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Avoma

Vendor: Avoma

An AI-driven meeting assistant that automates transcription, note-taking, and conversation analysis for sales and customer success teams.

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email Sales teams Customer success teams Remote teams RevOps leaders Sales enablement Account executives Enterprise revenue teams #meeting assistant #conversation intelligence #sales automation #revenue intelligence #AI copilot #CRM automation #sales coaching #pipeline visibility

Overview

Avoma is an all-in-one AI platform that automates scheduling, note-taking, CRM sync, coaching, and deal intelligence. It combines an AI Meeting Assistant, Conversation Intelligence, and Revenue Intelligence to empower revenue teams to boost win and renewal rates. The platform integrates with calendars, video conferencing, CRMs, dialers, and sales engagement platforms to provide real-time transcription in 75+ languages, AI-generated notes, smart chapters, follow-up emails, and automated CRM data entry for frameworks like MEDDIC and SPICED. It also features Ask Avoma, an AI copilot that answers questions across meetings, deals, accounts, and pipeline by searching transcripts, emails, CRM records, and web sources.

Key Features

AI Meeting Assistant

Automates note-taking, transcription, and analysis during live meetings with real-time transcription in 75+ languages, AI-generated notes with custom templates, smart chapters, and follow-up email drafts.

Advanced Scheduler & Lead Router

Facilitates meeting scheduling with unlimited 1:1, group, and round-robin pages, automated lead qualification from web forms, and instant lead routing.

Conversation Intelligence

Identifies key topics, speakers, and action items from discussions. Provides speaker and topic identification, topic trends, talk pattern insights, and curated playlists for coaching.

Revenue Intelligence

Provides analytics to track revenue-related metrics, forecast accuracy, pipeline visibility, deal momentum, win-loss analysis, and churn risk alerts.

CRM Integration & Automation

Syncs meeting data, notes, next steps, and custom CRM fields (MEDDIC, SPICED) bi-directionally with Salesforce, HubSpot, and other CRMs. Automates CRM data entry without rep input.

Ask Avoma AI Copilot

Answers questions about meetings, deals, accounts, and pipeline by searching transcripts, emails, CRM records, and web sources. Delivers automated reports to Slack, Teams, or email on custom cadences.

Customizable Scorecards

Allows users to define tailored evaluation criteria for meeting performance and automated call scoring.

Enterprise Security & Compliance

Supports SOC 2, GDPR, HIPAA, EU-US DPF, CPRA, SSL encryption, and enterprise consent management with automated recording policies.

Pros & Strengths

  • ✓
    Comprehensive Feature Set: Offers a wide range of tools for managing meetings, analyzing conversation data, and automating revenue workflows in a single platform.
  • ✓
    Actionable Data Insights: Provides data-driven insights with AI copilot, win-loss analysis, and forecast accuracy to improve team performance.
  • ✓
    Workflow Integration: Integrates with various CRM, calendaring, video conferencing, dialer, and sales engagement tools to maintain data continuity.
  • ✓
    Free Trial Available: Offers a 14-day free trial with no credit card required, allowing full feature access.

Cons & Tradeoffs

  • ⚠
    Cost Considerations: Pricing tiers and add-ons may be high for small teams or startups, starting at $19/user/month.
  • ⚠
    Learning Curve: Users may require time to master the full range of advanced features and AI capabilities.
  • ⚠
    Customization Limits: Certain features may have limitations regarding specific user customization needs.

Known Limitations

  • • Advanced features like Conversation Intelligence and Revenue Intelligence require additional paid add-ons at $29/user/month.
  • • Enterprise-grade features such as advanced compliance and consent management are targeted at larger organizations.

Pricing & Plans

Model: subscription
USD19 /month

Tiered subscription model: Startup ($19/user/month), Organization ($29/user/month), and Enterprise ($39/user/month). Additional add-ons for Conversation Intelligence, Revenue Intelligence, and Lead Routing are available for $29/user/month. 14-day free trial available with no credit card required.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

Editorial Info

Last Reviewed: 2026-08-20

Verified Sources & Research

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