Avoma

Avoma is an AI platform for meeting notes, scheduling, coaching and revenue workflows. Automate post-call work, route leads, and review conversations with AI.

Sales Assistant AI Lead Generation AI CRM Assistant AI Scheduling AI Meeting Assistant

Visit Website

What Avoma is

Avoma is an AI platform for note-taking, scheduling, coaching, and revenue workflow automation. Its product pages break the offering into four main modules: AI Meeting Assistant, Scheduler & Lead Router, Conversation Intelligence, and Revenue Intelligence.

The platform is built to reduce manual work across meetings and sales conversations. According to the site, it can automate note-taking, follow-up emails, CRM updates, scheduling, call scoring, deal-risk monitoring, and lead routing, while also offering a free trial and a mix of monthly and annual plans.

Core capabilities

AI Meeting Assistant

Automatically records meetings, generates transcript notes, creates follow-up email drafts, and updates CRM records so hosts spend less time on post-call admin.

Scheduler & Lead Router

Provides 1:1, group, and round-robin scheduling, plus lead qualification and routing for inbound forms and outbound handoffs.

Conversation Intelligence

Scoring, answer assistance, talk-pattern analysis, smart trackers, and engagement insights help teams review calls consistently and coach from real interaction data.

Revenue Intelligence

Deal-risk alerts, sales methodology tracking, CRM field updates, forecasting, and win-loss analysis support pipeline review and revenue operations.

Flexible seat model

The pricing page separates recorder seats from free viewers and collaborators, making it possible for non-recording users to access notes, transcripts, and shared content at no cost.

Where Avoma fits

Meeting note automation
Record and summarize customer or internal meetings, then draft follow-up emails and sync notes into CRM records for the host or account owner.
Scheduling and lead routing
Let prospects book time through 1:1, group, or round-robin scheduling pages while qualifying and routing leads from forms or handoffs.
Sales coaching and call review
Review calls with scorecards, answer assistance, talk-pattern insights, and smart trackers to coach reps from actual conversations.
Pipeline and forecasting workflows
Track deal risk, sales methodology usage, and win-loss patterns, then update pipeline records from a single view for revenue teams.
Cross-team collaboration
Share recordings, transcripts, and notes with viewers and collaborators who can access content without needing paid recorder seats.

Pros and Cons

Pros

Covers multiple adjacent workflows in one platform: meetings, scheduling, coaching, CRM updates, and pipeline analysis.
Includes a free trial with no credit card required.
Uses a seat model that keeps viewers and collaborators free, which may help teams share outputs without paying for every person.
Offers both monthly and annual billing options on several plans.
Provides both self-serve entry points and sales-assisted enterprise options.

Cons

The public pages do not provide a complete integration catalog, so buyers may need to verify support for specific tools.
Some advanced capabilities are plan-dependent, including enterprise access controls, compliance features, and certain intelligence add-ons.
The site presents multiple modules, which may require buyers to choose carefully rather than assume every capability is included in the starter plan.

FAQ

Does Avoma offer a free trial?

Avoma’s pricing page shows a 14-day free trial and says no credit card is required. The trial is described as an unrestricted trial of the Organization plan with all add-ons enabled.

What does Avoma include?

Avoma’s core product is organized around AI Meeting Assistant, Scheduler & Lead Router, Conversation Intelligence, and Revenue Intelligence. The product pages describe these as separate capabilities that can be used together or started individually.

Who is Avoma for?

The source describes note-taking automation, scheduling, call scoring and coaching, CRM updates, forecasting, and lead routing. It is positioned for teams that want to reduce manual follow-up and get more structured workflows from meetings and conversations.

Which integrations are mentioned?

The source does not provide a complete integration list, but it does mention CRM integration, dialer integration, Slack alerts, API integration, webhooks, and calendar/conferencing integration labels on the conversation intelligence page.

Are all features available on every plan?

Avoma offers annual and monthly billing on several plans, with viewer and collaborator seats described as free on the pricing page. Some enterprise features are only listed on higher-tier plans, including SSO, data retention policies, HIPAA compliance, and access controls.

Quick Facts

Category: AI platform
Primary functions: Note-taking, scheduling, coaching, CRM updates, and revenue intelligence
Product modules: AI Meeting Assistant, Scheduler & Lead Router, Conversation Intelligence, Revenue Intelligence
Trial: 14-day free trial; no credit card required
Billing: Monthly and annual options on several plans
Website: avoma.com