Avoma

What is Avoma AI

Avoma AI is an end-to-end AI meeting assistant that automatically records, transcribes, and summarizes conversations across video calls and phone meetings. It turns every interaction into structured, shareable knowledge with action items, highlights, and speaker-attributed notes. Beyond note-taking, Avoma streamlines scheduling, agenda prep, and follow-ups, while conversation intelligence and revenue intelligence surface trends that drive team coaching and pipeline health. Integrations and CRM automations keep data clean without manual effort.

Avoma AI Main Features

• Automatic transcription & summaries: High-quality transcripts with AI-generated notes, action items, and key moments for quick review.
• AI note-taking templates: Standardize discovery, demo, QBR, or interview notes with customizable templates and guided prompts.
• Scheduling & agenda collaboration: Plan agendas, share pre-read docs, and coordinate availability to reduce no-shows.
• Conversation intelligence: Analyze talk-time ratios, topics, questions, and competitor mentions to reveal coaching opportunities.
• Call coaching: Scorecards, playlists, and snippets to train teams with real examples and consistent feedback loops.
• CRM updates: Auto-log activities and push summaries, fields, and next steps to your CRM to improve hygiene and forecasting.
• Revenue intelligence: Track deal risks, trendlines, and engagement signals across the pipeline for better forecasting.
• Searchable knowledge base: Find quotes and insights across all meetings with filters for speaker, topic, and account.
• Integrations: Works with major meeting platforms and popular CRMs (e.g., Salesforce, HubSpot), calendars, and collaboration tools.
• Security & controls: Role-based permissions, recording controls, and data retention settings to align with compliance needs.

Who Should Use Avoma AI

Avoma AI suits revenue teams, customer success, marketing, product, and recruiting. Sales leaders use it to coach reps and standardize discovery. Customer success managers capture QBR notes and reduce churn with risk alerts. Product and UX teams synthesize user interviews faster. Recruiters streamline interviews and feedback loops. Founders, RevOps, enablement teams, and agencies benefit from consistent notes, searchable insights, and automated follow-ups.

How to Use Avoma AI

1. Connect your calendar, meeting platforms, and (optionally) your CRM to enable automatic capture and syncing.
2. Set recording preferences (auto-join, bot-free capture if supported, or manual start) and choose privacy settings.
3. Create or select AI note templates and agendas tailored to your meeting type (e.g., discovery, demo, QBR, research).
4. Run your meeting as usual; Avoma records, transcribes, and generates live notes and action items.
5. Review the AI summary, refine key points, tag topics, and add snippets or comments for stakeholders.
6. Sync notes, tasks, and fields to your CRM; assign owners and due dates for follow-ups.
7. Use coaching tools and conversation insights to train teams and improve messaging.
8. Track trends and deal health across meetings to inform pipeline reviews and forecasting.

Avoma AI Industry Use Cases

A SaaS sales team uses Avoma to standardize discovery, generate follow-up summaries, and coach new reps, improving win rates. Customer success teams capture QBR outcomes, flag renewal risk, and align internal stakeholders. Recruiting teams record interviews, compare candidate responses, and speed up hiring decisions. Product managers analyze user research interviews to prioritize features with evidence-based insights. Professional services teams produce accurate, billable-ready notes and action plans after client meetings.

Avoma AI Pricing Model

Avoma AI is offered via tiered subscription plans with per-user pricing, typically including increasing feature access, admin controls, and integration depth at higher tiers. Many teams start with a free trial to validate workflows before upgrading. Annual billing discounts and enterprise options (with advanced security and support) are commonly available. For the latest plan details, limits, and add-ons, refer to the official pricing page.

Avoma AI Pros and Cons

Avoma AI Popular Questions

• Q1: How is Avoma different from built-in Zoom or Teams transcription?

  Avoma adds structured AI notes, action items, coaching analytics, cross-meeting search, and CRM automations. It goes beyond raw transcripts to deliver conversation and revenue intelligence.

• Q2: Does Avoma work with phone calls as well as video meetings?

  Yes. Avoma can capture conversations from major meeting platforms and many telephony or dialer workflows via integrations or call imports, depending on your setup.

• Q3: Can I control which meetings are recorded or summarized?

  Admins and users can set granular recording and privacy preferences, including opt-in policies, meeting filters, and data retention settings.

• Q4: Will Avoma update my CRM automatically?

  With CRM integration enabled, Avoma can log activities, push summaries, and update relevant fields to reduce manual data entry.

• Q5: What about data security and compliance?

  Avoma provides enterprise-grade security controls such as encryption, role-based access, and retention policies. Review your organization’s compliance requirements and Avoma’s security documentation before deployment.