Avoma
Avoma
All-in-one AI meeting assistant with conversation intelligence, revenue insights, and automated CRM sync for sales and customer success teams.
Key Features
- AI meeting recording and transcription (95% accuracy)
- Conversation intelligence and analytics
- Revenue intelligence and forecasting
- Automated meeting summaries
- CRM field automation
- AI coaching and scorecards
- Meeting scheduling and calendar sync
- Real-time collaboration notes
- Smart playlists and snippets
- Deal risk analysis
- Talk pattern analysis
- Competitor intelligence
- Automated email follow-ups
- Custom meeting templates
What is Avoma?
Avoma is a comprehensive AI-powered meeting assistant and conversation intelligence platform designed specifically for revenue teams, customer success professionals, and sales organizations. The platform combines automated meeting recording, transcription, and analysis with advanced revenue intelligence features to help teams close more deals, improve customer relationships, and accelerate business growth through data-driven insights.
Unlike basic transcription tools, Avoma provides end-to-end meeting lifecycle management from scheduling and preparation through post-meeting analysis and CRM automation. The platform leverages GPT-4 powered AI to deliver 95% transcription accuracy while generating contextual meeting summaries, action items, and coaching insights that help teams optimize their performance and drive revenue outcomes.
What sets Avoma apart is its focus on conversation intelligence and revenue intelligence, providing detailed analytics on talk patterns, competitor mentions, deal risks, and sales methodology adherence that enable managers to coach their teams more effectively. The platform serves as both an operational tool for meeting productivity and a strategic asset for revenue optimization and sales enablement.
Pros and Cons
Pros:
- Exceptional 95% transcription accuracy with advanced AI models including GPT-4
- Comprehensive conversation intelligence with talk pattern analysis and sentiment tracking
- Deep CRM integration with automated field updates and deal risk analysis
- Robust revenue intelligence features including forecasting and win-loss analysis
- AI-powered coaching scorecards and personalized improvement recommendations
- Collaborative real-time note-taking with multiple team members during meetings
- Extensive integration ecosystem with 30+ native integrations and Zapier support
- Mobile apps for offline meeting recording and on-the-go access
- Competitive pricing compared to enterprise alternatives like Gong
- Responsive customer support with Slack integration and quick issue resolution
Cons:
- Meeting bot can sometimes join late or be disruptive during sensitive conversations
- Platform complexity may overwhelm users seeking simple transcription functionality
- Occasional minor bugs and feature requests due to rapid platform iteration
- Dense transcripts can be difficult to skim quickly without AI summaries
- Some accuracy issues with speaker identification in multi-participant meetings
- Higher-tier features require additional add-on purchases increasing total cost
- Privacy settings can be confusing for users unfamiliar with meeting visibility controls
Who It's For
Sales Teams and Revenue Organizations: Ideal for sales professionals, account executives, and sales development representatives who need comprehensive conversation intelligence, deal tracking, and CRM automation to improve win rates and accelerate sales cycles. The revenue intelligence features provide critical insights for forecasting and pipeline management.
Customer Success and Support Teams: Perfect for customer success managers and support professionals who conduct regular customer calls, onboarding sessions, and health checks requiring detailed documentation and sentiment analysis. The platform helps identify at-risk accounts and improvement opportunities through conversation analytics.
Sales Leaders and Managers: Essential for sales managers, VPs of Sales, and revenue operations teams who need to coach their teams, track performance metrics, and analyze conversation patterns across the organization. The AI coaching features and scorecards enable data-driven team development.
Marketing and Product Teams: Valuable for marketing professionals and product managers who need to capture customer feedback, competitive intelligence, and feature requests from customer-facing conversations. The automated alerts and keyword tracking help identify market trends and product opportunities.
Growing Organizations with CRM Systems: Excellent for companies using Salesforce, HubSpot, or other CRM platforms who want to automate meeting documentation, improve data quality, and reduce administrative overhead for their customer-facing teams.
AI Meeting Recording and Transcription
Avoma's AI meeting assistant automatically joins scheduled meetings across Zoom, Microsoft Teams, and Google Meet, recording both audio and video with 95% transcription accuracy. The platform uses advanced speech recognition technology powered by GPT-4 to handle industry-specific jargon, heavy accents, and nuanced speech patterns effectively.
The transcription engine processes conversations in real-time, generating timestamped transcripts with automatic speaker identification that improves over time through machine learning. Users can review and edit transcripts for accuracy while the AI maintains context awareness throughout lengthy conversations.
