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Avoma Review: AI Meeting Assistant and Conversation Intelligence

Avoma helps sales and customer success teams automate meeting documentation and lead routing. It is designed for organizations that want to centralize conversation intelligence and CRM data entry.

At a glance

Category
Productivity
Best for
Sales Teams, Customer Success Managers, RevOps Professionals, Small and Medium-sized Businesses, Enterprise Sales Organizations
Pricing
Plans start at $19 per recorder seat per month (billed annually). Conversation Intelligence, Revenue Intelligence, and Lead Router features are available as add-ons ranging from $19 to $29 per user per month.
Key use cases
Automated Meeting Documentation, Sales Coaching and Enablement, Lead Management, Pipeline Risk Monitoring, Customer Feedback Collection
Integrations
Salesforce, HubSpot, Zoho CRM, Pipedrive, Copper
Official website
www.avoma.com/
Screenshot of Avoma website

Avoma is an AI meeting assistant that supports recording, transcription, and summarization of business conversations. It is designed for sales, customer success, and RevOps teams who need to capture insights from client calls.

The platform supports transcription in 70+ languages and is designed to sync meeting notes and key data points into CRM records. It includes tools for call scoring, coaching, and pipeline risk alerts to help managers track team performance.

Buyers should note that basic meeting assistance is available in the entry-level plan, while conversation and revenue intelligence are available as paid add-ons. Organizations should confirm if their specific CRM and dialer are supported via native integrations.

Key Features

AI Meeting Assistant

Supports automatic video recording, real-time transcription in 70+ languages, and AI-generated summary notes with custom templates.

CRM Data Entry Automation

Supports automatic saving of notes to CRM records and tracks sales methodologies such as MEDDIC and SPICED.

Scheduler & Lead Router

Includes 1:1, group, and round-robin scheduling with rules for inbound lead qualification and routing.

Conversation Intelligence

Includes AI call scoring, talk-pattern insights, and a real-time answer assistant to support handling objections during calls.

Revenue Intelligence

Provides deal and churn risk alerts, win-loss analysis, and pipeline health reports.

Ask Avoma AI Copilot

A chatbot interface that allows users to ask questions based on individual or global conversation data.

Use Cases

Automated Meeting Documentation

Using AI to generate summaries, action items, and follow-up email drafts after client calls.

Sales Coaching and Enablement

Analyzing talk patterns and using automated call scoring to support onboarding new reps.

Lead Management

Setting up round-robin scheduling and automated routing for inbound website leads.

Pipeline Risk Monitoring

Identifying potential deal or churn risks through analysis of conversation and CRM engagement.

Customer Feedback Collection

Creating recording snippets of customer feedback to share with product and marketing teams.

Best For

Sales TeamsCustomer Success ManagersRevOps ProfessionalsSmall and Medium-sized BusinessesEnterprise Sales Organizations

Integrations

SalesforceHubSpotZoho CRMPipedriveCopperZoomMicrosoft TeamsGoogle MeetWebExGoToMeetingRingCentralAircallDialpadSlackClickUpZapier

Pricing

Plans start at $19 per recorder seat per month (billed annually). Conversation Intelligence, Revenue Intelligence, and Lead Router features are available as add-ons ranging from $19 to $29 per user per month.

FAQ

How does Avoma's pricing work for team members?

Payment is required only for 'recorder' seats—users who record and transcribe meetings. Viewers and collaborators can use the platform for free.

Does Avoma offer a free trial?

Yes, there is a 14-day free trial of the Organization plan with all add-ons enabled, and no credit card is required to sign up.

Can Avoma update my CRM automatically?

Yes, Avoma is designed to automatically save meeting notes to CRM records and supports updating custom fields for frameworks like MEDDIC and SPICED.

Source category: Productivity

Source subcategory: Meeting Assistant

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