Avoma

What Avoma does

Avoma is an AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. It combines AI Meeting Assistance with Conversational Intelligence and Revenue Intelligence to streamline workflows, enhance customer interactions, and accelerate growth. The platform automates scheduling, recording meetings, generating transcripts and AI-powered notes, and syncing actionable insights to CRM. Its AI technology captures crucial customer information before, during, and after meetings, providing real-time insights and auto-scoring sales and customer calls with AI-powered scorecards. Avoma's advanced Revenue Intelligence capabilities streamline forecasting and pipeline reviews with deal engagement activity, deal health and risk scores, and automated win/loss analysis. The company's vision is to reimagine how people and companies meet to achieve greater goals, by automating low-value tasks and augmenting high-value work with a blend of Human Intelligence and Artificial Intelligence.

Products

• AI Meeting AssistantAutomates note-taking, follow-up emails, and CRM updates, saving 4+ hours/week. Includes real-time transcription, AI-generated notes with custom templates, AI-generated smart chapters, AI-generated follow-up emails, automatic CRM data entry, and an "Ask Avoma" AI Copilot.
• Scheduler & Lead RouterAutomates scheduling and lead routing to increase qualified meetings. Offers unlimited 1:1, group, and round-robin scheduling, advanced distribution rules, inbound routing for website forms, and outbound handoff routing.
• Conversation IntelligenceReduces ramp time and increases win rates by 40% with automated call scoring and personalized coaching. Features Live Answer Assistant, AI Call Scoring, talk-pattern insights, custom smart trackers, and activity & engagement insights.
• Revenue IntelligenceIncreases quota attainment by 30% with AI-powered deal risk alerts, methodology tracking, pipeline inspection, and AI win-loss analysis. Includes deal & churn risk alerts, AI sales methodology scoring, pipeline review & CRM updates, and forecasting.
• AI Coaching AssistantPuts sales and customer success coaching on autopilot, providing AI-powered coaching recommendations, auto call scoring, custom AI scorecards, smart playlists, real-time answer assistant, global "Ask Avoma" across conversations, member & scorecard performance trend dashboard, interaction & talk-pattern skills, standard topic intelligence, and custom keyword/smart topic trackers.
• AI Forecasting AssistantImproves forecasting and quota attainment with AI-powered pipeline updates, deal risk alerts, sales methodology tracking, and win-loss analysis. Features "Ask Avoma" across accounts and deals, dealboard for pipeline review, 2-way CRM field updates, AI-powered deal risk alerts, AI deal health score, AI sales methodology tracker, roll-up & aggregated forecasting, AI win-loss deal analysis, and pipeline and forecasting reports.
• Lead RouterAutomates lead qualification and routing to schedule more qualified meetings. Includes 1:1 scheduling links, customizable event titles, embeddable scheduler, saving contacts to CRM, group scheduling, round-robin scheduling, real-time lead qualification and routing, round-robin scheduling based on custom rules and CRM fields, lead routing based on CRM contact and account owner, lead routing based on CRM custom fields, form field based router, and SDR to AE handoff router.

