Avoma fits into your team’s workflow
Every revenue execution use case is different. Avoma can handle it with a native feature, prompt, skill, scheduled workflow, or even an agent. Start with a use case, then see how Avoma can help you run it.
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16 Revenue Execution jobs across 6 use cases
Coaching & Enablement
Pipeline & Forecasting
RevOps & Data Quality
Customer Success & Retention
Revenue Intelligence
Use case
Use case excerpt (filled by script)
Subheading
Score every call against your team scorecard, so coaching starts from the same standard for every rep.
Coaching & Enablement
Sales coaching
url
1
Score calls against MEDDIC, BANT, SPICED, or custom criteria to track rep performance and identify coaching opportunities.
Sales Call Scoring; AI Sales Coaching
Call recordings and your scorecards; also AI Sales Coaching
A scored call with timestamped evidence, plus rep trends
See whether reps use your sales methodology on real calls, by rep, team and criterion.
Coaching & Enablement
Methodology & playbook adoption
url
1
Identify coaching opportunities by scoring calls against your sales methodology or custom evaluation criteria.
Sales Methodology Scorecards
Deal meetings, conversation transcripts and configured sales methodology scorecards
An updated methodology qualification score per deal, with completed and missing criteria to guide future conversations
Use the RevOps Intelligence skill in Claude to report adoption by criterion, rep and team with example evidence, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A methodology adoption report with recommended next steps
Find open deals that have gone quiet, with the likely cause and the last real buyer signal.
Pipeline & Forecasting
Pipeline management
url
1
Spot deals going quiet. The agent reviews recent conversations, buyer engagement, and CRM activity to identify likely causes, surface supporting evidence, and recommend next steps for review.
Avoma agent
CRM activity, calls, emails, stage and close date
A list of stalled deals with causes
Identify opportunities showing risk signals, weak engagement, or missing next steps so managers can investigate deals that may have stalled.
Pipeline Management
Deal risk scores, engagement, deal stages, and conversation history
Deals requiring attention, with supporting risk signals
Use the RevOps Intelligence skill in Claude to flag the deal with the likely cause and the last real signal, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A list of stalled deals with causes with recommended next steps
Check commit and best-case deals for risk before the forecast call, using evidence from calls and emails.
Pipeline & Forecasting
Sales forecasting
url
1
Review deal risk scores, qualification gaps, and buyer signals to identify opportunities that could affect forecast confidence before submitting your numbers.
Sales Forecasting; Deal Intelligence
CRM deal data, conversation signals, deal risk scores, and qualification assessments
Deals requiring review, with risk indicators and supporting evidence
Use the RevOps Intelligence skill in Claude to flag deals in commit or best case that fail evidence checks, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A list of at-risk commit and best-case deals with recommended next steps
Log notes and summaries from every meeting to the right CRM record, so reps don't retype them.
RevOps & Data Quality
CRM data quality
url
1
Automatically sync AI-generated meeting notes and summaries to associated CRM records so reps don't have to enter call notes manually.
CRM Data Entry; CRM Integrations
Meeting recordings, AI-generated notes, and associated CRM records
Meeting notes and summaries logged to the associated CRM record
Keep CRM meeting records current. The agent captures notes from conversations, matches meetings to relevant CRM records, and prepares updates for review before syncing when approval is required.
Avoma agent
AI notes and conversation signals, your CRM field mapping, linking rules
Call notes in the CRM
Get flagged when an account's Risk Score crosses your threshold, with the signals behind it.
Customer Success & Retention
Customer retention
url
1
Configure risk alerts to notify team members through Slack, email, or Microsoft Teams when a supported Risk Score meets a defined threshold, so they can investigate and respond.
Alerts; Risk Score
Risk Score, alert threshold, notification recipients, and delivery channels
A risk alert delivered through the configured notification channel
Use the RevOps Intelligence skill in Claude to flag the account with the Risk Score, the signals behind it and a suggested next step, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
An at-risk account alert with the reason with recommended next steps
Identify at-risk accounts. The agent reviews account Risk Scores and underlying conversation and engagement signals, explains potential concerns, and recommends next steps for review.
Avoma agent
Customer calls and emails, risk score, CRM account and renewal data
An at-risk account alert with the reason
Send a follow-up that reflects what was said on the call, minutes after the meeting ends.
Pipeline & Forecasting
Follow-up & next steps
url
1
Draft a personalized follow-up email using the meeting conversation and your selected email template, ready for the rep to review and send.
AI email templates; Meeting Follow-up
The conversation and your template (for example Discovery Recap, Demo Recap, Pricing Recap, No-show and Nudge, Revive a Dead Lead); also Meeting Follow-up
A drafted follow-up email
Draft a personalized follow-up email with meeting highlights, agreed commitments, and next steps, using the latest conversation as context.
Ask Avoma
Ask Avoma, across the meeting transcript and notes, your email template for this meeting type, agreed next steps
A drafted follow-up email
Track each new rep against the ramp plan week by week, using call scores and activity.
Coaching & Enablement
Rep onboarding & ramp
url
1
Review new hires’ scored calls, activity, and usage to assess progress against the ramp expectations your team has defined.
Sales Call Scoring; Usage Intelligence; Sales Activity Tracking
Call recordings and your scorecards; also Usage Intelligence, Sales Activity Tracking
Call scores and activity indicators to compare against onboarding milestones
Get a brief before any customer call with stakeholders, open issues and past commitments from your meetings and emails.
Pipeline & Forecasting
Deal execution
url
1
Review deal health, pipeline stage, and customer engagement in one place to understand deal progress.
Prepare / Read brief
Calendar event, previous meetings, CRM records, emails, and relevant web information
A structured pre-call brief with customer context, priorities, talking points, and recommended next steps
Prepare for upcoming meetings with a briefing on stakeholders, unresolved issues, objections, and goals, using previous conversations and available deal context.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across previous meetings, emails and deal signals for the account
A briefing for the call
Walk into every discovery call knowing the account, past touchpoints and the questions still open.
Pipeline & Forecasting
Discovery & qualification
url
1
Prepare for discovery calls with an AI-generated brief covering prospect background, previous interactions, potential needs, suggested discovery questions, and talking points.
Prepare / Read brief
Calendar event, previous meetings, CRM records, emails, and relevant web information
A structured discovery brief with prospect context, talking points, suggested questions, and recommended next steps
Get a concise account briefing covering previous interactions, customer priorities, outstanding questions, and relevant deal context.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across previous meetings and emails with the account, CRM account and deal fields
A one-page discovery brief
Send each inbound lead to the right rep based on the routing rules you set.
RevOps & Data Quality
Inbound conversion
url
1
Route inbound prospects to the appropriate sales rep using configured routing rules and lead information, so buyers can book with the right person without manual assignment.
Lead Router
Routing rules, prospect details, and rep availability
A prospect matched with an eligible rep and directed to the appropriate booking flow
Hand every closed-won deal to Customer Success with the goals, promises, stakeholders and risks from the sale.
