AI Notetakers · Reviewed 20 Oct 2026

Avoma

AI platform for meeting notes, scheduling, coaching, and CRM updates.

free tier · avoma.com ↗

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Overview

01

Summary

The useful answer before the supporting detail.

Avoma is an AI platform that automates meeting note-taking, scheduling, call coaching, and CRM updates for revenue teams S19. It is used by sales, customer success, and RevOps professionals to reduce manual work and improve deal visibility S1. The platform's practical value lies in saving time and ensuring CRM data is current through AI-driven automation S19.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Avoma is an AI platform for note-taking, scheduling, and coaching S19.
  • Core purpose: Solves poorly run meetings and manual follow-up work S1 S19.
  • Intended users: Revenue teams, including RevOps and sales enablement S1.
  • Product scope: An all-in-one platform with AI meeting assistant, scheduling, coaching, and CRM automation S19.
  • Positioning: Accelerate growth with an all-in-one AI platform S19.
  • Claimed distinction: Automates note-taking, follow-ups, and CRM updates to save time S19.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
RevOps LeadersUse AI agents to monitor deal risk and prepare pipeline reviews S1 S93.
Sales EnablementUse call coaching and scorecards to improve team performance S1 S76.
Customer Success ManagersAutomate QBRs and update CRM with meeting insights S76.
Product ManagersRecord internal meetings like sprint planning and stand-ups with the Lite plan S92.

Features

04

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
AI Meeting AssistantRecords meetings and generates notes and transcripts automatically S19.
Smart ChaptersGenerates AI topics to review meeting segments S19.
CRM AutomationUpdates CRM fields automatically, including custom fields for MEDDIC/SPICED S19.
Pipeline ReviewProvides a dealboard to inspect deal health and update CRM from one view S19.
AI AgentsAutomates workflows like deal risk analysis and pipeline reviews S93.
Ask AvomaAI copilot that answers questions about meetings, deals, and pipeline activity S96.
MCP ServerConnects AI tools like AI modeland ChatGPT to meeting data for retrieval and updates S98.
05

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
CRM IntegrationNative integrationSyncs calls, notes, and updates directly into CRM S76 S93.
Calendar IntegrationIntegrationConnects calendars for scheduling and meeting capture S76.
Dialer IntegrationIntegrationIntegrates with dialers for call recording and tracking S76.
API & WebhooksAPIAllows custom integrations and real-time data push S76.
MCP ServerAI interfaceConnects AI modeland ChatGPT to meeting data for retrieval and updates S98.
Ask Avoma External APIAPIEnables natural language queries across meeting history S98.
Slack/MS TeamsIntegrationDelivers reports and notifications to team channels S96.

Pricing

06

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Startup$19 per recorder seat per month, billed annually S76Unlimited recording and AI notes; 5 uploads per user/month S76Up to 25 recorder seats; viewers free S76
Organization$29 per recorder seat per month, billed annually S76Custom templates; 10 uploads per user/month; API and webhooks S76Up to 100 recorder seats S76
Enterprise$39 per recorder seat per month, billed annually S76Global Ask Avoma; 20 uploads per user/month; SSO, HIPAA, data retention S76Minimum 10 recorder seats S76
Conversation Intelligence add-on$29 per seat per month, billed annually S76Coaching, scorecards, trackers S76Add-on to a plan S76
Revenue Intelligence add-on$29 per seat per month, billed annually S76Deal risks, forecasting S76Add-on to a plan S76
Free trial14-day free trial of Organization plan with all add-ons S76All features enabled S76No credit card required S1
Free viewersFree view-only seats S19Watch recordings, view notes and transcripts, comment and share S76Not established

