Avoma

Avoma is an AI tool (by Avoma) that combines an AI meeting assistant, a meeting scheduler and conversation and revenue intelligence for sales, customer success and revenue operations teams. It automates note-taking, CRM logging and call analysis so reps spend more time closing deals. According to its website, more than 1,000 organizations use it.

What does the Avoma AI meeting assistant do?

• Automatically records video and audio on Zoom, Google Meet, Microsoft Teams, GoToMeeting and Highfive.
• Real-time transcription with speaker identification in 75+ languages.
• Structured AI summaries with custom templates and topic-based Smart Chapters.
• AI-generated follow-up email drafts.
• Ask Avoma to query a single meeting or every conversation.

How does Avoma connect with your CRM and sales stack?

It pushes notes, tasks and custom fields to Salesforce, HubSpot, Pipedrive, Copper, Zendesk Sell and Zoho with no manual work. It also captures calls from Aircall, Dialpad, RingCentral and Zoom Phone, integrates with Outreach and Groove, and shares summaries in Slack, Teams Chat and ClickUp.

What does it add for coaching and forecasting?

Conversation intelligence scores every call against your playbook, recommends personalized coaching and surfaces battlecards live during calls. Revenue intelligence flags deal risks, tracks your sales methodology, explains why deals are won or lost and helps you build forecasts you can defend.

Does Avoma include meeting scheduling?

Yes, the scheduler lets prospects book time without back-and-forth emails, with one-to-one, group and round-robin meetings, automatic reminders and a Lead Router that qualifies inbound forms and hands off leads.

Avoma pros and cons

• Pro: notes, scheduling, CRM sync and sales analytics in one place
• Pro: transcription in 75+ languages
• Pro: deep CRM and dialer integrations
• Con: coaching and forecasting are separate add-on modules
• Con: designed mainly for revenue teams