Customer Success & Retention
Customer onboarding & sales-to-CS handoff
url
1
Prepare a sales-to-CS handoff brief covering customer goals, success criteria, commitments, stakeholders, and unresolved risks from sales conversations.
Ask Avoma
Ask Avoma, across sales calls and emails, win analysis, CRM deal fields
A sales-to-CS handoff brief
Prepare complete sales-to-CS handoffs. The agent reviews sales conversations, emails, and CRM records to summarize customer goals, purchased products, stakeholders, commitments, and unresolved concerns, highlighting missing details for review.
Avoma agent
Sales meetings, emails, CRM deal data, customer requirements and commitments
A structured sales-to-CS handoff brief with customer goals, stakeholders, expectations, open items and next steps
Track what customers say about renewal, pricing and cancellation across their calls.
Customer Success & Retention
Renewal management
url
1
Track mentions of renewal intent, pricing concerns, cancellation risk, and approval requirements across customer conversations. Review matching call moments to understand potential renewal risks and opportunities.
Trackers
Customer meeting transcripts and configured renewal trackers
Renewal-related mentions, supporting conversation evidence, and trends
Spot upsell and cross-sell signals in customer calls and route them to the right owner.
Customer Success & Retention
Expansion & account growth
url
1
Identify expansion opportunities from customer conversations, including new requirements, buying signals, supporting quotes, and suggested follow-ups.
Avoma MCP (from your own AI assistant)
Ask Avoma, across customer calls and emails, account and contract data
A list of expansion signals with quotes
Use the RevOps Intelligence skill in Claude to flag expansion signals with the quote and suggest a follow-up, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A list of expansion signals with quotes with recommended next steps
Discover expansion opportunities. The agent analyzes customer conversations for new requirements, growing usage needs, or buying signals, then surfaces supporting quotes and suggests follow-ups.
Avoma agent
Customer calls and emails, account and contract data
A list of expansion signals with quotes
Learn why you win and lose from what buyers said across the deal.
Win-loss & competitive intelligence
url
1
Analyze won and lost deals to understand why buyers made their decisions, what worked, and what could have been done better. Review individual deal insights and identify recurring patterns across opportunities.
Win-Loss Analysis
Deal conversations, CRM outcomes, and available deal context
Win and loss reasons, supporting conversation evidence, recurring patterns, and improvement opportunities
Summarize what customers keep telling you, by theme, with the evidence behind each.
Customer Success & Retention
Voice of customer
url
1
Identify recurring customer feedback themes across conversations, with mention counts, supporting quotes, and affected accounts.
Avoma MCP (from your own AI assistant); Ask Avoma
Ask Avoma, across customer calls, themes, accounts and segments
A customer feedback summary
Find the coaching gaps that repeat across calls and reps, so you coach the pattern behind them.
Coaching & Enablement
Sales coaching
url
2
Use AI-powered scorecards to evaluate sales conversations, compare rep performance, identify coaching gaps, and track improvements over time. Managers can review individual and team scores, scoring trends, and conversations that need attention.
AI-powered Call Scorecards
Recorded conversations, scorecards, and scoring criteria
Rep and team performance scores, score trends, scoring coverage, and conversations to review for coaching
Compare scored conversations across the team to identify recurring coaching gaps, highlight supporting call moments, and recommend skills to practice.
Avoma MCP (from your own AI assistant)
Scored calls, scorecard results, rep and team context
A coaching themes summary with evidence and recommended focus areas
Rank open deals by risk, size and movement, so the pipeline review starts with the deals that need a decision.
Pipeline & Forecasting
Pipeline management
url
2
Identify deals responsible for significant pipeline changes, including opportunities pushed out, pulled forward, lost, or reduced in value, so managers can focus reviews on the movements that matter most.
Pipeline Walk; Sales Performance Management
Pipeline snapshots, deal amounts, close dates, and deal status
Pipeline movements and the deals behind them
A saved prompt runs on the cadence you choose and will produce a ranked list of deals to review with the reason for each. Results go to email, Slack or Teams.
Ask Avoma scheduled prompt
Stage, days in stage, close date, deal size, recent activity, risk signals
A ranked list of deals to review, delivered to email, Slack or Teams
Use the RevOps Intelligence skill in Claude to produce a ranked list of deals to review with the reason for each, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A ranked list of deals to review with recommended next steps
See how close each rep’s and each manager’s forecast call actually lands, quarter over quarter.
Pipeline & Forecasting
Forecasting
url
2
Keeps a running accuracy record automatically across every forecast checkpoint.
Forecast snapshots and closed-won results
A running accuracy record by rep and forecast category
Generate the accuracy report automatically at quarter close.
Forecast snapshots and closed-won results
A quarter-end accuracy report
Find open deals with missing, stale or inconsistent CRM data, ranked by impact.
RevOps & Data Quality
CRM data quality
url
2
Use the RevOps Intelligence skill in Claude to score each open deal on hygiene checks and list fixes by owner, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A hygiene scorecard with fixes by owner with recommended next steps
Identify CRM hygiene gaps. The agent checks open deals for missing or outdated information, evaluates them against configured hygiene rules, and lists recommended fixes by owner.
Avoma agent
CRM deal fields, last-activity dates, call and email evidence
A hygiene scorecard with fixes by owner
Prepare a QBR that proves value, with results, risks and next steps drawn from the account's conversations.
Customer Success & Retention
Expansion & account growth
url
2
Prepare a QBR brief with customer goals, progress, delivered value, risks, expansion opportunities, and a proposed agenda based on account conversations.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across recent calls and emails, outcomes, risks, renewal terms, prior QBR notes
A QBR brief
See every action item from your meetings in one place, with owners and what needs attention first.
Pipeline & Forecasting
Follow-up & next steps
url
2
Automatically capture action items and follow-up commitments from meetings, so nothing agreed during a customer conversation gets overlooked.
AI Tasks; Action Item Tracking
Meeting conversations and AI-generated action items
A consolidated task list with action items, owners, and follow-ups
Stay on top of outstanding commitments. The agent reviews action items from meetings and emails, checks available task statuses, and flags overdue or at-risk follow-ups by owner.
Avoma agent
Meetings and emails, owners, due dates mentioned, CRM records
A prioritized list of open action items
Give each new hire a set of winning-call playlists that match the segment and stage they'll sell first.
Coaching & Enablement
Rep onboarding & ramp
url
2
Build playlists of successful call moments to help reps learn from top performers.
Playlists
Call recordings and snippets
A shareable library of winning call moments
Find relevant winning calls for a new hire and suggest a learning sequence with specific skills to practice.
Ask Avoma
Ask Avoma, across playlists of winning calls, the rep's segment and first stage
Suggested calls, playlists, and learning goals for a manager to assign
Check whether reps cover your must-ask discovery topics on every discovery call.
Coaching & Enablement
Methodology & playbook adoption
url
2
Use sales call scorecards to check whether reps cover required discovery topics and questions, and identify gaps for coaching.
