Log opportunity activity
Log calls, emails and meetings against the right opportunity, so reports and forecasts rest on complete activity.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
After meetings are processed and associated with CRM opportunities
- 2Context
Avoma Conversation Intelligence reads meeting and call activity, participant information, and CRM opportunity associations
- 3Reason
Link each meeting and call to the right opportunity using participants and CRM records
- 4Act
Log meeting and call activity to the relevant opportunity
- 5Human judgment
RevOps checks the linking rules
Native feature
Associate meetings and calls with the relevant CRM opportunities so teams can review customer interactions alongside deal records without manual activity logging.
What good looks like
Reports and forecasts are only as complete as the activity behind them.
Link activity to opportunities
Activity logged to a contact alone doesn't show up in deal reports.
Check accounts with several open deals
They're where activity lands on the wrong deal.
Review missing activity by rep
Gaps often trace back to one setting or calendar.
Customer stories
What teams say
The killer feature for us is the ability to customize the notes/summary structure and sync the notes directly to Salesforce. This along with auto scoring of calls is saving our team a bunch of time.
Seamless CRM integration makes your workflow effortless. The notes are automatically synced to Zoho, and recordings never expire, so your team can revisit and evaluate every conversation anytime.
The connection to Clickup and Hubspot saves us at least 5 hours week per project manager and it saves 10+ hours of wasted onboarding effort when launching a new client.
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