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Avoma

Meeting notes, recordings and CRM updates in one platform

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What Avoma is

An AI meeting platform. It joins calls, transcribes them, writes up notes, and connects the result to the rest of the sales stack: scheduling, routing, conversation intelligence, coaching and CRM updates.

The angle is coverage. Rather than being only a note-taker, it tries to own the meeting from booking through to follow-up.

What you can do with it

  • Get a transcript and structured notes after each call
  • Identify speakers and topics so the part that mattered is findable
  • Bookmark moments live during the meeting
  • Handle scheduling and routing on the front end
  • Review conversations for coaching
  • Update CRM fields from meetings

Who it is for

  • Sales, customer success and recruiting teams
  • Managers who need material to coach from

What to watch out for

  • Recording people creates obligations: consent or notice depends on jurisdiction and company policy, and retention and internal access need setting deliberately
  • AI notes and CRM writes are helpful but imperfect, so confirm commitments, amounts and key customer details yourself
  • Transcription accuracy drops with accents, crosstalk and poor audio

Pros & cons

✓ What we like

  • Scheduling, notes, coaching and CRM together
  • Speaker identification and topic detection aid search
  • Live bookmarking during calls
  • Conversation intelligence for coaching

! What to watch out for

  • Recording requires consent, notice and retention decisions
  • Notes and CRM updates still need human confirmation

FAQ

What does it actually do in a meeting?

It records and transcribes, generates notes, identifies speakers and topics, and lets you bookmark moments while the call runs.

Can it update our CRM automatically?

It can write fields from meetings, but important customer details and commitments should still be confirmed manually.

Is recording compliant everywhere?

Rules vary by jurisdiction and company policy. Give notice or get consent as required, and set retention and access controls deliberately.

Last reviewed: 2026-09-15

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