Conversation Intelligence and Analytics
Avoma provides comprehensive conversation analytics that analyze talk patterns, speaking ratios, sentiment, filler words, and engagement levels across all recorded meetings. The platform identifies key topics, competitor mentions, objection handling patterns, and adherence to sales methodologies like BANT and MEDDIC.
The conversation intelligence dashboard provides insights into which topics successful reps discuss most frequently, how long they spend on pricing discussions, and which questions lead to positive outcomes. These analytics enable managers to identify best practices and coach underperforming team members based on data rather than intuition.
Revenue Intelligence and Forecasting
Avoma's revenue intelligence features analyze deal progression, identify risk factors, and provide automated forecasting based on conversation data and CRM information. The platform tracks deal velocity, stakeholder engagement, and buying signals to predict outcomes and prioritize sales activities.
The system automatically updates CRM fields based on meeting content, tracks competitor activity, and provides win-loss analysis to help revenue teams understand what drives successful outcomes. Advanced features include roll-up forecasting, custom deal boards, and risk scoring for pipeline management.
Automated Meeting Summaries
Avoma generates comprehensive AI-powered meeting summaries that capture key discussion points, decisions made, action items, and next steps identified during conversations. The GPT-4 enhanced summarization understands context and provides weighted importance to different topics and speakers rather than simply condensing spoken content.
The summaries are automatically customized based on meeting type, participant roles, and organizational templates, ensuring relevant information is captured for different contexts including sales calls, customer check-ins, and internal team meetings. Users can edit and augment AI-generated summaries with human insights for maximum accuracy.
CRM Field Automation
Avoma automatically populates CRM fields based on meeting content, eliminating manual data entry and improving data quality across sales and customer success processes. The platform integrates deeply with Salesforce, HubSpot, Pipedrive, and other popular CRM systems to sync meeting notes, action items, and conversation insights.
Advanced automation includes opportunity stage updates, next step assignments, deal risk assessments, and contact enrichment based on conversation analysis. The system learns organizational patterns and can be customized to match specific business processes and data requirements.
AI Coaching and Scorecards
Avoma provides personalized coaching recommendations based on individual and team conversation patterns, helping sales professionals improve their communication skills and meeting effectiveness. The AI coaching system analyzes factors like question-asking frequency, talk time ratios, and objection handling approaches.
Custom scorecards allow organizations to define success criteria and automatically score meetings based on adherence to sales methodologies, product positioning, or customer success best practices. Managers can use these scores to identify coaching opportunities and track improvement over time.
Meeting Scheduling and Calendar Sync
Avoma includes comprehensive scheduling functionality with calendar integration, automated meeting coordination, and customizable booking pages for both individual and team scheduling. The platform supports round-robin scheduling, group meetings, and advanced routing based on lead characteristics.
Calendar synchronization with Google Calendar and Microsoft Outlook ensures automatic meeting detection and recording setup without manual intervention. The scheduling system includes meeting preparation features, agenda templates, and automated reminder capabilities.
Real-time Collaboration Notes
Avoma enables multiple team members to collaborate on meeting notes in real-time during live conversations, encouraging cross-functional participation and ensuring comprehensive information capture. The collaborative note-taking feature allows participants to add comments, highlights, and context while meetings are in progress.
The platform maintains version control and attribution for collaborative edits, making it easy to track contributions and maintain accountability across team members. This feature is particularly valuable for complex sales processes involving multiple stakeholders and decision-makers.
Smart Playlists and Snippets
Avoma allows users to create curated playlists of meeting snippets organized by topic, outcome, or learning objective for training and knowledge sharing purposes. Sales teams can compile successful objection handling examples, negotiation techniques, and competitive positioning strategies for onboarding and ongoing education.
The snippet creation feature enables users to extract and share specific moments from longer recordings without exposing entire conversations. This capability is valuable for sharing customer feedback with product teams, highlighting competitive intelligence, or documenting feature requests.
Deal Risk Analysis
Avoma automatically analyzes deal progression and identifies potential risks based on conversation patterns, stakeholder engagement, and buying signal detection. The platform tracks factors like decision-maker involvement, timeline discussions, budget conversations, and competitive threats to provide early warning indicators.
Risk scoring algorithms consider both explicit statements and subtle conversation patterns to help sales teams prioritize accounts and adjust strategies proactively. The system can trigger automated alerts when risk factors are identified, enabling rapid response and intervention.
Automated Email Follow-ups
Avoma generates personalized follow-up emails based on meeting content, action items, and next steps identified during conversations. The AI drafts contextually appropriate communications that reference specific discussion points and maintain professional tone while saving time on post-meeting administration.
