Avoma, — CRM

What is Avoma?

Avoma is an all-in-one AI platform that combines a meeting assistant, scheduler, conversation intelligence, and revenue intelligence into a single solution. It automates note-taking, follow-ups, CRM data entry, scheduling, and provides AI-powered coaching and deal insights. The platform helps revenue teams save 4+ hours per week per user and increase win rates through automated call scoring and deal risk alerts.

Who is it for?

Avoma is designed for sales, customer success, and revenue operations teams in B2B organizations of all sizes — from startups to enterprises. It is especially suited for teams that want to reduce tool fragmentation and overpaying for multiple point solutions. It is NOT a good fit for individuals or teams that need only a simple calendar scheduler without AI meeting notes or conversation analytics.

Real-world use cases

Sales reps use Avoma to automatically record, transcribe (in 75+ languages), and summarize meetings with custom templates, then push notes to CRM records. Managers use conversation intelligence for AI call scoring and coaching recommendations. Revenue ops teams leverage deal risk alerts, win-loss analysis, and forecasting to improve quota attainment. The scheduler and lead router qualify inbound leads and book meetings instantly.

Key features

Avoma offers automatic transcription, AI-generated meeting notes and smart chapters, an AI Copilot for instant answers, automated email follow-ups, CRM data entry with MEDDIC/SPICED support, 1:1/group/round-robin scheduling, lead routing, conversation intelligence with scoring and trackers, and revenue intelligence with deal risk alerts and methodology tracking.

• AI Meeting Assistant — Automates note-taking, transcription in 75+ languages, smart chapters, and follow-up emails.
• Scheduler & Lead Router — Frictionless 1:1, group, and round-robin scheduling with inbound lead qualification and routing.
• Conversation Intelligence — AI coaching recommendations, call scoring, smart trackers, and global Ask Avoma.
• Revenue Intelligence — AI deal risk alerts, sales methodology tracking (MEDDIC, SPICED), win-loss analysis, and forecasting.
• CRM Integration — Auto-save custom CRM field updates with template support.
• AI Copilot — Get objective, accurate answers from meetings via chatbot.
• Compliance & Security — Enterprise-grade access controls, HIPAA compliance, SSO, and data retention policies.

Avoma, pricing: from $19/seat/mo (billed annually).

Startup — $19/recorder seat/month (billed annually)

Unlimited AI Meeting Assistant (up to 25 paid seats), unlimited free viewers, unlimited 1:1 scheduling, automatic video recording, real-time transcription, AI summary notes, Ask Avoma for a meeting, AI email follow-ups, auto-save notes to CRM, dialer integration. Viewers are always free.

Organization — $24/recorder seat/month (billed annually)

Everything in Startup plus: up to 100 paid seats, custom AI topics and templates, group and round-robin scheduling, limited conversation intelligence, smart playlists and AI automations, translate transcription and notes, custom AI email templates, enforce org-level policies, API integration and webhooks, dedicated customer success manager. Most popular.

Enterprise — $39/recorder seat/month (billed annually)

Everything in Organization plus: minimum 10 paid seats, global Ask Avoma, designated success manager, concierge onboarding and training, quarterly business reviews, unlimited usage intelligence, team-specific access controls, mutually signed DPAs, single sign-on (SAML/OIDC), data retention policies, HIPAA compliance.

Add-on modules (each $29/seat/month, billed annually)

Conversation Intelligence — AI coaching recommendations, call scoring, smart trackers, global Ask Avoma. Revenue Intelligence — AI deal risks, sales methodology tracker, win-loss analysis, forecasting. Lead Router ($19/seat/month, billed annually) — advanced routing rules, inbound form qualification, outbound lead hand-off.

Free trial: 14-day free trial of the Organization plan with all add-ons enabled. No credit card required.

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