Sales Call Scoring
Call recordings and your scorecards; also Deal Methodology Intelligence
Discovery coverage scores, missed criteria, and supporting call evidence
Use the RevOps Intelligence skill in Claude to score each discovery call for coverage of your must-ask topics and list gaps by rep, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A discovery coverage report with recommended next steps
Check one deal's health before a review, with risk score, buyer signals and next steps in one view.
Pipeline & Forecasting
Deal execution
url
2
Review each deal's risk score, changes over time, and the buyer signals driving risk. See supporting evidence from conversations, deal alerts, and recommended next steps to decide where to intervene.
Deal Intelligence; Deal Methodology Intelligence
Deal data, meeting and email conversations, buyer engagement, and deal methodology assessments
A deal health view with risk score, key risk factors, assessment history, alerts, and recommended next steps
Assess deal health by reviewing buyer engagement, risk signals, open questions, and next steps across conversations and deal records.
Ask Avoma
Ask Avoma, across deal details, stage, engagement, recent calls and emails, methodology scores
A deal health view
Confirm the technical requirements that can end a deal, like hosting, integrations and security, in the first calls.
Pipeline & Forecasting
Discovery & qualification
url
2
Review technical requirements mentioned by buyers, compare them with available product information, and identify unresolved requirements that could block the deal.
Ask Avoma
Ask Avoma, across discovery call transcripts and emails, your technical requirements checklist
A technical requirements checklist
Review each team's forecast against the target, pipeline coverage and last submission in one view.
Pipeline & Forecasting
Sales forecasting
url
2
Compare team forecasts, manager projections, revenue targets, and pipeline coverage to identify gaps, risks, and potential upside.
Forecast Review; Sales Forecasting
CRM deal data, revenue targets, pipeline metrics, team submissions, and forecast adjustments
A consolidated forecast view with team projections, target gaps, pipeline coverage, and potential upside
Find the behaviors your best reps repeat on calls and turn them into talk tracks the team can use.
RevOps & Data Quality
Sales performance management
url
2
Compare top-performing and average reps across sales conversations to identify behavioral differences, effective talk tracks, and example call moments.
Ask Avoma
Ask Avoma, across calls from top and average reps, scorecards, outcomes
A top-performer behavior summary
Let buyers book a meeting from a link in a few clicks, with their details captured.
RevOps & Data Quality
Inbound conversion
url
2
Create shareable scheduling pages that let prospects choose available meeting times, answer booking questions, and schedule calls without back-and-forth emails.
Sales Call Scheduling
Calendar availability, meeting duration, booking questions, scheduling preferences, and invitee details
A shareable booking page and scheduled meetings with captured prospect details
Confirm what success looks like for the customer, and the use cases they bought for, before kickoff.
Customer Success & Retention
Customer onboarding & sales-to-CS handoff
url
2
Summarize customer goals, use cases, and success criteria discussed during sales and onboarding, highlighting missing or unclear expectations.
Ask Avoma
Ask Avoma, across sales calls, win analysis, stated goals and use cases
A list of success criteria and use cases
Check whether onboarding matches sales promises. The agent compares customer goals, requirements, and success criteria from sales conversations with onboarding discussions, then highlights gaps and drafts clarification questions.
Avoma agent
Sales discovery calls, deal notes, onboarding meetings, CRM account context and agreed requirements
A comparison of promised and confirmed outcomes, with gaps, success metrics and questions requiring customer confirmation
Pick up churn signals in customer conversations, like cancellation intent, frustration and pricing concerns.
Customer Success & Retention
Customer retention
url
2
Identify customer concerns such as dissatisfaction, cancellation intent, pricing objections, or unresolved issues mentioned during meetings using configured trackers and meeting alerts.
Meeting Alerts
Customer meeting recordings, transcripts, and configured trackers or alerts
Meeting-level signals and conversation evidence highlighting potential churn risks
Find conversations containing potential churn signals. Ask Avoma identifies customer concerns, supporting call moments, and affected accounts for review.
Avoma MCP (from your own AI assistant)
Ask Avoma, across customer call transcripts, sentiment, competitor mentions, stakeholders
A list of calls with churn signals
Prepare for the renewal conversation with the customer's goals, results, risks and the plan.
Customer Success & Retention
Renewal management
url
2
Prepare for renewals with a brief covering delivered value, customer priorities, stakeholder engagement, outstanding risks, and recommended next steps.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across recent calls and emails, outcomes delivered, risk signals, contract terms from the CRM
A renewal brief
See which competitors come up in deals, how often and what buyers say about them.
Win-loss & competitive intelligence
url
2
Track competitor mentions across sales conversations to see which alternatives buyers discuss, how frequently they appear, and where to review the relevant call moments.
Trackers; Competitor Tracking
Meeting transcripts and configured competitor trackers
Competitor mentions, matching conversations, and mention trends
Find the product requests customers raise on calls and send them to Product with the evidence.
Customer Success & Retention
Voice of customer
url
2
Automatically collect conversations matching configured product feedback topics, keywords, or trackers into Smart Playlists so Product teams can review feature requests and recurring customer needs.
Smart Playlists
Meeting recordings, transcripts, keywords, topics, and Smart Playlist filters
A dynamically updated playlist of conversations containing potential feature requests and product feedback
Collect customer feature requests. The agent identifies requests across conversations, gathers supporting quotes and call clips, and prepares organized feedback for review before sharing with Product.
Avoma agent
Customer calls, moments and clips, accounts and deal values
A list of product requests with evidence
Walk into every rep 1:1 with recent call evidence, deal risks and open actions pulled together.
Coaching & Enablement
Sales coaching
url
3
Prepare a focused 1:1 coaching brief. Ask Avoma reviews rep conversations, deal risks, and open actions to surface discussion priorities with supporting evidence.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across open pipeline, recent scored calls, prior 1:1 notes and open actions
A one-page 1:1 brief
Review a new hire's first calls within days, while feedback can still shape their habits.
Coaching & Enablement
Rep onboarding & ramp
url
3
Evaluate calls against defined scorecard criteria to identify strengths, missed behaviors, and areas for improvement.
Sales Call Scoring
Call recordings and your scorecards
A scored call with timestamped evidence, plus rep trends
Find where reps struggle with objections and coach them with the best responses from your own calls.
Coaching & Enablement
Methodology & playbook adoption
url
3
Track buyer objections mentioned in calls and collect relevant examples in playlists so managers can review how reps respond and coach stronger objection handling.
Smart Trackers; Playlists
Meeting transcripts and the topics you set; also Playlists
Objection mentions and matching call moments for coaching
Understand the most common sales objections and how reps handle them. Ask Avoma compares conversation examples to surface effective responses and coaching opportunities.
Ask Avoma
Ask Avoma, across call transcripts, objection categories, approved responses, model calls
An objection handling summary with model responses
See which deals pushed out of the period and how much pipeline value moved with them.
Pipeline & Forecasting
Pipeline management
url
3
See which opportunities moved out of the selected period, how much pipeline value slipped, and which deals need closer inspection.
