Avoma

Avoma is an AI meeting assistant and conversation and revenue intelligence platform for sales, customer success and other customer-facing teams. Once a calendar is connected, it joins and records scheduled meetings on Zoom, Google Meet, Microsoft Teams, Webex and GoToMeeting, using either a recording bot or bot-less native recording, then produces a transcript, AI notes with smart chapters, a drafted follow-up email and notes saved to the CRM record. Avoma says more than 1,000 organizations use it and that its meeting assistant saves 4+ hours a week. The platform has four parts: the AI Meeting Assistant, a Scheduler and Lead Router, Conversation Intelligence and Revenue Intelligence.

Conversation Intelligence adds AI call scoring with custom scorecards for methods such as MEDDICC, SPICED and Sandler, coaching recommendations, keyword and smart trackers, talk-pattern insights and a real-time answer assistant. Revenue Intelligence adds a deal board for pipeline review, two-way CRM field updates, AI deal risk alerts, a sales methodology tracker, roll-up forecasting and AI win-loss analysis. The Scheduler covers unlimited 1:1 links plus group and round-robin scheduling, and the Lead Router add-on qualifies and routes leads from HubSpot and Marketo forms and hands meetings from SDRs to AEs. Avoma transcribes more than 60 languages and dialects.

HubSpot and Salesforce sync in both directions, and Avoma also saves notes to Pipedrive, Zoho CRM, Copper and Zendesk Sell. Calls from Aircall, Dialpad, RingCentral, Zoom Phone, Kixie, Koncert, Vonage and GoTo Connect are recorded and analyzed. Avoma also connects to Outreach, Salesloft and Groove, to Gmail and Outlook email and calendars, to Slack, Microsoft Teams chat and ClickUp, and to Zapier. Single sign-on works with Okta, JumpCloud, Rippling and Microsoft Entra ID. A REST API with webhooks comes with the Organization plan and above, and an MCP server connects Claude and ChatGPT over OAuth to transcripts, notes, scorecards and deal data. The MCP server can also write three fields back to Avoma (a meeting's purpose, outcome and privacy setting), while CRM updates stay with the native integrations.

Pricing is published in USD per recorder seat, and viewers and collaborators are free on every plan. Startup is $19 per recorder seat per month billed annually or $29 billed monthly, for up to 25 recorder seats. Organization is $29 annually or $39 monthly for up to 100 seats and adds custom AI notes and templates, group and round-robin scheduling, limited conversation intelligence, translation of transcripts and notes, and API access with webhooks. Enterprise is $39 per seat per month, billed annually only, with a 10-seat minimum, and is bought through a sales demo. The Conversation Intelligence and Revenue Intelligence add-ons are $29 per seat per month billed annually or $35 monthly, and the Lead Router add-on is $19 or $25. Add-ons are assigned per user and follow the base plan's billing cycle. A 14-day trial of the Organization plan with every add-on needs no credit card.

The $19 Startup price does not include coaching scorecards, smart trackers, deal risk alerts or forecasting, which sit in the paid add-ons. Onboarding with an Avoma expert is an optional $1,000 one-time fee on Startup and is included on Organization and Enterprise. Every recorder in a workspace must be on the same plan. Single sign-on, SCIM provisioning, custom data retention, mutually signed DPAs and HIPAA compliance are Enterprise features.

Avoma suits sales, customer success and revenue teams that want meeting notes, scheduling, coaching and forecasting from one vendor, with published per-seat prices and free viewer seats. Teams that need European data hosting should consider tl;dv, and teams that want conversation intelligence inside a sales engagement platform with outbound cadences should consider Salesloft.

Current state Q4 2026: Avoma's MCP server works with Claude and ChatGPT and includes write operations for meeting purpose, outcome and privacy. Avoma holds SOC 2 Type II and ISO/IEC 42001:2023 certification, lists HIPAA, GDPR, CPRA (formerly CCPA) and the EU-US Data Privacy Framework on its trust center, and states that it does not use customer data to train AI or large language models. Its AI subprocessors include OpenAI and Anthropic, with Deepgram and Rev for transcription, and the platform is hosted on AWS in the United States.