Overview

At its core, Avoma is an intelligent meeting recorder that integrates with Zoom, Google Meet and Microsoft Teams. It captures meeting notes and turns them into intelligence: deal risk, CRM updates, action items, scheduled follow-ups and categorised call notes, such as flagging feature requests through live bookmarking. It also offers sales coaching and conversation analysis, and aggregates a pipeline view for revenue intelligence.

Features

AI Meeting Notes
Records Zoom, Meet and Teams calls with speaker-identified transcripts and AI summaries

Live Bookmarking
One-click category tags capture key moments as time-stamped notes during a call

CRM Auto-Update
Pushes meeting data and MEDDIC or SPICED fields into the CRM

AI Call Scoring
Scores calls with custom, SPICED, Sandler or MEDDICC scorecards

Deal Risk Alerts
Flags at-risk deals and scores deal health on a Dealboard

Revenue Forecasting
Builds forecasts, pipeline reports and win-loss analysis from deal signals

Ask Avoma
Answers natural-language questions across meetings, accounts and deals

Lead Router
Scheduling links with CRM- and form-based routing and SDR-to-AE handoff

Pros and Cons

What Works Well
  • Accurate transcription makes call review quick
  • AI summaries remove the need for manual note-taking
  • Easy to use, with seamless automatic recording
  • CRM integration, especially Salesforce and HubSpot, works well
  • Responsive customer support
WHAT could be better
  • Occasional transcription errors, especially with background noise
  • Note-taker may sometimes join the call late
  • Speaker names can sometimes be misidentified
  • Feature-rich interface has a learning curve

Pricing Plans

Startup (Billed Monthly)
$ 29
per recorder seat per month
Startup (Billed Yearly)
$ 19
per recorder seat per month
Organization (Billed Monthly)
$ 39
per recorder seat per month
Organization (Billed Yearly)
$ 29
per recorder seat per month
Enterprise (Billed Monthly)
$ 39
per recorder seat per month
Enterprise (Billed Yearly)
$ 39
per recorder seat per month
Conversation Intelligence (Billed Monthly)
$ 35
per seat per month
Revenue Intelligence (Billed Monthly)
$ 35
per seat per month
Lead Router (Billed Monthly)
$ 25
per seat per month

Customers

  • Account Executive :: Gets AI notes and a follow-up email draft synced to the CRM after each discovery call
  • Sales Manager :: Scores every call against a MEDDICC scorecard to decide which reps to coach
  • Product Manager :: Reviews bookmarked pain points and business needs from customer calls
  • RevOps Lead :: Checks deal health scores and risk alerts across the pipeline before forecast calls
  • SDR Team Lead :: Routes inbound demo requests to the right AE using CRM-field routing rules

Company Information

Company Name
Avoma
Company Founded Year
2017
Company Location
Palo Alto, United States

Frequently Asked Questions

Does everyone who watches recordings need a paid seat?
No. Only users who record meetings need a paid seat; viewers and collaborators are free.
Is call coaching included in the base plans?
No. Call scoring, AI scorecards and coaching recommendations come with the Conversation Intelligence add-on.
Can it flag deals that are at risk?
Yes. The Revenue Intelligence add-on includes AI deal risk alerts, a deal health score and a Dealboard.
Can it record in-person meetings?
Not natively. Avoma suggests its mobile app, or uploading mp4, mp3 or wav recordings for analysis.
Which languages does it transcribe?
Avoma says it transcribes meetings in over 60 languages and dialects.
Is it suitable for healthcare teams?
HIPAA compliance is listed on the Enterprise plan, alongside SSO and data retention policies.
Can I try it before buying?
Yes. 14 days of the Organization plan with all add-ons enabled, no credit card required.
What happens when the trial ends?
The account switches to a Viewer role: past recordings stay accessible, but new meetings aren’t recorded.
Can different reps be on different plans?
No. All recording users need the same plan, though add-ons can be assigned to specific people.

Alternatives

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