Pipeline Walk; Sales Forecasting
Pipeline snapshots, opportunity close dates, and deal amounts
Pushed opportunities and their associated pipeline value
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Find deals that depend on one contact and see which buyer roles are missing.
Pipeline & Forecasting
Deal execution
url
3
Identify single-threaded deals. The agent checks stakeholder participation across meetings and emails, flags deals relying on too few buyer contacts, and suggests where broader engagement is needed.
Avoma agent
Meeting attendees, emails, CRM contacts and roles
A list of single-threaded deals
Identify single-threaded deals. Ask Avoma reviews stakeholder participation in available conversations and deal context to highlight opportunities with limited buyer engagement.
Ask Avoma
Ask Avoma, across meeting attendees, emails, CRM contacts and roles
A list of single-threaded deals
Find open deals with no next meeting or confirmed next step before they slip.
Pipeline & Forecasting
Follow-up & next steps
url
3
Filter open opportunities to find deals without an upcoming scheduled meeting so reps can follow up before momentum is lost.
Deals dashboard filters
Open deals and scheduled meetings
A list of open deals with no next meeting
Use the RevOps Intelligence skill in Claude to list open deals with no next meeting or a stale next step, by owner, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A list of deals with no next step with recommended next steps
Find deals without a clear next step. The agent checks CRM records and recent conversations for upcoming meetings and agreed actions, then flags gaps by deal owner.
Avoma agent
Scheduled meetings, CRM next step, recent calls and emails
A list of deals with no next step
Find out who decides, how they decide and whether you've met them, before the deal rests on one champion.
Pipeline & Forecasting
Discovery & qualification
url
3
Review buyer conversations to identify decision-makers, decision criteria, and the buying process, and see what information is still missing.
Deal Methodology Intelligence
Meetings, emails, and configured qualification framework
Identified decision-makers, buying process evidence, and missing qualification details
Use the RevOps Intelligence skill in Claude to record the decision-maker, decision process and timeline, and flag when the decision-maker has not been met, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
The decision-maker and decision process with recommended next steps
Clarify the buying decision process. Ask Avoma extracts decision-makers, approval steps, and timelines from conversations and highlights missing information.
Ask Avoma
Ask Avoma, across call transcripts and emails, CRM contacts and roles, methodology criteria
The decision-maker and decision process
See how the committed forecast changed over time, what was adjusted and who made each change.
Pipeline & Forecasting
Sales forecasting
url
3
Review historical forecast submissions to see how committed amounts changed, what adjustments were made, and who submitted each update.
Forecast Submission History
Historical forecast submissions, submitted amounts, adjustments, and update records
A chronological history of forecast submissions, changes in committed amounts, adjustments, and submitters
Fill key opportunity fields, like next steps, pain and qualification, from what buyers said on calls.
RevOps & Data Quality
CRM data quality
url
3
Use information captured from customer conversations to populate supported CRM fields, including qualification details, through configured field mappings.
CRM Data Entry; Deal Methodology Intelligence
Meeting conversations, extracted deal information, and configured CRM field mappings
Supported CRM opportunity fields updated with conversation-derived information
Keep deal fields updated. The agent extracts relevant information from conversations, matches it to mapped CRM fields, and prepares changes for review or syncing based on your configuration.
Avoma agent
Call signals, your field mapping, CRM deal fields
Opportunity fields filled from calls
See which meetings were recorded and which were missed, by team and member, and why.
RevOps & Data Quality
Sales performance management
url
3
Review recorded and missed meetings across teams and individual members. Identify gaps in recording coverage, compare recording activity, and investigate why meetings were not recorded.
Usage Intelligence; Recording Insights
Calendar-synced meetings, recording status, recording duration, member attribution, and available reasons for missed recordings
A team and member-level recording report showing recorded versus missed meetings, recording duration, and reasons for missed recordings
See how many people view and book each scheduling page, and where bookings drop.
RevOps & Data Quality
Inbound conversion
url
3
Compare scheduling page views, completed bookings, and booking rates to understand which pages convert visitors into meetings.
Scheduler Reports
Scheduling page views and completed bookings
Page-level views, bookings, and booking conversion rates
Track what you and the customer committed to during onboarding, so nothing drifts.
Customer Success & Retention
Customer onboarding & sales-to-CS handoff
url
3
Track onboarding commitments. The agent extracts agreed actions from onboarding conversations, checks available task and account records, and flags overdue or unassigned items with suggested reminders.
Avoma agent
Onboarding meetings, emails, action items, task status, owners and due dates
A consolidated list of outstanding onboarding commitments, overdue actions, owners and suggested follow-ups
Review each account's health, with risk signals, conversations and recent activity in one view.
Customer Success & Retention
Customer retention
url
3
Review available risk indicators, customer conversations, and relationship activity to understand concerns that may affect an account or renewal opportunity.
Risk Score; Revenue Intelligence Deal View
Available risk assessments, customer conversations, CRM deal records, and engagement activity
A review of account-related risk signals, supporting evidence, and areas needing attention
Use the RevOps Intelligence skill in Claude to show each account's health, what changed and the next step, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
An account health view with recommended next steps
Flag renewal risk 90 days out, with the evidence, so there's time to act.
Customer Success & Retention
Renewal management
url
3
Assess renewal risk by reviewing customer conversations, engagement signals, and unresolved blockers, with supporting evidence and recommended actions.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across recent calls and sentiment, renewal date and stage, risk score, stakeholders and blockers
A renewal risk brief
Spot renewal risks before deadlines. The agent reviews Risk Scores, customer conversations, engagement trends, and unresolved issues to explain potential churn risks and recommend recovery actions.
Avoma agent; Risk Score
Renewal dates, Risk Scores, customer conversations, CRM account data, engagement signals and unresolved issues
A list of upcoming renewals at risk, with supporting evidence, risk drivers and recommended retention actions
Map who matters in an account, who champions you and where the relationship is thin.
Customer Success & Retention
Expansion & account growth
url
3
Build a stakeholder map from customer conversations and available account records, identifying roles, influence, engagement, and potential champions.
Ask Avoma; Avoma MCP (from your own AI assistant)
Ask Avoma, across meeting attendees, emails, CRM contacts and roles
An account stakeholder map
Build a competitor battlecard from what buyers say about that competitor on your calls.
Win-loss & competitive intelligence
url
3
Analyze sales conversations mentioning a competitor to identify buyer objections, competitive strengths, positioning gaps, and effective responses. Turn these findings into a practical battlecard.
Ask Avoma
Sales conversations mentioning the competitor, buyer objections, and available deal outcomes
A competitive battlecard with differentiation points, suggested talk tracks, objection responses, and supporting call moments
Send Product and Marketing the best customer quotes and clips from calls, with context and account.
Customer Success & Retention
Voice of customer
url
3
Save and share relevant customer call moments, including feature requests, product feedback, objections, and success stories, so Product and Marketing teams can hear customer feedback firsthand.
AI Snippets; Playlists
Customer meeting recordings, transcripts, selected snippets, and playlists
A shareable collection of customer quotes and conversation clips for Product and Marketing teams
Run a recurring prompt to gather relevant customer quotes and conversation references for Product and Marketing to review.
