Avoma is an AI platform designed to automate meeting-related workflows and deliver actionable conversation intelligence for revenue teams. The platform combines AI Meeting Assistant capabilities that handle automatic recording, real-time transcription in over 75 languages, AI-generated note-taking with custom templates, and smart chapter generation to help users quickly navigate meeting content. It also generates follow-up email drafts and automates CRM field updates based on methodologies like MEDDIC and SPICED, eliminating manual data entry tasks.
Beyond basic meeting automation, Avoma offers Conversation Intelligence features including AI-powered call scoring and coaching recommendations, talk pattern analysis to identify what top performers do differently, and custom smart trackers with semantic matching for keywords and topics. The platform provides activity and engagement insights to track team usage and ROI, along with a live answer assistant that helps handle objections in real-time during calls.
For revenue leaders, Avoma includes Revenue Intelligence capabilities that deliver proactive deal and churn risk alerts based on conversation content and CRM activity. The platform automatically tracks and scores sales methodologies, provides pipeline review dashboards with instant CRM update functionality, and generates AI-powered win-loss analysis for closed deals. These features enable more accurate forecasting and improve quota attainment by identifying at-risk opportunities early.
Avoma also features Scheduler and Lead Router functionality that automates meeting booking through unlimited one-on-one scheduling pages, group and round-robin scheduling options, and advanced distribution rules. The platform handles inbound routing for website forms with automatic qualification of prospects and outbound handoff routing between SDRs and account executives, creating a frictionless buying experience for prospects.
The platform integrates with over 30 tools including major CRMs like Salesforce, HubSpot, and Pipedrive, conferencing platforms such as Zoom, Google Meet, and Microsoft Teams, and dialers including Outreach, SalesLoft, and RingCentral. View-only collaborator seats are free, allowing unlimited team members to access meeting insights without additional costs. The system is built with enterprise security standards including SOC 2 compliance and offers dedicated onboarding support and training.
- Automate note-taking and CRM updates for sales calls to save administrative time
- Provide real-time coaching assistance during customer conversations with objection handling
- Track and score sales methodology compliance automatically across all deals
- Generate AI-powered summaries and follow-up emails after team meetings
- Analyze talk patterns and engagement metrics to clone top performer behaviors
- Monitor deal risk and churn indicators through conversation analysis
- Route qualified leads instantly from website forms to the right sales representative
- Coordinate round-robin scheduling for demo requests across team availability
- Create searchable transcripts in multiple languages for global team collaboration
- Review pipeline health and update CRM records from centralized dashboard
- Deliver personalized coaching scorecards based on call quality metrics
- Forecast revenue accurately using conversation-derived deal risk scores

