Avoma is an AI platform that records and transcribes meetings, writes structured notes, drafts follow-up emails and pushes updates into CRM fields. It also covers scheduling with lead routing, conversation intelligence for sales calls and revenue intelligence with deal risk alerts. Pricing is per recorder seat per month: Startup is $19 billed annually, Enterprise is $39, Organization starts at $24, and viewers and collaborators are free. A 14-day trial of the Organization plan is available.
Sales teams are the main audience: account executives, SDRs, sales managers and revenue operations leads who need accurate notes and CRM hygiene without manual entry. Customer success teams can use the transcripts and smart chapters to review calls, and coaches can score conversations against a methodology. Small teams on the Startup plan get an unlimited AI meeting assistant for up to 25 paid seats, while larger organizations with compliance needs can look at Enterprise features such as SSO, data retention policies and HIPAA compliance.
After a discovery call, Avoma generates a summary using a custom template, fills in MEDDIC or SPICED fields in the CRM and drafts the follow-up email. Managers use AI call scoring and talk-pattern insights to coach reps and clone what top performers do, while smart trackers watch for keywords and topics with semantic matching. On the scheduling side, round-robin pages and routing rules assign inbound leads from website forms to the right rep, and outbound handoffs between SDRs and AEs can be automated. Revenue teams use deal risk alerts, methodology tracking and win-loss analysis to forecast more accurately.