The email automation system can be customized with organizational templates and integrated with existing email platforms for seamless sending and tracking. Templates can be tailored for different meeting types and customer personas to ensure consistent and effective communication.
Pricing
Startup Plan: $19 per user/month (annual) or $29 (monthly)
- Up to 25 paid seats with unlimited view-only seats
- Unlimited AI meeting assistant and transcription
- Automated summaries and email follow-ups
- CRM and dialer integration
- 1:1 scheduling and calendar sync
- 14-day free trial with no credit card required
Organization Plan: $29 per user/month (annual) or $39 (monthly)
- Up to 100 paid seats with unlimited view-only seats
- Everything in Startup plus custom AI topics and templates
- Group and round-robin scheduling
- Limited conversation intelligence features
- Smart playlists and AI automations
- Multilingual transcription and translation
Enterprise Plan: $39 per user/month (annual)
- Everything in Organization plan
- Advanced admin controls and security features
- Custom pilot implementation and training
- Quarterly reviews and strategic support
- Minimum 10 seats required
Add-on Services:
- Conversation Intelligence: $29 per user/month - Advanced analytics, coaching scorecards, engagement insights
- Revenue Intelligence: $35 per user/month - Deal risk analysis, forecasting, win-loss analysis
- Lead Router: $19 per user/month - Advanced scheduling automation and lead distribution
Verdict
Avoma represents a mature and comprehensive conversation intelligence platform that successfully bridges the gap between meeting productivity and revenue optimization. Its combination of accurate transcription, advanced analytics, and deep CRM integration makes it particularly valuable for sales-driven organizations seeking measurable improvements in deal outcomes and team performance.
The platform's greatest strength lies in its end-to-end approach to meeting management, providing value before, during, and after conversations through scheduling, collaboration, analysis, and automation capabilities. The revenue intelligence features and AI coaching tools differentiate Avoma from basic transcription services, offering strategic insights that drive business growth.
The competitive pricing compared to enterprise alternatives like Gong and Chorus makes Avoma accessible to growing organizations while providing enterprise-grade functionality. The responsive customer support and rapid feature development suggest a commitment to user success and continuous improvement.
However, the platform's comprehensive feature set may overwhelm users seeking simple transcription functionality, and the meeting bot approach could be disruptive in sensitive conversations. Some accuracy challenges with speaker identification and occasional technical issues are areas for improvement.
For revenue teams, customer success organizations, and sales-driven companies prioritizing conversation intelligence and CRM automation, Avoma offers exceptional value. The platform's focus on measurable business outcomes through data-driven insights makes it an excellent choice for organizations serious about optimizing their customer-facing conversations and accelerating revenue growth.
Frequently Asked Questions about Avoma
What is Avoma?
Avoma is a comprehensive AI-powered meeting assistant and conversation intelligence platform designed specifically for revenue teams, customer success professionals, and sales organizations. The platform combines automated meeting recording, transcription, and analysis with advanced revenue intelligence features to help teams close more deals, improve customer relationships, and accelerate business growth through data-driven insights.
Unlike basic transcription tools, Avoma provides end-to-end meeting lifecycle management from scheduling and preparation through post-meeting analysis and CRM automation. The platform leverages GPT-4 powered AI to deliver 95% transcription accuracy while generating contextual meeting summaries, action items, and coaching insights that help teams optimize their performance and drive revenue outcomes.
What sets Avoma apart is its focus on conversation intelligence and revenue intelligence, providing detailed analytics on talk patterns, competitor mentions, deal risks, and sales methodology adherence that enable managers to coach their teams more effectively. The platform serves as both an operational tool for meeting productivity and a strategic asset for revenue optimization and sales enablement.
Pros and Cons
Pros:
- Exceptional 95% transcription accuracy with advanced AI models including GPT-4
- Comprehensive conversation intelligence with talk pattern analysis and sentiment tracking
- Deep CRM integration with automated field updates and deal risk analysis
- Robust revenue intelligence features including forecasting and win-loss analysis
- AI-powered coaching scorecards and personalized improvement recommendations
- Collaborative real-time note-taking with multiple team members during meetings
- Extensive integration ecosystem with 30+ native integrations and Zapier support
- Mobile apps for offline meeting recording and on-the-go access
- Competitive pricing compared to enterprise alternatives like Gong
- Responsive customer support with Slack integration and quick issue resolution
Cons:
- Meeting bot can sometimes join late or be disruptive during sensitive conversations
- Platform complexity may overwhelm users seeking simple transcription functionality
- Occasional minor bugs and feature requests due to rapid platform iteration
- Dense transcripts can be difficult to skim quickly without AI summaries
- Some accuracy issues with speaker identification in multi-participant meetings
- Higher-tier features require additional add-on purchases increasing total cost
- Privacy settings can be confusing for users unfamiliar with meeting visibility controls
Who It's For
Sales Teams and Revenue Organizations: Ideal for sales professionals, account executives, and sales development representatives who need comprehensive conversation intelligence, deal tracking, and CRM automation to improve win rates and accelerate sales cycles. The revenue intelligence features provide critical insights for forecasting and pipeline management.
