Avoma (AI)
by Avoma, Inc.
AI meeting notes, scheduling, and revenue insights.
Score
Score
Our verdict
Avoma is a well-priced AI meeting platform that combines accurate live transcription, AI-generated notes, and built-in scheduling with optional upgrades for coaching and revenue workflows. Its pricing is unusually clear for 2026: a true entry plan for unlimited note‑taking and 1:1 scheduling, plus per‑seat add‑ons for Conversation Intelligence and Revenue Intelligence. The Organization tier unlocks custom templates, group/round‑robin scheduling, and limited CI; Enterprise adds SSO, HIPAA, retention policies, and Global Ask Avoma. Strengths include unlimited transcription, deep CRM sync, and free viewer seats that help drive adoption. The main trade‑off is that full coaching and forecasting live behind paid add‑ons, so costs can rise as more users need CI/RI. API/webhooks are available from Organization, which is great for mid‑market buyers, and compliance is stronger than typical (SOC 2 Type II, ISO/IEC 42001; HIPAA on Enterprise). Overall, Avoma is a compelling consolidation play for revenue teams replacing separate notetakers, schedulers, and CI tools.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
## Overview
How we tested
Days tested
7 days
Tasks evaluated
- ·Record and transcribe multi-speaker Zoom/Meet calls
- ·Generate AI notes with custom templates and email follow-ups
- ·Sync notes and fields to Salesforce and HubSpot
- ·Run CI scoring and review deal risk dashboards
Method
Compared against Otter.ai and Fireflies.ai using identical inputs
Reviewer
CBAI Editorial Team
Plans & pricing
Startup
Small teams needing unlimited AI notes and basic scheduling
- Unlimited AI Meeting Assistant
- Unlimited real-time transcription & AI summary notes
- Automatic video recording; bot-less and bot-based recording
- Unlimited 1:1 scheduling
- Ask Avoma for a meeting
- AI email follow-ups
- Auto-save notes to CRM records
- Dialer integration
- Up to 25 recorder seats; viewer seats free
Organization
Growing orgs needing custom notes and team scheduling
- Everything in Startup
- Custom AI Topics & Templates
- Group & round-robin scheduling
- Limited Conversation Intelligence
- Smart Playlists & AI automations
- Translate transcription & notes
- Custom AI email templates
- Enforce org-level policies
- API integration & webhooks
- Up to 100 recorder seats; viewer seats free
Enterprise
Enterprises requiring strict security and access controls
- Everything in Organization
- Global Ask Avoma
- Designated Success Manager
- Concierge onboarding & quarterly business reviews
- Unlimited usage intelligence
- Team-specific access controls
- Single Sign-On (SAML/OIDC), SCIM
- Data retention policies, mutually signed DPAs
- HIPAA compliance
- Annual billing only; minimum 10 recorder seats
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Avoma (AI) | Otter.ai | Fireflies.ai |
|---|---|---|---|
| Scheduling | |||
| Built-in group & round-robin scheduler | |||
| Routing | |||
| Inbound/outbound lead routing (add-on) | |||
| Revenue | |||
| Deal risk alerts & forecasting (add-on) | |||
| CRM | |||
| Auto-save notes to CRM records | |||
| Platform | |||
| API & webhooks available below Enterprise | |||
| Compliance | |||
| ISO/IEC 42001 certification | |||
Is it right for you?
Good fit for
Sales and CS leaders
Get standardized notes, coaching scorecards, and deal risk alerts to improve win rates and ramp time.
RevOps teams
Consolidates scheduling, routing, and conversation data; reduces vendor sprawl and improves adoption.
SMB to mid-market teams
Affordable base plan with free viewer seats; add advanced insights only for members who need them.
Compliance-focused orgs
SOC 2 Type II, ISO/IEC 42001, and HIPAA (Enterprise) with granular data retention policies.
Less suited for
Individuals needing a free recorder plan
Avoma has a free trial and free viewers, but no permanently free recording tier.
Teams wanting all CI/RI in base price
Advanced coaching and revenue intelligence are paid add-ons, increasing total cost if rolled out widely.
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Sales call notes & CRM sync
- Group scheduling and lead routing
- AI coaching and call scoring
- Deal risk alerts and forecasting
- Customer success review summaries
- Recruiting and internal meeting notes
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- Salesforce
- HubSpot
- Slack
Privacy & compliance
Security & data practices
Highlights we track from the vendor's documentation. Always confirm current terms, subprocessors, and regional policies on their official site.
- SOC 2 Type II
- ISO/IEC 42001:2023
- HIPAA (Enterprise)
- GDPR-ready
- No training on user data
Details
Category
Price
- Startup $29/mo ($19/mo billed yearly)
- Organization $39/mo ($29/mo billed yearly)
- Enterprise $39/mo (annual only)
- Conversation Intelligence add-on $35/mo ($29/mo billed yearly)
- Revenue Intelligence add-on $35/mo ($29/mo billed yearly)
- Lead Router add-on $25/mo ($19/mo billed yearly)
Free version
Best for
- Sales and CS teams that want automated notes and CRM sync
- Organizations replacing separate scheduler, note-taker, and coaching tools
- Leaders needing deal risk alerts and forecasting
- Teams requiring free viewer seats for collaboration
Frequently asked questions
Avoma (AI)
Productivity & Collaboration
Ready to get started?
Visit the Avoma (AI) website to explore plans and pricing.
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