Ask Avoma scheduled prompt
Call recordings, clips, account permissions
A recurring digest of customer quotes and source conversations
Find customer quotes and call moments about product needs, feature requests, and outcomes that Product and Marketing teams can review and share.
Ask Avoma
Ask Avoma, across call recordings, clips, account permissions
A digest of customer quotes and clips
Collect your best call moments in a shared library that reps can search by skill and stage.
Coaching & Enablement
Sales coaching
url
4
Save and share call snippets from top performers to help reps learn successful sales techniques.
Playlists; AI snippets
Call recordings and snippets; also AI snippets
A shareable library of winning call moments
Find strong coaching examples by skill or sales stage. Ask Avoma identifies relevant call moments that you can review and organize into playlists.
Avoma MCP (from your own AI assistant)
Ask Avoma, across scored calls, clips and playlists
A shared library of winning call moments
Spot new reps who are falling behind the ramp plan while there's still time to help.
Coaching & Enablement
Rep onboarding & ramp
url
4
Review new-hire call scores and activity to spot reps who may need additional support during ramp.
Sales Activity Tracking; Usage Intelligence; Sales Call Scoring
Calls, emails and meetings; also Usage Intelligence, Sales Call Scoring
Activity and scoring indicators to investigate against ramp expectations
Check whether your pipeline covers the target by stage, team and segment, and where it's thin.
Pipeline & Forecasting
Pipeline management
url
4
Examine pipeline distribution across stages, teams, and owners to identify gaps in the pipeline. Compare against targets where coverage metrics are available.
Pipeline Trend; Sales Forecasting
Historical pipeline data, deal stages, teams, owners, and targets where available
Pipeline distribution and potential coverage gaps
Keep the mutual action plan current after every meeting and see which milestones are slipping.
Pipeline & Forecasting
Deal execution
url
4
Track deal milestones and commitments. Ask Avoma extracts owners, dates, and agreed actions from recent conversations to highlight potential delays and suggested updates.
Ask Avoma
Ask Avoma, across the mutual action plan, meeting transcripts, action items and CRM close date
An updated mutual action plan
Capture the buyer's numbers on cost, risk and delay during discovery, so the case for change holds up later.
Pipeline & Forecasting
Discovery & qualification
url
4
Review buyer conversations for evidence of business pain, measurable impact, and expected outcomes to understand whether the value of solving the problem has been established.
Deal Methodology Intelligence
Meetings, emails, and configured qualification framework
Business impact evidence and missing qualification details
Identify business metrics and success targets discussed by buyers, including baselines, expected outcomes, and areas where impact remains unquantified.
Ask Avoma
Ask Avoma, across discovery transcripts, stated metrics and goals
A list of the buyer's metrics and gaps
Log calls, emails and meetings against the right opportunity, so reports and forecasts rest on complete activity.
RevOps & Data Quality
CRM data quality
url
4
Associate meetings and calls with the relevant CRM opportunities so teams can review customer interactions alongside deal records without manual activity logging.
Sales Activity Tracking; CRM Integrations
Meeting and call activity, participant information, and CRM opportunity associations
Meeting and call activity linked to the relevant CRM opportunities
See how deals convert between stages and how the sales cycle is trending, by segment.
RevOps & Data Quality
Sales performance management
url
4
Investigate pipeline conversion and stage delays using available CRM stage history, highlighting segments with changing conversion rates or longer sales cycles.
Ask Avoma
Ask Avoma, across stage history, deal counts and value by stage, close dates
A stage conversion and sales-cycle view
Send a short, friendly note after a missed meeting with a link to book a new time.
RevOps & Data Quality
Inbound conversion
url
4
Use a no-show email template to draft a follow-up that helps re-engage prospects who missed their scheduled meeting and encourages them to book another time.
AI email templates; Meeting Follow-up
Meeting details, prospect context, and configured no-show email template
A ready-to-review no-show follow-up email draft
Spot early signs that onboarding is off track, from missed milestones, blockers and disengagement.
Customer Success & Retention
Customer onboarding & sales-to-CS handoff
url
4
Spot onboarding risks early. The agent reviews customer conversations and account activity for missed milestones, unresolved blockers, and disengagement, then summarizes the evidence and recommends corrective actions.
Avoma agent
Onboarding conversations, customer commitments, CRM account data, milestone status and recent communications
A prioritized list of at-risk onboarding accounts with supporting evidence, reasons for concern and recommended next steps
Build a recovery plan for an at-risk account with the cause, the actions and the owners.
Customer Success & Retention
Customer retention
url
4
Review customer conversations to identify account risks, unresolved concerns, and unmet commitments. Generate a prioritized recovery plan with recommended actions, owners, and timelines.
Ask Avoma
Customer conversations, account history, risk signals, and stakeholder context
A prioritized account recovery plan with supporting evidence, recommended actions, owners, and timelines
Build an account plan with stakeholders, goals, risks and the actions that grow the account.
Customer Success & Retention
Expansion & account growth
url
4
Create an account engagement plan using stakeholder relationships, customer goals, identified champions, risks, and recommended actions.
Ask Avoma
Ask Avoma, across calls and emails, stakeholder map, goals, renewal and expansion data
An account plan
Track win rate over time and against the previous period, so changes show up early.
Win-loss & competitive intelligence
url
4
Monitor win-loss trends over time to understand how sales outcomes are changing. Identify shifts in performance and investigate the reasons behind wins and losses.
Win-Loss Analysis
Closed-won and closed-lost opportunities, CRM deal outcomes, and reporting periods
A win-loss trend report showing changes in sales outcomes over time
See which features customers mention most across conversations, with the calls behind each.
Customer Success & Retention
Voice of customer
url
4
See which product features and capabilities customers mention most frequently across conversations. Compare mention counts and review matching conversations to understand customer demand and prioritize product improvements.
Topics and Trackers; Smart Trackers
Meeting transcripts and configured feature trackers
Ranked list of product features with mention counts and matching conversations
See whether coaching changed how reps sell by tracking the coached skills over time.
Coaching & Enablement
Sales coaching
url
5
Review scorecard results and performance trends over time to see whether coached skills are improving and where reps still need support.
AI Sales Coaching; Usage Intelligence
Scored calls and scorecards; also Usage Intelligence
Score trends by rep and skill, with coaching gaps to revisit
Compare the pipeline between any 2 dates and see which deals were added, pushed, won or lost.
Pipeline & Forecasting
Pipeline management
url
5
Understand how pipeline value changed between two snapshots by seeing opportunities added, pulled forward, pushed out, won, lost, or changed in value.
Pipeline Walk; Pipeline Management
Pipeline snapshots, deal amounts, close dates, and deal status
Pipeline movement breakdown, contributing deals, and ending pipeline value
Score every opportunity against your qualification framework using evidence from calls.
