Use case · Customer Success & Retention

Grow accounts from what customers tell you

Avoma finds expansion signals in customer calls, preps QBRs and builds account plans. CS and account managers act on growth while it's fresh.

Trusted by high-performing sales teams at

Why expansion opportunities get missed

Buying signals stay in the call

Customers mention new teams and use cases, and the signal never reaches an owner.

QBRs recap activity

Reviews list what happened, and leave out results against the customer's goals.

Account plans go stale

Teams build stakeholder maps and plans once, then never update them.

The results speak for themselves, so do our customers.

“It’s ten vs one in terms of, ‘Hey, we prefer Avoma.’”
Luiz Cent
Head of Sales, Mailshake
“I can tell you that our top sales people couldn’t live without Avoma.”
Tim Powers
Director of Business Development, Zilliant
“We thought we had a decent solution until we got Avoma. That was pretty much the game changer for us.”
Rebecca Graves
VP of Client Services and Partner, Spot On

Expansion and account growth, answered

Still have a question about account management?

Talk to our team

Ask Avoma, or your AI assistant through Avoma MCP, to review customer conversations for new requirements and buying signals, with quotes. An Avoma agent can also watch for these signals and suggest follow-ups.

Yes, Ask Avoma for a QBR brief with the customer's goals, progress, delivered value, risks, expansion opportunities and a proposed agenda.

Ask Avoma to build a stakeholder map from conversations and account records. It covers roles, influence, engagement and likely champions.

Yes, filter expansion deals on the Deals screen to see value, stage, engagement and recent changes.

CSMs and account managers use it to find, plan and act on account growth.

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