Avoma
Automate note-taking, scheduling, coaching, and forecasting with Avoma. Save 4+ hrs/week. Free trial, affordable plans. Trusted by 1000+ organizations.
Editor's Verdict
Key Takeaways
- AI Meeting Assistant
- Scheduler & Lead Router
- Conversation Intelligence
- Revenue Intelligence
In-Depth Review: What is Avoma?
Avoma is an all-in-one AI platform that empowers revenue teams to automate meeting notes, scheduling, coaching, and forecasting. By replacing multiple point solutions (like Otter, Gong, and Clari) with one unified tool, Avoma saves 4+ hours per week and prevents overpaying for 'brand' tools. With features like real-time transcription, AI call scoring, deal risk alerts, and unlimited scheduling, it delivers end-to-end efficiency and effectiveness. Start with a free trial—no credit card required.
Core Features
AI Meeting Assistant
Automates note-taking, follow-up emails, and CRM data entry, saving over 4 hours per week. Includes real-time transcription in 75+ languages, AI-generated notes, smart chapters, and an AI copilot for answering questions.
Scheduler & Lead Router
Delivers a frictionless buying experience by automating scheduling, lead qualification, and routing. Includes unlimited 1:1 scheduling, group and round-robin scheduling, and advanced distribution rules.
Conversation Intelligence
Increases win rates and shortens onboarding with AI call scoring, personalized coaching, talk-pattern insights, and custom smart trackers. Features a live answer assistant for real-time objection handling.
Revenue Intelligence
Improves forecasting and quota attainment with proactive deal and churn risk alerts, AI sales methodology scoring, pipeline review, and AI win-loss analysis.
All-in-One Platform
Combines meeting assistant, scheduling, conversation intelligence, and revenue intelligence in one tool, eliminating the need for multiple point solutions.
Integrations
Integrates with calendars (Google, Outlook), conferencing platforms (Zoom, Teams, Google Meet), CRMs (Salesforce, HubSpot, Zoho), dialers, and collaboration tools like Slack.
Pricing
Startup
- Unlimited AI Meeting Assistant
- Unlimited 1:1 Scheduling
- Automatic Video Recording
- Unlimited Real-time Transcription
- Unlimited AI Summary Notes
- Ask Avoma for a Meeting
- AI Email Follow-ups
- Auto Save Notes to CRM Records
- Dialer Integration
- Up to 25 Paid Seats
- Unlimited Free View-only Seats
Organization
- Everything in Startup
- Up to 100 Paid Seats
- Custom AI Topics & Templates
- Group and Round-robin Scheduling
- Limited Conversation Intelligence
- Smart Playlist & AI Automations
- Translate Transcription & Notes
- Custom AI Email Templates
- Enforce Org-level Policies
- API Integration & Webhooks
- Customer Success Manager
Enterprise
- Everything in Organization
- Minimum 10 Paid Seats
- Global Ask Avoma
- Designated Success Manager
- Concierge Onboarding & Training
- Quarterly Business Reviews
- Unlimited Usage Intelligence
- Team-Specific Access Controls
- Mutually Signed DPAs
- Single Sign-On (SAML/OIDC)
- Data Retention Policies
- HIPAA Compliance
Conversation Intelligence (Add-on)
- AI Coaching Recommendations
- Auto Call Scoring with AI
- Custom AI Scorecards
- SPICED, Sandler, MEDDICC etc. AI Scorecards
- Smart Playlists – Rule Based Auto Curation
- Real-time Answer Assistant
- Global Ask Avoma across all conversations
- Member & Scorecard Performance Trend Dashboard
- Interaction & Talk-Pattern Skills
- Standard Topic Intelligence
- Custom Keyword Trackers
- Custom Smart Topic Trackers
Revenue Intelligence (Add-on)
- AI Deal Risks
- Sales Methodology Tracker
- AI Win Loss Analysis
- Forecasting
- Dealboard for Pipeline Review
- 2-way CRM Field Updates
- AI-powered Deal Risk Alerts
- Ask Avoma Copilot – Deal and Customer level
- AI Sales Methodology Tracker
- Roll-up & Aggregated Forecasting
- AI Win-Loss Deal Analysis
- Pipeline and Forecasting Reports
Lead Router (Add-on)
- Advanced Routing Rules
- Inbound Form Qualification
- Outbound Lead Hand-off
- Round Robin Scheduling based on Custom Rules, CRM owner, CRM fields
- Form Field Based Router
- SDR to AE Handoff Router
- Real-time Lead Qualification and Routing
- Lead Routing based CRM Contact and Account Owner
- Lead Routing based on CRM Custom fields
Pros and Cons
Pros
- All-in-one solutionCombines AI meeting assistant, scheduling, conversation intelligence, and revenue intelligence in a single platform, eliminating the need for multiple tools.
- Affordable pricingStarts at $19/user/month with free viewers and collaborators, providing good value compared to competitors like Gong and Chorus which cost over $100/user/month.
- AI-powered automationSaves over 4 hours per week by automating note-taking, follow-ups, CRM updates, and more, increasing efficiency.
- Extensive integrationsSeamlessly integrates with major calendars, conferencing platforms, CRMs, dialers, and collaboration tools.
- Free trial with full featuresOffers a 14-day free trial of the Organization plan with all add-ons enabled, no credit card required.
Cons
- Annual billing required for all plansAll subscription plans are billed annually; monthly billing is not available for the base plans.
- Same plan for all recording usersYou must purchase the same subscription plan (Startup, Organization, or Enterprise) for all recording users; mixing plans is not allowed.
- Add-ons require annual billingAdd-ons like Conversation Intelligence and Revenue Intelligence follow the same annual billing cycle; monthly billing is not available.
- Enterprise plan has minimum seat requirementEnterprise plan requires a minimum of 10 paid seats, which may not be suitable for small teams.
- No credits or refunds for unused licensesIf you remove or downgrade licenses mid-cycle, changes only apply at the next billing cycle; no credits or refunds are provided.
Use Cases & Recommended Professions
Sales Leaders→ View Toolkit
Needs conversation and revenue intelligence to track deal risks, improve win rates, and forecast accurately.
Revenue Operations (RevOps) Leaders→ View Toolkit
Benefits from an all-in-one platform to streamline workflows, reduce tool sprawl, and drive efficiency across teams.
Sales Development Representatives (SDRs)→ View Toolkit
Uses lead routing and scheduling to automate outbound handoffs and qualify leads faster.
Account Executives (AEs)→ View Toolkit
Leverages AI meeting assistant and coaching to improve call performance and close more deals.
Customer Success Managers (CSMs)→ View Toolkit
Relies on conversation intelligence to monitor customer health, identify churn risks, and drive retention.
Sales Enablement Professionals→ View Toolkit
Uses call scoring and coaching features to shorten onboarding and improve team performance.
Frequently Asked Questions
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ℹ️ Curation Disclosure: The overview and features of Avoma were synthesized using AI and fact-checked by our curation team to ensure accuracy.