Customer Success and Support Teams: Perfect for customer success managers and support professionals who conduct regular customer calls, onboarding sessions, and health checks requiring detailed documentation and sentiment analysis. The platform helps identify at-risk accounts and improvement opportunities through conversation analytics.
Sales Leaders and Managers: Essential for sales managers, VPs of Sales, and revenue operations teams who need to coach their teams, track performance metrics, and analyze conversation patterns across the organization. The AI coaching features and scorecards enable data-driven team development.
Marketing and Product Teams: Valuable for marketing professionals and product managers who need to capture customer feedback, competitive intelligence, and feature requests from customer-facing conversations. The automated alerts and keyword tracking help identify market trends and product opportunities.
Growing Organizations with CRM Systems: Excellent for companies using Salesforce, HubSpot, or other CRM platforms who want to automate meeting documentation, improve data quality, and reduce administrative overhead for their customer-facing teams.
AI Meeting Recording and Transcription
Avoma's AI meeting assistant automatically joins scheduled meetings across Zoom, Microsoft Teams, and Google Meet, recording both audio and video with 95% transcription accuracy. The platform uses advanced speech recognition technology powered by GPT-4 to handle industry-specific jargon, heavy accents, and nuanced speech patterns effectively.
The transcription engine processes conversations in real-time, generating timestamped transcripts with automatic speaker identification that improves over time through machine learning. Users can review and edit transcripts for accuracy while the AI maintains context awareness throughout lengthy conversations.
Conversation Intelligence and Analytics
Avoma provides comprehensive conversation analytics that analyze talk patterns, speaking ratios, sentiment, filler words, and engagement levels across all recorded meetings. The platform identifies key topics, competitor mentions, objection handling patterns, and adherence to sales methodologies like BANT and MEDDIC.
The conversation intelligence dashboard provides insights into which topics successful reps discuss most frequently, how long they spend on pricing discussions, and which questions lead to positive outcomes. These analytics enable managers to identify best practices and coach underperforming team members based on data rather than intuition.
Revenue Intelligence and Forecasting
Avoma's revenue intelligence features analyze deal progression, identify risk factors, and provide automated forecasting based on conversation data and CRM information. The platform tracks deal velocity, stakeholder engagement, and buying signals to predict outcomes and prioritize sales activities.
The system automatically updates CRM fields based on meeting content, tracks competitor activity, and provides win-loss analysis to help revenue teams understand what drives successful outcomes. Advanced features include roll-up forecasting, custom deal boards, and risk scoring for pipeline management.
Automated Meeting Summaries
Avoma generates comprehensive AI-powered meeting summaries that capture key discussion points, decisions made, action items, and next steps identified during conversations. The GPT-4 enhanced summarization understands context and provides weighted importance to different topics and speakers rather than simply condensing spoken content.
The summaries are automatically customized based on meeting type, participant roles, and organizational templates, ensuring relevant information is captured for different contexts including sales calls, customer check-ins, and internal team meetings. Users can edit and augment AI-generated summaries with human insights for maximum accuracy.
CRM Field Automation
Avoma automatically populates CRM fields based on meeting content, eliminating manual data entry and improving data quality across sales and customer success processes. The platform integrates deeply with Salesforce, HubSpot, Pipedrive, and other popular CRM systems to sync meeting notes, action items, and conversation insights.
Advanced automation includes opportunity stage updates, next step assignments, deal risk assessments, and contact enrichment based on conversation analysis. The system learns organizational patterns and can be customized to match specific business processes and data requirements.
AI Coaching and Scorecards
Avoma provides personalized coaching recommendations based on individual and team conversation patterns, helping sales professionals improve their communication skills and meeting effectiveness. The AI coaching system analyzes factors like question-asking frequency, talk time ratios, and objection handling approaches.
Custom scorecards allow organizations to define success criteria and automatically score meetings based on adherence to sales methodologies, product positioning, or customer success best practices. Managers can use these scores to identify coaching opportunities and track improvement over time.
Meeting Scheduling and Calendar Sync
Avoma includes comprehensive scheduling functionality with calendar integration, automated meeting coordination, and customizable booking pages for both individual and team scheduling. The platform supports round-robin scheduling, group meetings, and advanced routing based on lead characteristics.
