Tech ThursdAI: Avoma

It's Tech ThursdAI, where we explore sales tech tools and share our findings. Meet the day-time note-taking, scheduling, coaching, forecasting, so you can work medicine. Oops...platform.

April 17, 2025

By Zoey Weinstein

The key to accelerating growth in a dynamic, competitive landscape lies in maximizing both efficiency and effectiveness. However, achieving both is easier said than done. This is where Avoma comes in. Avoma is an “all-in-won” (pun intended) platform that automates tasks like note-taking, scheduling, coaching, and forecasting. By streamlining sales processes, Avoma empowers sales, customer success, and remote teams alike to work smarter, not harder by saving time, reducing costs, and focusing on high-impact activities.

AI MEETING ASSISTANT

Avoma’s AI Meeting Assistant saves users over four hours a week by automating note-taking, email follow-ups, and CRM data entry. It automatically records and captures all meeting details, as well as provides transcripts in over 60 languages, turning your conversations into a searchable knowledge base. Avoma also provides users with meeting notes, saving 15 minutes of manual note-taking per meeting. Lastly, AI-generated Smart Chapters allow users to identify and navigate meeting topics so teams can maximize productivity and growth.

SCHEDULER AND LEAD ROUTER

Avoma’s Scheduler and Lead Router streamline scheduling, lead qualification, and routing processes to deliver a seamless buying experience. With unlimited scheduling links, Avoma simplifies booking 1:1, group, and round-robin meetings, offering advanced settings such as control over availability, time zones, buffer times, and distribution preferences. Additional features include no-show reminders and a round-robin system that guarantees a fair distribution of meetings among your team. 

Avoma automates lead qualification by integrating with tools like HubSpot to qualify leads from your website and assign them to the correct team member based on CRM data. With the Outbound Handoff Router, users can book outbound meetings in real time, ensuring customers connect with the appropriate person. Advanced Reporting allows users to assess lead quality in real time as well, allowing detailed performance insights and refinement of routing rules.

CONVERSATION INTELLIGENCE

Conversation Intelligence capabilities help increase win rates and shorten the onboarding process with automated call scoring, personalized coaching, and visibility into patterns and trends. Avoma’s Live Answer Assistant provides real-time answer cards, helping users handle objections and complex questions. AI Call Scoring pulls from existing methodologies and custom templates to automate call reviews, while Talk-Pattern Insights analyzes talk patterns to identify coaching opportunities. Avoma’s Smart Trackers identify deal risks, churn signals, and valuable feedback, instantly sending custom alerts via email and Slack. Meanwhile, Usage Activity & Engagement Insights foster continuous learning through a comprehensive view of team engagement, ROI, and meeting analysis.

REVENUE INTELLIGENCE

Avoma’s Revenue Intelligence capabilities boost efficiency by providing real-time pipeline insights, risk alerts, and accurate deal forecasting. Automatic CRM updates offer visibility across all pipeline stages, allowing users to take immediate action in the face of risk. Pipeline Reports track growth and risk with regular breakdowns, while Deal & Churn Risk Alerts use AI-powered health scores and sentiment analysis to improve forecasting. 

Avoma tracks your team’s adherence to your sales framework across all meetings and communication channels. AI Win-Loss Analysis identifies key moments in meetings and emails, revealing why deals were won or lost and empowering users to refine their process. Lastly, the “Ask Avoma” AI Deal Copilot provides objective answers and advice based on meeting and email data to help improve decision-making.

INTEGRATIONS AND PRICING

Avoma offers over a thousand integrations across three categories—conferencing, CRM, and dialer—ensuring streamlined workflows and connectivity with your existing tech stack. With fair and flexible pricing, users can mix and match plans based on their specific needs. Only pay for recording and transcription users, as collaborators are always free. 

Avoma boosts both efficiency and effectiveness by automating tedious tasks and streamlining workflows across all pipeline stages. Through harnessing the power of AI, users gain access to valuable insights, enabling them to refine their sales and decision-making strategies. With no credit card required for a 14-day free trial, getting started is simple. 

Try Avoma for yourself and let us know what you think at mastery@maestrogroup.co.