How are seats and pricing structured?

You pay per 'recorder' seat for the base plan. 'Viewer' seats are always free. Add-ons like Conversation Intelligence have separate per-seat pricing.

What integrations are supported out-of-the-box?

Native integrations include major conferencing (Zoom, Meet, Teams), CRMs (Salesforce, HubSpot, Pipedrive), and dialers (Aircall, Dialpad), with Slack and project tools for collaboration.

What is the 'Ask Avoma' feature and how does it work?

It's an AI copilot powered by a large language model. It provides contextual answers based on all your meeting transcripts and notes, using retrieval-augmented generation (RAG) over your private data.

Can I create custom AI scorecards for my sales methodology?

Yes. The Conversation Intelligence add-on allows you to build custom scorecards based on methodologies like MEDDIC, SPICED, Sandler, etc., with automated scoring against your playbooks.

What are the data security and compliance features?

The Enterprise plan includes SAML/OIDC SSO, HIPAA compliance, data retention policies, mutually signed DPAs, and team-specific access controls for strict security requirements.

Is there a developer API or platform?

Yes. Avoma offers an API Platform (dev.avoma.com) and an MCP (Model Context Protocol) interface to connect Avoma data and workflows to your own AI tools and agents.

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Avoma

Avoma is an all-in-one AI platform that automates meeting workflows for revenue teams. It records, transcribes, and summarizes meetings, automates CRM data entry, and provides scheduling and lead routing. The tool offers conversation intelligence for call scoring and coaching, and revenue intelligence for deal insights and forecasting. Targeted at sales, revenue operations, and customer success teams, Avoma consolidates multiple point solutions into a single platform. It integrates with major conferencing, CRM, and dialer tools to streamline sales processes and provide actionable insights from every conversation.

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Added on

Sep 21, 2026

AI Meeting AssistantCRM AutomationSales SchedulingCall ScoringPipeline ForecastingMCP Integration75+ Languages

Product information

Everything worth knowing about Avoma

The complete picture — from everyday features to the technical detail builders and IT folks dig for.

Core features

What it actually does

AI Meeting Transcription & Notes

Automatic live transcription in 75+ languages with AI-generated notes, summaries, and smart chapters.

Automatic CRM Data Entry

Push meeting data, notes, and action items directly to your CRM without manual work.

Scheduling & Lead Routing

Unlimited 1:1, group, and round-robin scheduling with advanced inbound qualification and outbound handoff routing.

AI Coaching & Call Scoring

Automate call scoring against your playbook and deliver personalized coaching at scale for sales teams.

Revenue Forecasting & Pipeline Intelligence

AI-powered deal risk alerts, sales methodology tracking, and win-loss analysis to forecast with confidence.

Technical capabilities

Agentic AI Platform (Ask Avoma & MCP)

Get instant answers from all conversations and connect Avoma to other AI tools and agents via MCP.

Extensive Integration Ecosystem

Native integrations with major conferencing (Zoom, Teams), CRM (Salesforce, HubSpot), dialers, and collaboration tools.

Must watch videos

Avoma Tutorial for Newbies | How to Automate Tasks with Avoma AI Platform

10:32

Tutorial10:32

Avoma Tutorial for Newbies | How to Automate Tasks with Avoma AI Platform

In this beginner tutorial and training video, we show you how to install and use Avoma CRM software. We show you how to create an account and get started, how to use all of the core features in this demo, and give quick review of the software. Need anything from amazon? Click our affiliate link below to help support our channel: https://amzn.to/3W3ZxQQ Subscribe: https://www.youtube.com/channel/UC2T47jvfBgrBkExxfhwUnBw?sub_confirmation=1

How Avoma AI Can Help Sales Reps Close More

2:11

Tutorial2:11

How Avoma AI Can Help Sales Reps Close More

Enhance your sales team with #1 AI SDR Agent Frank - agentfrank.ai Salesforge.ai blends humans & AI agents max out sales pipeline while minimizing the cost of acquisition. Feel the power of The Forge's Ecosystem: Salesforge - Humans & AI Agents Building Pipeline: https://www.salesforge.ai Leadsforge - #1 Search Engine For Leads: https://www.leadsforge.ai Mailforge - Automated Distributed Email Infrastructure: https://www.mailforge.ai Infraforge - Automated Private Email Infrastructure: https://www.infraforge.ai Warmforge - Email Deliverability Center: https://www.warmforge.ai Agent Frank - AI SDR: https://agentfrank.ai/ Free tools: Free AI Email Generator - https://www.salesforge.ai/tools/experience-agent-frank Free Email Spam Checker - https://www.salesforge.ai/tools/spam-checker Free Email Verifier - https://www.salesforge.ai/tools/email-verifier-tool Free Email Spintax Generator - https://www.salesforge.ai/tools/spintax-generator Follow The Founder: https://www.twitter.com/franksondors https://www.linkedin.com/in/franksondors Follow me: www.linkedin.com/in/simonasdiponas Discover how Avoma AI can revolutionize your sales strategy by increasing your sales reps' closing success rate. In this video, we'll dive into the benefits of leveraging AI-powered sales tools to streamline your sales process, improve customer engagement, and ultimately drive revenue growth. Learn how Avoma AI can help your sales team overcome common obstacles and close more deals with confidence. Get ready to transform your sales performance and stay ahead of the competition!

Avoma AI Notetaker Review | Pros and Cons – Watch Before Using

2:13

Review2:13

Avoma AI Notetaker Review | Pros and Cons – Watch Before Using

Who uses it

Real use cases, no hype

Automate Meeting Admin

Eliminate manual note-taking, email follow-ups, and CRM data entry to save 4+ hours per rep weekly.

Accelerate Sales Onboarding

Use AI call scoring and coaching to reduce new rep ramp time and increase win rates by 40%.

Improve Pipeline Forecasting

Get AI-powered deal risk alerts, methodology tracking, and win-loss analysis to boost quota attainment.

Deliver Frictionless Buying

Automate scheduling, lead qualification, and routing to double qualified meetings without double spend.

Centralize Conversation Data

Unify transcripts, notes, and insights from Zoom, Meet, Teams, and phone calls into one system.

Standardize Sales Coaching

Deliver personalized feedback at scale with AI-driven scorecards and smart playlists for training.

Prevent Customer Churn

Identify at-risk accounts early using conversation signals and proactive health scoring.

What's great

All-in-one platform for meeting notes, scheduling, and revenue intelligence.
Generous free viewer seats and free 14-day trial with all features.
Deep integrations with major CRMs (Salesforce, HubSpot) and dialers (Aircall, Dialpad).
Powerful AI features like custom note templates, smart chapters, and 'Ask Avoma' copilot.

Technical strengths

Scalable from SMB (25 seats) to Enterprise with SSO, HIPAA, and advanced controls.
MCP platform and API access for building custom AI agents and automations.
Real-time coaching and guidance with custom scorecards for specific sales methodologies.

Where it falls short

Core AI features like Conversation & Revenue Intelligence are paid add-ons, increasing total cost.
Enterprise plan requires a minimum of 10 paid seats, not suitable for very small teams.
Steep annual discounts (up to 33%) incentivize long-term commitment, reducing flexibility.
Complex feature sets (Revenue Intelligence, Lead Router) may require significant onboarding time.

Technical limitations

Per-seat pricing model for add-ons can become expensive as team size grows.
Advanced features like API integration and webhooks are gated behind the Organization plan.

For technical folks