Pipeline & Forecasting
Discovery & qualification
url
5
Evaluate deals against MEDDICC, MEDDPICC, BANT, SPICED, or custom qualification frameworks using evidence from buyer conversations. See which criteria are met, what's missing, and where reps need to dig deeper.
Deal Methodology Intelligence
Meeting and email conversations, deal data, and configured qualification framework
Qualification score, criterion-level assessments, supporting evidence, and gaps
Evaluate deal qualification against MEDDIC, BANT, or custom criteria using conversation evidence, with suggested scores and gaps for review.
Ask Avoma
Ask Avoma, across meeting transcripts and emails, CRM deal fields, your configured framework
A qualification score per deal with evidence
Use the RevOps Intelligence skill in Claude to score each framework criterion with supporting evidence and write the score to the CRM, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A qualification score per deal with evidence with recommended next steps
Review every deal that matters before the quarter closes, with a close, push or lose call on each.
Pipeline & Forecasting
Sales forecasting
url
5
Use the RevOps Intelligence skill in Claude to review each deal's evidence and record a close, push or lose call, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A quarter-end deal review with recommended next steps
Check that deals advance only when the evidence for the stage is there.
RevOps & Data Quality
CRM data quality
url
5
Use the RevOps Intelligence skill in Claude to compare each deal's stage with the required evidence and flag deals that moved without it, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A list of deals in the wrong stage with recommended next steps
Spot deals advancing without sufficient qualification. The agent compares each deal's CRM stage against required methodology evidence from conversations and flags missing criteria for review.
Avoma agent
CRM stage history, calls and emails, your stage exit criteria
A list of deals in the wrong stage
Nudge new customers to finish the setup steps that make the product work in their first weeks.
Customer Success & Retention
Customer onboarding & sales-to-CS handoff
url
5
Find accounts with incomplete setup steps. The agent checks onboarding progress against agreed requirements, flags outstanding actions, and drafts reminders connected to the customer's intended outcomes.
Avoma agent
Onboarding notes, account setup status, recent calls and emails
A list of accounts with setup steps outstanding
Identify outstanding onboarding steps from customer conversations and account context, then draft follow-up reminders linked to agreed outcomes.
Ask Avoma
Ask Avoma, across onboarding notes, account setup status, recent calls and emails
A list of accounts with setup steps outstanding
Find customers who have gone quiet before silence turns into churn.
Customer Success & Retention
Customer retention
url
5
Find accounts going quiet before renewal. The agent checks renewal dates, recent conversations, and customer engagement to flag inactive accounts and prioritize follow-up.
Avoma agent
Meetings, emails, activity history, renewal date
A list of quiet accounts
Review expansion deals as their own pipeline, with stage, amount and what moved.
Customer Success & Retention
Expansion & account growth
url
5
Filter and review expansion opportunities in the deal pipeline to see deal value, stages, engagement, and changes requiring attention.
Deal segments; Pipeline Management; Pipeline Walk
Deal data, engagement, qualification scores and close dates; also Pipeline Management, Pipeline Walk
A filtered expansion pipeline view with opportunity counts, amounts, and deal details
Get the real reason a deal is ending before it's marked closed-lost.
Win-loss & competitive intelligence
url
5
Understand why deals were lost. The agent identifies deals needing follow-up, reviews available conversations and CRM context, and drafts questions to confirm the reasons, objections, and decision-makers behind the outcome.
Avoma agent
The last calls and emails, the buyer's stated concerns, CRM stage
A draft summary of possible loss reasons and follow-up questions for confirmation
Prepare win-loss follow-up questions using deal conversations and available CRM context to clarify objections, decision factors, and reasons behind the outcome.
Ask Avoma
Ask Avoma, across the last calls and emails, the buyer's stated concerns, CRM stage
Suggested follow-up questions and a draft loss-reason summary for confirmation
See each rep's talk share and longest monologue on every call, and coach the calls that went one-sided.
Coaching & Enablement
Sales coaching
url
6
See each participant's talk-time percentage, longest monologue, and conversation sentiment to identify one-sided discussions and coaching opportunities.
Meeting Analytics (Talk Time)
Meeting recording, speaker identification, and sentiment analysis
Talk-time percentage and duration by speaker, longest monologue, and positive, neutral, or negative sentiment
See which deals are at risk based on buyer engagement, by stage and amount.
Pipeline & Forecasting
Pipeline management
url
6
Examine the distribution of low-, medium-, and high-risk opportunities across deal stages to identify where revenue exposure is concentrated.
Deals Risk view; Deal segments
Deal risk scores, deal stages, and opportunity values
Risk distribution by stage, with deal counts and amounts
Use the RevOps Intelligence skill in Claude to group open deals into low, medium and high risk by stage with amounts, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A deal risk view by stage with recommended next steps
Go into pricing and negotiation calls knowing what the buyer said about budget, value and alternatives.
Pipeline & Forecasting
Deal execution
url
6
Prepare for negotiations with a summary of buyer priorities, objections, alternatives, and possible approaches grounded in previous conversations.
Ask Avoma
Ask Avoma, across past calls on budget, value and alternatives, competitor mentions, CRM amount and stage
A negotiation brief
See which open deals are missing key qualification criteria before the pipeline review starts.
Pipeline & Forecasting
Discovery & qualification
url
6
Use the RevOps Intelligence skill in Claude to list open deals with missing criteria, ranked by stage and amount, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A ranked list of deals with missing criteria with recommended next steps
Write the story behind the number for your CRO or board, with risks and upside in plain language.
Pipeline & Forecasting
Sales forecasting
url
6
Use the RevOps Intelligence skill in Claude to draft a narrative with the number, what changed, key risks and upside, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A forecast narrative with recommended next steps
Prepare a forecast narrative explaining expected revenue, changes since the last review, major risks, and potential upside using available deal evidence.
Ask Avoma
Ask Avoma, across the rolled-up forecast, deal risks, pipeline changes, key deals
A forecast narrative
Find open deals with stale close dates and the buyer evidence you need to update them.
Pipeline & Forecasting
Pipeline management
url
7
Find opportunities with outdated close dates and inspect recent buyer conversations, engagement, and deal health to determine whether dates need updating.
Deal segments; Deal Health; Ask Avoma
CRM close dates, deal details, Risk Score, Qualification Score, engagement, and conversation history
Deals with stale close dates and supporting evidence to guide follow-up
Use the RevOps Intelligence skill in Claude to list deals with stale close dates by owner, with what the last conversation suggests, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A list of deals with stale close dates with recommended next steps
Find deals with stale close dates. The agent compares CRM dates with recent buyer conversations, identifies outdated dates, and suggests updates for review.
Avoma agent
CRM close dates, recent calls and emails
A list of deals with stale close dates
Compare buyer activity with your team's activity on each deal, and spot drops before the deal goes quiet.
Pipeline & Forecasting
Deal execution
url
7
See all meetings, calls, and emails associated with a deal in one place. Review buyer and seller activity over time to understand engagement levels and spot gaps in communication.
