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. New agentic AI platform capabilities include autonomous AI agents that monitor deals, update CRM, and trigger workflows across Slack, Teams, and other tools, plus MCP server integration for Claude and ChatGPT.

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. Supports global search across org's meetings, calls, emails, and deal data with pre-built prompt collections for Sales, CS, Leadership, and RevOps.

Agentic AI Platform

Autonomous AI agents that monitor revenue signals across conversations and data, execute routine work independently (CRM updates, follow-ups, pipeline reviews), and escalate judgment calls to humans. Supports personal and cross-team agents for individual and shared workflows.

MCP Server Integration

Model Context Protocol server connects Claude and ChatGPT directly to Avoma transcripts, notes, scorecards, and deal outcomes. Enables AI assistants to search meetings, retrieve transcripts, access coaching data, classify meetings, log outcomes, and push intelligence to downstream tools with write access.

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.

✓

Agentic AI Automation: Autonomous AI agents handle routine revenue work (deal monitoring, CRM updates, follow-ups) while keeping humans in control for judgment calls.

✓

MCP & AI Tool Connectivity: Native MCP server integration allows Claude and ChatGPT to access meeting intelligence directly, enabling AI-powered workflows without context switching.

Cons & Tradeoffs

⚠

Cost Considerations: Pricing tiers and add-ons may be high for small teams or startups, with homepage indicating typical pricing starts at $100+/user/mo for comparable solutions.

⚠

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.

⚠

Agentic Features Complexity: Advanced agentic AI workflows and MCP integration may require technical setup and organizational readiness to fully utilize.

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.

• Agentic AI agents and MCP server capabilities may require specific plan tiers or add-ons not detailed in public pricing.

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. Homepage indicates typical market pricing for comparable solutions starts at $100+/user/mo. 14-day free trial available with no credit card required.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

Similar Sales Tools

active IQ

by active IQ

ActiveIQ is a CRM+ growth platform built exclusively for energy companies, combining Sales Station CRM, EnergyIQ project tracking, Energy Directory contacts, Marketing Station automation, AdConnect advertising, and ActiveIntelligence AI agent Scout to identify buying intent and close deals.

custom

Advisr

by Advisr

Advisr helps media sales teams plan deals, build tailored pitches, automate workflows, and activate campaigns through a connected sales platform.