Avoma
Avoma is like your team’s personal meeting librarian and assistant rolled into one. It records and transcribes your meetings with impressive accuracy, tags who said what, and then turns that into organized summaries—highlighting decisions, action items, and key discussion points.
Our Verdict
What is Avoma
Avoma is like your team’s personal meeting librarian and assistant rolled into one. It records and transcribes your meetings with impressive accuracy, tags who said what, and then turns that into organized summaries—highlighting decisions, action items, and key discussion points. It syncs seamlessly with CRMs like Salesforce or HubSpot, making sure insights reach the right places without extra effort. Whether you’re in sales, customer success, product, or marketing, Avoma streamlines collaboration, captures valuable knowledge, and helps you follow through with fewer mistakes and more efficiency.
👉 In short: Avoma transforms your meetings into actionable knowledge without the tedious manual follow-up.
Is Avoma worth registering and paying for
If your team runs frequent meetings, especially in areas like sales, customer success, or product development, Avoma can be a game-changer. It goes beyond just recording meetings—it transcribes them with speaker attribution, summarizes key takeaways, and auto-generates action items. This lets everyone focus on the conversation instead of scrambling to take notes, and it helps ensure nothing important slips through.
Avoma also plays well with your existing tools—I’m talking seamless CRM syncing, task tracking in your project manager, and real-time collaboration on notes. The meeting intelligence it offers—like participation analytics—can highlight where conversations might be going off track or becoming unbalanced, which is especially useful for managers or remote teams.
That said, if you’re a small group running occasional catch-ups or informal chats, the cost might feel steep. And because it offers quite a few advanced features, it takes a bit of setup and adoption before you get full value.
Bottom line: Avoma is absolutely worth the investment if you want meetings to yield action, clarity, and strategic follow-through—especially in structured environments. For lighter, casual teams, simpler recording tools may still do the job.
Our experience
Our experience with Avoma for a team project managing a client’s sales and customer success meetings was transformative, making our collaborative workflow seamless, efficient, and highly empowering. As a team of mixed-skill members—including a sales manager, a customer success representative, and a product marketer—we needed a tool that enabled everyone to contribute while capturing critical meeting insights and integrating them with our CRM workflows. Avoma’s AI-powered recording, transcription, action item identification, and CRM integrations with Salesforce and HubSpot empowered our team to streamline collaboration and follow-through, though we encountered some challenges with transcription accuracy in multilingual settings and setup complexity for non-technical users.
Our sales manager found Avoma’s real-time transcription and speaker identification to be a game-changer, accurately tagging who said what during Zoom calls, reducing manual note-taking by up to 75%. We collaborated to review AI-generated summaries and action items, sparking team discussions to align on client priorities and next steps. The customer success representative leveraged Avoma’s Smart Chapters to highlight key discussion points, ensuring critical feedback was easily accessible for follow-ups.
Collaboration thrived with Avoma’s CRM integrations. Action items and insights synced automatically to Salesforce and HubSpot, allowing our product marketer to update deal stages and customer records without manual entry. We shared meeting summaries via secure links, enabling real-time client feedback, which we reviewed in team huddles to refine strategies quickly. The AI-powered scorecards and conversation analytics provided insights into talk ratios and sales methodologies like MEDDIC, though transcription occasionally struggled with niche accents or multilingual discussions.
Features like automated email drafts, custom CRM field updates, and 75+ language transcription support streamlined workflows, but setup for integrations like HubSpot Sales Dialer required technical know-how for non-expert users. The free trial was great for testing, but we opted for the Conversation Intelligence plan (~$59/month per user, billed annually) for AI scorecards and advanced integrations, though pricing clarity could improve for smaller teams. Avoma’s SOC 2 and HIPAA compliance ensured secure data handling.
Our team’s experience with Avoma was cohesive, empowering, and made us feel like a unified force capable of turning meetings into actionable outcomes. It’s ideal for sales, customer success, product, or marketing teams looking to collaborate on meeting insights and CRM workflows. If your team wants to streamline meeting management and CRM integration while working together, Avoma is definitely worth checking out, though consider support for multilingual transcription and initial setup.