Deal Engagement
Meetings, calls, and emails associated with the deal
A consolidated view of deal activity and engagement trends across daily, weekly, and monthly periods
Use the RevOps Intelligence skill in Claude to show buyer and team engagement by day, week and month for each deal and contact, and flag drops, with recommended next steps.
RevOps Intelligence skill (for Claude)
Avoma connector (meetings, scorecards), your CRM (HubSpot or Salesforce) and Gmail
A buyer engagement view with recommended next steps
Monitor buyer and seller engagement. The agent tracks meetings and email activity across deals and contacts, identifies meaningful drops, and flags relationships that need attention.
Avoma agent
Meetings, emails and calls with the buyer, by contact
A buyer engagement view
Set the revenue target for each team and period, so forecasts and attainment are measured against it.
Pipeline & Forecasting
Sales forecasting
url
7
Set revenue targets for teams and reporting periods so forecast projections and sales performance can be measured against clear goals.
Targets
Revenue goals, team assignments, and reporting periods
Configured revenue targets by team and period
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Agree an evaluation plan with the buyer, with pilot users, success criteria, checkpoints and a decision date.
Pipeline & Forecasting
Deal execution
url
8
Build a customer evaluation plan using discussed requirements, pilot participants, success criteria, checkpoints, and decision timelines.
Ask Avoma
Ask Avoma, across call transcripts, the buyer's requirements, stakeholders and timeline
An evaluation plan
See attainment, the remaining gap and pipeline coverage against target, by team, as the period runs.
Pipeline & Forecasting
Sales forecasting
url
8
Compare closed-won revenue, forecast projections, and pipeline coverage against revenue targets to see where teams are on track or falling short.
Sales Forecasting; Targets
Revenue targets, closed-won amounts, pipeline data, and forecast projections
Target attainment, remaining revenue gaps, and pipeline coverage by team and period
Turn the buyer's own numbers into a business case their leadership can approve.
Pipeline & Forecasting
Deal execution
url
9
Draft a buyer-specific business case using the problems, expected impact, costs, and decision requirements discussed in sales conversations.
Ask Avoma
Ask Avoma, across discovery transcripts, stated metrics, cost of delay, stakeholders
A quantified business case
Submit your forecast with deal signals alongside, so the number is backed by evidence.
Pipeline & Forecasting
Sales forecasting
url
9
Review pipeline and deal-level signals, make forecast adjustments, and submit your forecast for manager review.
Forecast Submission
CRM deal data, pipeline amounts, forecast adjustments, and supporting deal signals
A submitted forecast with committed amounts, adjustments, and submission history
Build the case to switch when the buyer is comfortable with an incumbent, using what they've said about it.
Pipeline & Forecasting
Deal execution
url
10
Build a competitive switching case using the buyer's concerns, reasons to stay, switching costs, and areas where your solution offers an advantage.
Ask Avoma
Ask Avoma, across competitor mentions across the deal, prior calls and emails, your battlecard
A switching case against the incumbent
Customer onboarding & sales-to-CS handoff
customer-onboarding-handoff
Avoma turns sales conversations into a handoff brief and keeps watch on onboarding commitments. Customers start with a plan that matches what they bought.
Hand off every deal with full context
Every new customer starts with a handoff brief and confirmed success criteria. Commitments get tracked, and CS sees risk while there's time to act.
Inbound conversion
inbound-conversion
Avoma routes inbound leads to the right rep and lets buyers book in a few clicks. You can see which scheduling pages convert.
Turn inbound interest into booked meetings
Every inbound lead goes to the right rep and books without back-and-forth. RevOps can see conversion for every page.
Discovery & qualification
discovery-and-qualification
Avoma preps your discovery calls and captures decision-makers and business impact from conversations. Every deal gets scored against your qualification framework.
Qualify every deal on real evidence
Every opportunity is scored against your framework with evidence from calls. Decision-makers, technical fit and business impact are confirmed before your team invests.
Methodology & playbook adoption
sales-methodology-adoption
Avoma checks real calls against your methodology and discovery criteria. You see where reps follow the playbook and where they need coaching.
Make your sales methodology a daily habit
Every call is checked against your methodology. Managers see missing criteria by rep and deal, and the team shares the objection responses that work.
Privacy-focused AI meeting transcription
privacy-focused-ai-meeting-transcription
Capture meeting insights without compromising privacy. Avoma combines secure AI meeting transcription with access controls, consent management, and enterprise-grade governance.
Privacy-focused AI meeting transcription with enterprise-grade governance
AI task management
ai-task-management
No more forgotten follow-ups. Avoma understands your conversations and turns them into tasks. It handles the follow-through like scheduling the next meeting or sending a recap so you don't get buried in busywork.
AI tasks that create, curate, and complete themselves
Win-loss & competitive intelligence
win-loss-analysis
Avoma analyzes won and lost deals, tracks competitor mentions and builds battlecards from real calls. Your team acts on what buyers said.
Learn why you win and lose deals
Win and loss reasons come from buyer conversations. Competitor trends get tracked across every deal, and battlecards stay current.
Sales activity capture
salesforce-sales-activity-capture
Avoma ties sales activity to opportunities, not just contacts. That means cleaner data, reliable Salesforce reporting, and stronger pipeline forecasting.
Opportunity-level activity capture for accurate reporting and forecasting
Sales intelligence platform
sales-intelligence-platform
Use AI-driven insights for accurate pipeline reviews, forecasts, and smarter sales coaching.
Improve revenue clarity with sales intelligence
deal intelligence
deal-intelligence
Track deal health in real time, flag risks early, and forecast with confidence without chasing down updates using revenue intelligence.
Win faster with precision deal intelligence
sales activity tracking
sales-activity-tracking
Capture every rep touchpoint automatically, eliminate data gaps, and link activities to pipeline health for more reliable forecasting and revenue growth.
Fix incomplete sales activity tracking with conversation intelligence
CRM data enrichment
crm-data-enrichment
Auto-capture sales activity, sync CRM fields instantly, and flag deal risks without adding work for your reps.
CRM data enrichment automated with conversation intelligence
sales enablement
sales-enablement
Auto-capture every sales call, get instant visibility into what reps say and miss, and coach with clarity. Spot what top performers do differently, and turn those moments into repeatable coaching, onboarding, and enablement workflows.
Drive sales enablement with conversation intelligence
Voice of customer
customer-feedback-analysis
Avoma sums up feedback themes, collects feature requests and shares customer quotes from calls. Product, CS and Marketing hear customers in their own words.
Bring the voice of the customer to every team
Feedback themes come with counts and quotes, and feature requests reach Product with evidence. Marketing writes in the customer's language.
Reducing customer churn
reducing-customer-churn
Catch early warning signs in customer calls, uncover unmet needs, and re-engage accounts before they go quiet. Stay ahead of churn with insights from every conversation.
Reduce customer churn with Conversation Intelligence
AI sales assistant
ai-sales-assistant
Let an AI sales assistant handle lead response, follow ups, and CRM updates across meetings and inboxes, closing execution gaps while reps focus on discovery, negotiation, and advancing pipeline.