Trust and proof

07

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
G2Avoma Reviews & Product Details / G2 AIGrounded web searchAvoma is a tool that integrates with various platforms and assists in recording and reviewing calls, transcribing conversations, and generating meeting notes and summaries. ... ### Pros - ✓ Reviewers like Avoma's user-friendly interface, its ability to integrate with platforms like Google Meet and HubSpot, and its features such as 'Ask Avoma AI', which provides context from call histories, and the transcription and summary features that save time and effort. ... ### Cons - ✗ Reviewers noted that
G2Pro e contro di Avoma / Preferenze e antipatie degli utentiGrounded web searchGli utenti notano che l'inesattezza dell'IA può portare a interpretazioni errate, specialmente con rumore di fondo e la presenza di più interlocutori. (10 menzioni) ... Gli utenti segnalano problemi di accuratezza con la trascrizione di Avoma, specialmente in ambienti rumorosi o con più interlocutori. (9 menzioni) ... Gli utenti trovano che la precisione della trascrizione di Avoma possa essere incoerente, specialmente con rumore di fondo o più interlocutori. (9 menzioni) ... Gli utenti sperimen
G2Compare Avoma and Gong Social Share OptionsGrounded web searchve been using Avoma for the past year - it seamlessly records and ... Avoma leaves while the meeting is still ongoing without rhyme or reason. I initially thought it was because the scheduled time for the meeting was up, but that doesn
G2Compare Avoma and Fathom Social Share OptionsGrounded web searchve recorded our meetings in Zoom for a while now. We saved the recordings to review later but would have to listen to the entire call or note the time something was said so we could share with a colleague or client later. With Avoma, every recorded call...
G2Compare Avoma and Sybill.ai Social Share OptionsGrounded web searchpast year - it seamlessly records and transcribes every meeting that our organization has. It has enabled us to be more transparent as an ... Avoma leaves while the meeting is still ongoing without rhyme or reason. I initially thought it was because the
G2Compare Avoma and Read Social Share OptionsGrounded web searchAvoma(1,337)4.6 out of 5Avoma By Avoma Try for free Optimized for ... Avoma leaves while the meeting is still ongoing without rhyme or reason. I initially thought it was because the scheduled time for the meeting was up, but that doesn't seem to be the
G2Compare Avoma and Chorus by ZoomInfo Social Share OptionsGrounded web searchI like the features of being able to trace and track the speech to ... in the recording. I do appreciate the function of being able to read where certain events happen in the calls as well. It makes reviewing the Avomas much faster and able for me to
avoma.comAvomaGrounded web searchAvoma is an AI copilot that answers questions about meetings, deals, accounts ... , emails, CRM records, and web sources in one place. Get supporting ... Saves 15 minutes per meeting Works with Trusted by 1,000+ revenue teams 4.8/5 on 500+ reviews

Customer proof

No named customers, testimonials, or customer case studies were found.

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

08

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipAvoma was founded in late 2017 in Palo Alto, CA with the belief that all of us have a love-and-hate relationship with meetings. When meetings are run effectively, people collaborate on great ideas, achieve alignment andsource
Contact and supportIntegrations with your calendar, phone, email, and video toolssource
Legal and privacyWe use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies. Cookie Policysource
Security and complianceSingle Sign-On (SAML/OIDC)source
Uptime and status pageNot published on the collected pages.—
Domain registered2014-06-19—
Domain expires2028-06-19—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

09

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
How to build buyer-ready Mutual Action Plan (MAP) instantlyGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
AvomaRelease notesPublic product change history. (source)Not dated
How to build buyer-ready Mutual Action Plan (MAP) instantlyRoadmapPublic product roadmap. (source)Not dated

Not found in the collected public sources: status page, separate help center or knowledge base.

Technical

10

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Web-based platform S19.S19
Platforms and appsWeb application S19.S19
API and extensibility (API, SDK, webhooks, MCP, plugins)Offers API, webhooks, and MCP server S76 S98.S76 S98
Data ownership and exportNot published on the collected pages.—
Performance and reliability claimsNot published on the collected pages.—
Release activityMonthly product updates are published S149.S149
11

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2014-06-19 — Squarespace Domains II LLC
Domain expires2028-06-19
First archived2003-08-05 — web archive
TLS certificateGoogle Trust Services, valid, expires 2026-12-13
Security headersHSTS, CSP, X-Frame-Options
Headers not servedX-Content-Type-Options, Referrer-Policy
Server headercloudflare
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversns-1006.awsdns-61.net, ns-1480.awsdns-57.org

Not measurable: rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

Limits and method

12

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors. Evidence gaps include lack of detailed security certifications, uptime statistics, and data export options. Open questions remain about the exact capabilities of the Lite plan and the full scope of the agentic platform.

13

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from avoma.com, including the homepage, pricing, about, and agentic platform pages. Static and browser rendering rendering were used. External proof search was performed but no additional verification was completed. Limitations include reliance on vendor-provided information and lack of independent review data.

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