AI Agent Index
ByHeather MacAvelia·Independently reviewed·Published Jun 22, 2026·Updated Jul 19, 2026
Independently verified against live vendor data on Jul 19, 2026.

AI meeting intelligence platform that automates note-taking, follow-up emails, CRM updates, coaching scorecards, and revenue forecasting across sales, CS, and product teams. From $19/user/mo.

How we scored it

Autonomy

3/5

Integrations

5/5

Pricing clarity

5/5

Evidence

5/5

Setup

4/5

The facts

Avoma is an AI meeting intelligence platform that automates note-taking, scheduling, conversation intelligence, coaching, and revenue forecasting for sales, customer success, product, and engineering teams. The platform records and transcribes meetings across video conferencing and phone calls, then generates AI summary notes, follow-up emails, and CRM updates without manual input. Avoma is used by more than 1,000 organizations and is positioned as an all-in-one alternative to stitching together separate tools for transcription, scheduling, coaching, and deal intelligence. The platform operates across four product pillars. The AI Meeting Assistant handles recording, transcription, AI-generated notes, and automatic CRM logging. The Scheduler covers one-on-one scheduling links, round robin routing, and lead routing with form-based rules and SDR-to-AE handoff workflows. Conversation Intelligence provides speaker identification, talk time analysis, sentiment heatmaps, filler word detection, topic identification, custom keyword trackers, and semantic smart trackers. Revenue Intelligence adds deal boards, pipeline analytics, forecasting, and win/loss analysis. Integration depth is strong across the categories that matter for meeting workflows. Avoma connects natively with Salesforce, HubSpot Sales Hub, Pipedrive, and Copper for bidirectional CRM sync. Video conferencing integrations cover Zoom, Google Meet, Microsoft Teams, BlueJeans, GoToMeeting, Lifesize, and Highfive. Dialer integrations include Aircall, Dialpad, Groove, Kixie, Koncert, and RingCentral. Collaboration integrations include Slack, ClickUp, and Outreach. An open API and an MCP server, which connects Claude and ChatGPT directly to transcripts, notes, scorecards, and deal outcomes, are available for custom AI workflows. Pricing is public and structured around recorder seats, with viewers and collaborators always free. There is no permanently free plan, but a 14-day free trial of the Organization plan with all add-ons enabled is available. Startup starts at $19 per recorder seat per month billed annually, covering up to 25 paid seats with unlimited AI meeting assistant, transcription, and one-on-one scheduling. Organization starts at $29 per recorder seat per month and adds custom AI notes, group scheduling, and team features. Enterprise starts at $39 per recorder seat per month with advanced administration. Conversation Intelligence and Revenue Intelligence, covering sentiment analysis, smart trackers, coaching scorecards, deal boards, and forecasting, are paid add-ons at $29 per recorder seat per month, so the full platform costs meaningfully more than the $19 Startup headline. Avoma is not the right fit for teams that only need lightweight transcription without conversation intelligence depth: Otter.ai at $8.33/mo or Fathom with a free tier offer simpler transcription at lower price points. Teams that need enterprise-grade revenue intelligence with deep forecasting and pipeline management may find Gong or Clari more mature in those specific capabilities. For teams that want meeting intelligence tightly coupled with sales engagement sequencing, Salesloft Conversations bundles both in a single platform. As of Q3 2026, Avoma continues to expand its revenue intelligence and coaching capabilities and has added an MCP server that connects Claude and ChatGPT directly to meeting data. The platform holds a 4.6 out of 5 rating on G2 across more than 1,300 reviews and maintains SOC 2 Type II certification for enterprise security requirements.

Pricing

subscription · $19/mo annual

View pricing ↗

Segment

b2b

Setup

easy

Verified

Jul 19, 2026

Transparency

Public

Contract

Monthly or Annual

Data training

Not Trained

Autonomy

Human Optional

Capabilities

conversation-intelligenceschedulingreportingcrm-syncforecasting

Pros & Limitations

Editorial assessment

Pros

  • All-in-one platform spanning meeting intelligence, scheduling, conversation intelligence, coaching, and revenue forecasting: teams avoid paying for and integrating separate tools for each workflow, with viewer seats always free regardless of plan.
  • SOC 2 Type II certified with AWS-hosted infrastructure: meets enterprise security and compliance requirements that lighter meeting intelligence tools like Fathom and tl;dv do not currently offer.
  • Conversation intelligence goes deeper than basic transcription: sentiment heatmaps, custom keyword trackers, semantic smart trackers, speaker insights, and AI-generated chapter bookmarks provide coaching and deal intelligence that pure transcription tools lack.

Limitations

  • Conversation Intelligence and Revenue Intelligence are paid add-ons at $29 per recorder seat per month on top of the base plan, so teams that want sentiment analysis, smart trackers, coaching scorecards, and forecasting pay well above the $19 Startup headline price.
  • Revenue intelligence and forecasting features are newer additions competing against mature specialists: Gong and Clari have deeper deal inspection, pipeline analytics, and forecasting models built over more years of enterprise deployment.
  • Pricing is per recorder seat rather than per user, which keeps viewer costs at zero but means the per-seat cost for active meeting participants is higher than lightweight alternatives like Fireflies.ai at $10/mo billed annually or Otter.ai at $8.33/mo.

Technical Details

Deployment
Cloud
Model architectureProprietary AI
Avg setup timeUnder 1 day
Integrations
SalesforceHubSpotPipedriveCopperZoomGoogle MeetMicrosoft TeamsSlackAircallDialpadClickUpOutreach
Security
SOC 2 Type IIGDPR

Similar agents

Rating

4.3/ 5

Editorial score

How we score this →

Recognition

MCP Server VerifiedTransparent PricingListed 2026
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Industries

B2BSaaSEnterprise

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