Stop losing pipeline to slow execution with an AI sales assistant
account management
account-management
Unlock revenue potential with conversation intelligence Automate insights, track engagement, and strengthen relationships effortlessly
Struggling to retain and grow key accounts?
improving customer experience
improving-customer-experience
Improving customer experience starts with consistent, high-impact conversations. Use AI-powered conversation intelligence for searchable transcripts, real-time coaching, and rep-ready insights that delight buyers and drive retention.
Improve customer experience with Conversation Intelligence
Renewal management
renewal-forecasting
Avoma tracks renewal signals in customer calls and flags renewal risk 90 days out. CS walks into every renewal with a brief in hand.
Prepare every renewal well ahead of the date
Every renewal has tracked signals, a risk review 90 days out and a brief that documents value and the plan.
Expansion & account growth
expansion-opportunities
Avoma finds expansion signals in customer calls, preps QBRs and builds account plans. CS and account managers act on growth while it's fresh.
Grow accounts from what customers tell you
Expansion signals reach the right owner fast, and every QBR proves value. Account plans reflect who matters in the account today.
proactive customer engagement
proactive-customer-engagement
Boost customer retention and drive success with Avoma's conversational intelligence
How are you driving proactive customer engagement?
churn risk prediction
churn-risk-prediction
Spot at-risk accounts before they cancel. Stop relying on delayed CRM updates and guesswork. Surface hidden disengagement, poor sentiment, and broken handoffs early so your Customer Success team can intervene and save the revenue.
Predict churn risk with revenue intelligence
Customer retention
customer-retention
Avoma alerts you to at-risk accounts and finds churn signals in customer calls. CS gets a recovery plan before the renewal is in doubt.
Catch churn risk while you can still act
CS sees risk when it appears and knows the cause in the customer's own words. Every at-risk account gets a recovery plan with owners.
Follow-up & next steps
follow-up-automation
Avoma drafts follow-ups from the conversation, tracks every action item and flags deals with no next step. Commitments made on calls get kept.
End every meeting with owned next steps
Every meeting ends with a follow-up drafted from the conversation. Action items have owners, and every open deal has a next step on the calendar.
deal negotiation
deal-negotiation
Stop second-guessing your prospects Use AI-driven insights to uncover objections, track sentiment, and close deals with confidence
Struggling to control deal negotiations? Conversation intelligence gives you the edge
discovery calls
discovery-calls
Turn your discovery calls into high-impact sales conversations with AI-powered insights, real-time coaching, and automated follow-ups—so you never miss an opportunity
Struggling to close more deals? Conversation intelligence can help
stakeholder engagement
stakeholder-engagement
Track deal influence, map buying committees, and coach reps to multi-thread effectively with smarter conversation and revenue intelligence tools.
Struggling to engage stakeholders? Conversation intelligence can help
prospect engagement
prospect-engagement
Get deeper insights into prospect engagement with AI-powered conversation intelligence Identify buying signals, improve messaging, and close more deals effortlessly
Are your reps really engaging prospects?
sales script
sales-script
Ensure consistent sales calls with conversation intelligence that helps SDRs follow scripts, handle objections, and close more deals
Are your SDRs sticking to the sales script?
closing deals
closing-deals
Unlock the power of conversation intelligence to close deals faster, improve follow-ups, and gain deal-winning insights from every customer interaction
Struggling to close deals without missing critical insights?
call sentiment analysis
call-sentiment-analysis
Surface buying signals, coach in real time, and turn every call into insight, with conversation intelligence built for frontline teams.
Call sentiment analysis that drives revenue
sales rep productivity
sales-rep-productivity
Increase sales rep productivity with AI-driven meeting insights, automated notes, and CRM sync. Empower reps to close more deals in less time.
Boost sales rep productivity with AI-powered insights
sales call analysis
sales-call-analysis
Capture deal-critical moments, coach with context, and improve pipeline accuracy with AI-driven conversation intelligence built for every stage of the sales process.
Sales call analysis with full conversation intelligence
Objection handling
objection-handling
Arm your team with real-time insights from conversation intelligence to handle objections confidently, close more deals, and drive predictable revenue.
Crush sales objections with conversation intelligence; before they cost you a deal
CRM data quality
crm-automation
Avoma logs meeting notes, fills deal fields from conversations and checks CRM hygiene. Your CRM reflects what happened with customers.
Keep your CRM true to every conversation
Notes, activity and key deal fields update from conversations. Hygiene gaps get found and fixed every week.
sales effectiveness
sales-effectiveness
Your team needs better timing, data, and focus. Use AI to turn every conversation into progress with real-time insights, coaching, and deal signals that help you close faster.
Increase sales effectiveness with AI-powered insights
sales velocity
sales-velocity
Stop watching deals die in slow motion. Get instant visibility into what's working (and what's not) to speed up your entire sales cycle.
Keep deals moving and boost sales velocity with AI-driven conversation intelligence
Sales efficiency
sales-efficiency
Spend more time selling, not updating your CRM or chasing follow-ups. Free up your reps 4+ hours/week with AI-powered meeting workflows and lead routing.
Increase sales efficiency with less manual work
Pipeline management
pipeline-management
Avoma shows which deals moved, stalled or slipped, and ranks the ones that need attention. Your pipeline review starts with the deals that matter.
Spot pipeline risk before review day
Managers start each review with a ranked list of deals that moved or carry risk, plus the evidence for each. Close dates match what buyers said.
Rep onboarding & ramp
sales-onboarding
Avoma tracks each new hire against your ramp plan and scores their first calls. New reps learn from the winning calls your team has already had.
Ramp new reps faster with real calls
New hires learn from real winning calls and get feedback on their first calls within days. Managers track each rep against clear weekly milestones.
Sales coaching
sales-coaching
Avoma scores your calls against your scorecards and shows coaching gaps by rep and skill. So your 1:1s start from what happened on the call.
Coach every rep from real call evidence
Every call gets scored against the same scorecard. Managers see coaching gaps by rep and skill each week, and every 1:1 starts from a call moment.
Sales forecasting
sales-forecast-accuracy
Avoma checks commit deals against evidence and shows what changed in the pipeline. Every submission stays on record, so you know what's behind the number.
Commit a forecast you can defend
Every commit deal is checked against evidence, and every change in the number can be traced. Every team is measured against the same target.
Sales performance management
sales-performance-tracking
Avoma shows what top performers do on calls, how deals convert by stage and which meetings got recorded. Leaders manage performance on evidence.
See what drives your team's sales performance
Leaders can see what top reps do on calls, where deals slow down and how complete the data is. That turns into coaching and process changes.
sales training
sales-training
Turn real conversations into scalable training. Use AI to reinforce skills, align messaging, and keep your team sharp in a fast-moving market.
Smarter sales training with conversation intelligence
sales strategy
sales-strategy
Turn every conversation into strategic insight. Align teams, sharpen qualification, and drive consistent execution with AI-powered visibility into what actually moves deals.
Shape winning sales strategy with conversation intelligence
What’s stopping you from turning every conversation into actionable work?
