[ Avoma Reviews ](https://www.g2.com/products/avoma/reviews) [ Avoma Reviews ](https://www.g2.com/products/avoma/reviews) # 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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.) Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual 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. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (1) Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## Automatic Transcription - AI Note-taking Software (1) Speech-to-text Transcription Enables real-time transcription of meetings, calls, and conversations. Show More ##### ## Collaboration & Sharing - AI Note-taking Software (1) Team-based Access Enables real-time collaboration and share the files securely with the stakeholders. Show More ##### ## Language & Accent Support - AI Note-taking Software (1) Multi-Language and Accent Support Supports multiple languages and accents across regions. Show More ##### ## Multi-Platform Integration - AI Note-taking Software (1) Integrations Integrates with webinar platforms, calendars, CRM platforms, and/or video conferencing platforms. Show More ##### ## Privacy & Security Controls - AI Note-taking Software (1) Access Control Includes encryption and compliance with standards like GDPR and HIPAA. Show More ##### ## Searchable Note Archives - AI Note-taking Software (1) Semantic Search Enables keyword and semantic search across transcripts for easy retrieval. Show More ##### ## Speaker Identification - AI Note-taking Software (1) Speaker Recognition Recognizes as well as labels different speakers for accurate attribution and context. Show More ##### ## 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. Show More [ ![Fathom](https://images.g2crowd.com/uploads/product/hd_favicon/041fb40aaa8c9360ddee9abbf33aea96/fathom-video.svg "Fathom") Sponsored Fathom 5/5(6,926) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Fathom](https://images.g2crowd.com/uploads/product/hd_favicon/041fb40aaa8c9360ddee9abbf33aea96/fathom-video.svg "Fathom") Fathom 5/5(6,914) ](https://www.g2.com/products/fathom-video/reviews) [ ![Gong](https://images.g2crowd.com/uploads/product/hd_favicon/e33783a7fe09d9543772bf2218f64325/gong.svg "Gong") Gong 4.7/5(6,503) ](https://www.g2.com/products/gong/reviews) [ ![Fireflies.ai](https://images.g2crowd.com/uploads/product/hd_favicon/5f99ddeed4fa4fac8a018e1a5dd80cb1/fireflies-ai.svg "Fireflies.ai") Fireflies.ai 4.7/5(748) ](https://www.g2.com/products/fireflies-ai/reviews) [ View All Alternatives ](https://www.g2.com/products/avoma/competitors/alternatives) Avoma Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ba7ec16c546d0110cfe515805013d68d/gong.png "Product Avatar Image") Gong 4.7/5(6,677) [ Compare Now ](https://www.g2.com/compare/avoma-vs-gong) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dee726cf705bf25cd1cc3b1ff354c90c/fathom-video.png "Product Avatar Image") Fathom 5/5(6,926) [ Compare Now ](https://www.g2.com/compare/avoma-vs-fathom-video) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_964aac4d9e3e6e597cc1c4e5fdeb39e7/fireflies-ai.png "Product Avatar Image") Fireflies.ai 4.7/5(751) [ Compare Now ](https://www.g2.com/compare/avoma-vs-fireflies-ai) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ AI Note-Taking Software ](https://www.g2.com/categories/ai-note-taking-software)[ Business Scheduling ](https://www.g2.com/categories/business-scheduling) [ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence)[ AI Meeting Assistants ](https://www.g2.com/categories/ai-meeting-assistants)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ Sales Coaching ](https://www.g2.com/categories/sales-coaching)[ Revenue Operations & Intelligence (RO&I) ](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[ Lead-to-Account Matching and Routing ](https://www.g2.com/categories/lead-to-account-matching-and-routing)[ Meeting Management ](https://www.g2.com/categories/meeting-management) Show More ##### Explore More [ What's the best relational database tool for app development ](https://www.g2.com/discussions/what-s-the-best-relational-database-tool-for-app-development)[ Best influencer marketing platform for small business ](https://www.g2.com/discussions/best-influencer-marketing-platform-for-small-business)[ Best platforms for onboarding SaaS customers ](https://www.g2.com/discussions/top-platforms-for-onboarding-saas-customers) [ Most reliable MFT software for enterprise ](https://www.g2.com/discussions/most-reliable-mft-software-for-enterprise)[ What CRM is the best for e-commerce platforms ](https://www.g2.com/discussions/crm-what-crm-is-the-best-for-e-commerce-platforms)[ Pros and Cons Details ](https://www.g2.com/products/avoma/reviews?qs=pros-and-cons) Show More [ What's the best relational database tool for app development ](https://www.g2.com/discussions/what-s-the-best-relational-database-tool-for-app-development)[ Best influencer marketing platform for small business ](https://www.g2.com/discussions/best-influencer-marketing-platform-for-small-business)[ Best platforms for onboarding SaaS customers ](https://www.g2.com/discussions/top-platforms-for-onboarding-saas-customers) [ Most reliable MFT software for enterprise ](https://www.g2.com/discussions/most-reliable-mft-software-for-enterprise)[ What CRM is the best for e-commerce platforms ](https://www.g2.com/discussions/crm-what-crm-is-the-best-for-e-commerce-platforms)[ Pros and Cons Details ](https://www.g2.com/products/avoma/reviews?qs=pros-and-cons)