What is Avoma?
Avoma is an AI note taker and revenue intelligence platform that records, transcribes, and analyzes meetings and calls for sales and customer success teams. It produces AI-generated meeting notes, follow-up emails, and CRM updates automatically after every conversation. The platform also covers scheduling, lead routing, conversation intelligence, and pipeline forecasting. Teams can start with the AI note taker module and add conversation or revenue intelligence as needed. Avoma is available on iOS and Android and connects with 30+ video conferencing, CRM, dialer, and collaboration tools.
Features & Benefits
- Automatic Meeting Recording: record video meetings automatically based on participant consent and configured preferences, with playback at adjustable speeds for faster review.
- Real-Time Transcription: transcribe meetings and calls live in 75+ languages with high accuracy, producing a fully searchable record of every conversation.
- AI-Generated Notes: generate detailed meeting notes matched to custom templates for each meeting type, functioning as a hands-free AI note taker that saves up to 15 minutes per meeting.
- AI Smart Chapters: segment recordings into topic-based chapters automatically so reviewers can jump directly to relevant discussion points.
- AI Follow-Up Email Generation: produce accurate follow-up emails that recap key points and outline next steps after every meeting.
- Automatic CRM Data Entry: detect topics discussed in meetings and update CRM fields for methodologies including MEDDIC, SPICED, NEAT, and custom fields.
- AI Copilot (“Ask Avoma”): answer questions about any meeting or deal using an AI chatbot that draws on transcripts and communication history.
- Live Answer Assistant: surface real-time answer cards during calls to help reps respond to objections with battle-tested responses.
- AI Call Scoring: score 100% of calls automatically using custom AI scorecards built on pre-built sales methodology templates or custom criteria.
- Talk-Pattern Insights: analyze talk patterns and topic trends across reps to identify what high-performing conversations look like.
- Smart Trackers: track keywords and phrases using semantic matching to surface deal risks, churn signals, competitor mentions, and product feedback.
- Activity and Engagement Insights: monitor call and meeting activity across the team and measure time saved and usage ROI.
- Scheduling (1:1, Group, Round-Robin): automate meeting scheduling with unlimited scheduling links supporting 1:1, group, and round-robin formats with availability controls and time zone settings.
- No-Show Reminders: send automated email reminders before meetings to reduce cancellations and no-shows.
- Inbound Lead Router: qualify and route inbound leads from web forms using configurable rules based on prospect data and CRM fields.
- CRM Contact Ownership Check: match inbound prospects to existing CRM owners and surface only that rep’s availability during booking.
- Outbound Handoff Router: book meetings with the right account executive in real time during outbound calls.
- Pipeline Inspection and CRM Updates: review deal health across all pipeline stages from a single view and update CRM fields directly.
- Deal and Churn Risk Alerts: flag at-risk deals and accounts based on conversation sentiment and CRM engagement signals.
- AI Sales Methodology Tracking: automatically track adherence to sales methodologies such as MEDDIC, SPICED, or Sandler across meetings and email communication.
- AI-Assisted Forecasting: submit revenue forecasts using deal health scores and monitor real-time pipeline progress against targets.
- AI Win-Loss Analysis: analyze meetings, calls, and emails to identify the key moments that determined deal outcomes.
- Pipeline Reports: monitor pipeline growth, high-risk deal volume, and pipeline movement with weekly and monthly breakdowns.
- Integrations: connect with 30+ tools across video conferencing, CRM, dialer, and collaboration platforms.
What can Avoma do?
- Transcribe meetings in real time
- Take notes automatically during calls
- Generate follow-up emails after meetings
- Update CRM fields from meeting conversations
- Score sales calls with AI
- Route inbound leads from web forms
- Schedule meetings with round-robin assignment
- Analyze win-loss outcomes for closed deals
- Track competitor mentions across calls
- Alert on deal and churn risk
- Forecast revenue pipeline with deal health scores
- Identify talk patterns from top-performing reps
Real-World Applications
Sales development teams handling high volumes of outbound calls may find Avoma’s AI note taker and call scoring capabilities useful for maintaining consistent outreach quality. Every call can be automatically transcribed and scored against a custom scorecard. Reps can also get real-time answer cards during live calls to handle objections. SDR managers can review talk patterns and coaching gaps without listening to every recording individually.
Account executives managing active pipelines can use the platform’s revenue intelligence tools to stay on top of deal health without relying on manual CRM updates. Deal risk alerts based on conversation sentiment and CRM engagement may surface stalling opportunities before they drop out of the forecast. The AI note taker handles post-call documentation so reps can stay focused on deal progression rather than admin work.
Customer success teams tracking renewal and expansion accounts may find the churn risk alerts and AI-generated notes valuable for maintaining visibility across a large book of business. Meeting transcripts and smart chapters make it possible to review key moments from any customer call quickly. CRM updates tied to conversation data keep account records current without manual entry after every interaction.
Revenue operations and sales leadership teams can use Avoma’s scheduling, routing, and pipeline reporting tools to measure the full pipeline from first meeting to close. Inbound leads from web forms route to the right rep based on CRM data and custom rules. Forecasting reports, win-loss analysis, and methodology tracking give operations teams an objective view of what is working and where the process breaks down.