Key capabilities

• AI-generated Note-taking
• Real-time Transcription in 40+ languages (75+ for highest quality)
• AI-generated Smart Chapters
• AI-generated Follow-up Email drafts
• Automatic CRM Data Entry
• "Ask Avoma" AI Copilot
• Unlimited 1:1 Scheduling
• Group and Round-robin Scheduling
• Advanced Distribution Rules for lead routing
• Inbound Routing for Website Forms
• Outbound Handoff Routing
• Live Answer Assistant
• AI Call Scoring
• Talk-pattern Insights
• Custom Smart Trackers
• Activity & Engagement Insights
• Deal & Churn Risk Alerts
• AI Sales Methodology Scoring (MEDDIC, BANT, SPICED, Sandler)
• Pipeline Review & CRM Updates
• AI Win-Loss Deal Analysis
• Automatic Video Recording
• Unlimited Free View-only Seats
• Custom AI Topics & Templates
• Smart Playlist & AI Automations
• Translate Transcription & Notes
• Custom AI Email Templates
• Enforce Org-level Policies
• API Integration & Webhooks
• Global "Ask Avoma"
• Unlimited Usage Intelligence
• Team-Specific Access Controls
• Single Sign-On (SAML/OIDC)
• Data Retention Policies
• HIPAA Compliance
• AI Coaching Recommendations
• Auto Call Scoring with AI
• Custom AI Scorecards
• Smart Playlists – Rule Based Auto Curation
• Real-time Answer Assistant
• Member & Scorecard Performance Trend Dashboard
• Interaction & Talk-Pattern Skills
• Standard Topic Intelligence
• Custom Keyword Trackers
• "Ask Avoma" across Accounts
• "Ask Avoma" across Deals
• Dealboard for Pipeline Review
• 2-way CRM Field Updates
• AI-powered Deal Risk Alerts
• AI Deal Health Score
• Roll-up & Aggregated Forecasting
• Pipeline and Forecasting Reports
• Native CRM Integration
• Real-time Lead Qualification and Routing
• SDR to AE Handoff Router
• Speakers & Topics Identification
• Recording Snippets
• Voice of the Prospect/Customer
• Automated call recording and transcription
• Curated Playlists of successful sales calls
• AI-driven insights for rep progress
• Personalized coaching based on rep behaviors
• Live support tools (answer cards, templates)
• Gamified challenges for training
• CRM Sync & Activity Intelligence
• Pipeline Visibility and Deal Momentum
• Forecast Accuracy
• Win-loss Intelligence
• Coaching and Rep Performance
• AI-generated Risk Score for churn prediction
• Deal Health Alerts to Slack and email
• AI recommendations on negative alerts
• Timeline view of risk events
• Deal Health tab in Deal Quick View
• Aggregated trends for Keywords or Key Phrases
• Talk:Listen ratio and Longest Monologue insights

Use cases

• Automating note-taking, follow-up emails, and CRM updates
• Scheduling and lead routing
• Call scoring and personalized coaching
• Improving forecasting and pipeline reviews
• Automating sales methodology tracking
• Win-loss analysis
• Sales training and onboarding
• Sales coaching
• Customer success coaching
• RevOps leaders to tighten forecasts and reduce risk
• Increasing forecast accuracy
• Accelerating deal cycles
• Automating CRM workflows
• Tracking pipeline movement
• Aligning GTM teams
• Capturing customer pain points and insights for marketing
• Case study and podcast preparation
• Objection handling in sales
• Customer churn prediction
• Streamlining sales efficiency
• Improving sales performance
• Enhancing customer satisfaction and retention
• Cross-functional team collaboration (Sales, Product, Marketing, CS)

AI approach

Avoma is an AI-first Growth Acceleration Platform that uses AI to automate note-taking, scheduling, coaching, and forecasting. It leverages AI for real-time transcription, AI-generated notes, smart chapters, follow-up emails, CRM data entry, and an AI Copilot. The platform also uses AI for call scoring, talk-pattern insights, custom smart trackers, deal and churn risk alerts, sales methodology scoring, pipeline review, and win-loss analysis. It combines machine learning and GPT models for features like AI-generated Risk Scores in churn prediction.

Tech named: Natural Language Processing, Artificial Intelligence, AI Forecasting, AI Meeting Assistant, AI Note-taking, AI Scorecards, AI assistant, AI Copilot, machine learning, GPT models, GPT-4

Industries served

• Software Development
• Data Infrastructure and Analytics

What it says sets it apart

• AI-first Growth Acceleration Platform
• Combines AI Meeting Assistance, Conversational Intelligence, and Revenue Intelligence in one platform
• Automates scheduling, recording, transcription, AI notes, and CRM sync
• Provides real-time insights and auto-scoring with AI-powered scorecards
• Streamlines forecasting and pipeline reviews with deal engagement, health, and risk scores
• Automated win/loss analysis
• Cost-effective and scales with company growth
• Robust, AI-powered capabilities with native CRM integrations (HubSpot, Salesforce, etc.)
• Flexibility for use across all customer-facing teams (Sales, Customer Success, Marketing)
• Focus on "Jobs To Be Done" for customers
• Entrepreneurial ownership and continuous improvement culture
• Highest quality live transcription in 75+ languages
• SOC 2 Type II Certified and GDPR compliant
• Offers a free 14-day unrestricted trial of the Organization plan with all add-ons