Calendar synchronization with Google Calendar and Microsoft Outlook ensures automatic meeting detection and recording setup without manual intervention. The scheduling system includes meeting preparation features, agenda templates, and automated reminder capabilities.
Real-time Collaboration Notes
Avoma enables multiple team members to collaborate on meeting notes in real-time during live conversations, encouraging cross-functional participation and ensuring comprehensive information capture. The collaborative note-taking feature allows participants to add comments, highlights, and context while meetings are in progress.
The platform maintains version control and attribution for collaborative edits, making it easy to track contributions and maintain accountability across team members. This feature is particularly valuable for complex sales processes involving multiple stakeholders and decision-makers.
Smart Playlists and Snippets
Avoma allows users to create curated playlists of meeting snippets organized by topic, outcome, or learning objective for training and knowledge sharing purposes. Sales teams can compile successful objection handling examples, negotiation techniques, and competitive positioning strategies for onboarding and ongoing education.
The snippet creation feature enables users to extract and share specific moments from longer recordings without exposing entire conversations. This capability is valuable for sharing customer feedback with product teams, highlighting competitive intelligence, or documenting feature requests.
Deal Risk Analysis
Avoma automatically analyzes deal progression and identifies potential risks based on conversation patterns, stakeholder engagement, and buying signal detection. The platform tracks factors like decision-maker involvement, timeline discussions, budget conversations, and competitive threats to provide early warning indicators.
Risk scoring algorithms consider both explicit statements and subtle conversation patterns to help sales teams prioritize accounts and adjust strategies proactively. The system can trigger automated alerts when risk factors are identified, enabling rapid response and intervention.
Automated Email Follow-ups
Avoma generates personalized follow-up emails based on meeting content, action items, and next steps identified during conversations. The AI drafts contextually appropriate communications that reference specific discussion points and maintain professional tone while saving time on post-meeting administration.
The email automation system can be customized with organizational templates and integrated with existing email platforms for seamless sending and tracking. Templates can be tailored for different meeting types and customer personas to ensure consistent and effective communication.
Pricing
Startup Plan: $19 per user/month (annual) or $29 (monthly)
- Up to 25 paid seats with unlimited view-only seats
- Unlimited AI meeting assistant and transcription
- Automated summaries and email follow-ups
- CRM and dialer integration
- 1:1 scheduling and calendar sync
- 14-day free trial with no credit card required
Organization Plan: $29 per user/month (annual) or $39 (monthly)
- Up to 100 paid seats with unlimited view-only seats
- Everything in Startup plus custom AI topics and templates
- Group and round-robin scheduling
- Limited conversation intelligence features
- Smart playlists and AI automations
- Multilingual transcription and translation
Enterprise Plan: $39 per user/month (annual)
- Everything in Organization plan
- Advanced admin controls and security features
- Custom pilot implementation and training
- Quarterly reviews and strategic support
- Minimum 10 seats required
Add-on Services:
- Conversation Intelligence: $29 per user/month - Advanced analytics, coaching scorecards, engagement insights
- Revenue Intelligence: $35 per user/month - Deal risk analysis, forecasting, win-loss analysis
- Lead Router: $19 per user/month - Advanced scheduling automation and lead distribution
Verdict
Avoma represents a mature and comprehensive conversation intelligence platform that successfully bridges the gap between meeting productivity and revenue optimization. Its combination of accurate transcription, advanced analytics, and deep CRM integration makes it particularly valuable for sales-driven organizations seeking measurable improvements in deal outcomes and team performance.
The platform's greatest strength lies in its end-to-end approach to meeting management, providing value before, during, and after conversations through scheduling, collaboration, analysis, and automation capabilities. The revenue intelligence features and AI coaching tools differentiate Avoma from basic transcription services, offering strategic insights that drive business growth.
The competitive pricing compared to enterprise alternatives like Gong and Chorus makes Avoma accessible to growing organizations while providing enterprise-grade functionality. The responsive customer support and rapid feature development suggest a commitment to user success and continuous improvement.
However, the platform's comprehensive feature set may overwhelm users seeking simple transcription functionality, and the meeting bot approach could be disruptive in sensitive conversations. Some accuracy challenges with speaker identification and occasional technical issues are areas for improvement.
For revenue teams, customer success organizations, and sales-driven companies prioritizing conversation intelligence and CRM automation, Avoma offers exceptional value. The platform's focus on measurable business outcomes through data-driven insights makes it an excellent choice for organizations serious about optimizing their customer-facing conversations and accelerating revenue growth.