Automate CRM data entry, updates, and activity logging from your sales and CS conversations so your reps never have to touch the CRM

Avoma listens to your calls and meetings and updates your CRM in real time. Your pipeline always reflects what actually happened.

Your CRM underperforms because your data entry does

Your reps are logging deals, not closing them

Sales reps spend only 28% of their week actually selling. The rest goes to admin, updating contact records, copying meeting notes into fields, and chasing down deal details they half-remember from three calls ago. That time compounds fast across a team.

Bad CRM data is breaking your forecast

When reps skip fields, guess at deal stages, or log updates two days late, your pipeline stops reflecting reality. Managers make calls based on stale data, and forecasts built on incomplete records miss every time.

Your CRM adoption is low because the admin is brutal

Reps often skip CRM updates because the process is tedious and the tool doesn't give them anything in return. When logging feels like punishment, it doesn't happen consistently, and your data quality degrades over time.

Your CRM tracks activity, not revenue drivers

Dashboards are full, but they don’t explain why deals are won or lost. Activity metrics without context lead to guesswork, not strategy.

Your CRM fills itself while your team focuses on revenue

AI notes sync to your CRM

Connect Avoma to your CRM, and it handles the rest. Every call is transcribed, key details are extracted, and written to the right fields the moment the meeting ends.

• Automatically generates structured notes and syncs them to deals, contacts, and company records
• Extracts next steps, pain points, decision-makers, and deal signals directly from the call
• Eliminates copy-paste workflows and manual post-call logging entirely
• Ensures every field is populated from the actual conversation, not memory
• Works across Zoom, Google Meet, and Microsoft Teams with no manual setup
• Reps leave every call with CRM already updated

From conversation signals to perfectly mapped CRM fields

Avoma captures what matters in every call, structures it using proven frameworks, and maps it directly to your CRM with full RevOps control.

• Configure mappings once for consistent output across all deals
• Works with your existing CRM schema without needing any rearchitecting
• Applies the right note template automatically by call type
• Identifies key deal signals (budget, authority, pain, timeline, stakeholders, competitors, objections, risk) and populates relevant CRM fields like deal stage and next steps
• Structures insights using MEDDIC, SPICED, BANT, NEAT, SPIN, and custom frameworks
• Maps insights to any CRM field type (dropdowns, text, number, etc.)

Changes in your CRM reflect in Avoma and the other way around

Avoma keeps your CRM and call data automatically aligned, so updates flow in both directions without manual effort.

• Syncs call insights, notes, and deal updates to your CRM immediately after every conversation
• Pulls CRM data into Avoma to provide context during calls and in notes
• Keeps contacts, deals, and activities aligned between Avoma and your CRM
• Automatically logs meetings, recordings, notes, and follow-ups as CRM activities
• Eliminates manual syncing and reduces data gaps across systems

Every call, meeting, and follow-up logged without touching the CRM

Avoma removes the manual work after every meeting so reps can move faster.

• Ensures every meeting has a corresponding CRM activity record automatically
• Reduces post-call admin from 10+ minutes to under two minutes
• Drafts follow-up emails with key takeaways, next steps, and action items in under two minutes
• Sends via Gmail or Outlook, automatically logging activity in your CRM
• Includes recording links and confirmed next steps in every email

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Works seamlessly with your CRM

Avoma connects natively with the leading CRMs your team already uses, so call insights, notes, and activities flow automatically without changing your workflow.

Avoma's AI Meeting Assistant and Conversation Intelligence integrate deeply with Copper, HubSpot, Pipedrive, Salesforce, and Zendesk Sell to keep your CRM accurate, complete, and always up to date. Every meeting is captured, analyzed, and synced to the right records — so reps never have to log calls manually or worry about missing details.

4+ hrs

Saved per rep per week on CRM admin

35%

Cleaner CRM data vs. manual entry

89%

Reduction in post-call follow-up time

Get up and running in minutes. CRM data handled forever.

1. Connect your calendar

Link Avoma to Google Calendar or Outlook so it can automatically join and capture every scheduled meeting.

2. Use a standard or define a custom note template

Choose from proven templates or create your own aligned to your sales methodology. Define the fields and structure upfront so every conversation is captured consistently.

3. Connect and configure your CRM

Link Avoma to Google Calendar or Outlook, then configure your privacy and recording settings so it can automatically join and capture every scheduled meeting.