An all-in-one platform that schedules the meeting, records and summarizes it, then scores the call and rolls the result into a pipeline forecast.
What is
Avoma
Avoma books the meeting, records it, writes the notes, and then reports on what those calls say about your pipeline. It covers four jobs most teams buy separately, from the scheduling link a prospect clicks through to the forecast a sales leader reads on Monday morning. The recorder is a bot called Avoma Notetaker that joins from your calendar invite, transcribes in more than 75 languages, and posts summaries against custom templates. Ask Avoma answers questions across the archive, and CRM fields for MEDDIC or SPICED get filled from what was said on the call. The other three modules sit around that core. A scheduler handles booking links, group and round robin availability, and a Lead Router that qualifies inbound forms and hands a prospect straight to the right AE. Conversation Intelligence adds call scoring, trackers and coaching dashboards, and Revenue Intelligence carries deal risk alerts, forecasting and win-loss analysis. Avoma is a fair recommendation for a team that wants the calendar, the call record and the forecast under one login. We have not run it at Nebor, and we point clients to this end of the market by what they already own. The catch is that the two modules doing the selling arrive as paid add-ons.
Integrations and the modern GTM stack
Avoma's integration list is built around getting a conversation into the system and a summary back out into the CRM. The conferencing and dialer coverage is the widest in the lighter end of this category, and the developer surface is the thinnest, since API access and webhooks only appear on the Organization plan.
Zoom, Google Meet and Microsoft Teams | The three platforms most calls happen on. The Avoma Notetaker bot reads the join link from the calendar invite and joins at the scheduled start, announcing that the meeting is being recorded. GoToMeeting, BlueJeans, Lifesize, Highfive and UberConference are also listed. |
Dialers | Aircall, Dialpad, RingCentral, Zoom Phone, Kixie, Koncert, Salesloft, Groove and Outreach all feed calls into the same archive. This is the part of the list Fathom has none of, and it is the reason an SDR floor working the phone can use Avoma the same way an AE using Zoom does. |
Salesforce and HubSpot | Notes, action items and call summaries write back against contacts, accounts and opportunities, and note templates can populate MEDDIC or SPICED fields directly. HubSpot and Marketo form fields also drive the Lead Router rules if you buy that add-on. |
Pipedrive, Copper, Zoho CRM and Zendesk Sell | The reason a mid-market team ends up here. Most notetakers at this price stop at Salesforce and HubSpot, so a company running Pipedrive or Zoho gets a native write-back instead of building one through Zapier. |
Slack, ClickUp and Microsoft Teams chat | Summaries, recordings and action items post into channels after a call, and ClickUp turns follow-ups into tasks. This is the collaboration layer rather than a live coaching feed, so alerts land once the meeting has finished. |
Zapier | Available on any paid plan and connected with a Client Key and Secret generated under Organization Settings, so it reaches the rest of a stack without waiting for the API tier. This is the practical automation route for anyone on Startup. |
API and webhooks | Documented at dev.avoma.com with endpoints covering meetings, recordings, transcriptions, notes, scorecards and webhooks, rate limited to 60 requests a minute. Access starts on the Organization plan, so pushing transcripts into Clay or a warehouse means moving up from Startup first. |
MCP server | Lists meetings, fetches transcripts and pulls smart notes into an AI assistant using an API key from Settings, Organization, Developer. Avoma's own guide says it works with Claude Desktop only today, so other MCP clients are not supported yet. |
What is missing | No native n8n node, no Attio or Dynamics connection, and no bot-free desktop capture, so calls a recorder cannot join never reach the archive. Ask Avoma also runs per user until Enterprise, where global search across the whole workspace switches on. |
Pro’s
One vendor covers the scheduling link, the call record, the coaching scorecard and the forecast, so a team can retire a booking tool, a notetaker and a separate conversation intelligence contract in the same renewal cycle.
Dialer coverage is unusually wide at this price, reaching Aircall, Dialpad, RingCentral, Zoom Phone, Kixie, Koncert, Salesloft, Groove and Outreach, so a team that lives on the phone gets the same record as a team that lives on Zoom.
The CRM list runs past Salesforce and HubSpot into Pipedrive, Copper, Zoho CRM and Zendesk Sell, and that covers the mid-market teams Fathom and Fireflies leave writing their own sync.
Notes can be written straight into MEDDIC or SPICED fields on the CRM record, so a manager opening a deal reads the qualification framework instead of scrolling a wall of transcript.
The 14-day trial opens the Organization plan with every add-on switched on and asks for no card, so you can price the whole bundle before deciding which modules you keep.
It holds 4.6 on G2 across more than 1,300 reviews and has been shipping this product since well before the current wave of notetakers, so the coaching and forecasting parts are not first drafts.
Cons
The all-in-one pitch does not survive checkout. Conversation Intelligence and Revenue Intelligence cost $29 a seat a month each on top of the base plan, so the full bundle on Startup lands at $77 a seat a month against a $19 headline.
There is no free plan on the pricing page, only the 14-day trial, so a team that wants to sit on a notetaker for a quarter before paying anything is better served by Fathom or Fireflies.
Capture happens through a bot that joins from the calendar invite and there is no desktop or bot-free mode, so a prospect whose legal team blocks third-party recorders leaves you with no record of that call.
Transcription accuracy is the recurring complaint in reviews, particularly on strong accents, background noise and technical vocabulary, so the 75-language number is worth testing on your own calls before a rollout.
API access and webhooks start on the Organization plan and the MCP server only talks to Claude Desktop today, so a Startup-tier account has very little programmatic route out of the product.
Pricing
Startup
$19/user/month Billed annually, $29 month to month, capped at 25 paid recorder seats
Unlimited AI meeting assistant, recording and transcription
AI summaries, Ask Avoma on your meetings and AI follow-up emails
Unlimited 1:1 scheduling links
CRM note saving and dialer integrations
Limited conversation intelligence
Organization
$24/user/month Billed annually, $39 month to month, capped at 100 paid recorder seats
Everything in Startup
Custom AI topics, note templates and email templates
Group and round robin scheduling
API access, webhooks and org-level policies
Smart playlists, note translation and a customer success manager
Enterprise
$39/user/month Annual billing only, minimum 10 paid recorder seats
Everything in Organization
Global Ask Avoma across the whole workspace
SSO with SAML or OIDC and team-specific access controls
Custom data retention, signed DPAs and HIPAA compliance
Concierge onboarding, designated CSM and quarterly business reviews
Conversation Intelligence add-on
$29/seat/month Billed annually, $35 month to month, sits on top of any base plan
Automatic call scoring and AI scorecards
Smart trackers for keywords and competitor mentions
AI coaching and performance dashboards
Talk pattern and topic analytics
Revenue Intelligence add-on
$29/seat/month Billed annually, $35 month to month, sits on top of any base plan
Deal risk and churn risk alerts
Automatic CRM updates from call content
Pipeline and forecasting views
Win-loss analysis and sales methodology tracking
How it fits your stack
Alternatives
At a glance
Scheduling, notes, coaching and forecasting in one tool
Avoma Notetaker bot records Zoom, Meet and Teams
Transcription in more than 75 languages
Ask Avoma copilot across your meeting history
Booking links, round robin and a Lead Router
Call scoring, smart trackers and coaching dashboards
Deal risk alerts, forecasting and win-loss analysis
4.6 on G2 across more than 1,300 reviews
Read some of our client stories
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