Avoma Features
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Pre-Meeting Tools (3)
Templates
Provides templates for various meeting types.
Scheduling
Schedules and coordinates meetings between participants.
Agenda
Creates agendas for meetings to follow.
Meeting Tools (2)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
Notes
Allows participants to record notes on meeting proceedings.
Post-Meeting Tools (3)
Task Delegation
Delegates tasks based on agreed upon action points.
Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (1)
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Call Analytics (3)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Artificial Intelligence - Conversation Intelligence (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text
Sentiment Analysis
Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (2)
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Integrations (5)
MS Teams Integration
This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers.
Zoom Integration
This software integrates with Zoom.
Google Meet Integration
This software integrates with Google Meet.
Salesforce Integration
This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
Provide the ability to create a custom booking page.
Personalized Links
Provide the ability to create custom scheduling URLs.
Personalized Web Embed
Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
Allow users to set automatic working hours.
Automatic Updates
Automatically update calendars after a meeting has been booked.
Buffer Times
Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Meeting Prep - AI Meeting Assistants (3)
Agenda Management
Assists in creating and managing meeting agendas, ensuring that discussions stay on track and objectives are met.
Virtual Meeting Hosting
Hosts virtual meetings, manages attendee lists, and controls meeting features like screen sharing and recording.
Automated Scheduling
Helps schedule meetings by analyzing participants' calendars and finding suitable time slots for everyone involved. They can also send out meeting invitations and reminders.
Meeting Automation - AI Meeting Assistants (3)
Automated Note-Taking
Automatically transcribes and summarizes meeting discussions.
Voice Recognition
Recognizes and transcribes spoken words during meetings, making note of who is speaking and when.
Action Item Tracking
Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders.
Meeting Insights - AI Meeting Assistants (3)
Sentiment Analysis
Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting.
Personalization
Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience.
Smart Summaries
Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting
Accessibility - AI Meeting Assistants (3)
Language Translation
Offers real-time language translation, allowing participants who speak different languages to communicate effectively.
Real-Time Transcription
Provides real-time transcription of spoken words. This may also include closed-captioning.
Accessibility Guidelines Compliance
Complies with accessibility standards and guidelines, such as the Web Content Accessibility Guidelines (WCAG), to ensure that the tool is accessible to individuals with disabilities.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Coaching (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Agentic AI - AI Meeting Assistants (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Action Item Detection - AI Note-taking Software (2)
Action Item extraction
Helps in automatic extraction of tasks, deadlines, and follow-ups from meetings or conversations.
Summary Generation
Assists in generating concise summaries highlighting key action items.
Automatic Transcription - AI Note-taking Software (1)
Speech-to-text Transcription
Enables real-time transcription of meetings, calls, and conversations.
Collaboration & Sharing - AI Note-taking Software (1)
Team-based Access
Enables real-time collaboration and share the files securely with the stakeholders.
Language & Accent Support - AI Note-taking Software (1)
Multi-Language and Accent Support
Supports multiple languages and accents across regions.
Multi-Platform Integration - AI Note-taking Software (1)
Integrations
Integrates with webinar platforms, calendars, CRM platforms, and/or video conferencing platforms.
Privacy & Security Controls - AI Note-taking Software (1)
Access Control
Includes encryption and compliance with standards like GDPR and HIPAA.
Searchable Note Archives - AI Note-taking Software (1)
Semantic Search
Enables keyword and semantic search across transcripts for easy retrieval.
Speaker Identification - AI Note-taking Software (1)
Speaker Recognition
Recognizes as well as labels different speakers for accurate attribution and context.
Meeting Capture & Retention - AI Meeting Assistants (3)
Bot Presence
Requires an automated bot to join meetings as a participant to capture meeting content.
Meeting Moments Management
Enables users to search, edit, and highlight key moments within recorded content for easier reference.
Audio or Video Recording
Captures and stores in-meeting audio and video for post-meeting review and sharing.




