By Hubspot
Customer Pulse Meeting
Customer Success should meet with high-priority accounts to collect feedback and insights about the product to avoid churn and increase satisfaction.
By Fellow
Customer Feedback Meeting
Gather customer feedback and steer the product in the right direction with this customer feedback meeting template for Sales and Customer Success teams.
By Fellow
Get started easily
Meeting Agenda Temaples For All Your CS Meetings
Client Kickoff Call Meeting
One of the most important steps in client onboarding is the kickoff meeting. Use this Client Kickoff Call Meeting Template to get everyone on the same page.
By Hubspot
Customer Pulse Meeting
Customer Success should meet with high-priority accounts to collect feedback and insights about the product to avoid churn and increase satisfaction.
By Fellow
Customer Feedback Meeting
Gather customer feedback and steer the product in the right direction with this customer feedback meeting template for Sales and Customer Success teams.
By Fellow
Why do leaders across every team trust Fellow?
IT
"Fellow is easy to use - integrates with other applications - keeps me organized - I can access on my phone or the web and is truly a game changer to keep me organized"
Rob Kosier, Regional Director of IT - Penn Gaming
Marketing
"Fellow solves key problems around running meetings. Having everything in Fellow means we can track it and follow up on it"
Mychelle Mollott, CMO & Head of Sales at Knak
Engineering
"We had one standing meeting, and now we’re able to completely do it asynchronously thanks to Fellow"
Johan Van Heerden, VP of Engineering at Nintex
Operations
"Fellow makes a big impact because it makes it easy to be organized without it feeling like a huge lift."
Emilia Ceballos, Chief of Staff at KitchenSync
Customer success
"For me, the value of Fellow is peace of mind. Our most important resource is our people, and their most important resource is their time."
Stephen Hull, VP of Customer Experience at Dynatrace
IT
"Fellow is easy to use - integrates with other applications - keeps me organized - I can access on my phone or the web and is truly a game changer to keep me organized"
Rob Kosier, Regional Director of IT - Penn Gaming
Marketing
"Fellow solves key problems around running meetings. Having everything in Fellow means we can track it and follow up on it"
Mychelle Mollott, CMO & Head of Sales at Knak
Engineering
"We had one standing meeting, and now we’re able to completely do it asynchronously thanks to Fellow"
Johan Van Heerden, VP of Engineering at Nintex
Operations
"Fellow makes a big impact because it makes it easy to be organized without it feeling like a huge lift."
Emilia Ceballos, Chief of Staff at KitchenSync
Customer success
"For me, the value of Fellow is peace of mind. Our most important resource is our people, and their most important resource is their time."
Stephen Hull, VP of Customer Experience at Dynatrace
Turn customer conversations into actionable insights with Fellow
Customer Success teams in 100+ countries trust Fellow to capture calls, automate CRM updates, and share feedback across the organization, without extra admin work. Start free today, no credit card required.
Turn customer conversations into actionable insights with Fellow
Customer Success teams in 100+ countries trust Fellow to capture calls, automate CRM updates, and share feedback across the organization, without extra admin work. Start free today, no credit card required.
Turn customer conversations into actionable insights with Fellow
Customer Success teams in 100+ countries trust Fellow to capture calls, automate CRM updates, and share feedback across the organization, without extra admin work. Start free today, no credit card required.